R
Raginee Mora
Coaches and consultants who run their practices on HighLevel need a way to give each client homework between sessions — and track it — without leaving the platform.
Requested:
  • Create an assignment for an individual contact (title, instructions, optional file/link attachments, due date).
  • The client sees their assignments inside the Client Portal (and/or their membership/community login), can mark them complete, and can respond or upload a file back.
  • The coach sees completion status per client, gets notified on completion, and can send a reminder (manually or via workflow trigger: assignment created / completed / overdue).
  • Assignments can also be attached to a course lesson or a coaching plan (see Request 2), not just standalone.
Why it matters: coaching platforms like Coach Builder give clients worksheets and actionable exercises for every step of the plan. HighLevel has tasks, but they are staff-facing only. Client-facing assignments would let coaches, consultants, and agencies run real coaching programs entirely inside HighLevel instead of paying for a separate coaching platform.