Save 10% with a yearly subscription
Clarity Plan
$26/mo
Billed Yearly
$29/mo
- 2 Coaching Program Sign-up Pages
- 2 Event Booking Pages
- 48 E-Contract Sends / Year
- 4 E-Contract Sends / Month
- 2 Contract Templates
- 500MB File Storage
- Plus, access to all features (see below)
Aha! Plan
$44/mo
Billed Yearly
$49/mo
- Unlimited Coaching Program Sign-up Pages
- Unlimited Event Booking Pages
- Unlimited E-Contract Sends
- 5 Contract Templates
- 1GB File Storage
- Plus, access to all features (see below)
Compare Plans
Business Management |
|||
| Contacts (CRM) |
Unlimited
|
Unlimited
|
|
| Create coaching program sign-up pages |
2 Max
|
Unlimited
|
|
| Create event booking pages |
2 Max
|
Unlimited
|
|
| Contract E-signatures requests (per month) |
4 Max
|
Unlimited
|
|
| Invoices (one-off and recurring) |
Unlimited
|
Unlimited
|
|
| Resource library (file storage) |
500 MB
|
1 GB
|
|
Coaching Management |
|||
| Client coaching engagements |
Unlimited
|
Unlimited
|
|
| Accept online payment |
|
|
|
| Client portal access |
|
|
|
| Create client goals and assignments |
|
|
|
| Share notes and files with clients |
|
|
|
| Send forms to clients |
|
|
|
| Clients can self-book appointments |
|
|
|
| Track coaching progress |
|
|
|
| Coaching log |
|
|
|
Scheduling |
|||
| Calendar 2-way sync |
|
|
|
| Time zone conversion |
|
|
|
| Intake form on booking page |
|
|
|
| Accept payment for bookings |
|
|
|
| Zoom integration |
|
|
|
| Embed booking page in website |
|
|
|
| Cancel and Reschedule policies |
|
|
|
| Schedule recurring appointments |
|
|
|
| Email notifications and reminders |
|
|
|
Contracts E-signature |
|||
| E-signature requests per month |
4
|
Unlimited
|
|
| Save contract templates |
2
|
5
|
|
| Embed e-contract in program sign-up page |
|
|
|
| Drag and drop signer fields |
|
|
|
| Reminders and notifications |
|
|
|
| Audit trail |
|
|
|
Forms |
|||
| Create and send forms |
Unlimited
|
Unlimited
|
|
| View responses in aggregate |
|
|
|
| Various question types |
|
|
|
| Reminders and notifications |
|
|
|
Personal Branding |
|||
| Personalized sub-domain name |
|
|
|
| Branded coaching program sign-up page |
|
|
|
| Branded event booking page |
|
|
|
| Branding on client portal |
|
|
|
| Branded invoices |
|
|
|
| Branded emails |
|
|
|
Integrations |
|||
| Calendar sync |
Google Cal, iCloud, Outlook, Exchange, Office365
|
Google Cal, iCloud, Outlook, Exchange, Office365
|
|
| Communication tools |
Zoom, Skype
|
Zoom, Skype
|
|
| Payment gateways |
PayPal, Stripe
|
PayPal, Stripe
|
|
Support |
|||
| Email and In-app Knowledge Base |
|
|
|
Comprehensive Features Included
Contacts
Add as many contacts as you need and scale your business without worrying about growing costs! Categorize and tag contacts to search and perform bulk actions easily.
Coaching Engagements
There’s no limit to how many coaching engagements you can have. Deliver exceptional results for your clients and your business with no worry of added costs. Coach fearlessly!
1:1 Coaching Programs
Create and sell 1:1 coaching programs easily. We host branded landing pages to automate client enrollment. Embed landing pages in your website or use in emails / social channels to drive sign-ups.
Contract E-signature
Send contracts to clients for e-signature. An 'audit trail' record is created for every signed document. Create contract templates for frequently used documents. Embed e-contracts in your program sign-up pages (for Aha! Plan only).
Forms
Create and send as many forms as you wish! Add intake forms on landing pages, send session check-in forms to clients for feedback, etc. View aggregated responses in charts.
Powerful Scheduling
Set up online scheduling, recurring meetings, cancel & reschedule policies and email reminders. Clients can self-book sessions with you. 2-way sync to your external calendar prevents double-booking.
Resource Library
Both you and your clients can upload resources like documents, worksheets, exercises, PDFs, videos, etc. 2-way sharing between coach/client is supported.
Client Portal
Clients have access to a branded client portal. Share notes, files, goals, schedule sessions, etc. Manage coaching partnerships easily. Track client progress and help them stay accountable.
Coaching Log
Automatically log your paid or pro-bono coaching hours. The coaching log can be exported as a csv file to support your application for coaching certification.
Invoices
Create one-off or recurring invoices. Clients can pay by credit card or PayPal. You can also record manual payments such as by cash or check.
Integrations
We support integrations to Zoom, Stripe, PayPal and to external calendars like Google Cal, iCloud, Outlook, Exchange and Office 365.
Personal Branding
Personalize your sub-domain URL (yourbrand.coachvantage.com), add your brand, logo and colors to the client portal, on invoices, emails and landing pages.
Customer Support
Get help from within your account with chat and email support. We respond in under 4 hours and no later than 12 hours, even on weekends. Migrating from another platform? We provide white glove migration support at no cost.