For coaches who are done duct-taping their business
You became a coach to change lives. Not to juggle five apps.
CoachBase puts your clients, calendar, invoices, and notes in one place. Your clients see one brand. You see one screen.
14 days free. No credit card.
The real problem
Your clients see a Calendly link, a Stripe invoice, and a Google Doc. None of it looks like you.
You send clients to three different brands to book, pay, and communicate. Your coaching is great. But your business looks stitched together. That gap between who you are as a coach and how your practice looks to clients — that's what keeps nagging you.
A great coach deserves a practice that looks the part.
“I was juggling Calendly, a Google Sheet for session notes, Stripe invoicing, and a separate CRM. I cancelled all four the week I started using CoachBase. Everything just lives in one place now.”
James Whitfield
Financial Coach
Inside CoachBase
Your whole practice, on one screen.
We spent a decade alongside coaches of every kind, building the tool we always wished they had. Here's what runs your practice now.
Never walk into a session cold.
Pull up any client and see every session, note, and invoice in one scroll. You walk into your next meeting knowing exactly where you left off.
See client timeline
Remember every breakthrough.
Capture goals, wins, and next steps the moment a session ends. When you sit down with them again, it’s all right there waiting for you.
See session notes
Get paid without the awkward part.
Send an invoice in two clicks. See who’s paid, who hasn’t, and what you’ve collected this month. No spreadsheet, no chasing.
See invoicing
Stop playing calendar tag.
Share one link. Clients pick a time that works and it lands on your calendar automatically. You never send another ‘does Tuesday work?’ email.
See scheduling & booking
Let the busywork write itself.
Your video sessions get transcribed and summarized automatically. Review the AI-generated notes, edit what needs editing, and move on with your day.
See ai insights
Everything included
The full toolkit. Day one.
Unlimited clients, scheduling, invoicing, notes, and messaging come standard on every plan. Add AI and team features the day you need them.
Scheduling & Booking
Clients book themselves. You stop playing calendar tag. One link, intake questions built in, deposits collected upfront.
- Google, Outlook & Apple sync
- Custom booking URL
- Automated reminders
Client Management
Every client has a profile. Sessions, goals, notes, invoices — one scroll and you know where things stand.
- Unlimited clients on every plan
- Unlimited custom fields
- Goal tracking
Invoicing & Payments
Send invoices, collect payments, set up packages. Your clients pay online. You see the money arrive. No chasing.
- Online payments
- Recurring invoices
- Service packages
Notes & Tasks
Jot down what happened. Pin the breakthroughs. Track action items with due dates. Nothing falls through the cracks between sessions.
- Pinnable notes
- Task due dates
- Overdue alerts
Plus everything else
Client Messaging
Threaded email conversations with each client. They reply directly — everything stays organized in one timeline.
- Inbound email capture
- Threaded history
- Per-client threads
Files & Resources
Upload worksheets, frameworks, and documents. Share with specific clients or link to sessions. Up to 5GB on Solo.
- Per-client sharing
- Session-linked files
- Up to 25GB on Practice
Dashboard & Onboarding
Open CoachBase and see your day. Today’s sessions, overdue invoices, leads who need attention. A guided setup wizard gets you there in minutes.
- Attention alerts
- Onboarding wizard
- At-a-glance view
AI Session Intelligence
Your video sessions get transcribed and summarized automatically. Action items pulled out. Coaching patterns surfaced across your whole practice.
- Auto-transcription
- AI action items
- Portfolio insights
Native Video
Meet on the session record. Clients join your call, not a Zoom tab. Brand the booking page they used to get there.
- Every plan, 60 min on Solo
- Unlimited on Pro & Practice
- Custom branding on Pro
Workflows
Welcome notes, follow-ups, invoice nudges. Unlimited automations on Pro and Practice. No extra Zapier bill.
- Pro and Practice
- Unlimited workflows
- Templates included
Analytics
Revenue, sessions, and who actually paid, without exporting a spreadsheet. Pro and Practice. Team view on Practice.
- Revenue dashboard
- Pro and Practice
- Team analytics on Practice
How it works
Three steps to a practice that looks the part.
Sign up and bring your clients
Import from a spreadsheet or start fresh. Either way, you're set up in minutes.
Set up your booking page
Connect your calendar. Pick your availability. Share one link with clients.
Run your practice from one screen
Sessions, notes, invoices, messages — all in one place. Open CoachBase and your day is right there.
The difference
Two versions of next Tuesday.
Without CoachBase
- Clients get links from four different brands
- You dig through email before sessions to remember where you left off
- Invoicing happens at 10pm on Sunday
- You cap at 12–15 clients before admin overwhelms you
With CoachBase
- One professional experience your clients remember
- 30-second session prep. Their whole story, one scroll.
- Invoicing handled as you go, not as a weekend chore
- Grow to 30+ clients without hiring an assistant
See enough? Join the coaches who've already made the switch.
“When I re-launched my coaching practice, I knew I needed a system that could grow with me — simple enough to implement immediately, but robust enough to keep my business organized long-term. CoachBase gave me exactly that. An easy-to-use platform built by people who truly understand coaches and the way we work.”
Jacki Greene
Financial Coach
Pricing
Pick the plan that fits where you are.
Every plan includes unlimited clients, custom fields, scheduling, invoicing, and notes. Start with what you need. Add AI and team features when you're ready.
The full toolkit.
Solo
Everything you need to run a solo coaching practice. Clients, custom fields, calendar, invoices, notes, messages.
Solo + AI.
Pro
For coaches ready to save time. AI session notes, transcription, and smart workflows.
Pro + team.
Practice
For coaching firms. Multiple coaches, shared clients, one workspace.
No hidden fees. No setup costs. Cancel anytime.
Payment processing: Stripe's standard rates + 1% CoachBase platform fee. Applies to all plans.
Common questions
Before you decide.
Can my clients actually book themselves?
Yes. You get a public booking page with your availability. Clients pick a time, answer your intake questions, and it’s on both calendars. No back-and-forth emails.
What about my existing clients?
Import them from a CSV. Names, emails, notes — it all comes over. Or add them one by one if you prefer.
Is my client data safe?
Your data is encrypted and stored securely. We never share client information. You own your data and can export it anytime.
Can I cancel anytime?
Yes. No contracts, no cancellation fees. If CoachBase isn’t right for you, cancel in one click.
What if I’m not technical?
If you can use email, you can use CoachBase. The setup wizard walks you through everything. Most coaches are fully set up in under 15 minutes.
Get Started
Your coaching is already good. Your practice should look like it.
Run your whole practice from one platform. Try CoachBase free for 14 days.
14 days free. No credit card.