# CoachAccountable Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CoachAccountable the right Coaching solution for you? Explore 65 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/156610/CoachAccountable/reviews --- CoachAccountable 5 (65) [View alternatives](https://www.capterra.com/p/156610/CoachAccountable/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CoachAccountable Ease of use 4.7 Customer Service 5.0 ## Pros and Cons in Reviews LF Leland F Founder CEO Executive CoachProfessional Training & Coaching, Self-employedUsed the software for: More than 2 years. “It allows a system to manage key parts of the coaching relationship which allows me to both provide higher quality of service AND scale my impact more effectively.“ December 10, 2024 Gerilyn A Managing Partner & Executive CoachMedical Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “My biggest challenge with my new career as a coach has been time management, mostly related to organizing all my clients' accounts, accessing support files, emailing each client with specific action items and/or helpful documents. “ July 29, 2020 JH Joy H Financial CoachFinancial Services, Self-employedUsed the software for: Less than 6 months. “I like the ability to have everything in one place (for the most part) - scheduling, invoicing, client worksheets, client action items.“ March 16, 2024 BK BONNIE K OWNERProfessional Training & Coaching, 2 - 10 employeesUsed the software for: 1-2 years. “This system is very overwhelming for most of my clients, so much so that I had to create a separate tutorial video to help them.“ February 12, 2021 Christine S Owner/FounderHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years. “Works on mobile and desktopI used it every day and the reminder features made clients use it more often“ October 2, 2023 SR Samia R Vice President, Escrow DevelopmentReal Estate, 10,001+ employeesUsed the software for: More than 2 years. “the tiered pricing is expensive with so many clients.“ August 31, 2020 LF Leland F Founder CEO Executive CoachProfessional Training & Coaching, Self-employedUsed the software for: More than 2 years. “This platform has been instrumental to my work and the work of my clients. “ December 10, 2024 ## Showing most helpful reviews Showing 1-25 of 65 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Phillip N. Integrative Nutrition Health Coach Health, Wellness and Fitness Used the software for: 1-2 years ### "Easy, customizable, powerful" September 6, 2020 5.0 CoachAccountable has a feature so solve every coaching need I have. So I stopped looking for a way to manage my clients and instead started coaching. Pros I'm still fairly new to online coaching and feel like CA is the perfect platform to get started on. Every user gets plenty of sample content to quickly understand what each feature does and can do for each unique coach. The more I learn about the platform and this powerful software the more existing it gets coaching. I feel so blessed to have CA as my main, and only, tool to organised EVERYTHING regarding our engagement. With flawless integration with Stripe and Zoom I seriously don't need anything else. Well, I still need to edit photos and videos on my own. But \[SENSITIVE CONTENT HIDDEN\] and the Team are there to help with pretty much anything else I ask from them. Cons Now that it's the same price for Team accounts and Basic accounts I don't have anything else to wish for. This makes it perfect for my partner and I to get started together, but with different accounts to more easily share important content but separate client details and communication. Reason for choosing CoachAccountable The free trial process was just brilliant. It became very clear how the platform could serve my needs and that it had EVERYTHING I needed to focus on coaching. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Because it was too much manual labour, copying documents to different client folders, making several changes to all worksheets. Hard to get an overview of progress and much more Review Source Response from CoachAccountable May 26, 2021 "I stopped looking for a way to manage my clients and instead started coaching." We can't think of a more rewarding sentiment than this, Phillip. Thanks always for your sending that "wish list" - and happy it's now complete! Krish S. Co-Founder, Strategy Partner Management Consulting Used the software for: Less than 6 months ### "Just the best onboarding ever!" December 1, 2020 5.0 Pros For coaching, this is just the best way to manage coaching relationships that I have come across. It keeps clients engaged and moving between sessions and has so much functionality that, when you get the hang of all that it can do, it can automate a huge amount of admin for you. This can take some doing, so when a Customer Success Rep called \[SENSITIVE CONTENT HIDDEN\] offered an onboarding session, I jumped at the chance. This was just the best onboarding I have ever had...she was so helpful, knowledgable and friendly, set up loads of templates for me and made me want to exploit the system for all that I could. Just great customer service. Cons There is so much functionality here that at first it can appear overwhelming and confusing. Also, some of the ways of doing things seems a little rigid at first, but when you get into it and see the logic, it is absolutely clear as to why...because it is unlocking so much functionality for you. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/) Switched from [Coachmetrix](https://www.capterra.com/p/176721/Coachmetrix/) Just much better functionality and much more logical. Review Source Response from CoachAccountable February 10, 2021 Krish, we're so happy to hear that our team has the best onboarding ever, and glad that CoachAccountable's functionality is giving you tons of time back. Cheers! BK BONNIE K. OWNER Professional Training & Coaching Used the software for: 1-2 years ### "LOVE THE LOGIC, BUT NEED UX/UI IMPROVEMENT" February 12, 2021 4.0 Overall is pretty good. Just feel uncomfortable having to hear client's complain about the way the site looks and its navigation challenges. Pros I love that the customer service is top notch. They will call you and walk you through every bit and clarify any confusion. They will made quick changes to the platform if it seems there is a need. They were coaches from what I remember so they understand what coaches needed most. This included, automatic email drip campaigns, reminders sent to clients (both email and text options), agreement creations, file library, etc. There is so much for such an affordable price! Cons The ONLY thing that is a frustrating experience is the UI/UX. The feel of it is pretty outdated in my opinion. It reminds me of the early 2010's. For instance, if you look at other platforms that focus on one product (i.e. online video platforms), it is very sleek and clean. This system is very overwhelming for most of my clients, so much so that I had to create a separate tutorial video to help them. Switched from [Kajabi](https://www.capterra.com/p/154682/Kajabi/) Kajabi was incredibly expensive and only pushed out videos, whereas this had the option of sending notes/action items / updates and so much more. Review Source Response from CoachAccountable December 11, 2021 Hi Bonnie, Thanks for your thorough feedback. Happy to hear that you've found CoachAccountable a great improvement over Kajabi functionality-wise. Thanks also for the thoughts on our UX/UI. Based on feedback like yours, we did a COMPLETE DESIGN REFRESH! Hope you like it :) As for the system being complex, looks like you've got EVERY tab on for your clients. We recommend turning off any tabs you don't use, so the interface is more sleek and streamlined for them. Thanks again! JH Joy H. Financial Coach Financial Services Used the software for: Less than 6 months ### "I recommend CoachAccountable All The Time!" March 16, 2024 4.0 Pros I like the ability to have everything in one place (for the most part) - scheduling, invoicing, client worksheets, client action items. I like that you are billed per active user which means your monthly expenses can fit your business. And great customer service! Cons It's a little complex getting started (but the tutorials are really good - I just feel like it could be overwhelming), and sometimes where things are located is not so intuitive. There are also a few features that are a little clunky (like not being able to manage a client's contact information in the same place as everything else for the client) but I like the rest of it so much that I have recommended to several people. I wish they had a way to do promo codes! Switched from [Calendly](https://www.capterra.com/p/148036/Calendly/) CoachAccountable allowed me to do a lot more than just scheduling in the same app. Review Source LF Leland F. Founder CEO Executive Coach Professional Training & Coaching Used the software for: 2+ years ### "5 years and still a very satisfied customer!" December 10, 2024 5.0 Amazing platform and customer service. Definitely recommend! Pros 1\. CA is wonderful because the \[sensitive content hidden\], cares so much. He is always helpful, adding new updates and polish, and generally cares deeply about his customers (coaches). 2. This platform has been instrumental to my work and the work of my clients. It's so helpful to keep everything centralized, organized, secure, and accessible 24/7. It allows a system to manage key parts of the coaching relationship which allows me to both provide higher quality of service AND scale my impact more effectively. Cons It can take some time to ramp up with all the features and nuances of the platform. I recommend starting small - actions and worksheets - and then adding more components as they become relevant (courses, metrics, etc). There is so much to learn about so I recommend giving yourself 3-6 months to learn at your own pace. Review Source PD Patrick D. Coach Mental Health Care Used the software for: 2+ years ### "Coach Accountable is the Real Deal!" December 11, 2024 5.0 Coach Accountable is a great all-in-one Coaching Solution. I have used it for 8 years and it has grown nicely with my business. \[sensitive content hidden\] is super responsive and the platform keeps getting better. Pros Easy to record notes Easy to set up mini courses Great customer service Easy to schedule appointments Cons No complaints, just need a decent customer base to make it pay. Review Source Christine S. Owner/Founder Health, Wellness and Fitness Used the software for: 2+ years ### "Great Program for Coaches and Trainers. Highly recommended." October 2, 2023 5.0 Management of multiple online clients with different needsall in one place, no need for multiple platformscreates higher client satisfaction Pros Ease of use for coaches and clientsEasy to set up and get started with full-featured standard templatesResponsiveness of Owner/mgmtExcellent and friendly customer supportUsefulness completeness (booking, fully-featured courses (incl. video), session notes, interactive worksheets, templates and more are all included)Reasonable pricing (great value for the price)ability to deactivate and re-activate clients (saves fees)multiple integrations that work greatclient feedback was great.Works on mobile and desktopI used it every day and the reminder features made clients use it more often Cons if you don't have paying clients, it may seem expensive... Reason for choosing CoachAccountable ease of use for clients and coachesfeature availabilityfair pricing Review Source Jane W. Professional Coach Management Consulting Used the software for: 6-12 months ### "CoachAccountable from the lense of a coach" November 19, 2018 5.0 CoachAccountable is actually very easy to use; however at initial moment it did seem a challenge--that had more to do with me vs. CA...The Service and Support was AWESOME! The tutorials are great and questions are answered quickly. Great Customer Service! CoachAccountable allows me to actually hold my clients accountable and measure results....something that my clients say they want because they want to play a bigger better or newer game! CoachAccountable shows you and your client the entire picture of your coaching partnership and allows the doors of communication to open around success and areas of challenge. It gives you and your client data to show what is moving them forward or holding them back from accomplishing their goals. Pros After keeping paper files on clients and sending numerous things via email, I set out to find a platform that as a coach I could utilize for myself as hoping it could have benefits for my clients use too. I found it in CoachAccountable. At a very reasonable investment I am able to have all my clients in one place and communicate with them before, during and after sessions. The features are great: Session Notes, Action Items, Metric to measure success in areas important to the client, File share, Whiteboard, I could go on. It has saved me time and my clients report that it shines the light down on what they are following through on and where they are falling short on What they want to achieve. CoachAccountable is not just for the coach I have clients set up actions, set up metrics and this is a great benefit to them. I recently used it for Group Coaching and with 2 groups going it was great to have the venue to work with the group and them with me via CoachAccountable. It has a course feature which I am starting to use and I see great benefits of that for coaching clients who want or need some development areas on their own time! I looked on line for over a month and CA was the only system I could find where two way communication and involvement from the coach and the coachee was so robust. I'd recommend CoachAccountable Cons Although the metric area is great and actually after looking around CA was the only one I could find with this feature however would like it a few more options on how to display and measure things important to my client. Another great feature is setting up worksheets for clients would only like a few more options on the content features(fonts, colors, etc.) Review Source Response from CoachAccountable November 26, 2018 Thanks, Jane! We love seeing your groups grow using CA. Glenn O. Health & Life Coach for Entrepreneurs E-Learning Used the software for: 6-12 months ### "BEST Coaching Software on the market!" January 14, 2019 5.0 Before CA, I was communicating through various channels with my clients and we got lost between different emails addresses, SMS, WhatsApp, messenger. Sharing google drive files but never knowing if they have received it and viewed it. Now with CA, we use the platform and web app to bundle our communication and we are never lost. File and worksheet sharing is a breeze and the best thing is the client and I always have a clear view on where we are at and where we are going! LOVE IT! As it keeps on getting better and better! Keep up the AMAZING work! Warm regards Happy customer Pros Versatility.... I was looking for an all-in-one solution and I have found it in Coach Accountable! I have looked at over 15+ softwares but CA came out way above the rest! The best of the 10+ features for me is the ability to create actions, with specific deadlines and reminders. This makes sure your clients will do what you agreed he/she would do. Also the file/worksheet features really makes everything so much easier and organised. Cons Learning curve,..... because it is so versatile there is a somewhat learning curve. Most features are pretty easy but for instance, the Metric feature needs a bit more time to be fully able to make the most out of it! All of this is countered by: - a very extensive blog with a detailed explanation of the specific features. - AMAZING customer service by the representatives. Responsiveness is unseen fast and their helpfulness is out of this world. - very helpful and interactive monthly customer webinars where the representatives really listen to your feedback and use it to improve CA! Review Source Response from CoachAccountable May 26, 2021 Love that one of our bread-and-butter features, Actions, is so effective for your clients, Glenn. So pleased to have won out as your all-in-one solution. Chad G. Transformation Coach Health, Wellness and Fitness Used the software for: 2+ years ### "Get Your Coaching Practice Going" March 29, 2020 5.0 With CoachAccountable I can manage my clients, handle billing, schedule meetings, integrate my calendar, and most importantly provide an interactive coaching experience for my clients. The price point and the value beats anything else that is available online. I have tried multiple platforms for Coaching Online and CoachAccountable is the best on both price and features. In addition to having a great tool to help me run my coaching business, CoachAccountable has a great user community. The team at CoachAccountable are prompt and polite. You can tell that you are dealing with someone who cares about their customer experience. A great product and great service. Pros The software is customizable it allows you to apply your own branding. Having a tool like Coach Accountable simplifies customer signup and presents a great forward facing user experience. The tool is incredibly feature rich and would be flexible to anyone who has a Coaching or Group Coaching Program. Cons The formatting on form creation is a little clunky. This doesn't cause any actual issue and only takes a few moments to figure out. Reason for choosing CoachAccountable CoachAccountable had the best prices and most features. I needed something that would allow me to provide a way for my customers to signup for coaching and schedule initial coaching sessions without my interference. While I could find some that could handle schedule and do basic client management, none of them had as many features, flexible pricing, and integrations like CoachAccountable. Review Source Response from CoachAccountable August 7, 2020 Chad, thank you for the ringing endorsement. We're delighted that our commitment to what we do shows through, and that we can help you do your transformational work. DG David G. Principal Management Consulting Used the software for: 2+ years ### "Great Coaching Client Support and Retention" August 1, 2024 5.0 I have been on the platform for almost a decade and its played a big role in client satisfaction and retention. Pros Focuses on what matters most - ways to help client track of what matters about behavior change, and its easy to navigate, etc. Cons I love the platform. wish there was a dedicated and more comprehensive app that clients could use on their mobile phones but this a nice-to-have. Alternatives considered [Kajabi](https://www.capterra.com/p/154682/Kajabi/) Reason for choosing CoachAccountable Ease of use as in interface, ease of use Switched from [Satori](https://www.capterra.com/p/176730/Satori/) It was not the best my business and my team. Review Source TG Twila G. ADHD Coach Professional Training & Coaching Used the software for: 2+ years ### "CoachAccountable – The very best there is for a coaching business and their clients!" June 28, 2019 5.0 This web application offers an excellent experience for my clients and also makes my job easier. There is so much that I could point out – it is so feature rich and yet has been developed in a way to keep the learning curve as low as is possible. I wouldn’t coach without CoachAccountable. Every penny you spend on it is worth it! Pros It was March 2013 and I had just lost tens of thousands of dollars attempting to create a similar web application to a development firm that folded… frustrated and doing my best to manage a thriving coaching business without the tools I had envisioned. I had looked at all the coaching applications and they were missing many of the features I wanted, to not only manage the business, but offer the very best experience possible to my clients. So… it had been a bit since I had searched for what I wanted and thought I would give it one more try. To my amazement I found CoachAccountable and rep. This was back in the early stages of CoachAccountable. I am so fortunate to have found what an application needs to be to make a coaching experience the very best it can be and with less work on my end as the coach. , The developer, is amazing and there are always improvements/features being added. Cons Initially I thought it was pricey... not any more as the payoff is big in the end. At first it may seem like more work, but it will become evident fairly quickly how much difference 1-2 minutes of creating actions, etc. can make for both you and your clients. Review Source Response from CoachAccountable July 8, 2019 Thank you, Twila! We've been honored to have you with us from early on in the journey and look forward to many more years making your life easier. VR Verified Reviewer Financial Coach Management Consulting Used the software for: 6-12 months ### "Incredible All In One Coaching Software" February 16, 2019 5.0 This was my first experience with a white label coaching software solution and they blow me away. I love the webinars they started doing too. Pros I love that everything is all in one and my clients get a white label portal. Billing, scheduling, notes, journals, and so much more. I love the personality of the developers too, it's laid back but great product. Cons If I could change one thing it would be that the billing is paying per client which makes sense, but if you have a client go away for a month or so and can't do work together, then you are paying for non users and if you use the offers for lead generation you need pay CRM fees for each lead. I wish there was some hybrid of these customers you don't need to pay for vs these you do. In all honesty though, the software is so great, I don't even mind that much. Review Source Response from CoachAccountable February 18, 2019 Thanks so much for your review! Just so you know, you CAN deactivate clients with just a couple clicks - then reactivate them when they're active again, so they don't contribute to your billing $. We also don't have any CRM fees - you'll just deactivate anyone who doesn't become active from a prospective call, and you won't be billed for that person either. More here: https://blog.coachaccountable.com/2018/08/prospective-clients-are-full-fledged-clients-and-thats-a-good-thing/ JV Jennifer V. Career Coach Human Resources Used the software for: 1-2 years ### "Perfect for relational coaches who like to stay organized" August 31, 2020 5.0 This software changed my whole coaching business for the better and is now part of the selling point I give new clients. They love the session notes, shared files, action items...I haven't tried courses, but that is next for me. Thanks, CoachAccountable! Pros It helps me see who I am working with, where they are in processes, and automate aspects of my business like offers and purchasing packages and reminding clients of appointments and action items. I also love the worksheet function and the way everything clients submit can copy to my email and I can respond from my phone to their journal or question, but it still stays in the system. Cons There was a little bit of a learning curve setting up engagements, offerings, agreements, etc. but now that I have it, it's very functional. The tech support and customer support is personal and responsive and incredible, so even if I struggled with something in implementation, the staff responded personally and quickly. There are also good tutorials, but it is important to watch them. It has enough complexities you do need to give yourself time to learn, but the support is great and it's still worth it. Review Source Response from CoachAccountable May 26, 2021 Glad that our tutorials and responsive support team have helped catapult your coaching business into a new realm of service (and a new selling point) for your clients. Here's to your coaching being organized and changing for the better! SR Samia R. Vice President, Escrow Development Real Estate Used the software for: 2+ years ### "Love Coach Accountable!" August 31, 2020 5.0 I've had a great experience. \[SENSITIVE CONTENT HIDDEN\] has been available and open to all questions, changes and feedback. As a result of suggestions (or complaints) \[SENSITIVE CONTENT HIDDEN\] has made changes that benefit everyone in the CA community. \[SENSITIVE CONTENT HIDDEN\] is continuously looking for ways to improve the software. I would be lost without CA!! Pros The ease of use for our users. I run a large coaching division for a fortune 300 company. We have coached over 400 employees and it's easy for the employees to use and access via computer or mobile. Cons the tiered pricing is expensive with so many clients. We do have to de-activate clients as they move into maintenance coaching to keep the cost reasonable. Review Source Response from CoachAccountable May 26, 2021 Samia, it's been a delight for our team to continue serving you and improving the experience for your employees. Thank you for the warm kudos! DF David F. CEO Health, Wellness and Fitness Used the software for: 2+ years ### "Supercharge your coaching" June 25, 2019 5.0 It has benefited my coaching practice in many ways! A wonderful addition to my coaching toolbox. Pros Helps me stay organized, benefits my clients. Provides history of all of our coaching. Love Courses. Cons Could be more playful and intuitive. It is a bit linear and boxy. It feels more left brain, logical, analytical, and objective. Wish it were easier for clients to upload files and create videos inside the platform- drag and drop. Some of the features never get used by my clients. Review Source Response from CoachAccountable June 27, 2019 Thanks for the feedback, David. Our founder John has a background in math, so that left-brain feel makes sense! We'll take that into consideration for upcoming facelifts. Happy you've overall found it able to supercharge your business! ZW Ze W. Mindset Trainer Alternative Medicine Used the software for: Less than 6 months ### "Best customer service ever!" June 30, 2022 5.0 Amazing! I've used CA in the past with great success, however, wasn't ready at that time to scale. I am now and from the consistent great service I get, it was the first platform that I thought of when getting back into it. Pros Having support for tech is a BIG deal for me. I'm an expert at what I do (which is coaching) but I know that tech is not my strong suit. I asked for help from the CA team and they not only fixed my issue, it was done almost immediately. I was so impressed, I had to share! This is hugely important for me because it helps me feel supported and makes doing what I love easy and simple! Huge thanks to the CA team! Cons I wish it was a full CRM platform also so I didn't have to use two different platforms for lead generation. However, as the coaching platform is so easy and effective, its great at what it does. Review Source Response from CoachAccountable July 6, 2022 Aw, thanks Ze! Happy to help. And I totally get the desire to have CA be a full on CRM. With focus comes trade offs, and for now, rather than reinvent the CRM wheel, we're staying focused on we consider the real prize: making coaching better. :) LB LAURA B. co-owner Management Consulting Used the software for: 6-12 months ### "Does it all!" June 12, 2019 5.0 CoachAccountable solves the problem of streamlining the "admin" part of our coaching. We don't have to re-think what needs to happen when we bring on a new client. Once set up, it does all the thinking for you. Pros We love a number of things about CoachAccountable. Ease of use. SUPER easy to set up. Outstanding Customer Support! Notifications that are sent to the clients. Makes communication with the client a breeze. Cons I really can't think of anything I don't like. Reason for choosing CoachAccountable I would choose CoachAccountable over alternative products because of it is so easy to use and set up and because of their outstanding customer support. Review Source Response from CoachAccountable June 13, 2019 Thanks Laura and Richard - very happy to have helped automate your coaching. We always love the funny comments you two send over, too! BM Brian M. Director Professional Training & Coaching Used the software for: Less than 6 months ### "I LOVE everything about this app and the company." August 31, 2020 5.0 The folks at CA are zoned in on who they serve and go to great lengths to service their customers. And that has been a major upside for me as a user. Pros Organisation, or lack of it, is what got me searching online for coaching and consulting software. I actually had no idea that there was specific software available for coaches and consultants. I reviewed several, but in the end, I chose Coach Accountable because it allows me to keep everything in one place. Contracts, assignments, client session notes, to do's, metrics, billing, payment collection plus Zoom and calendar integrations, etc. But the best part is that I have the ability to tailor the app to MY needs which gives my clients a unique and personalised experience. My clients use the app. I shot a quick "how-to video" so they know how to access it for their own needs. (Super assume for client retention). For me...BIG problem solved! Cons I honesty can't fault this software compared to other alternatives. For some, it might seem a bit pricey compared to other options, but be absoulty certain that there is good reason for it and it is well worth the the few extra $ it costs. Review Source Response from CoachAccountable May 26, 2021 Glad to hear that CoachAccountable won out in terms of features and organization for you, Brian. We're delighted that our app does everything in one place for your business! CH Caroline H. Women's Leadership Coach Human Resources Used the software for: Less than 6 months ### "I love this platform" December 12, 2021 5.0 Pros Coach Accountable allows me to provide customized engagement with my clients in between their coaching sessions to support them to reach their goals. My clients have loved the ease of communicating with me, setting appointments and having one place to complete and store all their coaching program documents. Cons The learning curve is steep, but there is plenty of support to get up and running fairly quickly. Review Source Response from CoachAccountable December 17, 2021 Love hearing that your clients are reaching their goals with the help of CoachAccountable, Caroline! Thanks so much. MH Michelle H. Coach & Consultant Management Consulting Used the software for: 2+ years ### "Thoughtfully designed / Excellent product" May 24, 2019 5.0 Pros This product is truly designed with the coach and coachee in mind. Customer service was outstanding. Cons At some point the design structure changed, and I had a hard time navigating it after that. That was my own fault, though. I should have devoted a little more time to get used to it. I think it's intuitive. I just had a hard time switching. Review Source Response from CoachAccountable May 27, 2019 Hi Michelle, thanks for the feedback on 2017's overhaul. We do still have a few users who preferred the Version 2 look, so we made the switchover optional for that reason. If you decide to return and want help either reverting back to V2 or quickly learning the V3 layout, just reach out and we'll be happy to hop on with you. Cheers! JD Josh D. Coach Religious Institutions Used the software for: Less than 6 months ### "Great software to elevate your coaching business" February 18, 2021 5.0 Overall, Coach Accountable helps you maximize your coaching relationships by saving you so much time on administrative work. Pros Coach Accountable provides an excellent software and acts as a virtual office manager so you focus on what really matters--which is coaching people and leading them to their best selves. Cons So far, there have been only a few glitches where communications did not go through to clients. The software does take some time to learn, and even after a few months, I know I still have fully utilized its features. Review Source Response from CoachAccountable May 24, 2021 Thanks so much, Josh, for your review! Happy to hear CoachAccountable is maximizing your coaching and saving you admin time. We're always happy to hop on a Zoom and help ensure you're utilizing the system to the fullest! KW Karie W. Speaker & Career Coach Professional Training & Coaching Used the software for: 6-12 months ### "I prayed for something like this! " March 11, 2019 5.0 I would rate my experience as a 10. I've already suggested this to my other coaching colleagues. This software really has something for every kind of coach. One of my FAVORITE highlights is I can create and automate different avenues to onboard a potential client. For example, I created an offer, posted the link to my Instagram, and two people clicked the linked. They scheduled the call, filled out the pre-questionnaire and PAID UPFRONT. All of that was automated through CoachAccountable once I set up the offer. Now both people are interested in full coaching packages. I honestly cannot say enough about CoachAccountable. If you're a coach and you're ready to take your business to the next level, get this software!!! Pros As a new coach, I quickly became frustrated with the behind-the-scenes task of my business. Emails and keeping up with several Google docs were no longer working. I found other software options but they were either too expensive, not comprehensive, not easy to use, or really ugly to look at. My background is in design so I must say I have a bias to the last one. I literally PRAYED one night, yes it was that bad, to find a software that can do "all the things". After some serious online searching, I finally found CoachAccountable. Here are my favorite features: Book sessions, send emails, automatically bill clients, assign action items, create forms, create a course, set up different offerings (paid and free), journal section for clients that can be hidden from the coach, the many different calendars you can create (such as weekly coaching, discovery calls, etc.) and the whiteboard section for the coach and client to both share notes. AND... they were nice enough to include some pre-created worksheet templates. Such as a pre-session questionnaire, end-of-the-month check-in, and a few others. That was a GAME CHANGER! I found it to be extremely thoughtful. Whoever created​ this software really knows the behind-the-scenes work that coaches have to do. One last thing, the software is completely brandable so that you can add your own colors and logo. It literally looks like an extension of my website. I GREATLY appreciate that! Cons The only "con" I had was when you create an offer, free or paid, and someone signs up they get added as a client. This then makes your client count increase and your monthly payment increase. I was able to work around that by "deactivating" the client after the call and before the next billing cycle. However, I no longer consider this a con because when the client eventually signs-up, they're already in the system. All I have to do is reactivate them. Expect some kind of learning curve. It's not the biggest but that would be relative to the user. You just need to get in there and play around and read the blog. There's a lot of good information on the blog. I would suggest signing up before there's an emergency so you have enough time to get set up the back-end for future clients. Review Source Response from CoachAccountable March 15, 2019 Hi Karie, Wow, what an awesome review! We are honored that you say we've helped you get the answer to one of your prayers, and helped you build your business. Cheers! VR Verified Reviewer Lawyer Coach Professional Training & Coaching Used the software for: 1-2 years ### "A fantastic all in one coaching business package and client portal" June 18, 2019 5.0 I researched many different programs designed for coaching businesses and CoachAccountable stood out for all the amazing features it offers... it is unmatched. Plus I love that the designer of the software and business owner is a coach and hands on operator of the business. He is very accessible, provides excellent help as does his team mate, and is constantly developing new useful features. Pros I love the resources it provides to clients with the course options, metrics and accountability trackers, scheduling feature and more. I greatly value being able to scroll through my active clients and see in an instant where they are at with their goals and actions, and check on who needs to be scheduled. I value being able to schedule emails in advance so I can drip feed messaging to my clients over the week and month - in as close to automated fashion as possible. And did I mention the automated billing system? Money just flows into my bank account since adopting Coach Accountable. Cons I need to bill in two currencies and it currently will only support billing in one currency - so as a work around I have two accounts one for each currency. I will say they were amazing at helping me get the second account set up and clients migrated over. They also tweaked the portal so I can easily flip between the two accounts. I look forward to two currencies being supported and in the meantime the work around is working fine. Reason for choosing CoachAccountable CoachAccountable was the only program that has it all - billing, scheduling, automation, accountability trackers (best in business), courses, group offerings, team coaching, automations for on-boarding clients and more. It was more expensive than the others AND it is worth it. Review Source Response from CoachAccountable June 20, 2019 "Money just flows into my bank account since adopting Coach Accountable" - what better review could we ask for! As of this writing, we're proud to say our entire team has experience as coaches (and of course being coached). There's a good chance any support ticket answer will come with a good dose of that perspective, too. PW Paul W. Owner/ Founder Management Consulting Used the software for: 2+ years ### "An amazing, easy to use coaching platform" June 25, 2019 5.0 Easy to set-up and use (no tech experience needed), online instructions, training webinars, and instruction manual, very responsive, email support. Have been a user for many years running three groups with three coaches - a total of 20 clients and am very happy with the fact that I can keep track of everything from my vantage point. Pros Coach Accountable is very intuitive and it was easy to set up and get started. I have everything I need at my fingertips. I can schedule coaching appointments and reminders for them to me and to the client. Appointments can be added automatically to I-Cal, Outlook or Google calendar (awesome!) I can send my clients forms to fill out pre and post coaching conversation, Coach or coachee can set projects/tasks within projects and reminders about them. I can write up coaching notes that I can send to my client or keep private. The client has access to a library of content, access to their own notes, access to their projects/tasks. Coach or client can create metrics to track. I can communicate with my group, they can communicate with each other as a group or to a specific client within the group. I can allow access to the group contact directory. I can create courses and worksheets, I can invoice my clients. It's jammed packed with other features I don't use. If you demo Coach Accountable, you will be amazed. Representatives continues to add features to improve Coach Accountable year after year. Cons Super minor - but sharing the library (content/files) across teams seems a little clunky, less intuitive than the rest of the app. Reason for choosing CoachAccountable I looked at a lot of platforms, and occasionally still review them against Coach Accountable to see how / what they are doing in development and they come nowhere close to the functionality and support of Coach Accountable. Review Source Response from CoachAccountable June 26, 2019 Thanks Paul! Such comprehensive feedback - happy that CoachAccountable has been so good for Attollo. 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