Title: Thriving Business Manager
Author: Simpma
Published: <strong>July 4, 2026</strong>
Last modified: July 4, 2026

---

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# Thriving Business Manager

 By [Simpma](https://profiles.wordpress.org/turn2honey/)

[Download](https://downloads.wordpress.org/plugin/thriving-business-manager.1.0.zip)

 * [Details](https://wordpress.org/plugins/thriving-business-manager/#description)
 * [Reviews](https://wordpress.org/plugins/thriving-business-manager/#reviews)
 *  [Installation](https://wordpress.org/plugins/thriving-business-manager/#installation)
 * [Development](https://wordpress.org/plugins/thriving-business-manager/#developers)

 [Support](https://wordpress.org/support/plugin/thriving-business-manager/)

## 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.

### Use of 3rd Party Software

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

## Screenshots

[⌊Beautiful templates for listing your packages⌉⌊Beautiful templates for listing
your packages⌉[

Beautiful templates for listing your packages

[⌊Client portal⌉⌊Client portal⌉[

Client portal

[⌊Package & Purchase history overview⌉⌊Package & Purchase history overview⌉[

Package & Purchase history overview

[⌊Session tracking interface⌉⌊Session tracking interface⌉[

Session tracking interface

[⌊Client notes screen⌉⌊Client notes screen⌉[

Client notes screen

[⌊Client management dashboard⌉⌊Client management dashboard⌉[

Client management dashboard

[⌊Mobile first design⌉⌊Mobile first design⌉[

Mobile first design

[⌊More templates options⌉⌊More templates options⌉[

More templates options

[⌊More templates options⌉⌊More templates options⌉[

More templates options

## 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.

## FAQ

### 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.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Thriving Business Manager” is open source software. The following people have contributed
to this plugin.

Contributors

 *   [ Simpma ](https://profiles.wordpress.org/turn2honey/)

[Translate “Thriving Business Manager” into your language.](https://translate.wordpress.org/projects/wp-plugins/thriving-business-manager)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/thriving-business-manager/),
check out the [SVN repository](https://plugins.svn.wordpress.org/thriving-business-manager/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/thriving-business-manager/)
by [RSS](https://plugins.trac.wordpress.org/log/thriving-business-manager/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.0 – 04-07-2026

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

## Meta

 *  Version **1.0**
 *  Last updated **19 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 5.3 or higher **
 *  Tested up to **7.0**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [coaching](https://wordpress.org/plugins/tags/coaching/)[Consulting](https://wordpress.org/plugins/tags/consulting/)
   [crm](https://wordpress.org/plugins/tags/crm/)[ecommerce](https://wordpress.org/plugins/tags/ecommerce/)
 *  [Advanced View](https://wordpress.org/plugins/thriving-business-manager/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/thriving-business-manager/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/thriving-business-manager/reviews/)

## Contributors

 *   [ Simpma ](https://profiles.wordpress.org/turn2honey/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/thriving-business-manager/)

## Donate

Would you like to support the advancement of this plugin?

 [ Donate to this plugin ](https://simpma.com/plugins/crm/)