What Coaches Can Do with Coaching360°

🎯 Complete Client Management

• Maintain detailed client profiles with contact info, photos, and social media links
• Track client status through your entire funnel (Prospect → Lead → Active → Completed)
• Organize clients with custom tags, fields, and program types
• Store comprehensive client notes, goals, and session history
• Monitor sessions completed vs. total sessions and payment status
• Set up custom client fields specific to your coaching practice

📅 Smart Calendar & Scheduling

• Beautiful calendar with day, week, and month views
• Customize calendar colors for different event types (sessions, tasks, projects)
• Sync with Google Calendar to see all your commitments in one place
• Schedule in-person, Zoom, phone, or group coaching sessions
• Set your availability preferences and buffer times
• Clients can book sessions through personalized booking pages
• Automatic session reminders sent to clients
• Color-coded calendar events by type
• Tasks and Projects can now be shown on the calendar

💰 Professional Invoicing & Payments

• Coaches can set a default payment link in their User Settings for invoices
• Create and send professional-looking invoices with a dedicated "Send Invoice" function
• Invoices generated by Compass AI with customizable details (coach, client, amount, notes, payment link)
• Attach client files (e.g., agreements) directly to invoices
• Set up payment plans with automated installments
• Accept payments through integrated Stripe
• Track payments, partial payments, and outstanding balances, with payments now linkable to specific invoices
• Automatic payment reminders for overdue invoices
• Generate invoices from accepted proposals
• Recurring billing for ongoing coaching packages
• View all unpaid invoices in a dedicated widget
• Access a full Invoice History with quick view and "Mark as Paid" options

📄 Proposals & Digital Agreements

• Create professional coaching proposals from templates
• Send proposals to clients with unique secure links
• Track when proposals are viewed and accepted
• Generate digital coaching agreements
• Collect electronic signatures
• Store all signed agreements securely
• Automatically create invoices from accepted proposals

📧 Email & Marketing Automation

• Send individual or bulk emails to clients
• Create and save email templates
• Build your marketing contact list
• Import marketing contacts from CSV files
• Launch email campaigns with segmentation
• Track email opens, clicks, and engagement
• Automated session reminder emails
• Custom email signatures
• Marketing campaign analytics
• AI-powered email campaign generation (Compass AI)

🤖 AI-Powered Automation (Compass AI)

• AI agent that answers client questions 24/7
• Automated workflows for session reminders
• Trigger actions based on client status changes
• Automatic follow-ups after sessions
• Smart suggestions for next actions
• Create automation templates for common workflows
• Edit existing custom automations
• WhatsApp integration for client communication

📂 File & Document Management

• Integrate with Google Drive for seamless file storage
• Create client-specific Google Drive folders automatically
• Upload and share session notes, resources, and materials
• Store coaching agreements and signed documents
• Share files directly from Google Drive
• Organize files by category (agreements, assessments, resources)

🎯 Goal Setting & Progress Tracking

• Set and track client goals with target dates
• Monitor goal progress (Not Started → In Progress → Completed)
• View all client goals in one dashboard
• Link goals to specific coaching programs

📝 Notes & Knowledge Management

• Create rich-text notes with full formatting
• Organize notes by folders and tags
• Link notes to specific clients or sessions
• Pin important notes to the top
• Share notes with team members
• Search and filter notes easily

✅ Task & Project Management

• Create tasks for yourself or assign to clients
• Organize tasks into projects
• Set priorities, due dates, and track progress
• Add task comments and attachments
• Edit projects as well as tasks
• View tasks by status, priority, or project
• Link tasks to specific clients

📚 Resource Library

• Build a library of coaching resources
• Share articles, worksheets, videos, and links
• Assign resources to clients after sessions
• Track which clients have viewed resources
• Organize resources by tags and categories

👥 Group Coaching

• Create and manage coaching groups
• Schedule group sessions
• Share files and resources with entire groups
• Track group members and attendance
• Dedicated Google Drive folders for groups

📋 Custom Forms & Intake

• Design custom intake forms for new clients
• Create surveys, assessments, and feedback forms
• Embed forms on your website
• Clients can book intake sessions after form completion
• View and analyze form responses
• Export form data

📊 Analytics & Reporting

• Track total sessions, revenue, and client growth
• View coaching metrics and trends
• Client progress reports
• Session completion rates
• Revenue by program type
• Coaching hours log (paid vs. pro-bono)
• Campaign Analytics for marketing email performance

🎨 Branding & Customization

• Upload your logo and customize colors
• Branded client portals
• Custom email signatures
• Personalized booking pages
• Custom backgrounds for pages
• Branded invoices and proposals
• Customizable calendar banner colors

📱 Client Portal

• Clients get their own secure portal
• View upcoming sessions
• Access shared files and resources
• See their goals and progress
• View and pay invoices
• Book sessions
• Submit forms

🔄 Onboarding Flows

• Create custom multi-step onboarding processes
• Automate new client or coach onboarding
• Include forms, profile setup, tours, and videos
• Track completion progress
• Send notifications at each step

💬 Team Collaboration

• Add multiple coaches to your organization
• Assign clients to specific coaches
• Share templates and resources across the team
• Team dashboard for multi-coach practices
• Coach-specific commission tracking

What Coaching360° Replaces

Coaching360° is an all-in-one coaching practice management platform that consolidates your entire tech stack into one beautiful, AI-powered system.

Replaces These Tools:

Session Booking & Scheduling

• Replaces: Calendly, Acuity Scheduling, Appointlet, ScheduleOnce
• What you get: Integrated calendar with Google sync, automated reminders, custom availability, buffer times, and client booking pages. Now with calendar color customization and integrated tasks/projects.

Client & Practice Management

• Replaces: Dubsado, HoneyBook, Practice Better, 17hats, Coaching.com
• What you get: Complete client lifecycle management from prospect to completion, session tracking, goal management, and progress monitoring.

Invoicing & Payments

• Replaces: QuickBooks, FreshBooks, Wave, Invoice Ninja
• What you get: Professional invoicing (AI-generated HTML, file attachments), payment plans, Stripe integration, automatic reminders, and financial tracking. Enhanced payment recording to link payments to invoices, and widgets for unpaid invoices and invoice history.

Proposals & Contracts

• Replaces: PandaDoc, Proposify, Better Proposals, DocuSign (for agreements)
• What you get: Proposal creation from templates, electronic signature collection, automatic conversion to invoices, and secure document storage.

Email Marketing

• Replaces: Mailchimp, ConvertKit, ActiveCampaign, Constant Contact
• What you get: Marketing campaigns, contact management, segmentation, email templates, and campaign analytics. Includes CSV import for contacts and AI-powered campaign generation.

File Storage & Sharing

• Replaces: Dropbox, Box, separate client portals
• What you get: Google Drive integration, automatic client folders, secure file sharing, and organized document management.

Forms & Surveys

• Replaces: Typeform, Google Forms, JotForm, SurveyMonkey
• What you get: Custom form builder, intake forms, surveys, assessments, and response analytics.

Task Management

• Replaces: Asana, Trello, Todoist, Monday.com
• What you get: Task creation and assignment, projects, priorities, due dates, and team collaboration. Now with editable projects.

Automation

• Replaces: Zapier, Make (Integromat), IFTTT
• What you get: Built-in AI automation (Compass), workflow triggers, automated emails, and smart suggestions. Now with the ability to edit existing automations.

CRM & Lead Management

• Replaces: HubSpot, Pipedrive, Salesforce, Zoho CRM
• What you get: Client status tracking, lead nurturing, contact management, and pipeline visibility.

Resource Libraries

• Replaces: Notion, Google Drive folders, Dropbox Paper
• What you get: Organized resource library, easy sharing, usage tracking, and client access.

Analytics & Reporting

• Replaces: Spreadsheets, separate analytics tools
• What you get: Built-in dashboards, session metrics, revenue tracking, and client progress reports.

Client Portals

• Replaces: ClientSuccess, standalone portal solutions
• What you get: Branded client portal with session access, file sharing, goal tracking, and invoice viewing.

Communication

• Replaces: Intercom (for client questions), multiple email threads
• What you get: AI-powered Compass agent for client questions, integrated email, WhatsApp integration.