fbpx

CoachAccountable Review: The Best Client Management Tool?

Categorized as Coaching Business
SQUARE CoachAccountable Review (1)

As a coach, every minute of your time is precious. Imagine growing your coaching business by doing less work, serving more clients. Coachaccoutable is the coaching software that will help you scale your coaching business with ease.

At Lovely Impact, we serve coaches across the globe by designing stunning coaching website templates. We have over 15 years of experience in the technology industry, and along the way, we’ve learned which software to trust. Our clients often ask us “What software do you recommend for organizing my coaching business?” and we never skip a beat – CoachAccountable. 

If you’re looking for a reliable online coaching tool that will help you grow your business, serve more clients and spend less time doing it – read this entire post.

What is CoachAccountable

CoachAccountable Home - Best Online Coaching Platform

CoachAccountable is the best coaching management tool for new and experienced coaches. Streamline your most important, day-to-day coaching tasks and elevate your client experience with less time. From onboarding to contracts to invoicing, Coachaccountable has it all! 

CoachAccountable Features Breakdown

CoachAccountable has a robust feature list! One of our favorite features is that it’s mobile-friendly. No matter which device you or your clients choose, the experience remains seamless. 

Now you can work from anywhere with confidence! You’ll still have your ducks in a row and your client experience won’t be negatively impacted. Win-win!

Here are some more features that we think you’ll love:

Appointment Setting

appointments - CoachAccountable Review Screenshots

Setup coaching sessions seamlessly with the appointment feature! It not only syncs with your calendar but your client’s calendar as well. Reminders can be programmed once to send before the meeting via email or text message. 

the impact list

Get Your Free Coaching Business Checklist!


Fill out this form to access our free comprehensive business checklist with 149+ actionable tasks to setup your coaching business for success.


Plus, join our email list to stay up to date.

Because let’s be honest, if we’re not at our desk, we’re by our phones! Fewer missed appointments can lead to better client results and more money in your pocket, and those are both things that we love to see!

Invoicing

invoicing - CoachAccountable Review Screenshots

CoachAccountable has an invoicing feature that helps you get paid faster. Your clients can submit payments online with no additional processing fees, via Stripe, Square, or Paypal. 

Invoices can be customized with your logo and set to send one-time or on a recurring basis. You can add invoice items and set the final amounts with taxes. We love automation, and this “set it and forget it” approach to invoicing is worth the investment.

Coaching Packages

packages - CoachAccountable Review Screenshots

Set and sell your coaching packages with ease. Whether you offer a free inquiry call, have one offering that has various payment options or a full-fledged course – this feature allows you to outline each coaching package clearly and makes it simple for clients to learn more, pay, and book. 

You can even customize your signup process with intake forms, so you can gather all of the information you need upfront. 

Coaching Contracts

contracts - CoachAccountable Review Screenshots

CoachAccountable makes contracts easier than ever. If there’s one area of your coaching business that needs to be pristine, it’s this. Imagine sending contracts and agreements to clients with a few clicks. Then, when your client receives it, they’re able to sign right there, no matter if they’re viewing from a mobile device or desktop computer. 

All of your coaching contracts are logged in CoachAccountable and you’re able to access a contract report at any time. Talk about peace of mind!

Client Management

client management - CoachAccountable Review Screenshots

You value excellence and you love serving your clients. CoachAccountable has the best client management features that will help each client feel like they are receiving the best service. 

You can send worksheets and assignments, send files, share session notes, leave comments, keep a record of important tasks, and set deadlines that your client can refer to at any time.

It even allows you to quantify results and measure success via the dashboard. CoachAccountable holds your clients accountable too!

Group Coaching

group - CoachAccountable Review Screenshots

Facebook isn’t the only way to coach a group! CoachAccountable’s group coaching feature allows you to own the room, and create a safe and secure environment online where you coaching clients can connect and thrive. 

With administrative capabilities, you can choose the kind of access your clients receive once they’ve joined the group. Share files, assign actions, and create live discussions that will help everyone grow together.

Coaching Courses

courses - CoachAccountable Review Screenshots

You don’t need to drop good money on a separate course software because CoachAccountable has a powerful feature built right in. Now you can create your very own coaching course and allow clients to access your wealth of knowledge in multiple ways. Pack your course with videos, worksheets, and resources that clients can access at their own pace. Not to mention the opportunity for passive coaching income! 

CoachAccountable Pros

The benefit of coaching software like this is that virtually all of your coaching needs are housed on one platform, so you can skip remembering (or forgetting) all of those usernames and passwords. 

The integration with Stripe and Zoom is flawless! Payment is easy and your Zoom account is synced which means simple video meeting scheduling. 

The customer service at CoachAccountable is unmatched. Their friendly team is so patient and will help onboard you so you can start getting the most out of your investment from day 1. 

Last, but most certainly not least, CoachAccountable keeps your clients engaged between sessions.

CoachAccountable Cons

While we love a good feature list, the sheer number of features can seem overwhelming. Which one to start with? Do I customize this or that? This can seem like a lot when you first sign up but we promise it’s worth it and you’ll get in the groove. 

The cost of the software depends on how many clients you have. We have this included as a con because the overall cost increase doesn’t feel fun…however, the cost per client decreases with the more clients you have. We do like that CoachAccountable is affordable for coaches just starting.

While the software is mobile and desktop friendly, users have shared about its outdated design and elements of the user experience. We’re curious to know what you think! 

You can try CoachAccountable free for 30 days!

CoachAccountable Pricing

Coaching Accountable Pricing - Best Online Coaching Platform

CoachAccuntable has 17 different payment plans. No matter if you have 1 or 1,000 clients – you can choose the plan that works best for you. 

The levels are on a sliding scale, so the more clients you have the more your monthly investment is. Even still, the monthly investments are super affordable when you break it down on a per client basis! 

For example, a Level 8 plan comes out to $4 per client, per month! 

  • Starter plan 2 clients = $20 per month
  • Level 1 plan 5 clients = $40 per month
  • Level 2 plan 10 clients = $70 per month
  • Level 3 plan 20 clients = $120 per month
  • Level 3.5 plan 35 clients = $200 per month
  • Level 4 plan 50 clients = $200 per month
  • Level 4.5 plan 75 clients = $340 per month
  • Level 5 plan 100 clients = $400 per month
  • Level 6 plan 200 clients = $800 per month
  • Level 6.5 plan 250 clients = $1,000 per month 
  • Level 6.6 plan 300 clients = $1,200 per month
  • Level 6.7 plan 350 clients = $1,400 per month
  • Level 6.8 plan 400 clients = $1,600 per month
  • Level 6.9 plan 450 clients = $1,800 per month
  • Level 7 plan 500 clients = $2,000 per month
  • Level 7.5 plan 750 clients = $3,000 per month
  • Level 8 plan 1000 clients = $4,000 per month

CoachAccountable Alternatives

There are a few alternatives to CoachAccountable if you’re interested in shopping around. 

We always recommend that you do your research, and ultimately choose to invest in the software that is best for you and your business.

  • Paperbell: Appointment scheduling and client management for coaches.
  • Delenta: All-in-one platform for mentors and mentees to engage + connect.
  • Dubsado: A suite of powerful tools that help businesses run more smoothly.
  • Keap: A client management, sales, and marketing platform to grow your business.
  • Coaching Loft: Helping coaches start and grow their practice from end-to-end.

Coaching Management Tools FAQs

Answer the following questions. Be quick, brief, and concise. Two to three sentences max. 

What is a coaching platform?

A coaching platform is an online space to help assist you in carrying out your daily coaching activities.

What should coaching records contain?

Coaching records should contain accurate record-keeping is vital, especially in coaching. Keeping track through note-taking, accurate invoicing, accounting and contracts should be prioritized.

What tools do life coaches use?

Life coaches use tools like forms, worksheets, and client exercises in order to evaluate progress, build momentum and better understand their client’s needs.

How do you coach a client online?

Coaching online means utilizing online platforms and resources to increase client accessibility and create a seamless flow of communication.

Final Thoughts

Ultimately, if you’re looking to save time and scale your coaching business – CoachAccountable is the software we highly recommend for its features and capabilities. What software do you currently use to manage your coaching clients? 

About The Author

Hey, I'm Stasia! I'm a regular columnist at Lovely Impact. I'm also the CEO of Perennial Brand Collective where I host transformational workshops and retreats for women who want to reignite their creativity.

Co-Founder + CMO at Lovely Impact | Website

Hey! I’m Tee, a brand and marketing coach and the Co-Founder & CMO at Lovely Impact, a website template shop for coaches. I help coaches grow their coaching businesses digitally. Here on our blog, my content focuses on web design, marketing, business, and social media strategy.

6 comments

  1. Hi Stasia and Tee,

    Morgan from CoachAccountable here. I just wanted to say THANK YOU for such a thorough review of CoachAccountable, with screenshots and feedback. If you or any of your readers want to chat with me one-on-one to get your questions answered, or join my every-other-week group onboarding sessions for new coaches, feel free to reach out to me directly at morgan@coachaccountable.com.

    Thanks again for the love, LovelyImpact!

    1. Hi Morgan, thanks so much! I’m sure you’ll be incredibly helpful to anyone who comes in to CoachAccountable!
      <3 Cass, Stasia, & Tee

  2. I signed up on CoachAccountable, spent many hours creating custom elements, exploring the software, and setting things up for the launch of our relationship coaching business. However, we had to delay our launch by 6-9 months based on the priorities of our organization. While I like many of the features in CoachAccountable, I would agree with your comments about a dated user experience and also would prefer a better mobile option. Over the past 6 months while we attend to several other priorities we have also had to continue to pay $20 month US ($26 CAD) in order to not lose the work we put into building templates and our customized CoachAccountable site. I would have very much appreciated an ability to suspend our account without losing all the work we’ve invested. To date we haven’t even used the software for a client, but are still paying. I know this is not unlike some other software solutions, but I also subscribe to many who are willing to allow a user to suspend the use of their account without loss of data for periods of time. At this point I am seriously looking at moving toward Quenza, as they provide many of the things I am looking for and have an option to subscribe for $149 month with unlimited clients, which may work better for us when we launch. They also provide an App and full white label solution. They lack some of the customizable options on CoachAccountable, but it is much cleaner, simple to use, and less complicated to setup.

    Thank you for your review of CoachAccountable. I think you pretty much nailed it. Other than Quenza, and I have looked at more than 25 coaching apps, I would say CoachAccountable does offer some of the most powerful features available. The only reason I may not continue to build and launch our coaching service on it, is that it feels a bit like I am working on a MicroSoft Windows platform, when all my clients would prefer the user experience of an Apple product.

    1. Hi Jonathan! Thanks so much for your honest comment about your experience with CoachAccountable. We love a lot of stuff about it, but you confirmed the main two issues we definitely hope they improve soon. The design, for a product in 2020, is super outdated. I’m hoping they fix it. Additionally, the pricing is a little overwhelming. But we can’t deny that it does have the best features and the best flexibility thus far. We are testing Paperbell currently and have a review coming soon. We’ve full tested Dubsado, and although they allow you to try for free and keep your data after you pause the subscription, it’s a complex setup made for entrepreneurs in general vs just coaches. We haven’t chosen our “platform of choice” just yet, but we’ll keep testing! Thanks for telling us about Quenza too. It’s on our list but we haven’t had a chance to check it out.

  3. Your review is on point. Its 2022, they have great features but still outdated and very confusing user interface.

    1. Agreed! If they would just hire a UX designer and get their interface together, I think CoachAccountable could be the best in our industry. Here’s hoping they listen to their users and reviews like this. Thanks for commenting Dani 🙂

Leave a comment

Your email address will not be published.

Intro: Pricing Masterclass for CoachesWatch this lesson for free!

Hey Coach! Need help?

Schedule a business strategy call!
We can help you with branding, web, marketing, or running your biz.

Step by step video instruction!Tour Our Video Library

Easy to use! No coding needed.Watch how easy it is!

BEFORE YOU GO!Get instant access to a library of free resources to help you grow your coaching business.

You’ll get access to the most comprehensive coaching business resource library available online including video trainings, worksheets, ebooks, guides, checklists, and more.