CRM for Coaches
Track client journeys from first session to breakthrough
A coaching CRM tracks client goals, session history, progress notes, package balances, and payment records. SchedulingKit combines CRM with scheduling, automated reminders, and payment processing so coaches manage client relationships and bookings in one platform.
Coaching is a relationship business. Whether you're a life coach, executive coach, or business coach, your clients expect you to remember their goals, challenges, and progress across sessions that may span months. SchedulingKit's built-in CRM keeps every client's journey organized — session notes, goals, milestones, and payment history — so you can focus on coaching instead of administration.
Client Management Challenges for Coaches
Losing track of client goals and progress across long engagements
No structured way to review previous sessions before the next one
Manually tracking coaching package credits and renewals
Following up with inactive clients falls through the cracks
Separate tools for scheduling, notes, and invoicing create friction
No visibility into which clients are most engaged or at risk of dropping
How SchedulingKit CRM Helps Coaches
Session-by-session notes build a complete client journey
Review previous discussion topics and action items before each session
Automated reminders when clients haven't booked their next session
Package credits tracked automatically — no spreadsheets
Clients self-book sessions through your branded booking page
Payment history and invoicing attached to each client profile
CRM Features for Coaches
Goal Setting
Record client goals at the start of an engagement and track progress over time.
Session Notes
Log key takeaways, breakthroughs, and homework after each session.
Action Item Tracking
Record action items assigned to the client and review completion at the next session.
Package Management
Track coaching package credits, expiration dates, and renewal status.
Engagement Timeline
See the full arc of a coaching relationship — from intake to completion.
Milestone Markers
Flag significant breakthroughs and achievements in the client timeline.
Popular CRM Use Cases for Coaches
Also Included with SchedulingKit
Frequently Asked Questions
Can I track client progress across many sessions?
Yes. Each session you add notes that build a chronological journey. Before any session, you can review the full history — goals, breakthroughs, action items — so you're always picking up where you left off.
Does it handle coaching packages?
Yes. Create packages of any size (6 sessions, 12 sessions, etc.) and SchedulingKit tracks remaining credits automatically. Clients see their balance when they book.
Can clients book their own sessions?
Yes. Share your booking page and clients pick from your available times. They can also reschedule within your rules, cutting out the back-and-forth.
Further Reading
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