The best scheduling software for coaches
Simply.Coach is scheduling software built for coaches. Clients book from your public Showcase Page inside the availability you set, time zones convert automatically, reminders go out before each session, and you can take payment before it starts. Every booking sits next to the client’s goals, notes and invoices.
All your calendars and conferencing accounts, in one place
Your calendars and video accounts connect to Simply.Coach, so you can book a session and run it without leaving the platform.
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, Apple/iCloud, 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
- Create custom availability, such as prime time slots for premium clients
- 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
- Create pre-determined time slots to reflect your preferences and maximise your availability
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, with files/resources attached
- Have custom automatic reminder emails and text messages sent out before sessions
- Set up preferred notice periods for scheduling, rescheduling, and cancellations
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:
- 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
- Create a seamless client experience: Send Forms before/during/after sessions. You can also automate how many days before/after
Get detailed insights into your sessions log
Every session is logged with its status, so you can see at a glance what was delivered, cancelled or rescheduled without keeping a separate spreadsheet.
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!
| What you can set up | How it works in Simply.Coach |
|---|---|
| Calendars | Google, Apple iCloud and Microsoft, with multiple calendars connected at once |
| Video calls | Zoom, Google Meet, Microsoft Teams and Cisco Webex |
| Client self-booking | Your Showcase Page, with time zones converted automatically |
| Discovery calls | Prospects who book one are added as leads |
| Recurring sessions | Clients can book a series 3 to 6 months ahead |
| Availability rules | Set by session type, with prime-time slots, private session types and buffers |
| Payment before the session | Built-in invoicing with Stripe: card, ACH, Google Pay, Apple Pay and Buy Now Pay Later |
| Reminders | Automatic email and text reminders before each session, with files attached |
| Pre-session forms | Intent and pre-session forms sent before, during or after a session |
| Session log | Completed, cancelled and rescheduled sessions, exportable to a spreadsheet |
Frequently Asked Questions
What is the best scheduling software for coaches?
The best scheduling software for coaches handles more than the booking: session types, pre-session forms, payment and reminders. Simply.Coach does all of it inside a full coaching platform, so each booking sits next to the client’s goals, notes and invoices.
Is there software for both invoicing and scheduling?
Yes. Simply.Coach combines scheduling with built-in invoicing, so you can collect payment before a session runs. Through the Simply.Coach partnership with Stripe, clients can pay by card, ACH, Google Pay, Apple Pay or Buy Now Pay Later.
Is there a scheduling app for coaches?
Yes. Simply.Coach works on the web and as a mobile app, so you can manage your availability and clients can see their upcoming sessions from their phones. Google, Apple iCloud and Microsoft calendars sync at the same time.
Is there a free scheduling software for coaches?
Free booking tools usually handle the calendar but stop before payment, forms and session records. Simply.Coach includes all of it from $9 a month billed annually, with a 14-day free trial that needs no credit card.
What is the most used scheduling software?
Calendly and Acuity Scheduling are among the most widely used general booking tools. Simply.Coach is built for coaching specifically, so session types, pre-session forms, payment and your session log sit in the same place as the booking.
Can prospects book discovery calls through Simply.Coach?
Yes. Your public Showcase Page shows only the availability you publish, and prospects can book discovery sessions there with time zones converted automatically. Anyone who books a discovery session lands in Simply.Coach as a lead.
Does Simply.Coach help reduce no-shows?
Yes. Automatic reminders go out by email and text before every session and can carry the files for that session. You can also set notice periods for booking, rescheduling and cancelling, so late changes stop catching you out.
Does Simply.Coach work with my calendar and video tools?
Yes. Google, Apple iCloud and Microsoft calendars connect at the same time, and sessions run through Zoom, Google Meet, Microsoft Teams or Cisco Webex from inside Simply.Coach, so there is no switching between apps.