Client journey portal for coaches, mentors, trainers and tutors. Guide clients through milestones and reflections.

sprigly

Sprigly gives practitioners a structured way to guide their clients through a journey, and gives clients a beautiful portal where they can see exactly where they are, complete milestones, and write reflections.
Whether you’re a life coach, personal trainer, mentor, tutor, instructor, teacher, nutritionist, or any kind of practitioner, Sprigly replaces scattered emails and spreadsheets with a clear, trackable progress experience your clients will love.
How it works:
<ol>
<li>You create a Journey, a structured programme with named milestones (e.g. “Week 1 – Setting Your Foundation”)</li>
<li>You assign clients to that journey</li>
<li>Clients log in at <code>/portal/</code> on your WordPress site and see their journey, milestone by milestone</li>
<li>Clients complete milestones and write rich-text reflections</li>
<li>You get notified when clients complete milestones (via the welcome email or the Pro upgrade for richer events)</li>
<li>Everyone can see exactly how far along the journey they are</li>
</ol>
What’s included in Sprigly (free, uncapped):
<ul>
<li>Unlimited journeys, clients, milestones</li>
<li>Branded client portal at <code>/portal/</code></li>
<li>Custom portal name, navigation logo, and brand colour</li>
<li>Portal welcome message at the top of every client’s dashboard</li>
<li>Journey Preview, see exactly how your clients will see a journey before you assign it (signed 1-hour link)</li>
<li>Welcome email when a new client account is created (always on)</li>
<li>Rich-text editor for milestone descriptions</li>
<li>Video URL embeds on milestone descriptions (YouTube, Vimeo)</li>
<li>Plain-text and clickable-URL reflections (Pro adds the rich-media embed)</li>
<li>Image lightbox in the portal</li>
<li>Standard milestone type with immediate unlock</li>
<li>Reflection privacy: file proxy + <code>.htaccess</code> hardening + media library filter</li>
<li>Self-hosted Poppins typography (no Google Fonts call-out)</li>
<li>Built-in SMTP plugin detection, test-email tool, bug-report form</li>
<li>Designated Sprigly Owner so multiple admins on one site can’t accidentally manage each other’s data</li>
<li>Mobile-responsive admin and portal</li>
</ul>
Built for:
<ul>
<li>Life coaches running structured programmes</li>
<li>Personal trainers with weekly check-ins</li>
<li>Mentors guiding clients through structured growth</li>
<li>Tutors and music teachers running multi-week courses</li>
<li>Nutritionists tracking client progress</li>
<li>Instructors, business coaches, and anyone running multi-step client work</li>
</ul>
Available as a paid upgrade (Sprigly Pro, sold separately):
Sprigly Pro is a separate plugin available from sprigly.co that adds the practitioner toolkit on top of Sprigly Lite:
<ul>
<li>Authoring and workflow: checkpoint sign-offs, scheduled milestone unlocks, per-milestone custom check-in fields (7 input types) with required-field validation, Require Reflection toggle, sequential-only journeys, duplicate journey/milestone, bulk-add milestones</li>
<li>Client experience: Resources library (PDFs, links, videos attached to journeys or specific milestones), practitioner notes per client and per milestone, video URL embeds in reflection bodies, file uploads on reflections (image, PDF, doc), re-enrol, pause, resend welcome</li>
<li>Reports and data: branded PDF Progress Reports, JSON export and import, Pro insights dashboard widget (pending sign-offs, average completion, reflections this week vs last)</li>
<li>Communications: 7 additional email events with per-event toggles (milestone completed, journey assigned, journey completed, reflection submitted, sign-off requested, practitioner note, checkpoint signed off), and a branded login page that matches your portal</li>
<li>Multi-practitioner Team plan: up to 5 practitioner seats with strict per-practitioner data isolation, branded invite emails, ownership transfer with a signed time-limited confirmation link</li>
<li>Branding: hide the “Powered by Sprigly” footer</li>
</ul>
Pro requires Sprigly to be installed and active. Learn more at https://sprigly.co/pricing/.
<h3>External Services</h3>
Sprigly is designed to keep your client data on your own WordPress installation. Plugin emails are sent through your site’s own <code>wp_mail()</code> (which you can route through any SMTP plugin you choose), and the plugin’s typography is loaded from font files that ship inside the plugin (no Google Fonts request, no preconnect).
There are two narrow exceptions where the plugin reaches out to a third party. Both are documented below.
<h4>1. YouTube and Vimeo oEmbed (only when you paste a YouTube or Vimeo URL into a milestone)</h4>
When a practitioner pastes a YouTube or Vimeo video URL into a milestone’s “Video URL” field, Sprigly uses WordPress’s built-in oEmbed system (<code>wp_oembed_get()</code>) to fetch the embed metadata so the milestone page can show the video. This sends one HTTP request to the relevant provider’s oEmbed endpoint to retrieve the iframe HTML; the provider sees the milestone’s video URL plus a referrer header from your site. The response is cached by WordPress for 24 hours, so subsequent page loads do not re-fetch.
<ul>
<li>What is sent: the video URL the practitioner pasted (and the standard request headers WordPress emits, including a referrer pointing at your site).</li>
<li>When it is sent: when a portal page or admin page renders a milestone that contains a YouTube or Vimeo URL, and only on the first render within the 24-hour cache window.</li>
<li>Service providers and policies:
<ul>
<li>YouTube (Google LLC), https://policies.google.com/terms, https://policies.google.com/privacy</li>
<li>Vimeo, https://vimeo.com/terms, https://vimeo.com/privacy</li>
</ul>
</li>
</ul>
The feature is opt-in by behaviour: pasting a video URL into a milestone is the only way to trigger it. Leave the field blank and Sprigly never contacts either service.
<h4>2. Bug report email (only when you click “Send Bug Report”)</h4>
The optional Report a Bug form in Sprigly, Settings, Tools sends a single email through your site’s own <code>wp_mail()</code> to the Sprigly support address. The form is never submitted automatically. When you click the button, the email contains:
<ul>
<li>The description you typed in the form</li>
<li>The screenshot you attached, if any</li>
<li>
The System Information block: Sprigly version, WordPress version, PHP version, site URL, active theme name, and the name of any SMTP plugin you have installed
</li>
<li>
What is sent: only what you typed plus the System Information block above.
</li>
<li>When it is sent: only when you click “Send Bug Report”.</li>
<li>Service provider: Sprigly support (https://sprigly.co/), terms https://sprigly.co/terms-and-conditions/, privacy https://sprigly.co/privacy-policy/.</li>
</ul>
Sprigly’s Privacy Policy: https://sprigly.co/privacy-policy/ 
Sprigly’s Terms and Conditions: https://sprigly.co/terms/

Alternatives to Sprigly

Top alternatives