Scheduling Software for Coaches
All your calendars and conferencing accounts, in one place
Simply.Coach has certified, official integrations with industry-leading providers that you’re already likely using in your business. From scheduling to conducting the sessions, accepting payment and more – everything is linked together cohesively to streamline your day.
- Connect your Google and Microsoft calendars – connect multiple calendars at once
- Use your Zoom, Google Meet, Microsoft Teams or Cisco Webex video conferencing accounts to run sessions from within Simply.Coach
- Take notes with Simply.Coach’s integrated note-taking tool, and convert notes to actions all in one place
Have your clients self-schedule sessions
Simply.Coach offers a customized Showcase Page with calendar integration – a public booking page, in essence, so clients can directly book sessions based on your shown availability with automatic time zone conversion. In fact, prospective clients can book discovery sessions too – a great way to save time on sales!
- Have prospective and existing clients book sessions based on your shown available slots
- Leverage automatic time zone conversion for easy collaboration
- Have prospective clients who book discovery sessions immediately converted into ‘leads’ in the system, visible to you for following-up with
- Allow clients to book recurring sessions, say for 3-6 months, in advance
- If needed, allow only specific clients to schedule/reschedule sessions
Customize your availability to clients
We know that having your calendar slots openly visible for scheduling may feel a little too vulnerable. Simply.Coach lets you set up availability for different kinds of sessions at different times.
- Segregate your days by session types – for example, allow discoverability sessions on Monday only, and the rest of the week for current engagements
- Account for commitments and personal time, as well as buffer time between sessions
- Set a minimum and maximum buffer time so you get enough notice
- Keep the availability of certain session types private
Collect payments before sessions
When you’re running a program or having clients schedule a one-off session, collecting payment beforehand is always a good idea. With Simply.Coach’s built-in invoicing and payments feature, you can easily collect payments before sessions.
- Use the built-in invoicing & payments feature in Simply.Coach
- Enter the amount, enter payment terms, and you are in business
- Offer clients multiple payment methods such as Cards, ACH, Google Pay, Apple Pay, Buy Now Pay Later and more, courtesy our partnership with Stripe
Reduce no-shows with reminders & notifications
Let’s face it; clients need reminders for session appointments, and you need a way to ensure clients show up or reschedule in advance. Simply.Coach’s scheduling functionality takes care of it all.
- Have custom automatic notifications sent out when a session is scheduled
- Have custom automatic reminder emails and text messages sent out before sessions
Add clarity to your coaching with pre-session and intent forms
Create custom intent and pre-session forms using the Simply.Coach Digital Tools feature, so you can:
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Go into discovery sessions prepared
Create custom intent forms and attach them to your Offerings on your Showcase Page, so that potential clients complete the form before scheduling a discovery session -
Help clients (and yourself!) prepare for sessions
Have Simply.Coach send out session reminder notifications with pre-session forms attached
Get detailed insights into your sessions log
Simply.Coach offers session logs that help bring greater transparency to clients. This helps you invoice clients, and in the case of coaching businesses, also helps you pay coaches for their hours coached.
- Track how often sessions are taking place, how many are completed/cancelled, how often they’re being rescheduled
- Go into the depth of each metric to know who has rescheduled/cancelled a session, how many times, and why
- Track metrics across types of sessions – know, for example, how many discovery sessions have been cancelled to analyze your sales pipeline
- Export all the data easily into spreadsheets and share it with your clients!