

Invoicing
Create invoices, collect payments, and manage coaching packages alongside each client's sessions.
See invoicingManage clients, book sessions, send invoices, and keep track of the work between meetings. Explore the tools that bring your practice together.


Create invoices, collect payments, and manage coaching packages alongside each client's sessions.
See invoicing

Share your booking page, set your availability, and keep sessions in sync with your calendar.
See scheduling



Join calls from the session record, with client history and follow-up in the same app.
See video

Write notes on the session, pin important details, and turn commitments into follow-up tasks.
See session notes

Get a draft summary, session notes, and action items that you can review and edit.
See ai insights



Send messages and see replies on each client's record, alongside sessions and notes.
See messaging

Set up welcome messages, session follow-ups, and invoice reminders that run at the right time.
See workflows

See revenue, sessions, and client activity without putting a report together by hand.
See analyticsKeep clients, sessions, notes, and payments together in CoachBase.