Client management for tutors and coaches
Tutoring grows on trust, and trust is built between sessions: the progress note you remember, the parent update you send, the follow-up before exam season. When your roster lives in a paper diary and your notes in your head, growth caps out fast. ClientPlot gives tutors one place for students, sessions, and follow-ups. This page covers how tutors and coaches use it.
A page per student, a note per session
Keep each student's goals, session notes, and materials on their page. Next session starts with a thirty-second review instead of trying to remember where you left off with your 3 PM on Tuesday.
Your week at a glance
Sessions and prep tasks sit on a calendar you can view by day, week, or month, with working hours that include evenings and weekends, because that is when tutoring happens.
Parent updates that actually go out
Set a follow-up date and it appears on the Today view when it is due. Regular updates are the single biggest referral engine a tutor has.
Fill the gaps before they cost you
When a student wraps up, set a follow-up for next term. When exam season approaches, check in with past students. A roster managed this way refills itself.
What you get
- ✓Student pages with goals, notes, and materials
- ✓A calendar built for evening and weekend hours
- ✓Follow-up dates for parent updates
- ✓Session prep on a simple Today view
- ✓Free plan for one tutor, up to 100 students, one spreadsheet import of up to 100 rows
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
Is ClientPlot overkill for a part-time tutor?
No. The Free plan covers one user, one workspace, up to 100 students, unlimited projects and tasks, dashboard, calendar, and one spreadsheet import of up to 100 rows. You don't need a card to start. The interface is a daily list, not project management software. It grows with you if the roster does.
Can I track group classes?
Yes. Treat the class as a client and the students as notes and tasks under it, or track key students individually. Both patterns work.
Do parents get access?
No. ClientPlot is your workspace, not a parent portal. Set a follow-up date and it appears on the Today view when it is due. You still send the update.
Does ClientPlot send email reminders?
No. ClientPlot does not email you when a follow-up comes due. Set a follow-up date and it appears on the Today view when it is due. You still send the email or make the call.
Grow a roster that refills itself
Students, sessions, and parent follow-ups in one place. Free to start.