CoachVantage

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.

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.

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.

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.

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.