Client management, e-commerce & collaboration for life, health & business coaches
In your coaching business, you work hard. You track agreements, payments, intake forms, reminders, documents, contacts, session notes, appointments, tasks, follow-ups and more.
How will you manage all of this so you can actually just coach?
Get and Stay Organized with Coaches Flow
With Coaches Flow you get one place to keep all your stuff...
- Manage Client Sessions
- Clients book appointments with you online or directly invite clients to work with you. Accept payments. Track your meeting notes and client tasks. See it all summarized on your dashboard. Keep everything in one place.
- Store Documents
- Store and track files, contracts, & other resources you use to run your business. Share anything with clients via your document library.
- Store Contacts
- Store all your client contact information & tasks in one place and see at-a-glance correspondence activity streams for each client.
- A Client Portal
- Clients interact with you on your own private client portal site to help your clients have a smooth customer experience.
- Secure & Private cloud based storage
- Your connection to Coaches Flow is encrypted via 256-bit SSL. Optionally encrypt your client notes with a secondary password. Your data is securely backed up multiple times a day to our alternate data center.
- Personalized Support
- Need help? Personal touch support available via email. We strive to answer all requests within 24 hours. We can also help you on-board and load your data so you hit the ground running.
All Coaches Flow plans (pricing TBD) include:
- Try it for 30-days absolutely free. No obligations. No credit card required. We'll work with you to get set up.
- Monthly subscription - cancel anytime. (Discount of one month free for annual payment).
- Friendly email support (weekdays) to get you started, import data and help configure your client portal. "Done for you" custom setup & configuration available (extra fee).
- Access to your business dashboard wherever you have an internet connection on desktop, tablet or mobile.
- Money back guarantee. We will refund any payment made within the last thirty days if you are unsatisfied for any reason.
We will be updating our sites with new content over the next few weeks. Stay tuned.
Coaches Flow will be available soon in 4 exciting new colors! Sizes from XS to XXL! Money back guarantee! (okay, only that last part was real).