- Coaching Software

Software for coaches: Tools and features for new online coaches

Software for coaches

How to prepare a comfortable and professional online space that feels like your professional “virtual office space” to your clients.

As a newly set up online coach, you will have made sure that you have created a professional-looking space in a comfortable space, with a smart desk and chair.

This is important, but you also need to think about digital tools and features that are essential parts of software for an online coaching business.

You need to invite your online clients into a comfortable and professional online space that feels like it’s your “virtual office space” for people to step into.


Choosing the right platform to integrate software for coaches

One of the most important decisions you will make as a new online coach is choosing the right platform for your business. 

You need to evaluate what is built into the platform as well as the apps with which it can integrate. 

CoachVantage, for example, allows the seamless integration of essential software for coaches including audio and popular video communication tools like Zoom and Skype. 

The choice is yours, or you could choose to use both, depending on what your client prefers. Either way, CoachVantage has got you covered in this regard.


Skype and Zoom

Skype and Zoom are the two most popular audio and video communications platforms in the coaching world. 

Zoom probably has the edge over Skype because it allows you to make screen recordings. It also integrates with CoachVantage’s booking system, so it automatically generates an invite.

Skype is still a great tool and has plenty of useful features built-in, such as the ability to share screens.


Payment portals

While coaching is empowering because you are helping people grow, you cannot forget your bottom line and you need to be paid.

The two most popular platforms for effecting online payments are Paypal and Stripe. Both platforms integrate well with CoachVantage and allow you to issue invoices without fuss and hassle. 

The coolest feature of this coaching platform is that your clients can also make payments with their credit cards.


Document and file management

As a coach, you are going to want to share documents with your clients. These could be PDFs, mp3 audio clips, PowerPoint presentations, videos, images and infographics. 

CoachVantage lets you do all of this in its integrated document repository. What’s awesome about this feature is that it works both ways and your clients can also share documents with you through the portal.



Coaching platforms usually have an inbuilt calendar and appointment system, but you may want to keep your existing setup so you can add both coaching and personal events into your system.

CoachVantage supports two-way sync with all major external calendars including Google Calendar, iCloud or Microsoft Outlook, Exchange and Office 365.

This platform is fantastic for integrating all of the above. Don’t take our word for it, sign up for your 14-day free trial and test it for yourself.


If you want to get your business off to a flying start, don’t delay and sign up for a 14 day free trial on CoachVantage to enjoy all the features. Register for the 14-day trial below

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