Industries
Sessions, packages, and a client space in between.
Coaching runs on a series of sessions, not one-off visits. Clients book in person or by video, pay for a package up front, and stay in touch between sessions.
What matters most here
Video or in person
Every service can run in person or as a video call, with the link sent to the client automatically.
Session packages
Sell a package of sessions up front and let the client book them one at a time until it is used up.
A client portal
Clients log in to see their sessions, fill in intake forms, and message you between sessions.
A day, end to end
The same booking carries through every step. Nothing is re-typed between systems.
- 1
A new client books an intro call and fills in an intake form before it.
- 2
After the call they buy a package of six sessions online.
- 3
Each session is booked against the package, with a reminder before it.
- 4
Between sessions they send you a question in the portal.
Instead of
A scheduling link, a separate payment page, video links pasted into emails, and a long email thread.