內容簡介
TBIZ: Client, Session & Business Manager 是一款專為教練、顧問及服務提供者設計的 WordPress 外掛，能夠集中管理客戶包裝、課程餘額、購買紀錄及筆記，讓使用者在一個有組織的控制台中輕鬆追蹤客戶資訊。
【主要功能】
• 自動追蹤客戶課程餘額
• 管理服務包裝的購買與擁有權
• 儲存客戶筆記及歷史紀錄
• 一目瞭然的購買歷史
• 減少對試算表的依賴
• 支援多位教練的客戶管理
外掛標籤
開發者團隊
② 後台搜尋「TBIZ: Client, Session & Business Manager」→ 直接安裝（推薦）
原文外掛簡介
Thriving Business Manager helps coaches, consultants, and service providers manage client packages, session balances, purchases, and notes from one organized dashboard inside WordPress.
If you’re currently tracking client sessions using spreadsheets, Notion, Google Docs, email threads, or WhatsApp messages, Thriving Business Manager gives you a centralized system built specifically for package-based service businesses.
Whether you sell 4-session packages, 8-session packages, 12-session packages, or recurring coaching programs, Thriving Business Manager helps you keep track of who bought what, how many sessions they’ve used, and how many sessions remain.
Watch Demo
Perfect for:
Business coaches
Life coaches
Career coaches
Fitness coaches
Wellness coaches
Consultants
Tutors
Mentors
Trainers
Session-based service providers
Stop Managing Clients Across Multiple Tools
Most service providers struggle with questions like:
How many sessions does this client have left?
Which package did they buy?
Did I already count that session?
Where are my client notes?
Which clients are still active?
How much has this client spent?
Thriving Business Manager keeps everything organized in one place.
Key Benefits
Track client session balances automatically
Manage package purchases and ownership
Store client notes and history
View purchase history at a glance
Reduce spreadsheet dependency
Keep client information organized
Give clients visibility into their purchases and remaining sessions
Stay organized as your client base grows
Features
Client Management
Create and manage client profiles
Track active enrollments
Edit client information
Track client history
Multi coach client management
Package Management
Create service packages
Define package pricing
Set session quantities
Display packages professionally
Multi coach packages management
Purchase Tracking
Record package purchases
Maintain complete purchase history
Link purchases to clients
Session Tracking
Log session usage
Automatically calculate remaining sessions
View session history
Notes & Records
Add private client notes
Maintain coaching history
Keep records organized by client
Client Portal
View enrollments & package purchases
Check remaining session balances
Access client-specific information
Multi-Coach Support
Coach ownership controls
Data isolation between coaches
Secure coach-specific records
Support clients working with multiple coaches
Who Thriving Business Manager Is For
Thriving Business Manager is ideal for experts & service providers who sell sessions in packages and need a simple way to manage clients and track service delivery.
Examples include:
Coaching businesses
Consulting businesses
Tutoring businesses
Training businesses
Mentorship programs
Wellness practices
Why Choose Thriving Business Manager?
Many service providers use spreadsheets, notes apps, email conversations, or messaging platforms to manage client sessions.
Thriving Business Manager centralizes:
Clients
Packages
Purchases
Session balances
Notes
So you can spend less time on administration and more time serving clients.
Use of 3rd Party Software
It does not connect to any external APIs or third-party services.
