CoachVantage Review: The Best All-In-One Coaching Software?

Hey there, coach! Have you ever felt like managing your coaching business is a bit… chaotic? Maybe you’re juggling client notes, session schedules, and invoices across multiple platforms, and it’s driving you up the wall.

We’ve been there, too, which is why we’re excited to introduce you to CoachVantage – the all-in-one software designed to make your life as a coach so much easier.

In this blog post, we’ll dive into how CoachVantage can streamline your workflow, keep you organized, and give you more time to focus on what really matters: helping your clients thrive.

Oh, and before we go any further, we’re Cass and Tee – the dynamic duo behind Lovely Impact, your go-to resource for all things coaching business.

Now, let’s get into how CoachVantage can transform the way you run your coaching business!

What Is CoachVantage?

CoachVantage is a coaching software that simplifies your day-to-day operations, so you can spend more time focusing on what matters most—your clients. It offers a seamless platform where you can handle everything from scheduling to client management, all in one place. No more juggling multiple tools or losing track of important tasks. 

With CoachVantage, managing your coaching business becomes a breeze. The platform is intuitive, allowing you to streamline your workflow and stay on top of your responsibilities. It’s like having your own personal assistant, helping you stay focused and efficient, so you can spend less time on admin and more time making a real impact with your coaching.

Features Breakdown

When it comes to running a successful coaching business, having the right tools at your fingertips can make all the difference. CoachVantage is packed with features designed to simplify your workflow and support your growth. Let’s dive into some of the standout features that help make your day-to-day coaching life more efficient and enjoyable.

1. Group Coaching

Running group programs just got a whole lot easier with CoachVantage. You can set up and manage group sessions effortlessly, sharing coaching materials, goals, assignments, and files with all members in just a few clicks. Want to customize content for different groups? CoachVantage has you covered, making it easy to keep things running smoothly and enhancing the group coaching experience.

Here’s what makes it great:

• Flexible Program Setup: You can create group programs with or without cohorts. If your programs enroll clients in batches, you’ll love the ‘cohorts’ feature. It allows you to set up a single program and assign members to different groups with their own start and end dates. For example, you might have a Summer Cohort and a Fall Cohort, each with its own enrollment period. Managing this is super simple with CoachVantage.
• Customizable Promotion Options: CoachVantage lets you create a full landing page or a simple enrollment form, and embed it right on your website. Payments—whether one-time, installments, or subscriptions—are handled directly on the platform, and you can even add e-contracts and intake forms. Once clients sign up, they get a confirmation email with a link to set up their own client portal. Easy, right?
• Interactive Group Wall: One of the highlights of CoachVantage’s group coaching feature is the ‘Group Wall.’ This thoughtful addition allows you and your clients to connect, share, and engage right within the platform. No need to jump between tools like Facebook or Mighty Networks for community interaction. 

2. Coaching Logs

Tracking your coaching hours just got easier with CoachVantage. This handy feature automatically logs your time for every client engagement, whether it’s a paid session or pro bono work. If you’re aiming for accreditation from the International Coaching Federation (ICF), you’ll love how simple it is to keep everything organized. With all your hours neatly tracked, you can focus on your professional growth, get certified faster, and stay on top of your development like a pro.

3. Automations

CoachVantage’s Automations feature lets you set up automatic delivery of goals, assignments, forms, files, and notes to your clients, all with a simple configuration. Need to send tasks on a specific date or timed around coaching sessions? No problem. Just set it up once, and the intelligent automation rules will take care of the rest, making sure everything goes out exactly when it should.

You can create automation rules for individual clients or set them up at the program level, so anyone who joins a particular program gets everything they need automatically.

4. 1:1 Coaching Programs

In addition to Group Coaching, CoachVantage makes it easy to create, sell, and manage your 1:1 coaching programs. The platform is all about flexibility, letting you set things up your way without feeling boxed in by rigid systems.

You can structure your 1:1 coaching as a package of sessions or go with a ‘pay as you go’ option. With its Coaching Programs feature, you can build a detailed framework and use hosted landing pages to promote and sell your services online. It’s a smooth, professional way to attract new clients. And hey, imagine how awesome it would be to link that landing page to a stunning website designed by Lovely Impact. 

CoachVantage also gives you plenty of ways to customize your programs. From tweaking the landing page URL and session details to letting clients self-book through the client portal, you’re in control of it all. These settings make it easy to run your coaching practice on your terms while still offering a polished, engaging experience for your clients.

Overall, CoachVantage’s suite of features doesn’t just lighten your admin load—it helps you deliver a top-notch experience that keeps clients coming back.

5. Online Scheduling

Let’s talk about scheduling, because CoachVantage makes it a total breeze! This smart system syncs right up with your favorite external calendars, like Google Calendar, iCal, Microsoft 365, and Outlook. That means no more worrying about double-bookings—CoachVantage checks for conflicts and keeps your schedule running smoothly. Once an appointment is booked, it’s automatically synced to your connected calendar, so everything’s perfectly in sync.

Plus, you can set up buffer times before and after sessions, giving yourself a little extra breathing room. And here’s the best part—CoachVantage can act as a ‘standalone’ booking page on your website! It’s a fantastic alternative to using tools like Calendly. Imagine setting up a ‘Discovery Call’ page, embedding it on your site, and letting prospects book a time that works for them. As soon as they do, their details are added directly to your CoachVantage account, making it super easy to convert them from curious prospects to clients.

With CoachVantage, you won’t have to manually transfer contact info between platforms. It’s all right there, streamlining your entire workflow. 

6. Invoices

With CoachVantage, invoicing becomes easy and stress free! You can easily create and send branded invoices for one-time or recurring payments, keeping your billing process professional and aligned with your business image. Need a gentle nudge to remind clients about payments? No problem—CoachVantage lets you set up payment reminders, so you never have to stress about chasing down payments.

This feature doesn’t just look good—it’s smart, too. It automatically calculates totals, including any taxable fees you’ve specified, so everything stays accurate and hassle-free. The Invoices dashboard gives you a quick snapshot of your payments, showing you which ones have been paid and which are still pending.

If you’ve linked Stripe or PayPal, clients can pay their invoices online with ease. And for those using Stripe, you can even set up automatic card deductions, ensuring payments roll in without any extra effort on your part.

While CoachVantage supports various currencies like USD, EUR, CAD, and AUD, clients can’t change the currency at checkout. It’s a small thing, but it would be handy for coaches working with international clients who might prefer to pay in their local currency.

7. Client Portal

The Client Portal in CoachVantage is a game-changer, giving your clients an easy way to stay on top of their progress and feel more engaged in their coaching journey. It’s designed to boost accountability and make the coaching process smoother for both you and your clients. Here’s how:

• Track Progress and Goals: Clients can easily monitor their progress, keep track of goals, assignments, and objectives, and see how far they’ve come.
• Easy Communication and Resource Sharing: Effortlessly share resources, notes, forms, and assignments directly through the portal. Plus, the two-way communication feature ensures you stay connected and responsive.
• Seamless Scheduling: Clients can book their coaching sessions right through the portal, saving everyone time and hassle. No more back-and-forth emails to find the perfect time slot.

This level of interaction enhances the coaching experience by creating a more collaborative and connected space. It’s all about making sure your clients feel supported, engaged, and empowered throughout their journey.

Pricing

Another thing that makes CoachVantage stand out is how accessible it is across its two plans: the Clarity Plan and the Aha! Plan. 

Both options give you access to almost all the essential coaching management features, so you can run your business smoothly without feeling like you’re missing out. This means you don’t have to upgrade just to unlock the tools you need; CoachVantage keeps it simple and effective, no matter which plan you choose.

Benefits of CoachVantage

By now, you’ve seen how CoachVantage can make managing your coaching business a whole lot easier. But what exactly makes it stand out from the rest? Let’s break down some of the key benefits that make CoachVantage a must-have for coaches who want to streamline their workflow and deliver a top-notch client experience:

Enhanced Productivity and Efficiency

• Streamlining Admin Tasks: CoachVantage simplifies your daily to-dos, freeing you up to focus on coaching instead of paperwork.
• Automated Scheduling & Invoicing: Effortlessly manage bookings and payments with automation, so you can skip the manual work.

Improved Client Engagement

• Easy Communication & Session Management: Manage sessions and stay connected with clients effortlessly, keeping communication smooth.
• Personalized Client Portals: Each client gets a branded portal with your business colors and logo, making them feel supported and engaged.

Scalability

• Scalable Features: CoachVantage grows with your business, with a fixed monthly price and no extra fees for adding clients.
• Flexible for Your Workflows: Adaptable to any coaching style or niche, making it easy to run your practice your way.

CoachVantage Reviews

One thing that really stands out about CoachVantage is the personal touch behind it, thanks to its founder, Glen Oliveiro. Users have been raving about Glen’s dedication to customer service, and it’s easy to see why. He’s known for his hands-on approach, always ready to jump in, answer questions, and offer support when it’s needed. 

It’s not just the stellar customer service that’s earning praise. Users have also highlighted how smooth and easy-to-use the platform is, with features designed to make the coaching experience better for everyone involved. When you’ve got a tool that’s both intuitive and backed by great support, it’s no wonder coaches are loving it!

Final Thoughts

CoachVantage really shines as a coaching platform that brings everything you need into one easy-to-use package. It’s designed to handle all the essential tasks, from simplifying admin work to boosting client engagement, and even helping you scale your practice—without driving up your costs. With a full suite of features, CoachVantage makes it easier to focus on what matters most: coaching your clients and growing your business.

One of the things that makes CoachVantage so appealing is its pricing. Both the Clarity Plan and the Aha! Plan offer great value, giving you access to all the key tools you need without breaking the bank. That’s why it’s a fantastic choice for both seasoned coaches and those just getting started.

And let’s not forget the glowing reviews! Users love how reliable and effective CoachVantage is, especially solo coaches who are working with tighter budgets. It delivers a ton of value at a very affordable price, making it a go-to platform for coaches who want to get more done, with less hassle.

Have you tried CoachVantage yet? We’d love to hear your thoughts and experiences—drop a comment below and join the conversation!