Imagine A Better Way To Run Your Coaching Business
Watch how CoachVantage helps coaches stay organized, save time, and create a more professional client experience.
Coach With Clarity & Confidence
No scattered tools.
No disjointed workflows.
No chaos.
Everything stays organized.
Your clients stay engaged.
You stay calm.
Your coaching business runs smoothly.
Run A Professional Coaching Business
CoachVantage enables you to create a coaching experience your clients can trust. Everything stays connected - from scheduling and onboarding to managing your programs, payments, and client communication.
From Your First Client To A Thriving Coaching Practice
Start simple. Stay organized.
Manage clients, notes, scheduling, programs, and automate workflows from one coaching platform.
As your coaching business grows, you can do even more with CoachVantage.
Launch group coaching, create online courses, and build engaged client communities.
Everything You Need In A Coaching Platform
From coaching programs and scheduling software to online courses, contracts, payments, and client management, CoachVantage helps you run your entire coaching business from one platform.
Coaching Programs
Sell 1:1 and group coaching programs easily. Create landing pages with e-contracts, intake forms, and payments for seamless client onboarding. Supports coaching packages, pay-per-session, and cohort management.
Coaching Scheduling
Coaching scheduling software built into CoachVantage lets clients book appointments from your personalized booking page. Email and SMS reminders, calendar sync, buffer time, time zone conversion, and more.
Coaching Contracts
CoachVantage has coaching contract software built in to make client onboarding simple. Send coaching agreements, collect signatures, and keep client records in one place. No printing, scanning, or chasing paperwork.
Coaching Log
Never lose track of your coaching hours again. CoachVantage automatically tracks your paid and pro bono coaching hours in the ICF coaching log format so you can get certified faster. No need for manual spreadsheets and manual records.
Coaching Intake Form
Help clients reflect before coaching starts. Use ready-made form templates to gather goals, expectations, and feedback. Clients respond to forms within the client portal. You can embed coaching intake forms in your landing pages, too.
Payments & Invoicing
Send invoices, collect payments, and manage client subscriptions from one place. Automate recurring payments with coaching software built to simplify subscription management and client billing. Integrates with Stripe and PayPal.
Coaching CRM
CoachVantage is coaching CRM software to manage client records from one place. Access profiles, notes, files, and coaching resources instantly. A contact record is created automatically when clients join your programs.
Coaching Client Portal
Give clients a secure portal to access coaching programs, courses, notes, resources, and appointments. Keep everything organized in one place while helping clients track their progress and stay accountable.
Online Courses
Launch online courses in minutes and manage everything from one place without paying for another platform. For coaches, CoachVantage is one of the best platforms to sell online courses and expand your coaching offerings.
How Can CoachVantage Make Your Life Easier?
Click Here To Find OutTestimonials
Julie Rizzo
Certified Life and Health Coach
“CoachVantage is exactly what I was looking for in a software to manage my coaching business. Each program can be individually designed and the contract, intake form and payment are all captured in one place. It has been very easy to learn and the team has been very helpful with any que...
Susan Morrison
Leadership Mindset & Communication Coach
"All in one system with stellar customer service - beyond my highest expectations! The customer service support was beyond my highest expectations, with prompt responses, video meetings to set up my system and to work out any issues. I can’t express enough, how pleased I am by the level...
Kim Anthony
Urban Excellence Coaching & Consulting
"It was tough keeping track and diligently recording the coaching hours needed for ICF certification. Then I discovered CoachVantage. It automatically logs my paid and pro-bono coaching time after every session. CoachVantage saved me time and enabled me to get certified quicker!"
Javier Llerena
Leadership Transformation Coach
"One of the best tools that I have invested in my coaching journey as a leadership transformation coach. CoachVantage streamlines my onboarding, enriches the coaching journey for my clients and provides the support that my clients need. The best part is that it gave me back time to coach more."
Dr Jennifer Cohea
Association for Leadership Practitioners
"I am so grateful for CoachVantage! It has literally streamlined the way I manage my coaching business. The ability to keep track of each client by using the system to take notes and track progress has been a lifesaver for me. Everything you need for any client is available in one centralized loc...
Keith Carlson
Board Certified Nurse Coach (NC-BC)
"CoachVantage allows me to keep my coaching schedule in one place, manage client-related documents, easily review previous notes during a coaching call, and maintain an updated contact list for easy reference. I highly recommend it for coaches to stay organized in their business."
Roland Cox
Executive and Leadership Coach, PCC
"CoachVantage really hits the sweet spot for me as a platform as it provides the exact features I need, in one simple, intuitively designed setup.It’s freed me from a messy inbox and I now have an organised collection of all coaching-related documents and coachee information, past and present."
Lisa Swihart
Certified NLP Coach, ICF-ACC
"I have been very pleased with the capacity to store all my client info, create personalized chart notes, and bill my clients directly by creating invoices for clients. CoachVantage also tracks start and end dates for paid and pro-bono clients."
Diane Bogart
ADHD Coach
"Staying organized and focused is paramount for me and my clients. I use CoachVantage to keep everything in one go-to place - scheduling, reminders, client notes, documents, invoicing, linking to my online video tools, and best of all, a dashboard to help keep me on track!"
Erlina Sidik
NLP Somatics Life Coach
"CoachVantage has all the necessary functions I need to stay organized and look professional! It integrates well with key applications like Zoom, Paypal, Stripe and my Google Calendar."
Julia Karpeisky
Executive and Life Coaching, PCC
"Most of my business is based on contracts with government and private sector. I have to keep track of many different requirements concerning invoicing, number of sessions and process for coaching. CV is the best coach platform I've tried."
Cheryl Davenport
Life, Transition & Empowerment Coach
"I'm passionate about coaching and helping people live their best lives. CoachVantage helps me automate the admin side of my business so I have more time and energy to do the things I love!"
Jonathan Rea
Director, Health, Wellness and Fitness
"From the minute you create an account, CoachVantage guides you through the simple but intuitive process of setting up a professional end-to-end coaching system. Where I have reached out with a question, I have received a quick and helpful reply. Honestly, I’m finding it difficult to find cons. E...
Frequently Asked Questions
The best coaching software should help you deliver a great coaching experience, stay organized, and support the growth of your business.
Look for features such as client management, session notes, scheduling, coaching programs, forms, contracts with e-signatures, resource sharing, and secure document storage. It's also important to choose a platform that's flexible and can grow with your business as your coaching practice evolves.
CoachVantage brings all of these essential tools together in one place. Instead of juggling multiple applications, coaches can manage clients, create and deliver coaching programs, send forms and contracts, organize notes and resources, and streamline their day-to-day operations from a single coaching platform. This helps reduce administrative work, improve consistency, and create a more professional experience for clients.
CoachVantage is an all-in-one coaching software designed to help coaches manage, organize, and grow their coaching business.
Coaches can manage clients, schedule sessions, take notes, create coaching programs, create online courses, share resources, send forms and contracts, and keep everything organized in one place.
Yes. CoachVantage is used by coaches across a wide range of coaching niches, including life coaching, executive coaching, leadership coaching, career coaching, business coaching, ADHD coaching, wellness coaching, spiritual coaching, relationship coaching, and more.
The platform is flexible enough to support different coaching styles, niches, workflows, and business models.
Yes. CoachVantage allows coaches to create one-to-one coaching programs, either on a package basis or a pay-as-you-go structure where clients book and pay for individual sessions.
The platform also allows coaches to create coaching programs based on 'sessions' or 'hours'. Coaches can easily track how many sessions or hours a client has completed for a particular coaching program.
This flexibility enables coaches to use CoachVantage to suit their specific work flows and business models.
Absolutely!
CoachVantage is designed to be modular and supports coaches at all phases of growth and expansion.
Beyond 1:1 coaching programs, CoachVantage also supports group coaching programs and online courses so that coaches can add these to their offerings whenever they are ready.
There's no additional fees for creating group programs or online courses - it's included as part of each plan's functionality. Simply choose the plan that's right for you based on the number of programs or courses you'd like to create.
Absolutely. Many coaches start using CoachVantage before they have a website.
With CoachVantage, you can create professional sales pages for your coaching programs and online courses, share them with prospective clients, and get client sign-ups.
The sales page provides information about your offer so prospects and clients can learn about your offer, complete intake forms, sign contracts, and make payment online. This makes it easy to launch and grow your coaching business even without a website to begin with.
Later, when you have your built your own website, you can easily embed the sales pages in your website so that client onboarding can take place seamlessly from your own website.
You're not alone. Many of our coaches don't consider themselves particularly tech-savvy, which is exactly why CoachVantage was designed to be intuitive and easy to use.
To help you get started with confidence, when you sign up to CoachVantage, you can schedule a free 1:1 onboarding workshop with a member of our Customer Success team.
We'll walk you through the platform, help you set up your account, answer your questions, and share best practices so you can get the most from CoachVantage from day one.
And if you need further assistance along the way, our friendly support team and extensive Knowledge Base and video tutorials are available to guide you every step of the way.
CoachVantage is designed with security and confidentiality in mind, helping coaches store client information, session notes, forms, contracts, and coaching records in a secure cloud-hosted environment.
Access to client data is restricted through secure account authentication, and data is transmitted using industry-standard encryption technologies.
We continuously monitor and maintain our platform to help safeguard customer information and follow security best practices, including GDPR.
Visit our Privacy Policy page for more detailed about Personal Data Protection.
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