CoachVantage

Coaching software to manage clients, programs, scheduling, payments, contracts, and courses from one platform.

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Overview

CoachVantage is an coaching software designed to help coaches organize clients, automate workflows, schedule sessions, manage payments, and deliver coaching programs and courses through a branded client portal.

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Key Features

Coaching Programs

Create and sell 1:1 and group coaching programs with branded sign-up pages, e-contracts, intake forms, and automated client enrollment.

Coaching Scheduling

Built-in scheduling software with client self-booking, calendar sync, automated reminders, time zone conversion, buffer time, and recurring appointments.

Coaching Contracts

Send coaching agreements for e-signature, save contract templates, embed contracts in sign-up pages, and maintain audit trails.

Coaching Log

Automatically track paid and pro bono coaching hours in ICF coaching log format for certification purposes, with export options.

Coaching Intake Forms

Use customizable intake forms and questionnaires to gather client goals, expectations, and feedback, embedded in landing pages or client portal.

Payments & Invoicing

Send invoices, collect payments via Stripe or PayPal, manage subscriptions, automate recurring payments, and handle manual payments.

Coaching CRM

Manage unlimited client contacts and coaching engagements with access to profiles, notes, files, and coaching resources in one place.

Client Portal

Provide clients with a secure, branded portal to access coaching programs, courses, notes, resources, appointments, and track progress.

Who It's For

How to Use

Create Coaching Programs

Set up 1:1 or group coaching programs with customizable sign-up pages including contracts, intake forms, and payment options.

Automate Client Enrollment

Clients enroll via branded landing pages and gain access to a secure client portal with coaching resources and scheduling.

Schedule Sessions

Use the built-in scheduling tool for clients to self-book appointments with calendar sync and automated reminders.

Manage Payments and Contracts

Send invoices, collect payments via Stripe or PayPal, and send contracts for e-signature with audit trails.

Track Coaching Hours and Progress

Automatically log coaching hours and use forms and notes to monitor client progress and feedback.

Pricing

Pricing details are gathered from the official CoachVantage website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Clarity Plan	$29	Unlimited contacts and coaching engagements 2 group coaching programs (no cohort management) 2 1:1 coaching program sales pages 2 booking pages 4 e-contract signatures per month 2 online courses 2 contract templates 500MB file storage
Aha! Plan	$49	Unlimited contacts and coaching engagements Unlimited group coaching programs with cohort management Unlimited 1:1 coaching program sales pages Unlimited booking pages Unlimited e-contract signatures 5 online courses 5 contract templates 1GB file storage

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Comprehensive all-in-one platform tailored for coaching businesses, reducing the need for multiple tools.
Automated coaching log tracking supports certification requirements and saves time.
Flexible payment options including subscriptions, installments, and pay-per-session.
Branded client portal enhances professional client experience and engagement.
Integrates with popular tools like Stripe, PayPal, Zoom, and external calendars.

Cons

No free forever plan; only paid plans with a free trial available.
Downgrade between plans is not supported, limiting flexibility.
Only English language supported, which may limit international users.
Not available as a native mobile app; accessed via mobile browser only.
Limited file storage on lower-tier plans (500MB to 1GB).

Use Cases

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Frequently Asked Questions

Ratings & reviews

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Most recent

No reviews yet. Be the first to share your experience.

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter — no account needed

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

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Featured Video

Promoted

Referent

AI-native legal practice management software that automates routine law firm operations with lawyer approval.

Promote your toolGet 30 days of placement

Key Features

Coaching Programs

Create and sell 1:1 and group coaching programs with branded sign-up pages, e-contracts, intake forms, and automated client enrollment.

Coaching Scheduling

Built-in scheduling software with client self-booking, calendar sync, automated reminders, time zone conversion, buffer time, and recurring appointments.

Coaching Contracts

Send coaching agreements for e-signature, save contract templates, embed contracts in sign-up pages, and maintain audit trails.

Coaching Log

Automatically track paid and pro bono coaching hours in ICF coaching log format for certification purposes, with export options.

Coaching Intake Forms

Use customizable intake forms and questionnaires to gather client goals, expectations, and feedback, embedded in landing pages or client portal.

Payments & Invoicing

Send invoices, collect payments via Stripe or PayPal, manage subscriptions, automate recurring payments, and handle manual payments.

Coaching CRM

Manage unlimited client contacts and coaching engagements with access to profiles, notes, files, and coaching resources in one place.

Client Portal

Provide clients with a secure, branded portal to access coaching programs, courses, notes, resources, appointments, and track progress.

Who It's For

How to Use

Create Coaching Programs

Set up 1:1 or group coaching programs with customizable sign-up pages including contracts, intake forms, and payment options.

Automate Client Enrollment

Clients enroll via branded landing pages and gain access to a secure client portal with coaching resources and scheduling.

Schedule Sessions

Use the built-in scheduling tool for clients to self-book appointments with calendar sync and automated reminders.

Manage Payments and Contracts

Send invoices, collect payments via Stripe or PayPal, and send contracts for e-signature with audit trails.

Track Coaching Hours and Progress

Automatically log coaching hours and use forms and notes to monitor client progress and feedback.

Pricing

Pricing details are gathered from the official CoachVantage website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Clarity Plan	$29	Unlimited contacts and coaching engagements 2 group coaching programs (no cohort management) 2 1:1 coaching program sales pages 2 booking pages 4 e-contract signatures per month 2 online courses 2 contract templates 500MB file storage
Aha! Plan	$49	Unlimited contacts and coaching engagements Unlimited group coaching programs with cohort management Unlimited 1:1 coaching program sales pages Unlimited booking pages Unlimited e-contract signatures 5 online courses 5 contract templates 1GB file storage

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Comprehensive all-in-one platform tailored for coaching businesses, reducing the need for multiple tools.
Automated coaching log tracking supports certification requirements and saves time.
Flexible payment options including subscriptions, installments, and pay-per-session.
Branded client portal enhances professional client experience and engagement.
Integrates with popular tools like Stripe, PayPal, Zoom, and external calendars.

Cons

No free forever plan; only paid plans with a free trial available.
Downgrade between plans is not supported, limiting flexibility.
Only English language supported, which may limit international users.
Not available as a native mobile app; accessed via mobile browser only.
Limited file storage on lower-tier plans (500MB to 1GB).

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.