What it is
Client management for coaching practices: each client gets a record with their sessions, notes, files, forms and payments, plus a portal they log into rather than an inbox they lose things in.
Best for
Life, business and health coaches whose admin is currently spread across Calendly, Google Docs, a spreadsheet and an invoicing tool, and who lose an hour a week to the seams.
Watch out for
Consolidating means committing — migrating out later is real work. Confirm it handles the parts of your process you care about most before you move your whole roster in.
