Optify Reviews

- LOVE the reports
- matching clients/coaches process is seamless
- reminder emails are sent out easily
- support questions are swiftly answered

I wish there was a way to see the dates of client sessions under a specific coach. Currently, to view it as an admin, you can see all the clients each coach have but have to click on each one to see any scheduled sessions.

The customer service, willingness to assist, take the time to explain and stay on top of all improvements suggested by the user base.

After considering all options, I couldn't come up with anything.

The ability to make and share notes from past sessions, receive resources and see exactly where we are in the coaching engagement. The transparency is empowering for both client and coach.

It's a bit clunky to onboard existing clients but it can be done.

The ability to set up a standard coaching engagement with clients is outstanding, along with being able to schedule sessions, set goals, and track progress throughout the engagement. I love the ability to take session notes, and deepen client learning through the ability to assign resources from the wonderful Resource Library (and the ability to create my own resources is a nice add too). Tracking sessions and progress is easy, and the ability to schedule or reschedule meetings is great. I am using Calendly and it integrates seamlessly with the Optify Platform. I get consistently positive comments from my clients on the ease of use from their perspective as well. As someone who has often kept these elements in different places, this has saved me a huge amount of time. I often share the platform with my client as we co-create goals together, which I find is a great way to document as you go. Returning to the platform makes remembering the details much less stressful which I also really appreciate.

The only thing missing from my standpoint is invoicing capability. However, I have my own system for that and have not found that to be a big issue. I can easily go into the platform and see where I am with a client and that makes invoicing really easy (versus tracking the number of sessions in one place, the meetings in another place, my notes in a third place etc.).

The software is super intuitive to use, even for a non-techie like me. The support team is second to none - highly responsive and impactful. What I like most is the comprehensive suite of options that address all the most salient aspects of managing coaching in a large organization such as ours. The resource library is so helpful and it feels like the team has truly thought of everything. I love the option of sending notes to the client from inside the system. I would go so far as to say without Optify, we would not be able to offering the range, depth, breadth and quality of coaching we are offering out team members.

Nothing I can think of. The support team meets with me often and works to ensure I am aware of all updates and updates planned in the future.