Coaching client timeline
The history of a coaching relationship is its most valuable context, and the hardest thing to reconstruct when it lives across a spreadsheet, a document folder and your memory. Exantur keeps the whole relationship on one timeline you can scan in the minutes before a session.
It is part of Exantur, coaching practice management software built for the practice of professional coaching, not adapted from a generic project management tool.
By Martijn Mauritz, Founder & Coach at Exantur
The whole relationship at a glance
Sessions, notes, goals and their progress, check-in responses, accountability items and documents appear in the context of the relationship they belong to. Instead of piecing history together from separate tools, you see how the engagement has unfolded over time.
Walk into every session prepared
In the minutes before a session, a coach can see when the last session was, what was committed to, how goals have moved and what the most recent check-ins said. The conversation starts where it matters, not with ten minutes of catching up.
Nothing lost over time
When a coaching relationship pauses or concludes, the timeline persists as a complete account of the work, ready for review, for handover to another coach, or as a reference if the relationship resumes later.
Searchable, not just chronological
Because everything sits in one system, the history is searchable, not a pile of dated documents you scroll. Notes, goals, check-ins and documents are held together per relationship, so finding what was said or agreed months ago takes seconds instead of an archaeology session across folders and inboxes.
Clean handover between coaches
In a practice with more than one coach, the timeline makes handover real: a colleague picking up a client inherits the full, structured history rather than a verbal summary. The relationship keeps its continuity even when the coach changes.
A record you can trust for review
Assessments, goals and their movement over time form a factual account of the engagement, useful for a mid-programme review, an evaluation, or simply showing a client how far they have come. Nothing is reconstructed after the fact, the timeline is what actually happened, in order.
Frequently asked questions
- What appears on the client timeline?
- Sessions, notes, goals and progress, check-ins, accountability items and documents, all in the context of the coaching relationship.
- Can I search a client’s history?
- Yes. Notes, goals, check-ins and documents are held together per relationship, so finding an earlier note, decision or agreement takes seconds instead of digging through folders.
- Does the timeline help when handing a client to another coach?
- Yes. A colleague inherits the full structured history, so the relationship keeps its continuity instead of relying on a verbal summary.
- How does this help before a session?
- You can scan the full history at a glance, so you arrive prepared and start the conversation where it matters.
- What happens when an engagement ends?
- The record persists as a complete history, available for review or handover, and ready if the relationship resumes.
- Can clients see their own history?
- Yes. Through the portal, coachees can see their goals, progress and check-in history over time.
See the whole coaching relationship
Walk into every session prepared, request a demo.