Client name
Template · Package Tracker
Free Coaching Package Tracker Template
Use this tracker structure before package balances turn into spreadsheet cleanup.
When to use it
A package tracker should make the current state obvious: who bought the package, how many sessions were included, how many remain, when it expires, and when renewal should be prompted.
What to include
Package name and purchase date
Sessions included and sessions used
Remaining balance and expiry date
Renewal prompt date or next step
Starter draft
Client: [Client Name]
Package: [Package Name]
Purchased on: [Date]
Sessions included: [Number]
Sessions used: [Number]
Sessions remaining: [Number]
Expiry / review date: [Date]
Renewal prompt: [When to follow up]
Use it well
Update the tracker immediately after each booked session.
Use one renewal trigger instead of waiting until the balance hits zero.
Move active packages into HeyPond when manual tracking starts slowing you down.
Next step
Want this template connected to the real workflow?
Start free and turn this draft into booking, payment, package, form, contract, and client record workflows inside HeyPond.