=== Thriving Business Manager ===
Contributors: turn2honey
Donate link: https://simpma.com/plugins/crm/
Tags: consulting, coaching, ecommerce, crm
Requires at least: 5.3
Tested up to: 7.0
Stable tag: 1.0
Requires PHP: 7.4
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Sell your coaching and consulting packages with a lightweight tool for helping your business thrive.

== Description ==

[Thriving Business Manager](https://simpma.com/plugins/crm/) helps coaches 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](https://simpma.com/plugins/crm#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](https://simpma.com/plugins/crm/) 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.

== Installation ==

1. Upload the plugin files to the `/wp-content/plugins/tbiz` directory, or install through the WordPress plugins screen.
2. Activate the plugin through the 'Plugins' screen in WordPress.
3. Navigate to Thriving Business Manager in your WordPress dashboard.
4. Create your packages and client records.
5. Start tracking purchases, sessions, and notes.

== Frequently Asked Questions ==

= Is Thriving Business Manager a booking plugin? =

No. Thriving Business Manager is focused on package and client management. It helps you track purchases, sessions, notes, and remaining balances.

= Can I manage coaching packages? =

Yes. Thriving Business Manager is designed for coaches who sell session packages and coaching programs.

= Can consultants and coaches use Thriving Business Manager? =

Absolutely. Any service provider selling services in bundled sessions or packages can use Thriving Business Manager.

= Does Thriving Business Manager include a client portal? =

Yes. Clients can view purchases, history, and remaining sessions.

= Can multiple coaches or consultants use Thriving Business Manager? =

Yes. Thriving Business Manager supports multi-coach environments with ownership and data isolation.

== Screenshots ==

1. Beautiful templates for listing your packages
2. Client portal
3. Package & Purchase history overview
4. Session tracking interface
5. Client notes screen
6. Client management dashboard
7. Mobile first design
8. More templates options
9. More templates options

== Use of  3rd Party Software ==

It does not connect to any external APIs or third-party services.

== Upgrade Notice ==

= 1.0 =

The initial release requires PHP 7.4 or higher. Please verify your server settings before installing to prevent site crashes.

== Changelog ==

= 1.0 - 04-07-2026 =

* Initial release
* Client management
* Package management
* Purchase tracking
* Session tracking
* Notes management
* Client portal
* Multi-coach support
