Client Portal Software for Practices and Coaches
Give every client one private place to find their forms, files, resources, courses and invoices, under your brand.
The Problem with Sending Everything by Email
Clients should not need to search their inbox to work with you.
Lost Attachments
Clients ask you to resend the same file again and again.
Too Many Logins
One login for the course, another for invoices, another for forms.
A Scattered Experience
Each tool looks different and none of it feels like your brand.
Hours of Admin
You become the help desk for where things are.
From Welcome to Self-Service
One login replaces a dozen emails.
A Client Signs Up
They receive access to their private portal.
They Log In Once
One login for everything you share with them.
They Find What They Need
Forms, files, resources and course content in one place.
They Handle Payments
Invoices and payment history are right there.
You Get Time Back
Fewer emails asking where things are.
One Home for Every Client
Everything you share, in one private place.
Private Client Logins
A secure login area for each client.
Forms, Files and Resources
Share documents and collect paperwork.
Course and Membership Access
Deliver programs inside the same login.
Invoices and Payment History
Clients can view and pay.
Communities
Give clients a private group space.
Your Brand
The portal carries your name and look.
Examples
How Wellness Businesses Use It
Three common setups. Yours can be as simple or as detailed as you need.
One Login for a Coaching Program
A coach gives each client one login. Inside, the client finds the program lessons, the private community and its event calendar. No more sending five separate links.
Paperwork Before the First Visit
A practice shares a welcome document and intake paperwork with a new client, who completes it online before the first appointment.
A Membership With Billing in View
A studio runs a monthly membership. Members log in to watch class recordings and can see their invoices and payment history without emailing the front desk.
Included on Both Plans
This feature is part of the Standard plan at $97/mo and the HIPAA plan at $297/mo. Choose the HIPAA plan if your practice handles protected health information and needs a signed BAA.
Aspire Builder Pro vs. Separate Client Tools
One login beats five.
| What You Need | Separate Tools | Aspire Builder Pro |
|---|---|---|
| Client Logins | One per tool | One login |
| Courses and Memberships | Separate platform | Built-in |
| Invoices and Payments | Separate tool | Built-in |
| Forms and Files | Email attachments | In the portal |
| Connected to CRM | Manual | Automatic |
| HIPAA Option With BAA | Varies by tool | Available on the HIPAA plan |
| Monthly Cost | Several subscriptions | $97 for everything |
Perfect for Businesses With Ongoing Client Relationships
See the Client Portal in Action
Watch how a client logs in once and finds their forms, resources, courses and invoices.
Frequently Asked Questions
Everything you need to know.
Give Clients One Place for Everything.
Forms, files, courses and invoices under one login.
