August 13, 2021 - Coaching Platforms
Coaching Software that Integrates Every Tool You Need
Virtual coaching software that integrates every tool you need
Virtual coaching software can be quite comprehensive, but you’re always going to need a conferencing tool, documents, an email address and a payment processor to complete your admin processes. Picking your ideal online coaching portal is going to hinge on the software it integrates with.
CoachVantage integrates seamlessly with the following coaching tools: Zoom
This tool needs no introduction. It’s the go-to tool for online conferencing amongst coaches. It’s great because it allows you to record your calls and make them available to your clients, or allow your client to record the call directly.
CoachVantage integrates its booking functionality with Zoom so you don’t need to create your Zoom calls manually or invite them to the call in a separate email.
CoachVantage sends a unique Zoom meeting link whenever you send out a meeting invite or select Zoom as the location of the meeting. You’ll also get the meeting details ‘pushed’ to your Zoom account so you can see any meetings you’ve created in CoachVantage in your Zoom account in the ‘Meetings’ tab.
PDFs are the standard format for coaching documents such as checklists, instructions or processes to remember. This format is preferred because it is not editable. They’re often shared with clients through the coaching platform itself, so PDF compatibility is important. CoachVantage allows you to share PDFs and documents in many other formats (such as .doc, .xls, .png, .mp3, etc) with your clients through the resource library.
The CoachVantage resource library is a document repository that’s also available to your clients, in the client account portal. Not only can you as the coach share documents with your clients, but your clients can also share their documents with you. It’s a two-way street that saves you lots of time and hassle as you don’t need to use a separate tool like Drive or Box or Evernote to share your files with each other.
PayPal and Stripe
Manage Your Coaching Practice in One Place
CoachVantage automates your business workflows so you can focus on impactful coaching results.
PayPal and Stripe are the two most common payment gateways that coaches use to get paid. Both provide services to accept payments online. When integrated with CoachVantage, PayPal and Stripe will automatically integrate with your sales pages and invoices, allowing the client to pay through a credit card or a PayPal/Stripe account.
CoachVantage will soon have the coveted contract e-signing feature. This feature enables you to upload your contract templates, then add the fields for clients to populate such as their name, address, signature fields, and other vital information that you require your clients to fill in.
You can choose to add a contract to be signed as part of your coaching program sign-up flow, or you can send an email notification to your clients to sign a contract. They will be able to e-sign the contract as an ‘embedded’ contract from within the client portal.
This is a really cool feature that makes it possible for your clients to make use of their account portal as a one-stop-shop to handle all of the admin stuff in one place.
If you use a stand-alone contract e-signature tool like HelloSign or DocuSign, your clients will need to access the contract that you send them from their email inbox and then click on a button to open and sign your contract. With CoachVantage, however, they can do it from within their account portal.
This is beneficial because both you and your clients will have the record of the signed contract within your respective CoachVantage accounts, which makes it easy for both parties to refer to the contract anytime as needed.
Picking the right coaching software should not be hard. Just register for a 14-day free trial and check out the integrations. How easily your tools integrate with the platform is going to dictate whether you keep it for the long term or not.
Interested in looking at CoachVantage integrations?
You can register for the 14-day trial below