# Portally Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Portally Software - reviews, pricing plans, popular comparisons to other Coaching products and more. Source: https://www.capterra.com/p/10040210/Portally --- # Portally Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Portally ## What is Portally? Portally is an all-in-one platform that simplifies business management for solo coaches by centralizing tasks like scheduling, payments, contracts, and client communications in one dashboard. The branded client portal enhances professionalism with custom logos, colors, and messaging. Calendar syncing allows clients to book appointments based on real-time availability, with automatic confirmations and reminders reducing scheduling conflicts. Built-in payment processing enables automatic invoicing and transfers funds within one business day. Coaches can send contracts, packages, and waivers for digital signatures directly through the portal. Centralized messaging and file sharing streamline client communications and document exchange, while goal tracking tools monitor client progress. By consolidating these functions, Portally helps coaches focus more on their clients. ## What is Portally used for? [Coaching](https://www.capterra.com/coaching-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Portally?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://portally.co&name=Portally) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Portally 0.0 VS. [4.8 (384)](https://www.capterra.com/p/202837/Everfit/reviews/) Starting Price $39 Flat Rate, Per Month Starting Price $19 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (384) Value For Money 0.0 (0) Value For Money 4.6 (376) Customer Service 0.0 (0) Customer Service 4.8 (371) ## Portally alternatives Highest Rated [4.9 (445)](https://www.capterra.com/p/141155/PT-Distinction/reviews/) Starting price $19.90 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (90)](https://www.capterra.com/p/179634/OfferingTree/reviews/) Starting price $100.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (26)](https://www.capterra.com/p/184700/CoachVantage/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [My PT Hub](https://www.capterra.com/p/146651/My-PT-Hub/) [4.6 (3,198)](https://www.capterra.com/p/146651/My-PT-Hub/reviews/) Starting price $22.50 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/146651/My-PT-Hub/) ## FAQs about Portally Overview ### What company size and specific industries is Portally built for? Portally is designed for solo coaches managing about 5 to 20 clients on their own, including life coaches, business coaches, executive coaches, and wellness coaches. It fits independent coaching practices that want one branded client portal instead of juggling several separate tools. Features and Usability ### What are the key features of Portally? Portally offers appointment scheduling, booking management, and availability management for client sessions, along with calendar management, calendar sync, and event scheduling. It also includes client portal, customizable forms, customizable branding, billing and invoicing, electronic payments, credit card processing, reminders, and real-time reporting. Pricing ### How much does it cost and what fees or limitations are included? Portally starts at $39 per month for the Growth (All-in-one) plan, a flat-rate option for coaching practices. It includes booking recaps, a branded client portal, contracts and e-signatures, file sharing, goal tracking, messaging, payments and invoicing, priority support, scheduling and calendar, and unlimited clients. A free trial is available. Integrations ### Which third-party tools and platforms does Portally integrate with? Portally integrates with Google Calendar and Stripe, including Stripe Billing and Stripe Invoicing, plus ZooM for video meetings. These catalog integrations cover scheduling, payments, billing, invoicing, and conferencing in a compact set of connected tools. Getting Started and Support ### What training and onboarding options does Portally offer? Portally provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can review at their own pace for learning key functions and steps. Getting Started and Support ### What customer support options does Portally offer? Portally provides email/help desk and chat support. Support is typically handled through written channels, letting users submit questions and get assistance in a direct way. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations with support. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Appointment Scheduling Schedule appointments via a calendar Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Portally 31 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Automatically create schedules based on business needs or employee availability and qualifications Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Create, manage, and send invoices or bills to customers Create, update, and manage bookings, itineraries, and reservations Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Accept and process credit card transactions A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Reminders sent via email A list of events with their respective dates Plan an event's time and location Establish measurable goals and objectives and track their progress over a specific period of time Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reporting on how each user, task or process has advanced since its initiation Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Plan availability and assign specific time slots for tasks and resources Private client session notes for coaching, therapy, etc. Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons ## Pricing Free Trial Growth (All-in-one) $39.00 Flat Rate,Per Month It includes: - Unlimited clients - Scheduling & calendar - Branded client portal - Contracts & e-signatures - Messaging - Payments & invoicing - File sharing - Goal tracking - Booking recaps - Priority support ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[ ZooM](https://www.capterra.com/p/172461/ZooM/)[ Stripe Invoicing](https://www.capterra.com/p/10003759/Stripe-Invoicing/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.