CoachVantage

Coaching cloud platform for solo coaches and coaching teams

About 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.

Key benefits of CoachVantage

• 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.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Images

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
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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

Features

Total features of CoachVantage: 39

  • Action Item Tracking
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Availability Management
  • Billing & Invoicing
  • Booking Management
  • Business Coaching
  • Calendar Management
  • Calendar Sync
  • Client Management
  • Client Portal
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Electronic Payments
  • Email Invitations & Reminders
  • Event Scheduling
  • Goal Management
  • Goal Setting / Tracking
  • Invoice Management
  • Life Coaching
  • Mobile Access
  • Multi-Location
  • Online Booking
  • Program Management
  • Progress Tracking
  • Recurring/Subscription Billing
  • Reminders
  • Third Party Integrations

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Reviews

Overall rating

4,8 /5
(13)
Value for Money
4,9/5
Features
4,8/5
Ease of Use
4,8/5
Customer Support
5/5

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Showing 5 reviews of 13
Beatrice P.
Overall rating
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Manage everything in one spot

Reviewed on 2020/01/18

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

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.

Stephanie F.
Overall rating
  • Industry: E-Learning
  • Company size: 2-10 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

Great tool especially if you're starting to coach online

Reviewed on 2021/01/20

Overall it felt a lot easier to use and set-up was quick and easy. The support is next to none....

Overall it felt a lot easier to use and set-up was quick and easy. The support is next to none. I've used many different packages before like Dubsado but both they were pricy and had so many features to figure out. This one is much easier to use and set-up and because support is so responsive I can relax because I know that if I come across any stumbling blocks they're gonna help me out.

Pros

I love that the software creates everything you need for the sales process and it can also be used as a very simple CRM to keep track of sales. I also really like the way it keeps all my resources for easy access in one place and makes it easy to find during a call without fumbling around. Probably the best thing is that I don't need to use a lot of different tools now. I cancelled my scheduler which was costing me $15 per month because I don't need it anymore. The invoicing all also saved me using yet another tool. It's so efficient to have everything in one place, I feel that I can scale without worrying about breaking the systems in my business. So worth the price!

Cons

The only difficulty I found is getting my logo to work with the layout. I suppose that's something I need to resolve with my designer. I want to use the feature that lets you customise the colours so it looks super professional.

Jenna V.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Game Changer

Reviewed on 2020/08/05

It's been incredible, [SENSITIVE CONTENT HIDDEN] is always eager to help and assist and answer any...

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.

Beverly M.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Best coaching software I've tried

Reviewed on 2020/08/05

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

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.

Kimberly A.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Coach Vantage was a LIFESAVER for me!!!

Reviewed on 2020/07/21

CoachVantange is a Godsend. As a new coach, it helped me to organize my coaching business so that...

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.

Showing 5 reviews of 13 Read all reviews

CoachVantage FAQs

Below are some frequently asked questions for CoachVantage.

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

We do not have any information about CoachVantage features

CoachVantage has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

CoachVantage supports the following languages:

English

CoachVantage supports the following devices:

CoachVantage integrates with the following applications:

PayPal, Stripe, Zoom Meetings & Chat

CoachVantage offers the following support options:

Email/Help Desk, Knowledge Base, Chat

Related categories

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