Albertoit Client Management for Coaches

Description

Manage private coaching clients, sessions, relationships, and payments in WordPress. ALBERTOIT CLIENT MANAGEMENT FOR COACHES

Version: 1.6.9

Manage private coaching clients, sessions, relationships, and payments in WordPress.

Designed by Albertoit.com
https://albertoit.com/

FEATURES

• Private Clients section in WordPress Admin.
• Add, edit, delete, search and view clients.
• Automatic permanent serial numbers starting at CL-1550: CL-1550, CL-1551, CL-1552, etc.
• Optional client fields except Full Name.
• Unlimited coaching records per client.
• Session location: Online, In Clinic, or Outside Clinic.
• Multiple private attachments per coaching record for reports, medication documents, and other files.
• Unlimited payment records per client.
• Session payment status: Paid, Unpaid, or Partially Paid.
• Sessions can be marked unpaid when the client will pay later; marking paid creates a linked payment entry.
• Client Relationships with mirrored relationship labels (for example Wife ↔ Husband/Partner).
• Readable permanent Activity Log with stored before/after or deleted details.
• In-admin optional PayPal donation/support link; nothing is added to the public site.
• Separate EUR and EGP totals; currencies are never combined.
• No subscriptions, external APIs, paid services, or external data storage.
• Client information is stored in the site’s WordPress database.
• Client records are not public WordPress posts/pages.
• Admin access is restricted by the manage_lifecocl_clients capability.
• REST endpoints containing “lifecocl” are blocked.

INSTALLATION

1. In WordPress Admin, go to Plugins > Add New > Upload Plugin.
2. Upload Albertoit-Client-Management-for-Coaches-1.6.9.zip.
3. Install and activate the plugin.
4. Open the new Clients menu in WordPress Admin.
5. Add your first client.

PERMISSIONS

On activation, the plugin grants the manage_lifecocl_clients capability to administrator users.
Only users with this capability can access the Clients admin area.

PRIVACY

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.

IMPORTANT

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.

DATABASE TABLES

{prefix}lifecocl_clients
{prefix}lifecocl_coaching_records
{prefix}lifecocl_payments
{prefix}lifecocl_funds

Designed by Albertoit.com
https://albertoit.com/

LANGUAGE

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.

MOBILE USE

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.

UPDATE BEHAVIOR
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.

Version 1.4.0 financial workflow:
– Each client can have an individual default session price and currency.
– Every new coaching record automatically creates a linked Session Charge in Payment History.
– Session date can be today or any future date.
– 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.
– A coaching record can select an available Fund / Top Up and automatically deduct the session charge from it.
– Payment History separates money received/funded from session charges used, and EUR/EGP totals remain separate.
– Empty money fields are treated as 0.00 instead of being required.

Version 1.4.0 improvements:
– Coaching Records include Payment Method and Payment Note fields, automatically linked to the session’s Payment History entry.
– Payment History entries can be edited for Payment Method and Note without changing the amount, date, currency, or transaction type.
– Payment History is displayed immediately after the financial totals; Funds / Top Ups are shown below it.
– Future coaching session dates remain supported.
– Available Fund Balance is shown separately from historical Received / Funded totals so prepaid money is not mistaken for money still available.
– Fund / Top Up usage updates the fund’s remaining amount and remaining session count automatically.
– The plugin slug/folder and main plugin filename remain stable: albertoit-client-management-coaches/life-coach-clients.php.

Version 1.6.1 business model

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.

Support

An optional donation link is available only inside the plugin’s private WordPress Admin area.

CHANGELOG

1.6.2
– Improved nonce verification recognition for admin data-changing actions.
– Unslashed and sanitized POST, REQUEST, GET and file-upload input before processing.
– Added explicit GPLv2 or later license declaration to the readme.
– Kept private uploads on the WordPress upload API using wp_handle_upload().
– Updated the in-admin Pro link to https://albertoit.de/.
– Removed development/macOS metadata files from the package.

CHANGELOG

1.6.4
– Added direct nonce verification to each state-changing admin action handler for clearer Plugin Check recognition.
– Documented read-only GET parameters where nonce verification is not applicable.
– Replaced direct unlink() calls with wp_delete_file().
– Replaced direct readfile() attachment streaming with the WordPress filesystem API while preserving binary downloads.
– Escaped generated Activity Log HTML at the output boundary with wp_kses_post().
– Kept the documented uninstall.php database cleanup pattern, with explicit Plugin Check suppressions for plugin-owned schema deletion.
– Extended optional uninstall cleanup to all plugin tables and currency settings.

Version 1.6.6
– Renamed only the top-level WordPress admin menu label from Clients to AIT Clients.
– Incremented the plugin version so WordPress recognizes this package as an update.
– Updated the plugin display name to a distinctive Albertoit-branded name while keeping the current WordPress.org slug albertoit-client-management-coaches.
– Added the WordPress.org contributor username albertosoliman.
– Added a distinctive lifecocl_ prefix to plugin declarations, capabilities, options, database tables and WordPress-owned identifiers.
– Moved the top-level Clients menu to a lower admin-menu position.

1.6.9

• Unified all prefixes to lifecocl for better compatibility and to comply with WordPress.org guidelines.
• Renamed plugin class file to class-lifecocl-plugin.php.
• Updated all database table names, options, capabilities, nonces, and CSS classes.