Whether you’re a seasoned coach or just starting your coaching business, you’ll need the right tools to unlock your potential. After all, sending out invoices, following up on emails, and keeping track of remaining sessions with clients shouldn’t take most of your time.

In this comprehensive post, we’ll compare two coaching software, CoachVantage and Satori. By exploring their key features, usability, customer support, and pricing, we’ll aim to provide you with a detailed analysis that empowers you to make an informed decision.

Overview: CoachVantage and Satori

Let’s start with a brief introduction about the coaching software we’ll be comparing.

CoachVantage is an all-in-one management software that’s custom-built for coaches. This tool takes away all the administrative aspects of your practice and provides features that not only help you manage your day-to-day activities, but also grow your coaching business.

Satori is a coaching app that helps you deliver coaching programs and manage your coaching practice. This tool aims to save you time from manual work so you can concentrate on your coaching business’ success.

CoachVantage vs Satori: Features

Not all software is created equally.

That’s why in this section we’ll describe the specific features of each software so you can understand which one fits your needs better.

CoachVantage

CoachVantage simplifies your day-to-day operations with a range of features to streamline administrative tasks and workflows. It also helps you to deliver a professional coaching experience that your clients will benefit from. These are CoachVantage’s main features:

• Coaching programs: Create and publish your coaching programs online and start selling. You can embed your coaching programs on your website and add a workflow to sign-up, pay, and e-sign your contract to automate the onboarding process. The landing pages are customizable so you have the flexibility to decide what you’d like to incorporate including intake forms, e-contracts, payment, scheduling, and so on.  

• Robust scheduling: Create multiple availability types (working hours, duration of availability, vacations, etc) to use for different purposes, as required. You can set appointment reminders and buffer times between sessions too. CoachVantage integrates with Google, Apple, and Outlook calendars while doing time zone conversion to minimize no-shows.

• Contract E-signatures: Drag and drop fields to customize your contract template and save the ones you use more frequently. Once your contract is ready you can send it to clients by email, or embed the contract in your program landing page. An “audit trail” report is created whenever a contract is e-signed, which fulfills the legal requirements of e-signatures. 

• Invoices: Create and send invoices to your clients or collect payments on your coaching program sign-up page. You can create non-recurring or recurring invoices and see the status (sent or paid) of each easily on the Invoices table. Not only that, but you can view your earnings as a chart on your dashboard.  

• Client portal: Invite clients to start their coaching program in the client portal. This feature allows clients to track their progress with milestones. Plus, clients can schedule sessions, pay invoices, and sign contracts in one place.

Satori

Satori enhances the coaching experience by providing a centralized hub where coaches and clients can collaborate and achieve goals. Here are Satori's main features:

• Signature packages: Customize coaching packages with agreements, forms, check-ins, and progress tracking. These packages can include classes or coaching groups.

• Client enrollment: Get a link from where your client can schedule sessions, buy your coaching packages, make payments, and sign agreements. You can easily send out follow-up emails to remind your clients to schedule sessions or fill out forms.

• Coaching engagements: Manage engagements with your clients using coaching check-ins, the notification log, and session notes. Also, encourage your clients to use the client-facing dashboard to schedule sessions, review agreements, and access billing history.  

• Automated billings: Offer subscription payments, customized billing cycles, payment plans, and discounts. You can schedule invoices and get metrics of your financial accounts.   

• Session scheduling: Integrate Satori with Google, Apple, and Outlook calendars to check your sessions on the go. Satori does the timezone conversion for you. And you can set your availability for multiple activities.   

If we do a little rundown on the features, you can see that both CoachVantage and Satori contain the core functionalities needed to help you manage your coaching business. However, there are certain features that could make you lean towards one of them, depending on your specific needs.

CoachVantage has a rich and user-friendly client portal that improves communication with clients and empowers them to take accountability in the coaching journey with you. After all, having a place where you can access notes, resources, assignments, and goals while you see your progress can do wonders for consistency. 

Another plus of using CoachVantage is being able to create landing pages for your coaching programs. This feature comes in handy when you’re a coach who doesn’t have a website yet. If you already have a website, CoachVantage allows you to embed your program landing page on your website. It facilitates the client enrolment and onboarding process, making everything work seamlessly in an automated way.

Satori has a private client login area in which clients can self-manage their coaching journey, review agreements, and check their billing history. Also, you can send questionnaires to your clients and once completed they can see their responses by accessing the Conversations thread for that Session. 

The Satori app also enables reviews after your clients complete one of your coaching programs. Satori sends your clients an invitation to give a review which is posted on your Client Reviews page. You can share your Client Reviews page on social media or your website which gives you more credibility.

CoachVantage vs Satori: Pricing

Here’s how the pricing structure works for each software.

CoachVantage

CoachVantage offers a 14-day free trial and has two paid plans: 

• Clarity plan: $29/month if you make monthly payments and $26/month for yearly payments. In the Clarity plan, you can create up to two coaching programs and send two e-contracts a month per client. This is optimal for coaches who are just starting to grow their business and are offering limited coaching programs.

• Aha! Plan: $49/month if you make monthly payments and $44/month for yearly payments. The Aha! Plan doesn’t have limitations to the number of coaching program landing pages you want to create. This plan is perfect for more seasoned coaches that offer multiple coaching programs. With the Aha! Plan, you can send up to five e-contracts a month per client.

CoachVantage doesn’t have additional fees on top of the plan you choose. You’ll only be charged fees by your payment provider (Stripe or PayPal).

Satori

Satori offers a 30-day free trial and has three paid plans:

• Pioneer: $9/month if you make monthly payments and $8/month for yearly payments. The Pioneer plan is a great start for coaches in the making or those who are just starting their business. This plan allows you to have up to three paying clients.

• TrailBlazer: $39/month if you make monthly payments and $32/month for yearly payments. The TrailBlazer plan is for more established coaches with multiple clients. Thanks to this plan, you can serve unlimited clients.

• Pro: $79/month if you make monthly payments and $66/month for yearly payments. This plan is for coaches with wide industry experience or those who want to scale their coaching business. In the Pro plan, you can have unlimited clients, advanced analytics, and a custom domain.

When you use Satori, there are no hidden costs. You’ll only be charged the standard transaction fees from your payment provider (Stripe or PayPal).

CoachVantage vs Satori: Customer Support

Here’s how each software offers you support every step of the way. 

CoachVantage

CoachVantage's knowledge base contains all the relevant documentation to help you effectively use its software. They also offer a blog, demo videos, and a contact form to send any questions you might have.

When you sign up for a plan with CoachVantage (or even during the free trial), you can access their live chat on your dashboard to send any questions. You’ll typically get replies to live chats within 12 hours, Monday through Sunday.

Satori

Satori offers a knowledge base you can access from the dashboard once you sign up for a plan or the free trial. You can also send questions to their live chat where they’ll reply in under ten minutes.

Satori also offers some additional resources like a blog, FAQs, and an email address in case you have more questions before signing up with them.

CoachVantage vs Satori: Usability

Here’s how user-friendly each software is.

CoachVantage

When you first sign up with CoachVantage, you’ll get a brief tour whenever you click on a feature. The tour consists of knowledge windows that show you how each functionality works, reducing the learning curve and allowing you to quickly understand the interface.

CoachVantage’s interface is easy to navigate and offers a dashboard where you can see key insights. In short, you can see how your business is doing at a glance. CoachVantage goes the additional mile by offering a free one-on-one Zoom workshop upon request to help you get started quickly to begin using the platform. 

Overall, CoachVantage is an intuitive software and requires little effort for you to start using it.

Satori

Once you sign up with Satori, the first interface will show you multiple actions for what you want to create (discovery session, coaching program, engagement, etc). You can click on any of those and Satori will show you how to create it.

Aside from that, it has knowledge windows if you prefer to explore around. However, the interface of some features can be a little confusing for the many options it offers when it comes to categorizing clients, or store offers. 

Satori also offers a demo or tour upon request to help you get started. 

Which One Is Better, Coachvantage or Satori?

In summary, you can manage your coaching business effortlessly with either CoachVantage or Satori. 

CoachVantage offers little touches that make your and your client’s coaching journey frictionless. For example, their scheduling feature allows you to set buffer times and cancellation policies automatically. We all know how annoying it can be to reschedule a late client. It can throw off your schedule. And showing up late between meetings doesn't make you look good.

Also, CoachVantage offers a contracts feature that allows e-signatures. This makes your documents safer as e-signatures come with an audit trail where you can see when the document was sent, viewed, and signed, along with the IP addresses.  

Satori could be a great option because of its Pioneer plan, in case you’re just starting out as a coach and only have three paying clients. Also, the customer support is fast, which can be helpful.

In the end, it all depends on your needs. So, if you still have doubts about what software you should use, sign up for a free trial!