- Manage Contacts
- Manage Contracts
- Manage & Log Sessions
- Manage Documents
- Send Invoices
This is the solution to the biggest time killer of all – playing email ping-pong to schedule a session! With Automated Scheduling, you simply create your events, set your scheduling rules, publish your booking page and get booked. CoachVantage will transform your scheduling from pain-in-the-a** to painless. Learn More
Everything you need to know about your contacts – their profile, session notes, upcoming sessions, contracts and invoices – all in one place. Accessible from your desktop or mobile device so you’re always on top of things. Learn More
Manage & Log Sessions
Every coaching session you schedule and complete with a client is automatically logged. If you’re seeking ICF certification, simply export your coaching log and send it to ICF. You won’t ever forget recording your coaching time, which means you can get certified sooner. Learn More
Keep track of coaching contracts and packages that your clients signed up for. See how many sessions remain in one glance so you can plan ahead for client retention and business continuity. Learn More
Upload your documents and files to CoachVantage for access any time, any where. You can even upload sound files of recorded sessions or snapshots of your handwritten notes. Never lose your precious data if your PC crashes. Learn More
Send branded invoices by email. Add a Pay Now button if you use PayPal to collect payments. Your CoachVantage dashboard tells you exactly how much revenue you’ve earned & how much more is forecast to be paid. Learn More
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.
Glen and the CV team listen to my needs as a user and their communication with me about new features and upgrades has been superb!
I focus on my clients and don’t want to waste time fussing with difficult to use tools, so software has to be easy.
CoachVantage allows me the flexibility to build what I want into the backend, so I can spend less time on ‘business’ and have more usable time in my day, to use on what really matters – my clients.
For stopping the time-wasting, CoachVantage is an important part of my total service to my clients.
- Everything in Clarity Plan, PLUS
- Automated Scheduling, including:
- branded booking page,
- accept payments,
- timezone conversion,
- sync to Google & other calendars,
- integrates with Zoom & ConvertKit
- and more...