Dashboard
Keep an eye on what’s happening across your coaching practice. Your dashboard will tell you what’s going on and what’s coming up next with configurable widgets that let you customize what you see when you login. See a list of all scheduled sessions and update engagements, send out assignments, handle to-do’s, and view billable activity across all your engagements in one place.
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Goal Planning
Create individualized goals, action plans, request stakeholder feedback, and measure progress over time. Create theme libraries to identify coaching themes unique to your client or organization and download goal progress reports to share with clients and stakeholders. coaching.com's goal tracking feature generates reports on theme progress across your entire practice to easily assess coaching impact and prove the value of your coaching initiatives.
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Client Portal
Invite clients to log in with different levels of access. Coaches can schedule sessions, view and download resources, update goals, join a video session, use the chat function, and respond to forms. Company practice leaders can keep an eye on progress across all employee engagements. Coaches and HR partners can view coach bios and track engagement details including progress, goals, milestones, feedback, documents and more.
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Scheduling
Our two-way calendar sync seamlessly integrates with your Google, iCal or Exchange Calendar. Coaches can share their availability with clients, so clients can book sessions directly on their calendar. coaching.com automatically adds new sessions to your personal calendar to ensure that you’re never double-booked.
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Invoicing & Payments
Billing and invoicing for coaching has never been easier. Assign billing approaches to engagements and receive real-time notifications anytime you have billable activity. Create and send invoices with the click of a button. Collect payments and pay vendors via Stripe.
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Form
Collect and organize information with forms. Create intake forms, surveys, assessments, evaluations, pre and post-session forms, and more. Send forms to anyone you want, whether or not they have a Coaching.com account. Forms can be responded from any device. Aggregated and individual responses are easy to access and download with real time notifications and reports.
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