Client management
Every LCH Core account comes with a Preview Account. It's a pretend client that is really you, so you can try out sessions, coaching tools and Welcome Packages and see exactly what your clients will experience, before a real client ever logs in.
Where to find it
In the left menu, click Contact...
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You can download your contacts as a spreadsheet at any time. It's handy for backups, reporting, or adding people to your email marketing tool.
How to export
In the side menu, click Contacts.
At the top right, click Export.
Choose who to include: All Contacts, Clients Only (active and in...
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Each LCH Core plan lets you coach a set number of active clients at the same time:
Free Plan: 1 active client
New Coach Plan: 4 active clients
Master Coach Plan: unlimited active clients
What counts as an active client?
A contact counts toward your limit when they're a coaching clie...
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The Engagement Report shows all your clients in one view, with an at-a-glance signal of who’s engaged, who’s gone quiet, and who’s at risk of dropping off. It’s the single fastest way to spot drift across your whole client base, so you can reach out before anyone slips away.
To open it, c...
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Surprise cancellations are almost never sudden. They’re silent drift that you never measured. By the time the client says “I think I want to take a break,” they’ve been disengaged for two to three weeks already. The goal is to catch the signals earlier, so you can warm them back up while the...
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LCH isn’t built like a subscription service. Your clients don’t hit an automatic “renewal moment” where their subscription expires and they have to re-sign up. They just keep purchasing sessions and packages from you for as long as they’re getting value. Like a punch card.
This is actua...
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You’ve finished a package with a client and you want to suggest the next thing. Maybe it’s another coaching package. Maybe it’s a course you’ve built. Maybe it’s a digital product or a service. LCH Core makes this easy because everything you sell lives in one place (your store) and your cl...
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Most coaches treat a coaching session as a calendar event. LCH Core treats it as a structured record that connects to the next one. The shift matters more than it sounds: when each session is a record, you walk in with context and walk out with documentation, all in one place. No notebooks. No scatt...
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When you invite a client, or someone becomes a client through your store, they appear in Contacts with an Onboarding needed tag. Open their folder and click Welcome client to start the Onboarding Wizard:
Welcome Package: choose whether to send a Welcome Package. Pick one of yours or the default....
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Our coaching software offers a secure, private, and endlessly accessible way to store confidential client data, and track a client's progress over time.
In Contacts, there’s a folder for everyone in your coaching business. This is where you’ll have all their data at your fingertips.
Your f...
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You can easily invite other people to coach with you.
A. Use the Invite button
Just click the blue Invite Client button at the top right of every page. You will be taken to the Onboarding wizard where you can decide if you want to send a welcome package, coaching plan, and welcome letter.
A...
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You can easily invite other people to coach with you.
A. Inviting your clients if they will pay using the LCH system
You can bill your clients securely through your own personal, branded Store.
Just click the blue Invite Client button on any page and enter your client's details. Go through ...
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Yes. All your client information is stored securely and completely accessible, so you can return and review where your client was a month, a year or five years ago!
You can view these from your Client management page in your client's folder, OR from your super-convenient Progress Stream which l...
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The Progress Stream is a page where you can view all your sessions, coaching notes and coaching tools in one place. Think of it like your Facebook News Feed. You'll be able to see the most up-to-date comments and interactions from your clients at a glance, and comment back easily.
Just click Prog...
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Deactivating a client manually is very simple.
In Client Management, open your client's folder
Click on the client you'd like to edit
Click on the Settings tab, and then toggle the switch to turn the client from Active to Inactive
Your client is now deactivated.
Note: Make...
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Coaching is enjoyable and easy using your dashboard's coaching tools and features. These Support pages will guide you through the main features of the system so you can get started right away!
Steps in your coaching journey
A. Onboarding your client and the welcome package
After you invite...
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Frequently Asked Questions 
Contact Support 
How do I keep track of my client data, session notes, and progress?
