Coaching Session Package Tracker

Packages make coaching easier to run

Whether you coach careers, health, business or something else, selling a block of sessions gives clients commitment and gives you predictable work. It also means you carry a running balance for every client.

What to track

• Client name, package size and start date.
• Sessions delivered and sessions remaining.
• Any expiry date on the package.
• Notes on renewal conversations.

Handling the common edge cases

• Rescheduled sessions: decide how much notice keeps the session.
• Late starts and shortened sessions: count them as used or not, and say so up front.
• Paused packages: set a maximum pause length.
• Refunds: decide whether unused sessions are refundable and under what conditions.

Check what your local rules and your contract require about expiry and refunds before you publish a policy.

Make renewal part of the rhythm

Bring up the next package in the second-to-last session, while progress is fresh. Clients who see their own results are the most likely to continue.