For all Coaching Practices

Whether you are an independent coach or an organization with internal coaches, external coaches, or a combination of the two, has you covered. Our flexible technology allows independent contractors and organizations to work seamlessly. For organizations that means standardized and measurable coaching across all coaching engagements. For independent coaches, this means one login for all coaching relationships across all clients. Coaches can also add other coaches to their practices and assign them coaching work – just another way in which can help you grow your practice.



Keep an eye on what’s happening across your coaching practice. Your dashboard will tell you what’s going on and what’s coming up next with configurable widgets that let you customize what you see when you login. See a list of all scheduled sessions and update engagements, send out assignments, handle to-do’s, and view billable activity across all your engagements in one place.

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Client Portals

Invite clients to log in with different levels of access. Coachees can schedule sessions, view and download resources, update goals, join a video session, use the chat function, and respond to forms. Company practice leaders can keep an eye on progress across all employee engagements. Coachees and HR partners can view coach bios and track engagement details including progress, goals, milestones, feedback, documents and more.

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Our two-way calendar sync seamlessly integrates with your Google, iCal or Exchange Calendar. Coaches can share their availability with clients, so clients can book sessions directly on their calendar. automatically adds new sessions to your personal calendar to ensure that you’re never double-booked.

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Program Templates

Package your offerings with coaching programs that differ in structure and length. Create custom roadmaps with sessions, milestones, surveys, assignments, and more. Invite coachees to schedule sessions, access documents and keep an eye on their professional goals and development.

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Engagement Automation

Avoid the headache of monitoring each individual engagement to make sure it’s moving forward. You can schedule notifications and content to be sent automatically to your clients including requests to schedule sessions, reminders and follow-ups. You can even automate the delivery of forms, documents, and tasks.

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Custom notifications help you save time managing engagements so you can focus on enhancing the impact of coaching. Customize notifications on engagement templates to add that personal touch to your client experience.

Goal Planning & Feedback

Create individualized goals, action plans, request stakeholder feedback, and measure progress over time. Create theme libraries to identify coaching themes unique to your client or organization and download goal progress reports to share with clients and stakeholders.’s goal tracking feature generates reports on theme progress across your entire practice to easily assess coaching impact and prove the value of your coaching initiatives.

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Session Notes

Our rich-text editor will help you stay organized and prepared for upcoming sessions or simply review past sessions. It’s easy to edit and  optionally share your notes.

Invoicing & Payments

Billing and invoicing for coaching has never been easier. Assign billing approaches to engagements and receive real-time notifications anytime you have billable activity. Create and send invoices with the click of a button. Collect payments and pay vendors via Stripe.

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Use’s integrated videoconferencing for having coaching sessions right on your phone using mobile app, or use your desktop with our web browser videoconferencing. You can also use Zoom, Teams, or any other link-based videoconferencing tool.


Centralize your communication with coaches and clients using the’s integrated chat platform. Works on our web application as well as our mobile app. Supports 1:1 and group messaging.


Collect and organize information with forms. Create intake forms, surveys, assessments, evaluations, pre and post-session forms, and more. Send forms to anyone you want, whether or not they have a account. Forms can be responded from any device. Aggregated and individual responses are easy to access and download with real time notifications and reports.

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Documents & Content

Easily share documents with clients. Documents can be automated as part of a coaching engagement or standalone. Share PDFs, website links, PowerPoint presentations, and much more. Easily integrate with Dropbox, Google Drive, Box, and OneDrive.

Mobile App

Available for iOS & Android, the mobile app ensures that coaches and clients have a streamlined mobile-enabled solution for communicating and collaborating. Includes features such as videoconferencing, document sharing, forms, chat, notes, and task management.

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Have be an extension of your brand by adding your own logo, custom color palettes, and custom branded email messages.

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Quickly and easily get a clear understanding of coaching impact in real-time. Effortlessly produce, download, and share coaching utilization and financial reports, engagement summaries, progress notes, form results, and more. Compare data across your, clients, your organization, and across coaches.

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Coach Matching

Design your own coach matching workflows by selecting from the many workflow options available. Share a few coaches selected manually, a pre-populated pool of coaches, or your entire directory of coaches. Streamline the coach matching process across new coaching assignments.

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Bulk Uploads

Upload or update engagements in bulk. You can also upload clients and employees all through one convenient CSV upload.


Independent coaches can list their profile on’s website and find new clients. We are adding lots of exciting new features to the marketplace coming up in Q1 & Q2 of 2022.

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Integrate with your favorite tools to streamline and automate your processes. You can check out a full list of integrations here. If you don’t find the integration you’re looking for, let us know! We’re continuously adding more integrations in order to help you run a more effective and impactful coaching practice.

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Enterprise ready is enterprise ready. We support SAML-based SSO as well as Active Directory. We are Privacy Shield certified and have data center locations across the globe. Our Pro and Enterprise plans guarantee a 99.95% uptime.

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