Keep client conversations easy to find.
Read the conversation before the next meeting without searching a separate inbox. Client email and replies stay together in a thread on their record.
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What you can do
- Threaded email conversations per client.
- Inbound replies captured onto the client record.
- History you can read before the session.
- Email templates with merge fields on Pro and Practice.
- Workflows on Pro and Practice for welcome notes, reminders, and follow-ups.
Clients can reply by email.
Send a message from the client record. Inbound replies return to the same conversation, so you can see what was discussed and what still needs a response.
Save time on the messages you repeat.
Pro adds email templates with merge fields and workflows for welcome messages, reminders, and follow-ups. Write the message once and adapt it to your practice.
Email confirmations and session reminders are available now. SMS reminders are planned for a future release.
Questions coaches ask
- Does CoachBase replace email with a chat app?
- No. Messaging is threaded email per client, with inbound replies captured onto the record. Clients reply the way they already reply.
- Can I use email templates for coaching follow-ups?
- Yes, on Pro and Practice, including merge fields. Solo includes the conversation history without the template library.
- Are SMS reminders available?
- SMS reminders are coming on Pro and Practice. Email confirmation and reminders for sessions are already included.
Also in CoachBase
Related reading
Keep the conversation with the client record.
Try messaging alongside your sessions, notes, and invoices.
Start Free Trial14 days of Pro free. No payment info required.