Use cases
For coaches and independent trainers
Coaching sells a programme, not a project. Between sessions the client needs somewhere to find what they agreed to do, and it should not be an email they have to search for.
Programmes, not projects
Pick Coach in settings and jobs become programmes with a start date. Action plan, Session notes and Worksheets are offered as starting sets.
The agreement signed before session one
Send your terms for signature from a link and keep the signed copy with a name and a timestamp. Save the wording as a template once and every future client gets the same terms with their own details filled in.
A plan they can find between sessions
The action plan lives in their portal as a deliverable, at an address that does not change. Six weeks in, that is the difference between accountability and a vague memory of what was agreed.
Packages counted honestly
Track hours against the programme whether or not you bill hourly. At renewal you know what the package actually cost you to deliver.
Every feature, in detail
Free for coaches, and everyone else.
Every feature, unlimited clients and invoices, no card and no paid tier. Set up your first project in about five minutes.