See the full history for every client.
Keep the details of each relationship together. Search your directory, open a client record, and see what has happened and what needs attention next.
Start Free Trial14 days of Pro free. No payment info required.
What you can do
- Unlimited clients on Solo, Pro, and Practice.
- Directory with search and filters.
- A per-client timeline: sessions, notes, invoices, messages, files.
- Lifecycle tracking for leads, active clients, and alumni.
- Client goals and unlimited custom fields on every plan.
- CSV import when you are leaving the spreadsheet.
One record for the relationship.
Sessions, notes, invoices, messages, and shared files point back to the client. Their goals and custom fields keep the details specific to your practice.
Track leads, active clients, and alumni in the directory. Search and filters help you find the right person.
Bring the roster you already have.
Import clients from a CSV file to get started. Unlimited clients and custom fields are included on every plan.
Questions coaches ask
- Is there a client limit on CoachBase?
- No. Unlimited clients are included on every plan, including Solo.
- What is on a CoachBase client record?
- The profile, activity timeline, sessions, notes, goals, custom fields, invoices, messages, and shared files.
- Can I import coaching clients from a spreadsheet?
- Yes. CSV import is included so you can bring an existing roster with you.
Also in CoachBase
Related reading
Bring your client records together.
Import your roster and try CoachBase with the people you already coach.
Start Free Trial14 days of Pro free. No payment info required.