Life and business coaching management software

Empower your workflow with a sleek scheduling tool

Set your availability or integrate your existing calendar and add descriptions and prices to your services. Create a flexible schedule with buffer time between appointments, and automatically notify clients about the date and time of upcoming coaching sessions.

• Manage your working hours, add services and their duration, and set prices
• Allow clients to book your services on-site by adding your availability at a specific location
• Define the buffer time between sessions
• Set rescheduling and cancellation rules
• Sync with Google Calendar

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Manage your services and pricing

With ExpertBox, you can create and categorize services you offer as well as set custom prices and highlight who the service provider is, enabling your clients to make an informed decision when making a booking. Create custom services to win over more clients.

• Create services with detailed descriptions, and price them, setting the value for each service
• Categorize your services to make them easier to find
• Assign services to specific providers and add provider bios
• Provide the price and duration of services

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Make sure your clients’ experience starts with a perfect booking

Let your clients book your coaching sessions, providing them with every means to pick the time slot and service they need. Introduce self-booking and rescheduling options via a widget or your personal booking page.

• Allow clients to access your services and book a session in one click
• Get notified when bookings are made
• Choose whether clients should pay before or after the session
• Keep a searchable and filterable list of bookings at hand
• Create and customize a widget for your website

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Bill your clients & generate invoices with ease

Ensure your services are paid for with an option to request payment, up-to-date payment statuses in a dashboard, and multiple payment methods available for your clients. You can also automatically generate invoices and receipts from templates.

• Let your clients pay using Stripe, PayPal, or other preferred payment methods (cash, bank transfer, etc.)
• View each client’s payment history
• Send payment requests to remind your clients when payment is due
• Generate invoices and receipts automatically
• Issue refunds with automated credit notes

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Create, sign, and share service agreements online

Make sure your clients are familiar with your Terms of Use and Privacy Policy, and adjust them based on existing templates. You can also share with your clients any other important documents, making you feel comfortable about the service side of your work.

• Create service agreements to comply with all industry and region-specific requirements
• Share documents with your clients or collect their consent for data use
• Let your clients e-sign agreements and consent forms within ExpertBox
• Learn when an agreement or consent form has been signed through notifications
• View the history of agreements, policies, and consent forms in the client profile

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Collect intake information

Create intake forms and automatically share them with your clients when a certain service is booked. These forms will help you better understand your clients’ needs and expectations.

• Create custom intake forms to get the information you need to prepare for a coaching session
• Attach intake forms to a specific service, and schedule them to be sent automatically when the service is booked
• Choose when to collect intake — only once or before every appointment

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Provide one-on-one and group coaching online

Coach your clients from any part of the world with secure HD video conferencing functionality. With ExpertBox online coaching management software, you can hold one-on-one and group sessions, share your screen and chat.

• Use the high-quality video platform for one-on-one and group calls
• Increase productivity with screen sharing and chat options
• Access session recordings in the cloud
• Share files with your clients during meetings
• Video recordings are automatically stitched in the event of interruptions

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Set up notifications and reminders

Smart notifications and reminders will help you stay in sync with your clients and teammates. You won’t miss any new or upcoming appointments, rescheduled bookings, or changes in payment statuses. You can also send your clients automated reminders to pay for services or join a coaching session on time.

• Get notified of scheduling, booking, and team activity events
• Inform your clients of required actions, sending payment requests and notifications of upcoming sessions
• Specify how you want to be notified: through email or in the notification panel
• Adjust notification preferences to receive only the most important notifications

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Message your clients and colleagues without security concerns

Stay in touch with your clients, resolving any issues right away by communicating within a secure messaging platform. ExpertBox chat functionality helps you stay in touch with both your clients and your teammates. With ExpertBox, you can:

• Support your clients through any difficulties and answer their questions
• Create chats and invite or remove participants
• Securely share files
• View the chat history

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Create, upload, and share files

Our software allows you to upload files and share them securely with your clients and team members to provide them with handouts, presentations, and checklists.

• Create or upload shareable materials
• Securely share materials with your team and clients
• Exchange files via the in-built messenger or the client portal

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Use a CRM to support your clients at every step

Set tasks with due dates to build a workflow that helps you support your clients at every stage of their coaching experience. There’s no way you’ll miss out on anything important, as you’ll have a powerful database and communication flow within one tool.

• Import data from a third-party CRM database in CSV format
• Keep your client database updated whenever clients book sessions, or enter data manually
• Use custom fields and add private notes to build client profiles that are truly helpful
• Create tasks with due dates to stay organized
• View the chat and actions history for every client

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Offer your clients a better experience within a user-friendly client portal

Make sure your clients can easily schedule a session, view upcoming and past meetings, access files you’ve shared with them, and view service agreements and consent forms. Within the client portal, your clients will find:

• A personal client meeting page
• Files shared with them
• Intake forms and service agreements
• Chat and booking history
• Payment history
• Review forms to provide feedback

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Collect feedback to improve client experience

It’s easy to collect feedback from your clients after the coaching session. All you will have to do is set up the forms, define when you want to send them, and add the questions that will help you ensure your clients are satisfied with their experience.

• Automate feedback collection with feedback forms
• Schedule when to send the form
• Let your clients rate your services after an appointment

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Easily collaborate with your team using team management tools

If you need to share information from the ExpertBox platform with your colleague, or if your business is scaling and you’re about to hire some help, you can easily invite colleagues to join your team, assign them roles and tasks, and provide access to chosen client notes and data.

• Manage access to the team and to the client database using roles
• Assign team members to client profiles
• Securely share files with your colleagues within one platform
• Invite team members to join specific tasks
• Review your team’s activity in video recordings

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