Coaching software: keep clients, sessions and goals in view

Plan appointments and programmes

Record the date, time, duration and location or meeting link for an appointment. Plan programmes with a period, responsible coach and intended number of sessions.

Document sessions and progress towards goals

Record topics, insights, tasks and next steps after a session. Goals and progress entries help you compare the documented course of your work together.

Keep programmes and agreements organised

Record a programme price, session count and payment frequency. Use the contracts view to record details such as the term, agreed services and invoice recipient.

Organise in-person and online appointments

For an online session, you can record the meeting link from your video service in the appointment. The location, appointment details and notes stay available for your preparation.

Manage internal notes thoughtfully

Notes and observations belong to your organisation’s signed-in workspace. Review who has access to that workspace and record the information needed for your work with clients.

Good to know.

How do I record progress?

Create goals, update the recorded progress and add assessments or comments when needed. This provides an overview for your own work with the client.

How are coaching packages recorded?

Create a programme with the planned session count, price and period. Manage related agreements and invoices in the existing contracts and invoicing views.

Can I organise different coaching services?

You can record programmes, appointments and agreements with your own names and content. This lets you document individual sessions, business coaching or team workshops to suit the services you offer.