All-in-one coaching practice management & monitoring system

About is an integrated, cloud-based coaching management platform designed to meet the operational needs of coaching practices, regardless of scale. Suitable for professional independent coaches, SMB practices and larger enterprise-level outfits, with scalable pricing packages available, supports practitioners with the scheduling of sessions, goal planning, plus the tracking of client progress. Securely hosted and optimized for mobile use, the system also allows for customizable branding to be applied, with public-facing access made possible via online client portals. Main key features then go on to include tools for creating tailored coaching programs of varying type, length and structure, with the ability to set individualized goals, action plans and milestones. Progress is tracked and the data made available to customizable real time reporting capabilities, offering chart visualizations for engagement summaries, financials, survey feedback and more. A centralized user dashboard also provides at-a-glance updates on client performance, scheduled sessions, assignments, task to-do lists and billable activities.

Scheduling is also assisted by two-way calendar syncing with Google, iCal or Exchange – which allows availability to be shared quickly with clients and for bookings to be made via their own calendars. ensures double bookings and no-shows are avoided and customizable template-based notifications ensure clients are reminded of upcoming sessions. These email or SMS notifications can be setup for automated delivery, while coaching content too can be distributed this way to streamline workflow. A rich text editor is also built-in to support the taking of progress notes and attachment of files, assisted by connectivity with apps such as Dropbox, Google Docs and Evernote. Gather data or coaching feedback with forms and surveys that require no account to access, with external contacts able to view and submit forms via web link on any device. Billing and invoicing features facilitate monetization of coaching services, thanks to invoice creation and sending within clicks, plus the handling of transactions through Stripe.

Key benefits of

  • promises a secured, cloud hosted coaching management platform for individual trainers or larger practices that want to automate aspects of service provision, from session scheduling to the analysis of tracked client progression.
  • Two-way calendar syncing supports native session appointment booking and availability indication, with clients able to choose slots within Google Calendar, Exchange, Outlook, iCal and Office 365.
  • Tailored coaching programs can be created with personalized goals and milestones attached, which tracks to gather progress and survey feedback data that can be visualized across dashboard summaries and custom reports.
  • Billing and invoicing features allow billing approaches to be assigned to client engagements, with real time alerts flagging billable activities as they occur, alongside the ability to raise / send invoices and handle payments online via Stripe.
  • Third-party integration support extends to online file storage and productivity apps including Google Drive, Dropbox, Box, OneDrive and Evernote, while also connects with Enterprise systems such as Workday, SAP, Oracle and Cornerstone.
  • Devices

    Business size

    S M L


    United States

    Supported Languages

    English, French


    Customizable dashboards
    Extensive coach matching workflows
    Goal planning & feedback tools
    Session notes
    Program templates
    View 9 more screenshot: Customizable dashboards screenshot: Extensive coach matching workflows screenshot: Goal planning & feedback tools screenshot: Session notes screenshot: Chat screenshot: Program templates screenshot: Scheduling screenshot: Videoconferencing


    Total features of 40

    • Active Directory Integration
    • Activity Dashboard
    • Activity Tracking
    • Application Integration
    • Appointment Management
    • Automated Scheduling
    • Automatic Notifications
    • Availability Indicator
    • Availability Management
    • Calendar Management
    • Calendar Sync with Google
    • Chat
    • Client Management
    • Client Portal
    • Credit Card Processing
    • Custom Forms
    • Customizable Branding
    • Customizable Templates
    • Electronic Payments
    • Email Notifications
    • Email Templates
    • Engagement Analytics
    • Feedback Collection
    • Instructor Scheduling
    • Progress Reports
    • Real Time Notifications
    • Real Time Reporting
    • Reminders
    • Reporting & Statistics
    • Rich Text Editor
    • SMS Integration
    • Secure Data Storage
    • Single Sign On
    • Surveys & Feedback
    • Task Management
    • Third Party Integration
    • To-Do List
    • Video Conferencing
    • Web Forms
    • iCalendar Support



    #1 Alternative to
    Schedulista is an online scheduling software for salons and their clients. Clients can book appointments and salons can...

    Acuity Scheduling

    #2 Alternative to
    Acuity is your 24/7 online appointment scheduling software that allows clients to self-schedule appointments or classes...


    #3 Alternative to
    CoachVantage is a coaching platform designed for solo coaches and coaching organisations with a team of coaches....

    My PT Hub

    #4 Alternative to
    My PT Hub is an online personal training platform with which fitness professionals can create, manage & track custom...


    Overall rating

    4 /5
    Value for Money
    Ease of Use
    Customer Support

    Already have

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 9
    Cristina marcano L.
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: 11-50 Employees
    • Used Weekly for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    CoachLogix your Coaching Management system

    Reviewed on 2019/01/30


    As a coaching management system, it serves to plan, organize but above all, follow up on clients, their goals, their progress processes, allowing them to measure achievements. Something I like is the report that can be made of the process of each client, making a detailed list of progress and achievements over time.


    If you do not put effort to learn their functionality and operation it could be cumbersome to work with this system, but once you study it, you practice it and you do not want to let it go.

    Kimberly S.
    Overall rating
    • Industry: Online Media
    • Company size: 10 000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    CoachLogix does the grunt work

    Reviewed on 2019/01/15

    Before we started using CoachLogix, tracking our coaching engagements was a very manual task that...

    Before we started using CoachLogix, tracking our coaching engagements was a very manual task that took up a lot of valuable time. CoachLogix software has enabled us to effectively monitor all our coaching engagements, send out progress reports to stakeholders and create impactful reports. Plus- they just came out with many new features that I haven't even tried yet, but I can see will create an even more seamless experience.


    The features we utilize most are adding out coaches to the platform, utilizing the custom roadmaps, adding in our own resources and forms, the hyper links that we can insert into the tasks in the roadmaps and the ability to have our coaches mark their sessions complete in real time. We also use the downloadable CSV files to pull reports


    Sometimes the reporting is not that easy to work through

    Response from CoachLogix

    Thank you for your review, Kimberly!

    We are working on new reporting dashboards that will be available this summer. Stay tuned!

    Verified Reviewer
    Overall rating
    • Industry: Renewables & Environment
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10


    Reviewed on 2018/12/13

    Don't do it.

    Don't do it.


    I liked having billing / payments and scheduling on the same platform. But...


    First of all, making my clients set up their own log-in and master the software made me very quesy. Second, it was complicated for me as a solo coach to master. Third, the glitches piled on top of the workarounds for other glitches...

    Response from CoachLogix


    Thank you for submitting a review. We understand that as a coach, you might be nervous about providing your clients with access to a platform - that's why we make it optional to share a log in with clients. Managing a coaching practice is inherently complex, we try to do the best job we can in making our software easy to use while having all the features you need to manage everything in one place. if you visit you can find helpful resources to get started using CoachLogix. We're happy to help if you ever want to give our platform another try.

    Nicole W.
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    This has changed everything

    Reviewed on 2019/01/31

    CoachLogix is now our one-stop coaching management portal. Brilliantly intuitive and sublimely...

    CoachLogix is now our one-stop coaching management portal. Brilliantly intuitive and sublimely easy to use.


    We were seeking a solution to end our laborious, long-winded and complex reporting process in our Coaching and Leadership Development company, when CoachLogix came along.
    We signed up and explored the features of what has proven an absolute game changer in our business. I couldn’t recommend this platform more, and it keeps getting better with more functionality being added all the time (how did we operate without calendar sync?).
    Setting up coaching engagements, scheduling, coach pools, coach bios and client reporting is done in an nanosec.


    In Australia we use a DD/MM/YYYY calendar. It would be great to be able to select which format, rather than the default US calendar.

    Matthew F.
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: Self Employed
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Clearly Built By Coaches

    Reviewed on 2019/01/17

    Overall the creators of CoachLogix have considered just about every part of a coaching engagement...

    Overall the creators of CoachLogix have considered just about every part of a coaching engagement to provide a tool that creates structure without feeling restrictive. This is a great tool for any coach to make their practice more consistent and scalable - or just stay more organized.


    The software is clearly built with strong influence of people who actually provide coaching services, as evidenced by the way engagements are structured and the flexibility of different features. Variables like missing a session or even the variety of different billing preferences are all represented here and flexible enough to work for anyone. The software doesn't just help organize your clients and engagements; it encourages good habits and provides a framework that helps you run a better coaching business.


    The navigation takes a little getting used to. However, once you're familiar with the different areas of the platform it comes easily.

    Showing 5 reviews of 9 Read all reviews FAQs

    Below are some frequently asked questions for offers the following pricing plans:

    • Starting from: US$49,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Not Available for coaches: Free: $0 Standard: $49 per month (2 months free when billed annually, $490 per year) Pro: $99 per month (2 months free when billed annually, $990 per year) Pricing for Business & Enterprise users will differ. offers the following features:

    • Active Directory integration
    • Activity dashboard
    • Application integration
    • Appointment management
    • Appointment scheduling
    • Automatic notifications
    • Automatic reminders
    • Availability indicator
    • Availiability management
    • Calendar management
    • Calendar sync with Google
    • Chat
    • Client portal
    • Content delivery
    • Credit card processing
    • Custom forms
    • Customizable branding
    • Customizable templates
    • Electronic payments
    • Email notifications
    • Email templates
    • Engagement analytics
    • Feedback collection
    • Instructor scheduling
    • Live / video conferencing
    • Progress reports
    • Real time notifications
    • Real time reporting
    • Reporting & statistics
    • Rich text editor
    • SMS integration
    • Secure data storage
    • Single Sign On
    • Surveys & feedback
    • Task management
    • Third party integration
    • To-do list
    • Tracking features
    • Training tracks
    • Web forms
    • iCalendar support has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business supports the following languages:

    English, French supports the following devices:

    Android, iPhone integrates with the following applications:

    Box, Dropbox Business, Google Calendar, Google Drive, Microsoft 365, Microsoft OneDrive, Microsoft Outlook, Stripe offers the following support options:

    Online Support

    Related categories

    See all software categories found for