Clients & prospects
Keep current clients and new leads organized in the same business workflow.
Features
One platform for the operations behind your coaching business.
Coach Pass brings together the tools independent coaches and small studios use every day, without forcing clients to pay for a separate subscription.
Coach Pass in practice
- Clients and prospects in one workspace
- Day, week and month scheduling
- Session packages and remaining-session tracking
- Payment and attendance tracking
- CRM tasks and follow-ups
- Separated owner, coach and client access
Scheduling
Plan appointments and recurring bookings with views designed for real coaching schedules.
Session packages
Assign packages, track what has been used and see what needs to be renewed.
Payments & attendance
Keep payment status and attendance visible without relying on scattered notes.
CRM follow-ups
Track tasks and follow-ups so leads and renewals do not disappear between messages.
Separated workspaces
Owners, invited coaches and clients only access the data they are authorized to see.