{"id":371499,"date":"2026-09-30T11:41:18","date_gmt":"2026-09-30T11:41:18","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/life-coach-clients\/"},"modified":"2026-10-02T12:04:55","modified_gmt":"2026-10-02T12:04:55","slug":"albertoit-client-management-coaches","status":"publish","type":"plugin","link":"https:\/\/wol.wordpress.org\/plugins\/albertoit-client-management-coaches\/","author":15564297,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.6.12","stable_tag":"1.6.12","tested":"7.1.2","requires":"6.0","requires_php":"7.4","requires_plugins":null,"header_name":"Client Management for Coaches - AlbertoIT","header_author":"Albertoit","header_description":"A private client management system for coaches, with client records, coaching sessions, relationships and payment tracking. 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only the full name is required.","3":"Client profile with status, notes and coaching information.","4":"Coaching records for a single client.","5":"Coaching record detail showing the session location field.","6":"Coaching records list view.","7":"Payment history with separate EUR and EGP totals.","8":"Fund and top-up view showing prepaid balance versus sessions used.","9":"Client relationships with mirrored labels such as Wife and Husband\/Partner.","10":"Readable activity log with before and after values.","11":"Currency settings."}},"plugin_section":[],"plugin_tags":[27930,1151,9110,280394,43579],"plugin_category":[],"plugin_contributors":[283686],"plugin_business_model":[],"class_list":["post-371499","plugin","type-plugin","status-publish","hentry","plugin_tags-client-management","plugin_tags-clients","plugin_tags-coaching","plugin_tags-practice-management","plugin_tags-therapy","plugin_contributors-albertosoliman","plugin_committers-albertosoliman"],"banners":{"banner":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/banner-772x250.png?rev=3721102","banner_2x":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/banner-1544x500.png?rev=3721102","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/icon-128x128.png?rev=3721114","icon_2x":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/icon-256x256.png?rev=3721114","generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-1.jpg?rev=3723994","caption":"All clients overview with search and permanent serial numbers."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-2.jpg?rev=3723994","caption":"Add a new client; only the full name is required."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-3.jpg?rev=3723994","caption":"Client profile with status, notes and coaching information."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-4.jpg?rev=3723994","caption":"Coaching records for a single client."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-5.jpg?rev=3723994","caption":"Coaching record detail showing the session location field."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-6.jpg?rev=3723994","caption":"Coaching records list view."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-7.jpg?rev=3723994","caption":"Payment history with separate EUR and EGP totals."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-8.jpg?rev=3723994","caption":"Fund and top-up view showing prepaid balance versus sessions used."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-9.jpg?rev=3723994","caption":"Client relationships with mirrored labels such as Wife and Husband\/Partner."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-10.jpg?rev=3723994","caption":"Readable activity log with before and after values."},{"src":"https:\/\/ps.w.org\/albertoit-client-management-coaches\/assets\/screenshot-11.jpg?rev=3723994","caption":"Currency settings."}],"raw_content":"<!--section=description-->\n<h4>Features<\/h4>\n\n<ul>\n<li>Private Clients section in WordPress Admin.<\/li>\n<li>Add, edit, delete, search and view clients.<\/li>\n<li>Automatic permanent serial numbers starting at CL-1550: CL-1550, CL-1551, CL-1552, etc.<\/li>\n<li>Optional client fields except Full Name.<\/li>\n<li>Unlimited coaching records per client.<\/li>\n<li>Session location: Online, In Clinic, or Outside Clinic.<\/li>\n<li>Multiple private attachments per coaching record for reports, medication documents, and other files.<\/li>\n<li>Unlimited payment records per client.<\/li>\n<li>Session payment status: Paid, Unpaid, or Partially Paid.<\/li>\n<li>Sessions can be marked unpaid when the client will pay later; marking paid creates a linked payment entry.<\/li>\n<li>Client Relationships with mirrored relationship labels (for example Wife \u2194 Husband\/Partner).<\/li>\n<li>Readable permanent Activity Log with stored before\/after or deleted details.<\/li>\n<li>In-admin optional PayPal donation\/support link; nothing is added to the public site.<\/li>\n<li>Separate EUR and EGP totals; currencies are never combined.<\/li>\n<li>No subscriptions, external APIs, paid services, or external data storage.<\/li>\n<li>Client information is stored in the site's WordPress database.<\/li>\n<li>Client records are not public WordPress posts\/pages.<\/li>\n<li>Admin access is restricted by the manage_lifecocl_clients capability.<\/li>\n<li>REST endpoints containing \"lifecocl\" are blocked.<\/li>\n<\/ul>\n\n<h3><\/h3>\n\n<p>Version: 1.6.12<\/p>\n\n<p>Manage private coaching clients, sessions, relationships, and payments in WordPress.<\/p>\n\n<p>Designed by Albertoit\nhttps:\/\/albertoit.de\/<\/p>\n\n<h3>Permissions<\/h3>\n\n<p>On activation, the plugin grants the manage_lifecocl_clients capability to administrator users.\nOnly users with this capability can access the Clients admin area.<\/p>\n\n<h3>Privacy<\/h3>\n\n<p>The plugin does not create public-facing client profiles, shortcodes, public REST endpoints, or public post types. Client data remains in custom database tables and is accessible through the protected WordPress Admin interface.<\/p>\n\n<h3>Important<\/h3>\n\n<p>This plugin is designed for private coaching records. Site owners should still use HTTPS, strong administrator passwords, appropriate WordPress roles, regular backups, and a privacy policy appropriate to their jurisdiction and use of personal data.<\/p>\n\n<h3>Database tables<\/h3>\n\n<p>{prefix}lifecocl_clients\n{prefix}lifecocl_coaching_records\n{prefix}lifecocl_payments\n{prefix}lifecocl_funds<\/p>\n\n<p>Designed by Albertoit\nhttps:\/\/albertoit.de\/<\/p>\n\n<h3>Language<\/h3>\n\n<p>English is the default. The plugin is prepared for WordPress localization so a future Arabic translation can follow the site's WordPress language rather than requiring a separate plugin build.<\/p>\n\n<h3>Mobile use<\/h3>\n\n<p>The WordPress Admin interface is responsive and can be opened on an iPhone. For regular use, the recommended approach is to create a dedicated WordPress user with the manage_lifecocl_clients capability and add the Clients admin URL to the iPhone Home Screen. A later version can add a dedicated installable PWA-style Coach Portal while keeping WordPress login\/security. Avoid passwordless shared links for client data because they reduce account-level security.<\/p>\n\n<h3>Update behavior<\/h3>\n\n<p>The plugin keeps the same WordPress plugin slug\/folder name (albertoit-client-management-coaches) and uses an incremented plugin version so uploading a newer ZIP is recognized as an update rather than a separate plugin. Existing client data is migrated from the legacy 1.6.4 table\/option names to the prefixed 1.6.6 names during the update and is preserved.<\/p>\n\n<p>Version 1.4.0 financial workflow:\n- Each client can have an individual default session price and currency.\n- Every new coaching record automatically creates a linked Session Charge in Payment History.\n- Session date can be today or any future date.\n- Fund \/ Top Up lets you prepay an amount and specify the number of sessions. Example: 50 for 5 sessions gives an allocation of 10 per session.\n- A coaching record can select an available Fund \/ Top Up and automatically deduct the session charge from it.\n- Payment History separates money received\/funded from session charges used, and EUR\/EGP totals remain separate.\n- Empty money fields are treated as 0.00 instead of being required.<\/p>\n\n<p>Version 1.4.0 improvements:\n- Coaching Records include Payment Method and Payment Note fields, automatically linked to the session's Payment History entry.\n- Payment History entries can be edited for Payment Method and Note without changing the amount, date, currency, or transaction type.\n- Payment History is displayed immediately after the financial totals; Funds \/ Top Ups are shown below it.\n- Future coaching session dates remain supported.\n- Available Fund Balance is shown separately from historical Received \/ Funded totals so prepaid money is not mistaken for money still available.\n- Fund \/ Top Up usage updates the fund's remaining amount and remaining session count automatically.\n- The plugin slug\/folder and main plugin filename remain stable: albertoit-client-management-coaches\/life-coach-clients.php.<\/p>\n\nVersion 1.6.1 business model\n\n<p>The Free plugin is intended to remain useful on its own and is suitable for personal use and submission to WordPress.org. Premium functionality can be offered separately as a Pro add-on\/plugin or service, rather than locking existing Free functionality behind a license key.<\/p>\n\n<h3>Support<\/h3>\n\n<p>Support for the free plugin is provided through the WordPress.org support forum:<\/p>\n\n<ul>\n<li>Support forum: https:\/\/wordpress.org\/support\/plugin\/albertoit-client-management-coaches\/<\/li>\n<li>Community forum on our site: https:\/\/albertoit.de\/<\/li>\n<\/ul>\n\n<p>Pro customers receive priority support with their license via https:\/\/albertoit.de\/kontakt\/.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>In WordPress Admin, go to Plugins &gt; Add New &gt; Upload Plugin.<\/li>\n<li>Upload albertoit-client-management-coaches.zip.<\/li>\n<li>Install and activate the plugin.<\/li>\n<li>Open the new Clients menu in WordPress Admin.<\/li>\n<li>Add your first client.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20this%20plugin%20send%20my%20client%20data%20anywhere%3F\"><h3>Does this plugin send my client data anywhere?<\/h3><\/dt>\n<dd><p>No. Client records, coaching sessions, payments and attachments stay in your own WordPress database and your own uploads folder. There is no external API call, no third-party cloud storage and no account required.<\/p><\/dd>\n<dt id=\"is%20it%20safe%20for%20confidential%20coaching%20or%20health%20notes%3F\"><h3>Is it safe for confidential coaching or health notes?<\/h3><\/dt>\n<dd><p>The plugin is built for private records: client profiles are not public post types, there are no public shortcodes or public REST endpoints, and admin access is restricted by a dedicated capability. You should still use HTTPS, strong admin passwords, regular backups and a privacy policy that fits your jurisdiction.<\/p><\/dd>\n<dt id=\"what%20is%20the%20difference%20between%20the%20free%20version%20and%20pro%3F\"><h3>What is the difference between the free version and Pro?<\/h3><\/dt>\n<dd><p>The free plugin covers client records, coaching sessions, session location, private attachments, payment history, funds and top-ups, client relationships and the activity log. Pro adds PDF invoices in English and German, invoice emailing, your own logo on invoices, a client portal and reports with PDF export.<\/p><\/dd>\n<dt id=\"which%20currencies%20are%20supported%3F\"><h3>Which currencies are supported?<\/h3><\/dt>\n<dd><p>The free version ships with EUR and EGP and lets you change both currency codes, symbols and names from Clients &gt; Settings, and enable or disable the second currency, at no cost. Each currency is totalled separately and never combined. Pro adds your own logo and prints both currencies on the PDF invoices.<\/p><\/dd>\n<dt id=\"can%20i%20see%20who%20changed%20a%20record%20and%20when%3F\"><h3>Can I see who changed a record and when?<\/h3><\/dt>\n<dd><p>Yes. The Activity Log stores before\/after values and deletions in readable form, so you can see what changed and when.<\/p><\/dd>\n<dt id=\"how%20do%20i%20delete%20all%20plugin%20data%3F\"><h3>How do I delete all plugin data?<\/h3><\/dt>\n<dd><p>Client data is intentionally kept when you uninstall. To remove everything, define LIFECOCL_DELETE_DATA_ON_UNINSTALL as true in wp-config.php before uninstalling. See uninstall.php for the exact tables and options that are removed.<\/p><\/dd>\n<dt id=\"can%20clients%20log%20in%20and%20see%20their%20own%20records%3F\"><h3>Can clients log in and see their own records?<\/h3><\/dt>\n<dd><p>Not in the free version. All access is through your WordPress Admin, restricted to users who hold the manage_lifecocl_clients capability. A client portal is part of Pro.<\/p><\/dd>\n<dt id=\"does%20it%20work%20on%20mobile%3F\"><h3>Does it work on mobile?<\/h3><\/dt>\n<dd><p>Yes. The admin screens are responsive and work on phones and tablets. A common setup is a dedicated WordPress user for coaching work, with the Clients URL added to a phone home screen for quick access.<\/p><\/dd>\n<dt id=\"can%20i%20use%20it%20for%20a%20clinic%20with%20several%20coaches%3F\"><h3>Can I use it for a clinic with several coaches?<\/h3><\/dt>\n<dd><p>The free version is single-practice. Multiple coaches, online booking and automatic email reminders are part of the Clinic plan.<\/p><\/dd>\n<dt id=\"where%20do%20i%20get%20support%3F\"><h3>Where do I get support?<\/h3><\/dt>\n<dd><p>For the free plugin, please use the WordPress.org support forum:\nhttps:\/\/wordpress.org\/support\/plugin\/albertoit-client-management-coaches\/<\/p>\n\n<p>Pro customers receive priority support with their license via https:\/\/albertoit.de\/kontakt\/.<\/p><\/dd>\n<dt id=\"will%20my%20data%20survive%20updates%3F\"><h3>Will my data survive updates?<\/h3><\/dt>\n<dd><p>Yes. The plugin keeps the same slug and folder and only increases the version number, so uploading a newer ZIP is treated as an update to the same plugin. Existing client data is preserved.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.6.12<\/h4>\n\n<ul>\n<li>Fix support links: point to the official WordPress.org support forum and add a Support link on the Plugins screen.<\/li>\n<li>Correct the author\/plugin URL to https:\/\/albertoit.de\/.<\/li>\n<\/ul>\n\n<h4>1.6.11<\/h4>\n\n<ul>\n<li>Renamed the plugin and admin menu to AIT Life Clients.<\/li>\n<li>Added a Settings shortcut link on the Plugins list.<\/li>\n<\/ul>\n\n<h4>1.6.10<\/h4>\n\n<ul>\n<li>Added <code>lifecocl_client_tabs<\/code> and <code>lifecocl_client_tab_content<\/code> extension hooks on the client profile screen so companion plugins can add tabs.<\/li>\n<li>Clarified the upload instructions in this readme.<\/li>\n<\/ul>\n\n<h4>1.6.9<\/h4>\n\n<ul>\n<li>Unified all prefixes to <code>lifecocl<\/code> for better compatibility and to comply with WordPress.org guidelines.<\/li>\n<li>Renamed plugin class file to <code>class-lifecocl-plugin.php<\/code>.<\/li>\n<li>Updated all database table names, options, capabilities, nonces, and CSS classes.<\/li>\n<\/ul>\n\n<h4>1.6.6<\/h4>\n\n<ul>\n<li>Renamed only the top-level WordPress admin menu label from Clients to AIT Clients.<\/li>\n<li>Updated the plugin display name to a distinctive Albertoit-branded name while keeping the WordPress.org slug albertoit-client-management-coaches.<\/li>\n<li>Added the WordPress.org contributor username albertosoliman.<\/li>\n<li>Added a distinctive lifecocl_ prefix to plugin declarations, capabilities, options, database tables and WordPress-owned identifiers.<\/li>\n<li>Moved the top-level Clients menu to a lower admin-menu position.<\/li>\n<\/ul>\n\n<h4>1.6.4<\/h4>\n\n<ul>\n<li>Added direct nonce verification to each state-changing admin action handler for clearer Plugin Check recognition.<\/li>\n<li>Documented read-only GET parameters where nonce verification is not applicable.<\/li>\n<li>Replaced direct unlink() calls with wp_delete_file().<\/li>\n<li>Replaced direct readfile() attachment streaming with the WordPress filesystem API while preserving binary downloads.<\/li>\n<li>Escaped generated Activity Log HTML at the output boundary with wp_kses_post().<\/li>\n<li>Kept the documented uninstall.php database cleanup pattern, with explicit Plugin Check suppressions for plugin-owned schema deletion.<\/li>\n<li>Extended optional uninstall cleanup to all plugin tables and currency settings.<\/li>\n<\/ul>\n\n<h4>1.6.2<\/h4>\n\n<ul>\n<li>Improved nonce verification recognition for admin data-changing actions.<\/li>\n<li>Unslashed and sanitized POST, REQUEST, GET and file-upload input before processing.<\/li>\n<li>Added explicit GPLv2 or later license declaration to the readme.<\/li>\n<li>Kept private uploads on the WordPress upload API using wp_handle_upload().<\/li>\n<li>Updated the in-admin Pro link to https:\/\/albertoit.de\/.<\/li>\n<li>Removed development\/macOS metadata files from the package.<\/li>\n<\/ul>","raw_excerpt":"Manage private coaching clients, sessions, relationships, and payments in WordPress. 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