CoachVantage

Coaching cloud platform for solo coaches and coaching teams

4,9 /5 (12 reviews) Write a Review!

CoachVantage Overview

What is CoachVantage?

CoachVantage is a coaching platform solution for solo coaches and coaching organisations with a team of coaches.

Your clients have access to a client portal that enables online coaching over Zoom/Skype. You can share notes and documents, set goals/assignments, invoice and schedule sessions. The online scheduling feature enables prospects/clients to book appointments with you. Auto-timezone conversion is supported. Create and sell your coaching programs online. CoachVantage integrates with Zoom, Stripe, PayPal and syncs with your external calendars. Personal branding is available too!

CoachVantage provides a central repository from which to manage all your client information including profiles, contracts, invoices, and session notes. Automated logging of coaching sessions saves you from manually tracking your coaching time.

CoachVantage Overview

Pricing

Starting from
US$29,00/month

Pricing options

Free Trial
Subscription
Value for money

Clarity Plan: $29/month
Aha! Plan: $49/month
Team Plan: from $245/month


CoachVantage Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Send branded invoices to clients. Recurring invoices can be set up as well.
Client management. Manage engagements, notes, sessions, invoices and contracts, all in one place.
Client portal enables you to manage your coaching journey easily. Set goals, assignments, share resources and enable self-service scheduling. Enables a deeper level of engagement with your clients.
Create different events so your prospects/clients can schedule appointments with you online, based on your availability rules.
Manage your coaching team. Assign team roles and permissions for each role type.
Dashboard gives you a quick view of upcoming appointments, client's to-do list, your coaching hours and revenue earned.
Create and sell your coaching programs online. Creating your coaching programs in CoachVantage is done through simple form filling.
CoachVantage enables you to sell your coaching programs online, even if you don't have a website. Publish the program registration page link on your Facebook or LinkedIn pages, or email the link to prospects for them to sign up and pay.
Personal branding allows you to customize the app in your colors, branding and logo. Your social media icons can also be displayed on your online scheduling page, invoices, etc
CoachVantage video CoachVantage screenshot: Send branded invoices to clients. Recurring invoices can be set up as well. CoachVantage screenshot: Client management. Manage engagements, notes, sessions, invoices and contracts, all in one place. CoachVantage screenshot: Client portal enables you to manage your coaching journey easily. Set goals, assignments, share resources and enable self-service scheduling. Enables a deeper level of engagement with your clients. CoachVantage screenshot: Create different events so your prospects/clients can schedule appointments with you online, based on your availability rules. CoachVantage screenshot: Manage your coaching team. Assign team roles and permissions for each role type. CoachVantage screenshot: Dashboard gives you a quick view of upcoming appointments, client's to-do list, your coaching hours and revenue earned. CoachVantage screenshot: Create and sell your coaching programs online. Creating your coaching programs in CoachVantage is done through simple form filling. CoachVantage screenshot: CoachVantage enables you to sell your coaching programs online, even if you don't have a website. Publish the program registration page link on your Facebook or LinkedIn pages, or email the link to prospects for them to sign up and pay. CoachVantage screenshot: Personal branding allows you to customize the app in your colors, branding and logo. Your social media icons can also be displayed on your online scheduling page, invoices, etc

CoachVantage Reviews

CoachVantage Reviews

Overall rating
4,9
/
5
Excellent
11

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,8
Ease of Use
4,8
Customer Support
5
100% recommended this app
Beatrice P.

Manage everything in one spot

Great experience, especially the program/courses feature which is non-existent in other coaching apps.


Beverly M.

Best coaching software I've tried

My clients love it and my fellow coaches love it too.


Jenna V.

Game Changer

It's been incredible, [SENSITIVE CONTENT HIDDEN] is always eager to help and assist and answer any questions. Looking forward to a long journey with coach vantage.


Kimberly A.

Coach Vantage was a LIFESAVER for me!!!

CoachVantange is a Godsend. As a new coach, it helped me to organize my coaching business so that nothing "slipped through the cracks."


Erik L.

Well designed with high-level support

CoachVantage is an exciting addition to my organization and will serve as the foundation for managing individual coaching and training services. Overall, my experience has been very positive.


Beatrice P.
Industry: Consumer Services
Company size: 2-10 Employees

Manage everything in one spot

Used Daily for 1-5 months
Reviewed on 2020/01/18
Review Source: GetApp

Great experience, especially the program/courses feature which is non-existent in other coaching apps.

Pros

Once you start having 10 clients and more, managing the appointments, documents, invoicing etc starts to get a jumble. I find CoachVantage straight forward and easy to organize contacts and keep track of appointments and clients goals and assignment. A huge bonus is that you can create programs and courses very easy and make them available on the web - it all ties in with your payment processing and captures client information. This was exactly what I needed, making my life a lot easier. I am not spending time having to pull together docs for each new client, y can create a client portal and make relevant docs available with one click from the drop down menu. No more mailing stuff back and forth!

Cons

It takes a bit to get used to, however it doesn’t take long and I know CoachVantage is constantly improving the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Beverly M.
Industry: Health, Wellness & Fitness
Company size: Self Employed

Best coaching software I've tried

Used Daily for Free Trial
Reviewed on 2020/08/05
Review Source: Capterra

My clients love it and my fellow coaches love it too.

Pros

I love the ability to customize this to fit my brand. I love all the features-they're everything I need to make my job as a coach efficient and easy for my clients to engage. It makes me feel that much more professional. The set up is super easy and intuitive. And I love that you can embed a full programs page if that's what you want or simply link to a CTA button.

Cons

I know they're adding this service so it's really not a con in the long term, but I would love to see the ability to include legally-binding contracts that can be signed and stored right in the platform. Also I would like to see the functionality to create group programs and subscription programs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jenna V.
Industry: Health, Wellness & Fitness
Company size: Self Employed

Game Changer

Used Daily for 1-5 months
Reviewed on 2020/08/05
Review Source: Capterra

It's been incredible, [SENSITIVE CONTENT HIDDEN] is always eager to help and assist and answer any questions. Looking forward to a long journey with coach vantage.

Pros

I love that the clients have a portal with goals, milestones, assignments, resources. Everything is easily accessible and easy to find during a session.
I love the calendar is integrate with my zoom and google accounts, so everything is managed and easily accessible to me. I love how easy it was to build it into my website.

Cons

I really would love the forms, for clients to be able to fill out, and would love a checklist functionality for coach admin.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Kimberly A.
Industry: Nonprofit Organization Management
Company size: Self Employed

Coach Vantage was a LIFESAVER for me!!!

Used Daily for 6-12 months
Reviewed on 2020/07/21
Review Source: Capterra

CoachVantange is a Godsend. As a new coach, it helped me to organize my coaching business so that nothing "slipped through the cracks."

Pros

I LOVE the scheduler and that it gives you an option to automatically record the coaching hours. This was IMPERATIVE for logging my coaching hours for the International Coaching Federation (ICF) certification. I recommended it to ALL of my coaching school co-students.

Cons

I honestly have no cons. The price is affordable, especially as a new coach.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Erik L.
Industry: Higher Education
Company size: 1 001-5 000 Employees

Well designed with high-level support

Used Daily for 1-5 months
Reviewed on 2020/07/08
Review Source: Capterra

CoachVantage is an exciting addition to my organization and will serve as the foundation for managing individual coaching and training services. Overall, my experience has been very positive.

Pros

Hundreds of clients will be creating accounts in CoachVantage, as they engage individual coaching and training services at my organization. Therefore, it is vital to avoid a false start, to have a platform well suited to meet the needs of a wide range of clients, and to know the platform will accommodate future requirements. CoachVantage is meeting these expectations.

Overall, the platform is easy to navigate, covers all the bases, and is highly flexible. There are a number of subtle features that add up to an especially positive experience for both the client and administrator. For example, client intake forms, extended search functionality with the ability to add tags to client profiles, pop-up menu location options when scheduling appointments, and flexible theme settings, among many others. Having a background in instructional technology and learning sciences, I am very particular when it comes to system design, including the user interface, workflow, adaptability, and extensibility. CoachVantage excels in these areas.

Probably of greatest value is the communication and openness of the founder. He responds to questions in a timely manner, provides clear instruction, and offers useful information. Most importantly, he is open to discussing potential functionality for future releases of the platform. This is much appreciated and I look forward to seeing CoachVantage evolve over time.

Cons

No cons come to mind. I do look forward to seeing new features in future releases of CoachVantage.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,8/10
Based on 12 user ratings
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CoachVantage Pricing

CoachVantage Pricing

Starting from
US$29,00/month
Free Trial
Subscription
Value for money

Clarity Plan: $29/month
Aha! Plan: $49/month
Team Plan: from $245/month

Clarity Plan: $29/month
Aha! Plan: $49/month
Team Plan: from $245/month

Value for Money
4,9/5
Based on 12 user ratings
Compare value for money rating with alternatives
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CoachVantage Features

CoachVantage Features

API
Activity Dashboard
Activity Tracking
Applicant Tracking
Automatic Notifications
Customizable Branding
Customizable Reporting
Data Import/Export
Employee Database
Employee Management
Employee Onboarding
Employee Portal
Employee Self Service
Performance Management
Real Time Reporting
Recruitment Management
Reminders
Reporting & Statistics
Self Service Portal
Third Party Integration
Features
4,8/5
Based on 12 user ratings
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Categories

Additional information for CoachVantage

Additional information for CoachVantage

Key features of CoachVantage

  • Automated Scheduling
  • Billing & Invoicing
  • Client Management
  • Customizable Branding
  • Mobile Access

Benefits

• CoachVantage platform has plans for both solo coaches and coaching organisations with a team of coaches.

• You can assign roles and permissions to team members, and add team members easily as you scale your business.

• CoachVantage offers online scheduling and booking that's designed specifically for coaching workflows. Clients can self-book directly from the user's booking page.

• CoachVantage automatically logs coaching hours in a table to help you get certified sooner. The coaching log is in the ICF required format.

• Tracks progress of your coaching sessions in a program to help you stay on top of contract renewals.

• A resource library allows you to upload and share resources like documents and videos with your clients and team members.

• Collect payments from online booking pages and from your coaching program registration pages.

CoachVantage FAQs

CoachVantage FAQs

Below are some frequently asked questions for CoachVantage.

Q. What type of pricing plans does CoachVantage offer?

CoachVantage offers the following pricing plans:

Starting from: US$29,00/month

Pricing model: Subscription

Free Trial: Available

Clarity Plan: $29/month Aha! Plan: $49/month Team Plan: from $245/month

Q. What are the main features of CoachVantage?

CoachVantage offers the following features:

  • Automated Scheduling
  • Billing & Invoicing
  • Client Management
  • Customizable Branding
  • Mobile Access

Q. Who are the typical users of CoachVantage?

CoachVantage has the following typical customers:

Small Business

Q. What languages does CoachVantage support?

CoachVantage supports the following languages:

English

Q. What type of pricing plans does CoachVantage offer?

CoachVantage has the following pricing plans:

Subscription

Q. Does CoachVantage support mobile devices?

We do not have any information about what devices CoachVantage supports

Q. What other apps does CoachVantage integrate with?

CoachVantage integrates with the following applications:

PayPal, Stripe, Zoom

Q. What level of support does CoachVantage offer?

CoachVantage offers the following support options:

Online Support, Knowledge Base, Video Tutorials