See the full history for every client. Know what needs attention next.
Keep contact details, goals, forms, messages, sessions, notes, invoices, and payments in one client record. Open it before a call and pick up where you left off.
One calm place for coaches to run their practice.
Spend less time juggling multiple platforms and more time coaching.
Practice management software for financial, executive, wellness, and life coaches. Start with one client and one booking. Move the rest when you’re ready.
Start Free Trial
14 days free. Cancel anytime.
Let clients book a time that works. Keep your calendar up to date.
Share one booking link with your current availability. CoachBase creates the session, sends the confirmation, and keeps the booking connected to the client record.
Create packages and send invoices from the same place.
Set up one-off sessions, packages, retainers, deposits, payment plans, and recurring invoices. See what each client paid and how many sessions they have left.
Give every client one place to see their work.
Clients sign in to see upcoming sessions, goals, tasks, shared files, and messages. They can prepare before a call and follow through afterward without searching old emails.
Run video sessions inside CoachBase.
Open the session and click Join Call. The client joins from their portal, and the session stays connected to their notes, tasks, package, and follow-up. Solo includes calls up to 60 minutes; Pro includes unlimited calls.
Keep the work between sessions connected.
Start Free TrialPick up where you left offBefore a session, find the last note and the client’s next step.Book without the back-and-forthBetween sessions, let clients choose a time and pay when they book.Follow through after the callWith Pro, send your follow-up automatically after a session.Plan your next monthWith Pro, check revenue and client activity without another spreadsheet.
68 guides on running your coaching practice, from preparing for a session to renewing a package.
Built for coaches who were tired of using a different tool for every part of the job.
I was juggling Calendly, a Google Sheet for session notes, Stripe invoicing, and a separate CRM. I cancelled all four the week I started using CoachBase.
James WhitfieldFinancial CoachCoachBase gave me exactly what I needed: an easy-to-use platform built by people who truly understand coaches and the way we work.
Jacki GreeneFinancial CoachPlans that fit your practice. Start where you are, and grow from there.
Both plans include unlimited clients, scheduling, invoicing, manual session notes, messaging, and a client portal.
| Compare plans | Solo$39 / month For scheduling, notes, and payments.Start Solo | Recommended Pro$59 / month For AI notes and automated follow-up.Start Pro |
|---|---|---|
| Native video calls | 60 min | Unlimited |
| File storage | 5 GB | 10 GB |
| AI session notes and action items | Not included | Included |
| Workflows and automated reminders | Not included | Included |
| Practice analytics | Basic | Full |
14 days free. Cancel anytime. No setup fees.
Compare All FeaturesCompare the tools you pay for.
Start with the subscriptions you would replace. Here’s one example for scheduling and video calls.
- Calendly Standard
- $12 / month
- Zoom Workplace Pro
- $15.99 / month
- Those two subscriptions
- $27.99 / month
Solo is $39/month and also brings your client records, notes, invoices, and client portal together. Video calls run up to 60 minutes.
Compare with Calendly + Stripe ↗When a client pays you.
Both plans have a 1% CoachBase fee on online payments, plus Stripe’s processing rates.
On a $200 client payment
$2 CoachBase fee
Stripe processing is additional.
How does that compare with Paperbell?
Solo starts $18/month below Paperbell’s $57 monthly plan, which has no additional platform transaction fee. At $1,800 in monthly client payments through CoachBase, our 1% fee uses up that $18 difference. Payment processing is extra on both.
Compare the full plans ↗Prices are in USD, for one user on monthly billing. Checked September 17, 2026. Taxes and payment processing are extra. Compare the features you use before cancelling a subscription.
Before you move your practice.
How long does setup take?
Setup depends on what you want to move. Start with one client, connect your calendar, and set up one session type. You can try a booking and keep notes for your next session before moving the rest of your practice.
Do I have to use every feature?
No. Start with scheduling and client notes, then add invoicing or video calls when you need them. You can use the parts that help your practice today.
Can I import my existing clients?
Yes. CSV client import is included in both Solo and Pro. You can bring over your client list without entering each person by hand, and move the rest of your work gradually.
What if I only need scheduling and payments?
Solo includes scheduling, invoices, and payments for $39 per month. Client notes, the client portal, and video calls of up to 60 minutes are included when you need them. Online payments cost Stripe's processing rates plus a 1% CoachBase platform fee.
Who is CoachBase for?
CoachBase is for independent financial, executive, wellness, and life coaches managing their own client relationships. Solo and Pro are for one coach. It is not for clinical practices that need HIPAA-compliant records or teams that need shared access today. The Practice team plan is coming soon.
When should I choose Pro?
Choose Pro at $59 per month if you want AI session notes and automated follow-up. It includes everything in Solo, plus transcription, workflows, full analytics, and video calls without a time limit.
AI session notes, included with Pro.
For $59/month, get transcription, draft notes, and action items alongside your client records, video calls, and automated follow-up. No separate AI subscription.
Included with Pro
Pull what matters from every transcript.
CoachBase drafts the summary, notes, and action items from the conversation. Review and edit everything before it becomes part of the client record.
What to automate and what to keep human
Included with Pro
Automate routine client follow-up.
Create a workflow for welcome messages, session follow-ups, task reminders, or overdue invoices. Choose the trigger, write the message, and let CoachBase run it at the right time.
