Client List Views
Active Clients
Your current coaching relationships
Shows all clients with upcoming or recent sessions
Quick access to client profiles
Sort by name, last session date, or total sessions
Archived Clients
Past coaching relationships
Clients you no longer actively coach
Maintains historical records
Can be reactivated if client returns
Client Profile Information
What You'll See
Contact Details
Full name or alias (if client prefers privacy)
Email address
Timezone
Profile photo
Professional Info
Current role and title
Industry
Leadership level
Company (if applicable)
Coaching Details
Primary goals
Current hurdles/challenges
Preferred coaching style
Organization affiliation (enterprise/VC fund)
Client Goals
Goal Tracking
View all client-set goals
Progress percentage on each goal
Target completion dates
Goal status (not started, in progress, achieved, archived)
Link sessions to specific goals
Adding Progress Notes
Document goal progress after sessions
Client can see your notes
Helps maintain accountability
Session History
View Past Sessions
Complete list of all sessions with this client
Session dates, duration, and status
Your coaching notes from each session
Client preparation notes
Linked goals addressed
Session Insights
Total sessions completed
Total coaching hours
Revenue from this client
Session completion rate
Average session rating
Private Notes
Your Personal Notes
Only visible to you
Document observations, patterns, breakthroughs
Track client preferences and sensitivities
Note conversation topics to revisit
Keep administrative details
Best Practices
Update after each session while fresh
Use tags or keywords for easy searching
Include action items for next session
Note what's working well in your approach
Document any concerns or red flags
Inviting New Clients
Invitation Options
Option 1: Marketplace Access (Default) Client can:
Book sessions with you
Browse and book with other coaches if desired
Access full Zant marketplace
Manage their own schedule
Option 2: Restricted Access Client can ONLY:
Book sessions with you
No marketplace access
Ideal for: enterprise clients, private arrangements
How to Invite
Click Invite Client button
Enter client email address
Choose access level (marketplace or restricted)
Add optional welcome message
Set allocated budget (for enterprise clients)
Click Send Invitation
What Happens Next
Client receives email invitation
They create Zant account
Profile automatically linked to you
They can immediately book sessions
Client Management Actions
From Client List
Quick Actions Available:
View full profile
See session history
Send message
Schedule new session
Add notes
Archive client
Archive vs. Delete
Archive:
Preserves all history
Client can't book new sessions
Can be reactivated later
Recommended for inactive clients
Delete:
Not available (preserves records)
Use archive instead
Enterprise & VC Fund Clients
Special Considerations
Budget Tracking
See allocated budget per client
Track budget utilization
Remaining balance visible
Deadline for budget use
Organization Affiliation
Identifies which company/fund
May have specific terms or restrictions
Payment handled by organization
Restricted Marketplace
Many enterprise clients can only book with you
Set at invitation or profile level
Maintains company coaching programs
Best Practices
Stay Organized
✅ Update notes after each session
✅ Review client goals before sessions
✅ Track progress consistently
✅ Respond to messages within 24 hours
Build Strong Relationships
✅ Personalize your approach per client
✅ Acknowledge milestones and wins
✅ Be consistent with follow-through
✅ Set clear expectations early
Manage Your Capacity
✅ Archive inactive clients regularly
✅ Set boundaries on availability
✅ Know when to refer clients elsewhere
✅ Don't overextend yourself