Every feature
Every feature of My Coaching Practice
The whole product, clustered into the features a coach would actually ask about - each one a thing you can do, in a line or two.
294 features · 25 sections
Session briefing and preparation
10 featuresA session briefing, generated when you want it
Produce a preparation sheet for your next session with one client on demand - the evening before or five minutes before you start. Nothing is scheduled; you press the button.
Written in four fixed sections
Overall goals and sub-goals, insights and focus from the last session, commitments and how far they have got, and suggested topics to open with. The same four every time, so you always know where to look.
Drawn only from that client's own record
Their sessions, notes, goals, insights, commitments and completed exercises - nothing from your other clients. A brand-new client produces the four headings with nothing under them rather than an invented account of work that has not happened.
The facts beside the narrative
Package progress, sessions delivered, which agreement they draw against and what has and has not been invoiced sit next to the written briefing, so the commercial picture is in front of you too.
Print it and take it in
Download the whole thing as a PDF on the same page geometry as every other document the app produces. Every briefing you generate is kept with its date, so you can read back what you prepared months later.
A short view and a full one
Switch between the written briefing on its own and the full sheet, which adds the agreement and invoicing position, every exercise the client has completed, and their recent portal activity.
Prepare for a specific meeting
Choose which of the upcoming sessions you are preparing for, so a client with three booked ahead gets a briefing for the right one.
Both clocks on the meeting card
The next session shows the time in your zone and in theirs side by side - "9a-10a your time · 3p-4p theirs" - so you never do the arithmetic in your head.
Goals scored out of five
Each goal in the briefing carries an achievement score, so progress is a number you can see at a glance rather than a paragraph to read.
Private preparation notes
A running note of what you want to bring to this client next time, plus preparation for one specific meeting. Held apart from your session notes and never visible to the client anywhere.
Your working day
6 featuresA news pane that tells you what needs you
Your welcome screen opens on a worked list rather than a dashboard: clients to follow up, payments to check, chemistry call requests, onboarding to move along, agreements waiting to be countersigned, exercises just completed, birthdays coming up, portal requests to book, move or cancel, messages waiting, and today's and this week's meetings.
Clear what you have dealt with
Dismiss an item and it stops asking. What is left is genuinely outstanding.
Action items across the whole practice
One list of everything outstanding across every client, or a single client's from their record - added, ticked off and reopened as things move, and filterable to open, closed, overdue or all.
Decide what your welcome screen shows
Turn the news pane, the birthday reminders and the practice chat on or off, so the screen you open forty times a day holds only what you use.
Settings you can search
Type what you are looking for and Settings narrows to the sections that mention it, instead of a long page to scroll.
Prepare and run sessions from one queue
Every client with a booked session, soonest first, then everyone without one - each with Prepare, Run and Reschedule beside them, so the next thing to do is always the top row.
The coachee journey
9 featuresThe whole arc of a client on one screen
Goals, insights, commitments, completed exercises and the coaching canvas together, so you can see where an engagement has got to without reading back through months of notes.
Every client's journey on one dashboard
A card per ongoing client with their goals, how they rate the experience and their perceived progress, and their package bar - the whole practice's coaching read at a glance, one click from each client.
Six views of the same journey
Starting point, goals, insights, commitments, progress and outcomes, and exercises - each its own view, so a long engagement stays readable.
Goals with sub-goals underneath
Break a goal into the smaller things that make it up and track each separately. The list reorders by dragging, so what matters now sits at the top.
A recorded starting point, and progress against it
Capture where the client was when the goal was set, add to their progress over time rather than overwriting a status, and mark the goal achieved when it is.
A dated insight log
Record the moments that shifted something, each with the date it happened, so what came out in March is still findable in September.
Commitments with an owner and a date
What was agreed, who is responsible - the client or you - when it is due, and how it actually went.
Every completed exercise in one list
Each questionnaire, values exercise and challenge the client has finished, without hunting through their documents.
The coaching canvas, live and archived
Pick the canvas for this client and fill it in dimension by dimension - an executive canvas covers role, challenges, stakeholders, leadership and organisation. Completed ones are archived with their date rather than deleted, and stay readable and downloadable as PDFs.
Exercises, canvases and the library
12 featuresNothing to set up before your first session
A new account arrives with agreements, questionnaires, a challenge and eleven canvases already in it. You can run a first client on day one.
Ready coaching exercises
A Core Values Discovery exercise, a Goals Intake Form that feeds a client's goals, and an end-of-engagement Feedback & Reflection questionnaire that feeds your satisfaction reporting.
Ready coaching agreements
A complete individual coaching agreement with its blanks, sections and consents in place, plus pre-sized six-, twelve- and twenty-hour package versions.
Coaching canvases across the specialisms
Executive, team, founder and business, career, performance and presence, well-being, life and purpose, relationships and family, cross-cultural and relocation, life transition, and money and finance. Add your own for a specialism we have not covered, and hide the ones your practice never touches so the list is the one you work from.
Build your own questionnaires
Five kinds of question - free text, numbers, checkboxes, dropdown choices and Likert scales - plus section headers to break up a long form, arranged in whatever order you want.
Decide who fills in each question
Mark a question as the client's to answer or as yours, so one form can carry their reflection and your assessment without two documents.
Rating scales in your own words
Edit the labels on a Likert scale - "Not yet → Starting to → Completely" or whatever your model uses - and reset back to the standard set whenever you want.
Build your own canvas
Create a canvas with your own dimensions and options, or edit any of the supplied ones, rather than working inside somebody else's model.
Everything is editable and reversible
Duplicate a tool as the basis for a variant, edit any supplied one, reset it back to standard, or archive it without losing the responses already filed against it.
Hold the same exercise in several languages
Translate a tool and the words change while the structure stays shared, so one questionnaire serves clients across your practice.
A private link per recipient
Every assignment gets its own link, so a client can only ever file answers against themselves - which is what makes this usable with a corporate cohort.
Completed responses, on screen and as a PDF
Read a finished questionnaire or hand it over as a branded document, with your questions in italic and the client's answers upright so you can skim for what they wrote.
Challenges between sessions
5 featuresSend a client a series of prompts
Assign a challenge and the client is emailed one prompt at a time, each linking to a page where they respond. A series is as long as you write it.
Set the cadence
Daily, every other day, weekly or monthly - so the same series can run at different speeds for different people.
Ask for writing, a tick, or a status
A written answer where you want reflection, a simple confirmation where the doing is the point, or a short status check where you want a signal rather than a paragraph.
Responses come back onto the record
Everything a client submits is filed against them and appears in their journey and their next briefing, and you can see how much of the series they have kept up with.
Pause, resume or stop
Stop the emails for a client who is travelling and start again where they left off, or end a series - or every series running for them - outright.
Sessions and notes
13 featuresSchedule a session
Date, time, title and length - thirty, forty-five, sixty or ninety minutes - against a client, with the timezone it was agreed in carried on the session itself, so a client who moves does not shift what is already booked.
In person or virtual, recorded per session
Each session knows how it was held, which is what makes travel, format mix and utilization answerable later rather than guessed.
Record sessions that already happened
Add past sessions retroactively so your history, package counts and reporting are complete from the day you start rather than from the day you signed up.
Mark what actually happened
Delivered, no-show, late-cancelled with its reason, or pro bono. Each is a recorded state that drives drawdown, invoicing and your reporting rather than a note you have to remember.
Chemistry calls as their own kind of session
The introductory conversation with a prospect books like a session and counts in your conversion figures, but never draws against a package the client has not bought yet.
Group sessions
Run one session with several clients and have it recorded correctly against each of them.
Session notes, written the way you already write them
A formatting editor attached to the session, starting from a blank page or a coachee-journey template, with last time's notes readable from inside this one. Nothing forces you to type while a client is talking.
Photograph your handwritten notes
Take a picture of the pad you used in the room and have it turned into text, so keeping a laptop closed costs you nothing afterwards.
Dictate your notes
Press "Voice record your notes", talk, and the words land in the session notes as text you can edit. While you speak, the button shows a running clock and becomes the stop button - press it again and the text arrives. It records your voice only - never the session - up to an hour at a time, and the audio is deleted the moment the text is back. Available after the session, in the quick-notes window, on a past session you add later and on the journey's session list.
A summary for you, minutes for them
Turn your notes into a short summary for your own record, or a cleaner client-facing write-up you can send - two different documents, from the same notes.
Three views of one session
Switch between your session notes, the summary and your private preparation on the same screen, rather than three places to look.
The journey updated from your notes
Goals, insights and commitments proposed from what you wrote, instead of retyping them onto the client's record.
Everything generated is a draft you approve
Summaries, minutes and journey updates are proposed for you to read, edit and accept. Nothing is written to a client's record behind you.
Running the session
13 featuresA workspace built for the hour itself
Open the session and the notes editor fills the screen with everything else in collapsible docks around it - so during the session you are looking at one thing, and the rest is a click away.
Start straight from the briefing
Read the preparation sheet, press Begin session, and you are in the room with the notes open. No separate step to find the meeting again.
A session timer
Counts the session against its own agreed length, so a sixty-minute session is not quietly running to eighty.
Notes that save themselves
The editor autosaves every minute. Nothing is lost to a closed laptop or a dropped connection.
An editor you can actually read
Bold, italic, underline, bulleted and numbered lists and indenting - plus a choice of sans, serif or monospace at four sizes, because writing live in the room is easier in the type you can read.
Start blank or from a structure
Begin with an empty page or a coachee-journey template that prompts you through goals, insights and commitments.
Upload handwritten notes mid-session
Photograph the pad and drop it in without leaving the session screen.
Dictate mid-session
The same voice button sits beside the handwriting upload, so a thought can be spoken into the notes without stopping to type.
Everything you need, while you coach
Collapsible panels for your preparation, the client's goals, last session's notes, open action items, their documents, and their agreement and invoicing position - open the one you need without losing the notes you are writing.
The meeting link in the same screen
The video link sits beside the notes, so joining and writing are not two different windows.
Change the session without leaving it
Adjust date, time, timezone, duration and format from inside the session if it starts late or runs differently than planned.
Close it out in one place
Mark the session completed or a no-show, and schedule the next one, from the bottom of the same screen.
Push the session into the journey
Update the client's goals, insights and commitments from what you just wrote, in a single action, before you close the tab.
Clients and the roster
25 featuresOne record per client
Contact details, invoicing block, sessions, notes, agreements, invoices, documents and portal access on one page with tabs, so nothing about a client lives somewhere else.
A status pipeline
Interested, interested but discontinued, ongoing and former - moved as the relationship moves, so the roster shows the practice as it actually is. Closing an engagement records a date and a reason, and a former client can be brought back either as interested or straight back to ongoing.
The kind of work, and who pays for it
Individual, group, mentor coaching or supervision, and self-paying, corporate or coaching-platform work with its own invoicing details - all of which drive your revenue reporting.
Coaching platform work, tracked separately
Clients who come through BetterUp, CoachHub, EZRA, Growthspace, Sounding Board, Speexx or Torch - or any platform you add yourself - are marked as such and reported as their own revenue line.
Payment arrangement per client
Pre-session or post-session payment, single session billing, up-front or post-delivery packages, or pro bono for the whole engagement. The invoicing screen then only offers what fits.
Filter the roster the way you think about it
Narrow by client status, client type, package type or payment type - so "who is corporate and still unbilled" is a filter rather than a memory exercise.
Who the client actually is
Employer, job title, photograph, and a title from Ms., Mr., Dr., Prof., Prof. Dr., PhD, MD or one you write yourself - used in every generated email and document, for them and for you.
Their timezone and their language
Recorded per client, and applied to every time and every word they ever receive from you.
Birthdays
Day, month and optionally year, feeding the birthday reminder and your welcome screen.
How they found you
Whether a client was referred and by whom, which is what makes your referral rate a real number.
Notes the client never sees
Free-text notes on the record, plus internal notes you can mark resolved when they are dealt with.
Find anyone, fast
Search and filter the roster by name, status or type, switch between clients without leaving the screen, and export any of them as a contact card for your phone.
A roster that answers the obvious questions
Each row shows the next session, the last session and how much of their package is used - with plain captions like this week, this month or needs booking instead of a date you have to work out.
Package state on the row
A badge on every client reads 3 of 3, 12 of 12 · package exceeded, or simply session-by-session, so an overrun is visible from the list.
Former clients kept out of the way
Former and discontinued clients collapse into their own groups with a count, so a practice with twenty-three past clients still has a readable roster.
Act on a client without opening them
Every row has an actions menu: open their notes, read the last session or its summary, countersign a waiting agreement, remind them to sign or to book, share a coaching tool, message them through the portal, download their contact card, mark them former or delete them.
The roster tells you what is stuck
Badges on the row say awaiting signature, countersignature required, onboarding started or needs booking - so the things waiting on somebody are visible from the list rather than found by opening each client.
Chase a signature or a booking in one click
Remind to sign and remind to schedule send the client a prompt straight from the roster, without composing an email.
Read last time before you call
Open the last session notes or its summary in place, so a client who rings unexpectedly does not mean a hunt through their record.
Send a tool from the roster
Share an exercise or questionnaire with a client from the same menu, and see when they have none available yet.
Message a client from the roster
Send a portal message without leaving the list - and the menu says plainly when a client has no active portal.
Filter to exactly who you mean
By client status, client type, package type and payment type, plus a client-since date range, all at once - so "corporate clients on a twelve-hour package since January" is a filter rather than a scroll.
Add a client in one form
Name, title, contact details, photograph and the commercial block on a single screen, with the rarely-used fields folded away until you need them.
Addresses, states and dialling codes built in
Every country, all fifty US states and the District of Columbia, and international dialling codes - so an address is picked rather than typed, and invoices carry the right jurisdiction.
A birthday without the year
Record the day and month and tick that you do not know the year - you still get the reminder without inventing an age.
Onboarding a new client
8 featuresOnboarding as one tracked sequence
Welcome material, goals intake and the agreement go out together, and you follow each new client through sent, opened, completed and signed on one screen instead of an email trail.
Different flows for individuals and companies
The details a corporate engagement needs are asked for; the ones it does not are not.
A separate library for onboarding material
What a client receives before coaching starts is kept apart from the exercises you use during it, and you can add your own welcome documents to it.
An agreement already filled in
Set this client's dates, session count and fee before it goes out, so they receive a finished document rather than a form.
Extra material for one client
Add documents or questionnaires to a single client's onboarding without changing the standard set - and see afterwards exactly what they were sent.
Leads and chemistry call requests
People who have asked for an introductory call appear as their own list, and convert into a full client record without retyping anything.
Set up your practice in one window
Your name, time zone, calendar, meeting tool, how clients pay, your AI level and your coaching focus - every answer saved the moment you give it, to the same place you would find it in Settings. Connecting Google, Outlook, Zoom, Stripe or Apple Calendar takes you through the real connection and brings you straight back.
Sign up with just your email address
No password to invent on the first screen: a one-time sign-in link arrives by email, and you set a password from the notice waiting for you inside.
Agreements and signing
12 featuresYour agreement as an editable template
The full text lives in the app and you edit it - clauses, sections, headings - rather than uploading a PDF nobody can change. Duplicate it for a variant and the structure comes with it.
Blanks that fill themselves in
Put a blank anywhere - name, dates, number of sessions, fee - with a default for what it usually says, and your practice name and credentials resolve automatically wherever they appear. One template stays correct as your business changes.
The signer is verified
The client enters a one-time code emailed to them before they can sign, so the signature is tied to an address they demonstrably controlled.
Consent recorded separately
Agreeing to sign electronically is captured as its own consent rather than bundled into a single tick, the way the ESIGN Act and UETA expect - which is what makes this usable with corporate clients.
You countersign, and the document seals
The countersigned agreement is frozen as a PDF stored with a content fingerprint, so a later alteration is detectable. Once signed it cannot be edited; editing the template afterwards produces a new agreement, not a changed one.
A full audit trail
Who opened the document and when, when the code was sent and verified, and when each party signed - kept with the agreement and emailed to both sides.
No separate e-signature subscription
Sending, verifying, signing, countersigning and storing all happen here, so there is nothing else to pay for.
Scope, size and renewals
Record what each agreement covers and how many sessions it bought - which is what package tracking counts against - and log a renewal as an event on the engagement rather than a second document that contradicts the first.
A renewal timeline per client
Onboarding, re-signature and every renewal listed in date order, so the history of an engagement is one list rather than a pile of documents.
Every exception counted on the agreement
Pro bono sessions, no-shows, late cancellations and chemistry calls each reported as their own count beside the bar - never folded into it and never silently ignored.
An overrun says what to do
When work goes past the agreed size the card says how many sessions are beyond it and that a new agreement is needed, instead of showing a full bar and leaving you to notice.
Agreements signed elsewhere
Upload contracts you already signed, file them against the right client, and have them count towards package tracking like any other.
Booking and availability
11 featuresA public booking page
Your own link, showing only times you are genuinely free, that you can hand to anyone - including someone who is not a client yet. Comes with a QR code for a business card or the last slide of a talk, and can be reset if it goes somewhere it should not have.
Chemistry calls on or off
One switch decides whether strangers can request an introductory call from your booking page.
Bookings are confirmed, not requested
A time taken on your booking page becomes a real session immediately. There is nothing for you to approve and no pending queue to work through.
Clients reschedule themselves
A client moves their own session from their portal, against your real availability, without emailing you to ask and without you finding a new time.
Clients cancel themselves, and are told the cost first
Cancelling is available from the portal, and the client sees what it will cost under your policy before they confirm it.
A notice window you control
Set how many hours before a session a client may still change it. Inside that window the control is not shown at all rather than shown and refused - and you can set a different window for a client you agreed something else with.
Free reschedules within a period
Set a number of days within which a particular client may move a session at no charge.
Working hours, and this week's exception
Choose the hours you take clients for each weekday in your own timezone, and change a single week - a conference, a holiday - without disturbing the standing pattern.
Buffers that are actually honoured
Set anything from one to thirty minutes either side of a session and it is held around every booking. A time that would leave you back-to-back is never offered.
Buffers appear in your own calendar
Each one is written into your connected calendar as "Buffer time", so anyone else looking at your diary - or you, on your phone - sees the gap is taken.
One conflict check, five sources
Existing sessions, three kinds of calendar busy block and your buffers are all consulted before a time is offered - and the public page and the portal ask the same question, so the answer cannot differ by where a client booked from.
Calendars and meeting links
8 featuresTwo-way sync with the calendar you already use
Google, Microsoft 365 or Outlook, and Apple by iCloud account or shared calendar link. Sessions are written in, and what is already there blocks out your availability.
Several calendars at once
Run a work calendar and a personal one together, with all of them consulted for availability but a primary one nominated to receive sessions - so a shared work diary never fills with your private practice.
A meeting link per session
Zoom through your own connected account, Google Meet or Microsoft Teams, created with the booking and written into the calendar entry and the client's confirmation.
Or one fixed room, if you prefer
Paste your own permanent meeting address and have that used everywhere instead.
A calendar of the whole practice
Week and month views showing sessions, chemistry calls, group sessions, buffers and external busy time, readable in any timezone. Every session can be sent as a calendar file to someone who uses none of your tools.
Color-coded so you can read it at a glance
Coaching sessions, chemistry calls, group sessions, external busy time, buffers and your non-working hours are each drawn differently, with a legend.
Read your week in any timezone
Switch the whole calendar between twenty-six zones - useful the week before you travel, and essential when half your clients are on another continent.
Reschedule and notify in one action
Move a session and the client is told, the calendar entry moves, the meeting link follows and the buffers rebuild - instead of four things to remember separately.
Reminders and follow-ups
4 featuresSession reminders on two lead times
Two independent reminders, each set anywhere from one to forty-eight hours ahead, sent to the client and to you - and either can be switched off on its own.
In the client's language and timezone
Every reminder is written in the language recorded against that client and states the time where they are, with the zone named.
A follow-up after the session
An email to the client anywhere from immediately to forty-eight hours after you finish, in wording you control.
Birthday reminders, with the note drafted
A nudge one to fourteen days ahead, on your welcome screen and by email, with a first draft of the message written for you - or write your own.
Packages and drawdown
6 featuresPackages counted in sessions, not hours
A six-session package reads six sessions. What was contracted is a number of meetings, so a session that runs long or short still counts as one and a shorter meeting does not entitle anyone to another.
Filled to capacity, oldest first
Each agreement takes as many delivered sessions as it has room for and only the overflow moves to the next. Sessions delivered under an agreement stay with it - nothing signed afterwards can take them back.
Overruns are shown, not hidden
Work beyond the agreed size lands on the last sized agreement and turns its bar red, so you find out while you can still talk about it.
A no-show policy per client
A missed session is billable at a rate you set and draws against the package by default. Both halves are separate switches, so a client you negotiated differently with can be handled differently.
Pro bono and chemistry calls never draw
A session you chose not to charge for cannot also consume one the client paid for, and the intro meeting happens before there is a package at all. Both are reported as their own counts rather than folded into a bar.
One figure, everywhere it appears
The roster, the client's record, the session briefing and the invoicing screen all show the same number, because it is calculated in one place.
Invoicing
13 featuresInvoice sessions as they happen
Bill one session or several at once, each listed, dated and priced from the rate that applied on the day it was delivered.
Invoice packages up front or at the end
Bill the whole package before the work starts and let sessions draw against it, or invoice after delivery - whichever you agreed with that client.
Summary invoices for corporate payers
Roll a period's sessions into one numbered document for a company that wants a single line rather than twelve.
Rate history, with discounts
A dated record of what you charge each client, with an optional percentage discount alongside the full rate, so raising your fee never rewrites what you already billed.
Your own numbering and references
Sequential invoice numbers of your own, a per-client reference for their accounts department, and a purchase order number where the payer requires one - which is what stops a corporate invoice being rejected.
A separate invoicing address per client
A full billing block when the payer is not the person you coach: company name, billing email, address or PO box, an accounts-payable contact and their email, and any additional information the invoice has to carry.
Your business identity on the document
Registered legal name, entity type, registered and invoicing addresses, your tax or VAT number and, for US practices, your EIN, each printed where it belongs.
Branded PDFs with a share link
Your logo, colors and typeface on the invoice, downloadable by you and openable by the client through a link needing no account - identical either way.
Payment terms and instalments
Set how many days an invoice is due in, and split a package across a number of instalments with a set number of months between them.
Know the state of every invoice
Not invoiced, invoiced, paid, pre-paid, pro bono or not related - set per session and per invoice, filterable by year, so nothing sits in an ambiguous state at year end.
Attribute an invoice to an agreement
Say which agreement an invoice is drawn against, so a client with two contracts running has each one billed and counted against the right document.
Chase what you are owed
See outstanding, overdue and more than thirty days late as figures, spot delivered work that has never been invoiced at all, and send a payment reminder from the invoice without composing it.
Invoices you raised somewhere else
Upload invoices from your old system or your accountant - the date, description and amount are read off the file - so your revenue figures cover the whole year rather than only the part you spent here.
Payments, tax and currency
9 featuresCard payment through your own Stripe account
Connect Stripe and let clients pay an invoice by card from the invoice itself. The money settles into your account and never passes through the platform, and payouts and disputes stay in your own Stripe dashboard.
PayPal, Venmo, Zelle and anything else you use
Add as many payment handles as you like under your own labels, so a client who will not use a card can still pay without emailing to ask how.
Bank transfer details
Account and routing numbers with the bank name, or IBAN and BIC, printed on the invoice as their own block.
A default method, overridable per client
Set what the practice normally uses and change it for a single client. Whichever was chosen is recorded on the invoice at the time it was raised.
Record payment and issue a receipt
Mark an invoice paid, upload the proof of transfer against it, and issue a receipt document so both sides hold what their accountant asks for.
VAT and sales tax as its own line
Turn tax on with a general rate, or keep a list of rates by country and state and let each invoice take the right one from the bill-to address - with a flat fallback for anywhere unlisted. The list arrives seeded with standard national rates.
Bill in twelve currencies
US dollar, euro, pound, Swiss franc, Canadian and Australian dollar, yen, yuan, rupee, Mexican peso, Brazilian real and Singapore dollar - set per client, with your practice currency as the default for new ones.
Conversions you can point to
Cross-currency totals come from European Central Bank reference rates quoted for a stated date. A currency with no rate available is reported separately and excluded rather than added at parity.
Hold or override the rates yourself
Turn automatic updates off so a figure you reported last month does not move, and override any single rate with the one your bank actually gave you.
Reports and practice numbers
11 featuresRevenue, over any window and by month
What you earned across a period you choose, including and excluding tax, with a trailing-months trend so a slow quarter is visible before it becomes a year.
Four time windows on every figure
This month, quarter to date, year to date or the last twelve months - switched once, applied to the whole dashboard.
Collection at a glance
A single ring showing what is paid against what is still owed, with the percentage collected, so your cash position is one look rather than a spreadsheet.
Recurring revenue, and what an hour earns
Monthly recurring revenue, revenue per coaching hour and revenue per active client - the three figures that decide whether to raise your rate.
Where the money comes from
Revenue split by client type, package type, payment type, and self-paying against company-paid, so you can see which part of the practice is actually carrying it.
How exposed you are
What share of revenue rests on your largest three clients - the risk figure nobody works out by hand.
What you have billed and what you are owed
Total billed, paid, outstanding, more than thirty days overdue, and delivered work not yet invoiced.
How much you actually delivered
Sessions performed, sessions per month, total coaching hours, pro bono sessions, and your no-show rate.
How full your weeks were
Utilization measured against the working hours you actually set, plus average sessions per client - which is what makes a forecast possible.
Whether clients stay, and where they come from
Renewal rate, average tenure, new and former clients, referral rate, discovery calls booked, how many became clients, and how long it takes to reach a first session.
Whether the coaching worked
Goal achievement, exercises and feedback questionnaires completed, and a Net Promoter Score calculated properly - promoters minus detractors - rather than averaged.
The client portal
29 featuresA signed-in space for your clients
Clients get their own account rather than a folder of emailed attachments - a welcome screen, their sessions, exercises, agreement, invoices, documents, messages and details, each its own section.
At your own address, in your own brand
The portal lives at a sign-in address you choose - with one suggested from your practice name - and carries your logo and colors throughout. Our name is nowhere on it.
A welcome screen that says what is outstanding
The client opens on their next session with a join link and an add-to-calendar button, how many sessions they have left, and a "waiting for you" list - an exercise to finish, an agreement to sign - or simply "you’re all caught up".
Their sessions, past and coming up
Every session with its date, time in their own zone, and whether it is online or in person - plus a calendar file for each one and the meeting link when it is time to join.
Clients book their own sessions
They pick a day, see the times you are genuinely free, and book. If nothing is free that day the screen says so and offers another; if someone takes the slot first they are told and asked to choose again rather than double-booked.
Clients reschedule and cancel themselves
Both from the session itself, within the notice window you set - and a client who is still in good time is told plainly that there is nothing to pay before they confirm.
Chemistry calls shown as what they are
An introductory call is labelled in the client’s own list, so nobody thinks it came out of the package they bought.
Exercises with a real state
Not started, in progress or done - with Start, Continue and "read what you wrote" as the actions, and a PDF of anything they have completed.
Their agreement, signed and countersigned
The document itself, showing whether you have countersigned yet, downloadable as a PDF whenever they want it rather than on request.
A plain-language terms card
Their rate today, whether VAT applies, what happens if they miss a session, whether a missed session also uses one of their package, and how far ahead they can move a session - written out rather than buried in a contract.
Their session count, with the exceptions named
How many sessions the agreement covers and how many are left, with chemistry calls, pro bono sessions and missed sessions each shown separately and labelled as not coming from the package.
Invoices they can pay
Every invoice, marked paid or payable, with a Pay now button that hands them to Stripe - so nothing has to be resent and no one has to ask how to pay.
Messages only the two of you can read
The thread is locked behind the client’s own password and decrypted in their browser. They can attach a file, see whether a message has been read, and delete the conversation from their side.
Attachments file themselves
Anything sent in a message is saved into the client’s Documents as well, so a file is never lost inside a thread.
Clients upload documents to you
A client chooses a file and sends it straight into their record - a 360 report, a signed scope, anything you asked for - instead of emailing an attachment you then have to file. Anything they attach to a message lands here too.
Documents both ways, and theirs to withdraw
Files you sent and files they sent, each marked by who sent it. A client can delete their own uploads and only those, and a withdrawn file goes to your recycle bin because the record is yours.
Details the client simply changes
Phone, timezone, employer, job title, birthday, language and their own photograph - applied at once, with an email to you naming exactly what changed.
Details that need your approval
Legal name, email address and billing address are marked as appearing on invoices and on the agreement you both signed, so the client asks and you accept or decline.
Clients choose what you email them
A reminder the day before a session, a nudge when an exercise is waiting, a note when an invoice is issued - each switched on or off by the client, so nobody unsubscribes from everything to stop one message.
Clients manage their own account
Change the login email with a confirmation to the new address, change the password, and sign out of every device at once.
One email, more than one practice
A client coached by two practices on the same platform is asked which one they are signing into, rather than being guessed at.
Passwords that have to be real
At least twelve characters, a mix of at least three character types, and refused if the password is a common one or a repeated pattern - checked as they type, in their own language.
Brute force gets nowhere
Too many attempts and the account holds shut for a few minutes, with an honest message rather than a silent failure.
Invitations and resets expire
A sign-up or reset link that has gone stale says so and offers a fresh one, instead of failing in a way nobody can act on.
See where every client stands with their portal
Invited, accepted, last signed in and how many failed attempts there have been - plus resend the invite, deactivate, force a password reset, sign them out everywhere or revoke access, all from their record.
Turning it off signs them out
Revoking access ends the session immediately rather than hiding a link until a token happens to expire.
Your notes and rates are never in it
Session notes, preparation, agreement scope, package terms and status are not hidden from the portal - they are never selected for it at all.
One sign-in across several engagements
Someone you coach under more than one engagement signs in once and sees each of them.
Drawn in the client’s language
Every screen, button and message is written in the language recorded against that client, with dates in the format they write them in.
Messaging and encryption
7 featuresMessage clients inside the app
A thread per client with attachments, so coaching conversations are not scattered through an inbox - and you choose whether and how often a new message emails you.
Encryption is your choice
On by default. Switch it off and new messages open on both sides without a messaging password; messages already sealed stay sealed.
End-to-end encrypted
Messages are encrypted in the browser at both ends with ECDH P-256 and AES-GCM. The platform stores ciphertext and holds no key that opens it.
A messaging password of your own
Set separately from your login, and used to unwrap your private key in your browser only - so signing in is not the same thing as opening the messages.
One recovery key, shown once
Issued when you turn messaging on. It is the only recovery key in the system, which is why your clients never have one to lose.
Restore a client's history
When a client forgets their password they get a new keypair and you re-key their history from your browser - a reset costs a re-key, not a conversation.
Retired keys are kept
An old keypair is never destroyed, because it is the only thing that opens ciphertext already written.
AI control, languages and branding
20 featuresTurn AI off completely
Level zero means no call is ever made, anywhere in the product. It is a switch, not a preference.
Or allow admin processes only
Level one covers the back-office work - reading an uploaded invoice, importing clients from an address book or sessions from a calendar file, filing an uploaded agreement, drafting a birthday note - and nothing from inside a session. Level two adds notes, summaries, minutes, journey updates, briefings and the practice chat.
Every function is named and published
There is a public list of every call the product makes, what it does and which level it needs, and the build fails if a new one is added without appearing on it. You are never guessing what "AI features" means.
Your content is not used for training
Text sent to the model provider produces your output and nothing else. Who the provider is and what leaves the platform is on the published sub-processor list.
Names removed before AI reads anything
Before any text goes to the model, ordinary code - no AI involved - replaces your client's name, contact details, employer and address, your own details and the names of your other clients with placeholders, and puts them back in the answer you read. Add a client's own extra words, such as a partner's name. What the record does not know, like a detail described in a sentence, still goes as written.
See exactly what you are using
Input and output token use for the month, and dictation minutes on a dial of their own, each shown against its own allowance, on the same screen as the level - so the setting and its cost are never in two different places.
Your subscription, always in Settings
Your plan, its status and the next payment date, with Change plan and Cancel beside them. Cancelling runs to the end of the period you paid for, and can be undone until then.
The level lists what it unlocks
Choosing a level shows the functions it turns on by name - meeting minutes, handwriting capture, dictation, the session briefing, journey updates and the practice chat - rather than an abstract promise.
Ask your practice a question
Ask in plain language - who you have not seen in two months, what you billed last quarter, who has an invoice outstanding, which clients are near the end of a package - and get the answer from your own records.
Work in four languages
English, German, French or Spanish across the whole app, with the date and time format following the language you chose and overridable if you want a different one.
See the date format before you pick it
Each option shows a real sample - Aug 27, 2026, 3:00 PM against 27. Aug. 2026, 15:00 - so you choose by looking rather than by decoding a locale code.
A language per client
Each client's portal, emails, exercises and agreement come in their language, dated the way they write dates - so you can work in German while your client reads in French.
Documents follow whoever owns them
An invoice looks identical whether you download it or your client opens the share link, and a contract can be set to a language of its own.
Your brand on everything a client sees
Six ready themes - Clean, Warm Sand, Sage, Ink, Slate and High Contrast - or Custom, where you set all ten color roles by hand with a serif, sans or monospace document face, previewed on a real client page before you save and restorable to the default in one move.
Upload your practice logo once
It appears across agreements, invoices, exercises, emails and the portal, and is scaled down automatically if you upload something large.
A separate look for your own workspace
Six schemes for the app you work in - Standard, Dark, Midnight, Calm, Warm Sand or fully individual - six typefaces, and its own logo, all independent of your client-facing brand.
One page geometry across every document
Invoices, agreements, exercise responses and briefings share margins, type and layout, so your paperwork looks like one practice rather than four systems.
Your vocabulary, not ours
Rename client types, coaching platforms and tool categories so the app uses the words you use.
Every client-facing email in your words
Subject and body for reminders, follow-ups, invitations, confirmations and invoice notices, with the placeholders listed beside each, previewable in your client's language and restorable to the original.
The portal and booking page in your words
Rename the headline labels your clients read on the portal and the booking page. Clear a box and the standard wording, in every language, comes back.
Works with - every integration and format
31 featuresStripe
Connect your own Stripe account and clients pay invoices by card. Funds settle to you and never pass through the platform; payouts, disputes and settings stay in your own Stripe dashboard.
PayPal
Add your PayPal address as a payment option, printed on the invoice and its PDF.
Venmo
Add a Venmo handle for clients who pay that way.
Zelle
Add a Zelle email or phone number as a payment route.
Any other payment service
Wise, Revolut, a local provider - add the handle under a label you write yourself, as many as you use.
Bank transfer and IBAN
Account and routing numbers with the bank name, or IBAN with BIC, printed on the invoice as their own block.
Google Calendar
Two-way sync: sessions are written into your calendar, and what is already there blocks your availability.
Microsoft 365 and Outlook Calendar
The same two-way sync against a Microsoft work or personal account.
Apple Calendar over iCloud
Connect an iCloud account directly so sessions land in your Apple calendar.
Apple Calendar by public link
Or connect a published calendar link instead, for a setup where account access is not wanted.
Only your busy times are read
A connected calendar is used for blocked time and nothing else - no titles, no attendees, no detail is read or shown. Your sessions are written back into it.
Zoom
Connect your own Zoom account and every booking gets its own meeting, not a shared personal room.
Google Meet
A Meet link created with the calendar event for each booking, through your Google Calendar connection.
Microsoft Teams
A Teams join link created with the event for each booking, through your Outlook connection.
Any fixed meeting room
Paste your own permanent room address and have that used everywhere instead of per-session links.
QuickBooks Online
Invoice export as CSV in QuickBooks Online's own invoice-import layout, one row per invoice.
QuickBooks Desktop
Invoice export as an IIF file with the transaction structure QuickBooks Desktop imports directly.
Xero
Invoice export as CSV matching Xero's Sales Invoices import template, with the required tax and account fields present.
Sage 50
Invoice export as CSV in Sage's Audit-Trail transaction format, each invoice as a sales-invoice row with a derived customer code.
Zoho Books
Invoice export as CSV with the column names Zoho's invoice importer maps by.
FreshBooks
Invoice export as CSV mirroring the Invoice Details layout FreshBooks itself exports, so it round-trips.
vCard import
Bring clients in from a .vcf address-book export - or .vcard, .csv, .txt, or a zipped set - rather than typing them again.
vCard export
Download your whole roster as zipped .vcf contact cards for your phone, or one client at a time from their record.
Calendar files, in and out
Import your existing meetings from an .ics file, export every session as zipped calendar invites, or send a single invite to one person.
PDF throughout
Agreements, invoices, completed exercises, coaching canvases and session briefings all download as PDFs on one shared page geometry.
Word documents
Export coaching logs and agreements as .docx when the text has to be worked on somewhere else.
JSON and plain text
Coaching logs, address data and meetings are available as structured JSON, and logs as plain .txt, for anything that needs raw data.
Uploads in the formats you already have
PDF, Word, Excel, plain text and images accepted for client documents, invoices, agreements and onboarding material.
Photos and scans
JPEG, PNG, GIF, WebP and PDF are read for handwritten session notes and for uploaded invoices.
European Central Bank rates
Every currency conversion in your reporting and tax figures comes from ECB reference rates for a stated date, pulled automatically or held manually.
Coaching platforms
Work coming through BetterUp, CoachHub, EZRA, Growthspace, Sounding Board, Speexx or Torch is marked as such and reported as its own revenue line - and you can add any platform not on the list.
Your data, and leaving
11 featuresDocuments against the client they belong to
Contracts, reports and anything else filed on the record, with who sent each file recorded as a fact rather than guessed from where it appeared.
Completed exercises file themselves
A questionnaire a client finishes appears in their documents alongside your uploads, labelled by where it came from, so there is one place to look for anything they have given you.
Nothing is deleted immediately
Clients, sessions, invoices, documents, exercises and agreements go to a recycle bin for fifteen days, and can be restored together with whatever they belonged to so nothing comes back orphaned.
See your storage use
How many megabytes of your allowance you have used, as a bar and a figure, so a quota is never a surprise.
Check your own build
App version, environment and deployment details in one place, and copyable in a click, for when you need to report something precisely.
A completeness score for your own record
Settings tells you how complete your practice details are and why the missing ones matter - the fields that make invoices correct and your tax position provable - without blocking anything.
Import what you already have
Clients, address data, meetings from a calendar file, and signed agreements filed against the right people - so you are not typing your practice in twice.
Export everything, in the format you need it
Coaching logs as plain text, Word or JSON; address data as vCards or JSON; coachee exercises and signed agreements as zipped PDFs; meetings as calendar invites or JSON. Every category offers its own formats rather than one generic dump.
Invoice exports your accountant can import directly
Zipped PDFs, or the import file each package actually expects: CSV for QuickBooks Online, Xero, Sage 50, Zoho Books and FreshBooks, and an IIF file for QuickBooks Desktop. Not a generic spreadsheet somebody then has to reshape.
Tax reports for any period
Revenue and tax figures for a window you choose, with every currency conversion showing the rate it used and the date that rate came from.
Ninety days if you close the account
Closing starts a ninety-day period with warnings along the way, and you can sign in, read and export throughout it. Your clients' booked sessions, signing links and materials keep working right up to closure, because their relationship is with you.
Privacy, security and support
11 featuresBuilt on audited infrastructure
Your practice runs on the same modern cloud infrastructure trusted by leading technology companies. It is independently audited, and your data is encrypted at rest and in transit on our platform.
End-to-end encrypted messages
If you choose, direct messages between you and your clients are encrypted end to end, from one device to the other.
Ethical AI
Guided by the ICF AI Coaching Framework. You decide how far AI goes. It only makes suggestions, and nothing is saved until you approve it. Our AI provider, Anthropic’s Commercial API, never trains on your data.
Your data is scoped to your practice
Every query is bound to the signed-in account, and in the portal a client's identity comes from their session and never from an address bar - so no id in a link can be edited into someone else's record. Both are enforced by tests that fail the build rather than by review.
Our own console cannot read a client record
Support and administration screens are built against account-level data and nightly counts. The database client behind them refuses every row-level read and write of anything a client owns, and the build fails if an admin screen imports an unrestricted one.
The remaining access is published, not denied
We operate the database, so a path to the data exists outside the console. The policy standing in front of it is written down and public, which is worth more than a claim that could be falsified.
You are the data controller
You decide what is recorded about the people you coach and why; we store it and do nothing else with it. The Data Processing Agreement saying so is published and forms part of the Terms, so there is no separate contract to chase before a corporate client will sign.
A published sub-processor list
Who else touches your data and what for, kept current and public, so you can answer a client's procurement questionnaire without asking us.
A privacy notice for your clients
A ready notice written for the person being coached, so meeting your own obligations as controller does not mean drafting one from scratch.
Built for coaching, and it says so
GDPR applies and the product is built for it. HIPAA does not - coaching is not a covered entity - and the Terms are explicit that this is not a medical record and must not be used for therapy, diagnosis or clinical work.
Support inside the app
Raise a ticket, follow the replies in a thread and rate the answer, with a response target on the Premium plan - alongside an archive of every product notice, current, scheduled or past.
CRM pipeline and follow-ups (Premium · Beta)
5 featuresEvery lead and client by stage
Lead, chemistry call booked, call held, agreement sent, signed, active, alumni and lost - one board, one card per person, moving by itself as calls are booked, agreements signed and sessions held.
Who is waiting on you
Follow-up nudges on the cards and in News when a client has not heard back, an agreement sits unsigned or a call led nowhere - counted in calendar days in your time zone.
Every email, both ways
A History tab on each client with the emails you sent and the replies they wrote, opens and clicks, sessions, agreements, invoices and stage changes in one timeline.
Automatic follow-ups
Twelve occasions you can leave off, draft for your approval or send by themselves, in your own words, with optional AI personalisation in the client's language.
A morning digest
One email at seven in your time zone, on the days someone is waiting on you.
Your own landing page (Premium)
5 featuresYour website at your practice address
A one-page site at your own address with your photo, your words, a booking box and a contact form - in your client-facing colors.
Six designs, one set of words
Classic, Editorial, Split portrait, Bold statement, Dark spotlight and Clear & accessible. Switching design never changes your texts.
Written for you, or imported
Draft every text from a few tag words, polish any field, or import your existing homepage - its words, portrait and logo, copied and never invented.
Booking on the page itself
Visitors open your available times right on the page and book without leaving it.
A legal kit in your name
A privacy notice and booking and cancellation terms written from your settings, which you can reword yourself - plus an Impressum for a practice in the EU.