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Everything your practice needs. All working together.

Manage clients, book sessions, send invoices, and keep track of the work between meetings. Explore the tools that bring your practice together.

Start Free Trial14 days of Pro free. No payment info required.
CoachBase invoices list showing paid, sent, draft, and overdue coaching invoices

Invoicing

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

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CoachBase public booking page for an executive coaching session, with available dates and times

Scheduling

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

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CoachBase sessions list with upcoming coaching sessions, times, and statuses

Sessions

Keep upcoming sessions, past notes, client files, and follow-up tasks together.

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CoachBase session with native video call and a Join Call button on the client record

Solo calls run up to 60 minutes. Pro includes unlimited calls and custom branding.

Video

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

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CoachBase session notes for a completed coaching session with James Harrington

Session notes

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

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CoachBase AI insights for a completed session, with summary, notes, tasks, and a suggested update to review

AI session notes and transcription are included in Pro at $59/month, with no separate AI subscription.

AI insights

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

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CoachBase contacts directory with client stages, upcoming sessions, and activity scores

Clients

Find sessions, notes, invoices, goals, and messages on one client timeline.

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CoachBase messages with James Harrington, a conversation on the client record

Messaging

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

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CoachBase workflow templates for welcome emails, inactive contacts, and session follow-ups

Unlimited workflows with Pro.

Workflows

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

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CoachBase analytics dashboard showing revenue collected, outstanding invoices, and revenue by client

Basic dashboard on Solo. Full analytics on Pro. Team analytics planned for Practice.

Analytics

See revenue, sessions, and client activity without putting a report together by hand.

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Make more room for coaching.

Keep clients, sessions, notes, and payments together in CoachBase.

Start Free Trial14 days of Pro free. No payment info required.