CoachAccountable Features & Capabilities

CoachAccountable

Motivosity

Paperbell

CoachAccountable is a cloud-based coaching management solution for coaches and coaching organizations, providing features including progress tracking, appointment scheduling, billing and invoicing, metrics, groups, teams of coaches, file sharing, template creation, automatic reminders, and more.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Assessment Management

Assignment Management

Asynchronous Learning

Attendance Tracking

Audio/Video Recording

Automated Scheduling

Availability Management

Billing & Invoicing

Blended Learning

Booking Management

Business Coaching

Calendar Management

Calendar Sync

Certification Tracking

Class Management

Class Scheduling

Client Management

Client Portal

Client Profiles

Collaboration Tools

Communication Management

Content Library

Content Management

Contract/License Management

Course Authoring

Course Publishing

Credit Card Processing

Customer Accounts

Customer Database

Customizable Branding

Customizable Forms

Customizable Questions

Customizable Reports

Customizable Templates

Document Management

eCommerce Management

Electronic Assignments & Tests

Electronic Payments

Email Reminders

Employee Management

Event Calendar

Event Scheduling

Feedback Management

Fitness Assessments

Fitness Plan

Gamification

Goal Setting/Tracking

Hybrid Trainer

In-person Trainer

Instructor Management

Interactive Learning

Invoice Management

Invoice Processing

Learning Management

Learning Paths/Tracks

Lesson Notes

Life Coaching

Media Import

Membership Management

Mobile Access

Mobile Alerts

Mobile App

Monitoring

Multiple User Accounts

Nutrition Program

Online Booking

Online Classes

Online Payments

Online Trainer

Parent/Student Portal

Payment Processing

Performance Metrics

Program Management

Progress Reports

Progress Tracking

Recurring/Subscription Billing

Reminders

Reporting & Statistics

Role-Based Permissions

Scheduling

Secure Data Storage

Secure Login

Self Service Portal

Self-paced Learning

SMS Messaging

Storyboarding

Surveys & Feedback

Template Management

Tests/Assessments

Third-Party Integrations

Training Management

User Management

Video Management

My PT Hub

Acuity Scheduling

CoachAccountable has a feature so solve every coaching need I have. So I stopped looking for a way to manage my clients and instead started coaching.

Easy, customizable, powerful

"I stopped looking for a way to manage my clients and instead started coaching." We can't think of a more rewarding sentiment than this, Phillip. Thanks always for your sending that "wish list" - and happy it's now complete!

I recommend CoachAccountable All The Time!

Overall is pretty good. Just feel uncomfortable having to hear client's complain about the way the site looks and its navigation challenges. 

LOVE THE LOGIC, BUT NEED UX/UI IMPROVEMENT

Hi Bonnie,

Thanks for your thorough feedback. Happy to hear that you've found CoachAccountable a great improvement over Kajabi functionality-wise. 

Thanks also for the thoughts on our UX/UI. Based on feedback like yours, we did a COMPLETE DESIGN REFRESH! Hope you like it :) 

As for the system being complex, looks like you've got EVERY tab on for your clients. We recommend turning off any tabs you don't use, so the interface is more sleek and streamlined for them. 

Thanks again!

Amazing platform and customer service.  Definitely recommend!

5 years and still a very satisfied customer!

Just the best onboarding ever!

Krish, we're so happy to hear that our team has the best onboarding ever, and glad that CoachAccountable's functionality is giving you tons of time back. Cheers!

Coach Accountable is a great all-in-one Coaching Solution.  I have used it for 8 years and it has grown nicely with my business.  [sensitive content hidden] is super responsive and the platform keeps getting better.

Coach Accountable is the Real Deal!

I have been on the platform for almost a decade and its played a big role in client satisfaction and retention.

Great Coaching Client Support and Retention

Management of multiple online clients with different needsall in one place, no need for multiple platformscreates higher client satisfaction

Great Program for Coaches and Trainers. Highly recommended.

CoachAccountable is actually very easy to use; however at initial moment it did seem a challenge--that had more to do with me vs. CA...The Service and Support was AWESOME!  The tutorials are great and questions are answered quickly.    Great Customer Service!   
CoachAccountable allows me to actually hold my clients accountable and measure results....something that my clients say they want because they want to play a bigger better or newer game!     CoachAccountable shows you and your client the entire picture of your coaching partnership and allows the doors of communication to open around success and areas of challenge.    It gives you and your client data to show what is moving them forward or holding them back from accomplishing their goals.

CoachAccountable from the lense of a coach

Thanks, Jane! We love seeing your groups grow using CA. 

Before CA,  I was communicating through various channels with my clients and we got lost between different emails addresses, SMS,  WhatsApp, messenger.  Sharing google drive files but never knowing if they have received it and viewed it.

Now with CA,  we use the platform and web app to bundle our communication and we are never lost.  File and worksheet sharing is a breeze and the best thing is the client and I always have a clear view on where we are at and where we are going!

LOVE IT! As it keeps on getting better and better!

Keep up the AMAZING work!

Warm regards

Happy customer 

BEST Coaching Software on the market!

Love that one of our bread-and-butter features, Actions, is so effective for your clients, Glenn. So pleased to have won out as your all-in-one solution.

I researched many different programs designed for coaching businesses and CoachAccountable stood out for all the amazing features it offers... it is unmatched.  Plus I love that the designer of the software and business owner is a coach and hands on operator of the business.  He is very accessible, provides excellent help as does his team mate, and is constantly developing new useful features.  

A fantastic all in one coaching business package and client portal

"Money just flows into my bank account since adopting Coach Accountable" - what better review could we ask for!

As of this writing, we're proud to say our entire team has experience as coaches (and of course being coached). There's a good chance any support ticket answer will come with a good dose of that perspective, too. 

Easy to set-up and use (no tech experience needed), online instructions, training webinars, and instruction manual, very responsive, email support. Have been a user for many years running three groups with three coaches - a total of 20 clients and am very happy with the fact that I can keep track of everything from my vantage point. 

An amazing, easy to use coaching platform

Thanks Paul! Such comprehensive feedback - happy that CoachAccountable has been so good for Attollo.

With CoachAccountable I can manage my clients, handle billing, schedule meetings, integrate my calendar, and most importantly provide an interactive coaching experience for my clients. The price point and the value beats anything else that is available online. I have tried multiple platforms for Coaching Online and CoachAccountable is the best on both price and features.

In addition to having a great tool to help me run my coaching business, CoachAccountable has a great user community. The team at CoachAccountable are prompt and polite. You can tell that you are dealing with someone who cares about their customer experience. A great product and great service.

Get Your Coaching Practice Going

Chad, thank you for the ringing endorsement. We're delighted that our commitment to what we do shows through, and that we can help you do your transformational work.

I come from a back ground in the medical and dental fields and so being able to create the same integral systems into my nutrition business that keep everyone organized and that make the client feel that they are being taken care of with the utmost importance is critical to me (and to our referrals!).

From Paper to Paperless

Thanks Jennie!  And, come to think of it, that's a cool idea, being able to export the uploaded files for a given client in addition to their record of all happenings as an HTML file.

I've built and just released that very thing: when you click the download export button for a given client, you'll now see in the bottom right corner a new button labeled "Download files...".  

Clicking this lets you get 'em all as a single zip file, organized by the same folder structure, filtered by date range of interest, and you can choose to include or exclude based on who uploaded it (you or client).

A fine addition, I think... I hope you dig and thanks for the suggestion! :)
- John

My overall experience is of almost dreamlike quality. I had never expected that there would be professional  Coach-support out there that A) adds real value to my coaching practice that pays back and B) really feels like having a true and dedicated support team at my disposal almost 24/7 (they seem - within reasonable expectations - to ALWAYS be available to help out, support and answer questions.) 

Can't offer the best coaching services without CA

Heleen, thank you for this lovely review! So happy that the system allows you to deliver great coaching and make your life easier. 

Glad to hear it's user-friendly and that our support team feels like a part of your own team, too. 

Cheers!

This software gives me the confidence to do my job as a coach. It's not just beneficial to my clients, but it helps keep me organized and focused as well. 

Beyond Amazing!

Shannon, video tutorials are a great suggestion. We've definitely expanded the help center with videos since your review, and we're creating more training materials right now actually. Looking forward to your feedback on those!

My biggest challenge with my new career as a coach has been time management, mostly related to organizing all my clients' accounts, accessing support files, emailing each client with specific action items and/or helpful documents.  Now I can upload everything to one area.  I can easily share pertinent files with each client without having to copy and/or attach individual files for each person.  
CoachAccountable's stream feature is possibly my favorite.  I no longer have to scroll through or search for emails from clients in my overflowing inbox.  Our entire conversation is kept in one area.  It's been a MAJOR TIME SAVER for me!  

It's like having a super smart personal and professional assistant

Thanks, Gerilyn, for the fabulous review. So happy that the Stream makes your life easier. Sounds like you already know where to find us for those suggestions for improvement if you find any!

Can't live without it- it's the reason why Im working p/t & will even work less in the future...contributes to a more productive family life too:)

I simplified my business life:)

Bradley, thank you for the great review! Happy to hear that CoachAccountable is making business and even family life better for you. Cheers!

This was my first experience with a white label coaching software solution and they blow me away. I love the webinars they started doing too.

Incredible All In One Coaching Software

Thanks so much for your review!
Just so you know, you CAN deactivate clients with just a couple clicks - then reactivate them when they're active again, so they don't contribute to your billing $. 

We also don't have any CRM fees - you'll just deactivate anyone who doesn't become active from a prospective call, and you won't be billed for that person either. More here:
https://blog.coachaccountable.com/2018/08/prospective-clients-are-full-fledged-clients-and-thats-a-good-thing/ 

This App is a Game Changer for the Coaching Business

Honored to be your business partner in making your coaching more effective, especially for Millennials!

Hopefully the recent improvements to our Courses section have made the delivery of your content even more effective.

Really loved it. I researched tools and some had a more corporate look and feel to it than Coach Accountable, but it just fit right in there with my current needs and with future needs (e.g. building a course within the tool, group sessions, and robost resource libraries.

Excellent Customer Service, Built for the Coach and for the Client, Re-usable Resources

Hi Rebecca, WOW - thank you. You really "get" us, and we're so happy to see the feedback that we "get" you (and the coaching world in general) too. 

You're spot on with your analysis of how we build for what our customers actually need, and the way our team works behind the scenes. Cheers!

I am a fan and been using CA since it launched. 7 years ago it solved my problems of easily tracking clients and following up with them and making appointments and keeping detailed notes, worksheets and metrics. Since then, CA has brought in groups (for group coaching and live training), courses (which mean I can offer self-serve coaching easily and give clients a structure that they follow at their pace).
It has a billing system, offerings that new clients can sign up for on your own website. 
Whatever way you coach, counsel, mentor or teach, CA can easily be adapted to help you save time whilst raising your game.
The responsiveness of the developer is just awesome - adding useful tweaks and not allowing the platform to bloat excessively. Customer service and attentiveness is bar none. 


Power up your practice, be even more professional and save time?

John, your suggestions and questions have been instrumental in helping CoachAccountable become what it is today. Thrilled to find CA is still powering your practice so strongly!

I don't know what I would do without CoachAccountable to help me manage large client groups like the one I am managing. It's great to be able to document coaching interactions and assign tools using both my laptop or my phone when I'm mobile. Also, the automated reports are awesome so that I can keep my primary client up to speed on progress without having to spend any time building reporting features.

Easy to Use. Easy to keep clients organized.

Hi Brad, so happy we're able to help you facilitate your large coaching groups and keep clients updated with reporting. Thanks for the review!

Before I found CoachAccountable, I was patching together different solutions to support my clients. It was frustrating because I was spending a lot of time trying to provide my clients with a top tier service. After testing out CoachAcountable, I discovered that the application will allow me to take better care of my clients while taking my practice to the next level. I'm actually able to offer more coaching to my clients while doing less work. CoachAccountable has made me more money. I can't say enough good things about the application, the staff, and how it makes me a better coach.


CoachAccountable is Amazing!

Love hearing that CoachAccountable has helped you eliminate extra systems and make more money with your coaching, Alex!

I highly recommend this platform to all professional coaches that I know.

Exceptional Customer Service with Highly Functional Coaching Platform

Thanks, Stan! Glad CoachAccountable has everything you need.

CoachAccountable screenshot: CoachAccountable is an optimized, mobile-responsive web app that works across all devices.

CoachAccountable screenshot: For corporate coaches, manage companies that you coach, allow specific limited access for personnel at those companies, and easily invoice the proper party at the organization.

CoachAccountable screenshot: Sell your coaching programs and book with prospects from your own site.

CoachAccountable screenshot: Use Groups for group coaching. Set desired participation levels, including whether members can comment on or see each other's progress. Set group assignments, goals, and more.

CoachAccountable screenshot: A mobile responsive web app gives coaches access to client profiles, appointment schedules, groups, courses, whiteboards and the centralized content library

CoachAccountable screenshot: Customizable branding options include the ability to add your colors, logo, and system name, as well as email templates that further your company identity and tone of voice.

CoachAccountable screenshot: Assign worksheets, including form-based items like dropdowns, checkboxes, and text fields, with due dates and reminders.

CoachAccountable screenshot: Create session note templates and deliver those notes to your clients (or keep them private for your eyes only). If shared, you and your clients can comment on the notes to further absorption.

CoachAccountable screenshot

CoachAccountable screenshot: Create actions, either as part of a larger project or standalone, with optional reminders. Color-coded status markers give a quick insight into what's so.

CoachAccountable screenshot: CoachAccountable's Team Edition allows customization that includes pairing multiple coaches with multiple clients. You can also create admin-only profiles for oversight.

CoachAccountable screenshot: See and manage a client's coaching package progress, next upcoming invoice status, and more, at a glance.

CoachAccountable screenshot: Share and store files and assets for clients; they'll be accessible on any device and show when clients last accessed them. Embed video and audio to play in-app.

CoachAccountable Features

Features Summary

Screenshots

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Reviewers who mentioned features said: