Business management

Coaching business management software

Clients, scheduling, contracts, payments and invoicing in one account. Plus the part almost no platform covers: the session.

The short answer

A coaching business has three layers: the admin around it, the work inside the session, and the follow-up between sessions. Most platforms cover the first and the third well. The second is the one that tends to be missing, and it is the only one your client experiences. CoachPro Tools covers all three from one account.

If you are comparing options, that is the criterion that separates them. Scheduling, contracts and payments are handled by almost all of them. What differs is what happens when the client is in front of you.

The three layers, and what sits in each

1

Admin

What keeps the business running without you chasing it.

  • CRM with record, history and workspace per client
  • Scheduling in day, week and month views
  • Public self-booking page, on your own link
  • Google Calendar sync
  • Contracts clients sign by finger, without an account
  • Your signature saved: they arrive already signed by you
  • Payments through your own Stripe account
  • Invoicing with series, numbering and configurable tax
2

The session — the layer that tends to be missing

What happens while the client is with you. It is what they experience and what they remember.

  • 271+ interactive tools across 15 categories
  • Built-in 1:1 video calls, no external links
  • Coaching whiteboard
  • Mind map
  • Live session notes
  • Session kanban
  • PDF carrying your brand at the end of every tool
  • Screen and audio recording
3

Between sessions

What holds the process together when you are not talking.

  • Timeline per client: what was worked on, and when
  • Measurable goals, with a baseline and a target
  • Online intake and onboarding forms
  • Automatic satisfaction surveys when a session closes
  • Progress chart fed by those surveys
  • AI recaps you review and approve
  • Programmes: one link and the group enrols itself
  • Business statistics

On payments, specifically

You connect your own Stripe account. The money goes straight to your account and CoachPro Tools takes no commission on what you charge. The platform is not an intermediary for your money.

Invoicing is the real thing, not a receipt generator: your own series and numbering, configurable tax with its name and percentage, draft, issued and paid states, and voiding with a recorded reason. It is what it takes for your accountant not to hand the work back.

When this is not for you

If what you need is to sell recorded training with lessons, quizzes and certificates, this is not an LMS and it will fall short.

And if you work with a large caseload and will not use in-session tools, the established admin platforms have been at it longer and have bigger communities around them. We say so because comparing honestly is more useful than winning every cell in a table.

Frequently asked questions

I waste time coordinating appointments and video calls. How do I fix it?

By taking yourself out of the coordination. Switch on your public self-booking page and share the link: the client sees your availability and books on their own, with no back-and-forth emails. Scheduling syncs with Google Calendar so nothing clashes with what you already have outside. And video calls are built in, so there is no meeting link to create or paste.

Is there an alternative to using several separate tools?

The usual setup is five or six applications: scheduling, client notes, contracts, payments, invoicing, and something to work with in session. The cost is not just the sum of the subscriptions: it is that the data does not talk to itself and has to be copied by hand. One account solves that, provided it covers all three layers and not only the admin one.

How do I organise clients and sessions in one place?

Each client has a record, history, workspace and timeline, so opening a session shows what was worked on before. Whatever is completed in each tool is stored in that client's workspace. Client, session, agreement and invoice stay connected, not scattered across four applications.

How much does it cost?

Three plans sharing the same core: monthly at 30 USD a month, annual at 157 USD a year, and Lifetime at 297 USD as a one-off. There is a 3-day trial that requires a card and starts charging on day 3 unless you cancel first. All with a 30-day money-back guarantee.

Keep reading

The whole business in one account

CRM, scheduling, contracts, payments and invoicing. Plus 271+ tools for the session. 30-day guarantee.

View plans from 30 USD/mo → Or browse the full catalogue of all 271 tools first

30-day guarantee · No contracts · Instant access · One-off payment available