Features
Find out more about ClientShelf features
There are many great features in ClientShelf with more to come in the future.
Responsive Design and Platform Agnostic
ClientShelf lives on the internet and is accessed with your web browser. This means you can use it anywhere on any device with any platform. Use your desktop, laptop, tablet or mobile phone. Doesn’t matter if it’s Apple, Windows or Android, ClientShelf works with all of them!
Security
We’ve implemented two-factor authentication. What this means for you is that your account is more secure. No one can log in as you from another location or device when two-factor authentication is on.
Two-factor authentication is an addition to all our other security features in ClientShelf.
Easy to use Dashboard
The Your ClientShelf dashboard is visually appealing and loaded with easy-to-read information about all your clients. We display the information that matters most to you so you can see it immediately when you log into ClientShelf.
Visual Database
The Client Record provides all your client’s data in one place. Here you’ll find everything about your client, the services you provided them and all your other interactions with them.
Calendar
Our calendar shows all your meetings in one place. Send client appointments or have a coffee break with a colleague. It’s easily done in one place.
Client Notes
Client notes are important to coaches so they play a prominent role in our app. Our client notes keep your note-taking neat by associating the note with the service your client is on. That being a single service or many.
Your notes are shown as a list in the client record and can be easily filtered by service.
Client Tagging
We created an amazing client tagging system. Standard tags are set up to help with client conversion rates plus add your own custom tags. You can incorporate as many tags as you want for each client.
Custom Client Questionnaires
Tired of sending Word or Google Docs to clients to fill out? Wouldn’t it be great to send a form and have it incorporated right into their client record? We’ve created our questionnaire builder to do just that.
Create a questionnaire, send it to your client, and then view and print the results.
Client Tracking
Want to know how many hours your client has left on a service? How about a start and end date?
Our visual Your ClientShelf interface provides you with a great visual to see exactly where you are with each client.
To-do List
To-do lists help you stay organized. Create as many as you like, move the lists around, and set a date and time.
Move uncompleted tasks from one list to another so they can be taken care of the next day.
Contact Address Book
We’ve incorporated a contact address book. Load it up with your business and other important contacts and you’ll always have them available.
Coaching Hours
Tired of calculating coaching hours? How about a system that does it for you?
We take the work out of keeping your certification requirements up to date. Simply download the information to your computer then send it to your relevant organization.
Revenue Tracking
How much did you make this year? Can you answer that question easily?
With ClientShelf you can find that out by simply looking at the Revenue report, one of the many reports available in our reports suite.
And there are many more features
We have incorporated so many features into ClientShelf that there are simply too many to list here. This is just the beginning! There’s so much more to come! We will add more and more features in the future.
