Book clients, run sessions, and get paid. Scheduling, video calls, payments, and client management - the lean coaching stack.
Zoom
Stripe
Notion
CanvaSchedule, meet, manage, market, and get paid - all covered.
Let clients book sessions on their own. Share a link, they pick a slot, it lands in both calendars. Collect payments at booking time and add buffer between sessions so you never feel rushed.
More customisation for intake forms
Deeper form customisation and conditional logic for client intake. Great if you need detailed questionnaires before a session. Part of Squarespace, so it pairs well if you use their site builder.
Let clients overlay their own calendar
Clients see their own availability overlaid on yours to find mutual free time. Polished UX and great for high-ticket coaching where the booking experience matters. $12/mo.
The default for virtual coaching. Reliable video, easy screen sharing, and recording so clients can revisit sessions. Breakout rooms work great for group coaching programs.
Free unlimited 1:1 calls
No time limit on 1:1 calls with a free Google account. If you mostly do individual coaching, this saves you the Zoom subscription. Lives inside Google Calendar for seamless scheduling.
Studio-quality recording
Records each participant locally for crisp audio and video. Perfect if you repurpose coaching sessions into content or run a podcast-style format. More expensive but premium output.
Freemium — AI meeting notes that actually capture what was said. Real-time transcription, s...
AI meeting notes that actually capture what was said. Real-time transcription, summaries, action items. Never take notes again. Try Otter.ai →
Freemium — AI meeting assistant. Records, transcribes, summarises, and integrates with your...
AI meeting assistant. Records, transcribes, summarises, and integrates with your CRM. Like Otter but more enterprise-focused. Try Fireflies.ai →
Freemium — Event hosting platform. Beautiful event pages, RSVPs, reminders, and calendar sy...
Event hosting platform. Beautiful event pages, RSVPs, reminders, and calendar sync. Eventbrite for the modern internet. Try Luma →
Paid — Async-first team communication. Posts, threads, calls — but designed for deep wo...
Async-first team communication. Posts, threads, calls — but designed for deep work, not constant interruption. Slack antidote. Try Campsite →
Accept one-time payments or set up recurring billing for retainer coaching packages. Generate invoices, send payment links, and support clients paying in any currency worldwide.
Client familiarity and trust
Many clients already have PayPal and feel comfortable paying through it. Higher fees (3.49% + 49c) but lower friction for first-time buyers. Good as a secondary payment option.
In-person + online payments
If you do both in-person workshops and online coaching, Square handles both. Free invoicing, POS hardware, and an online checkout. Great for coaches who also run live events.
Free - Africa's Stripe. Clean API, solid dashboard, handles local payment methods. Buil...
Africa's Stripe. Clean API, solid dashboard, handles local payment methods. Building for African markets? Non-negotiable. Try Paystack →
Free - Pan-African payments gateway. Supports 150+ currencies. Less polished than Payst...
Pan-African payments gateway. Supports 150+ currencies. Less polished than Paystack but broader reach across the continent. Try Flutterwave →
Free - India's payment infrastructure. UPI, cards, wallets, subscriptions. If you're bu...
India's payment infrastructure. UPI, cards, wallets, subscriptions. If you're building for the Indian market, it's this or bust. Try Razorpay →
Free - Monetisation for open-source and digital creators. Subscriptions, sponsorships, ...
Monetisation for open-source and digital creators. Subscriptions, sponsorships, digital products. GitHub Sponsors alternative. Try Polar →
Track every client in one place. Build a CRM with session history, notes, goals, and action items. Share pages with clients so they can see their progress and homework between sessions.
All-in-one client management
Contracts, invoicing, scheduling, and client communication in one platform built for service businesses. More expensive ($8/mo) but eliminates juggling multiple tools if you want simplicity.
Structured client data
Spreadsheet-meets-database for tracking clients, sessions, and outcomes. Better than Notion if you want structured data with views, filters, and automations. Free tier is generous.
Paid — The CRM. Enterprise beast that does everything. Also costs everything. You'll ne...
The CRM. Enterprise beast that does everything. Also costs everything. You'll need it eventually if you go enterprise. Try Salesforce →
Freemium — CRM inside Gmail. Pipeline management without leaving your inbox. Simple, effect...
CRM inside Gmail. Pipeline management without leaving your inbox. Simple, effective, and free for solo users. Try Streak →
Paid — CRM built for Google Workspace. If your team lives in Gmail and Google Calendar,...
CRM built for Google Workspace. If your team lives in Gmail and Google Calendar, Copper fits like a glove. Try Copper →
Free — Open-source CRM. Self-hostable Salesforce alternative with a modern UI. Early bu...
Open-source CRM. Self-hostable Salesforce alternative with a modern UI. Early but promising. For teams that want to own their data. Try Twenty →
Paid — Cold email at scale. Unlimited email accounts, warmup, and sending. The growth h...
Cold email at scale. Unlimited email accounts, warmup, and sending. The growth hacker's outbound machine. Aggressive but effective. Try Instantly →
Build an email list of potential clients and nurture them with automated sequences. Create landing pages for lead magnets, segment subscribers by coaching interest, and convert readers into clients.
Broader integrations
Connects with almost every tool out there. Better templates and a drag-and-drop editor for visual emails. Free up to 500 contacts. Good if you already use other Intuit products.
Newsletter-first approach
If you plan to grow through a regular newsletter that positions you as an expert. Built-in referral program, SEO-optimised web versions, and monetisation options. Free up to 2,500 subscribers.
Paid - Transactional email that actually reaches the inbox. 99%+ deliverability. No mar...
Transactional email that actually reaches the inbox. 99%+ deliverability. No marketing fluff - just email that arrives. Try Postmark →
Freemium - Email marketing + CRM + SMS in one. Formerly Sendinblue. Generous free tier, sol...
Email marketing + CRM + SMS in one. Formerly Sendinblue. Generous free tier, solid automation. The budget-friendly Mailchimp. Try Brevo →
Paid - Email sending at scale for almost nothing. $0.10 per 1,000 emails. No UI to spea...
Email sending at scale for almost nothing. $0.10 per 1,000 emails. No UI to speak of, but the price can't be beat. Try Amazon SES →
Freemium - Email API + marketing platform. Collaborative template editor is the standout fe...
Email API + marketing platform. Collaborative template editor is the standout feature. Good middle ground between Resend and Mailchimp. Try Mailjet →
Freemium - Email testing sandbox. Catch all emails in dev before they reach real inboxes. T...
Email testing sandbox. Catch all emails in dev before they reach real inboxes. Then switch to production sending. Smart workflow. Try Mailtrap →
Set up your coaching practice with scheduling, payments, and client management
Calendly
Stripe
Notion
ConvertKit
Loom
Set up Calendly for discovery calls and sessions
Configure Stripe for session packages
Build client CRM in Notion
Set up ConvertKit for lead nurturing
Create onboarding videos with Loom
Every tool pre-configured, setup order mapped out, integrations documented. Skip weeks of research.
Your expertise changes lives. Start booking clients today.
