# CoachVantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CoachVantage the right Coaching solution for you? Explore 23 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/184700/CoachVantage/reviews --- CoachVantage 4.8 (23) 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 29th, 2026 # Reviews of CoachVantage Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews SM Susan M Leadership Coach - Business OwnerProfessional Training & Coaching, Self-employedUsed the software for: Less than 6 months. “The customer service support was beyond my highest expectations, with prompt responses, video meetings to set up my system and to work out any issues.“ January 17, 2025 SF Stephanie F Content Strategist and Lead Gen Coach for CoachesE-Learning, 2 - 10 employeesUsed the software for: 6-12 months. “The only difficulty I found is getting my logo to work with the layout.“ January 20, 2021 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “Although there are numerous onboarding videos, the platform is quite intuitive to set up, making it unnecessary to watch all of them.“ September 16, 2025 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “Coach and Paperbell, but for the value and investment, CoachVantage does it for me.“ September 16, 2025 CM Christy M Managing ParnterEntertainment, Self-employedUsed the software for: Less than 6 months. “The interface is clean, modern, and easy to navigate, even for someone like me who is new to it.“ September 16, 2025 ## Showing most helpful reviews Showing 1-23 of 23 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SF Stephanie F. Content Strategist and Lead Gen Coach for Coaches E-Learning Used the software for: 6-12 months ### "Great tool especially if you're starting to coach online" January 20, 2021 4.0 Overall it felt a lot easier to use and set-up was quick and easy. The support is next to none. I've used many different packages before like Dubsado but both they were pricy and had so many features to figure out. This one is much easier to use and set-up and because support is so responsive I can relax because I know that if I come across any stumbling blocks they're gonna help me out. Pros I love that the software creates everything you need for the sales process and it can also be used as a very simple CRM to keep track of sales. I also really like the way it keeps all my resources for easy access in one place and makes it easy to find during a call without fumbling around. Probably the best thing is that I don't need to use a lot of different tools now. I cancelled my scheduler which was costing me $15 per month because I don't need it anymore. The invoicing all also saved me using yet another tool. It's so efficient to have everything in one place, I feel that I can scale without worrying about breaking the systems in my business. So worth the price! Cons The only difficulty I found is getting my logo to work with the layout. I suppose that's something I need to resolve with my designer. I want to use the feature that lets you customise the colours so it looks super professional. Switched from [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/) I needed a tool that is not complex like Dubsado but still gives me the tools to administer my coaching business, I was using many upgrades in my scheduler too and it was getting expensive. I like the easy price and all-in-one-place set-up.. Review Source LC Lori C. Founder and Chief MindShifter Professional Training & Coaching Used the software for: 1-2 years ### "Easy to Use and A Great Value - What else can you ask for?" February 12, 2026 5.0 It has been an amazing 2 years! Glen is very responsive. I am an ADHD coach and this product is perfect for us - easy to use! Pros Extremely easy to navigate. It can be set up in just a few short minutes. I also love the resource center. Also - great value Cons I would like to be able to customize y dashboard and client profile. It would be nice to have a choice of tiles for the dashboard. It would be great to be able to customize fields in profiles Alternatives considered [CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/) Reason for choosing CoachVantage I love the product but it is too expensive! Switched from [Paperbell](https://www.capterra.com/p/206052/Paperbell/) It was not capable of handling some of my coaching package payment plans Review Source Response from CoachVantage February 17, 2026 Thank you, Lori, for your comments and support of CoachVantage! We're so happy to have you with us and supporting our community of ADHD coaches who are using CoachVantage. Just wanted to clarify that the comment about the product being too expensive is in relation to the previous coaching software you were using? Your feedback about being able to customize the dashboard is well noted, and this is definitely on our roadmap so that you can make your dashboard your own, with the information that matters most to you at one glance. Thank you as always for your valuable feedback and helping us make CoachVantage the coaching platform of choice! IR Iquell R. Educational Consultant Professional Training & Coaching Used the software for: Less than 6 months ### "Coach Vantage Review " May 29, 2024 5.0 Everything went well . Absolutely love it Pros Easy and user friendly and was very easy to set up Cons Would like to add a group section for clients Reason for choosing CoachVantage User friendly and catered solely to coaches Review Source CM Christy M. Managing Parnter Entertainment Used the software for: Less than 6 months ### "CoachVantage is an excellent platform for creating a superior coaching experience " September 16, 2025 5.0 I have been exploring various options and have tried alternatives, such as Simply.Coach and Paperbell, but for the value and investment, CoachVantage does it for me. Pros Although there are numerous onboarding videos, the platform is quite intuitive to set up, making it unnecessary to watch all of them. I think the platform has everything a coach needs to support their clients - a client portal, flexibility in creating unique coaching packages, onboarding for signing up a client to a new package, which can include e-signing the coaching agreement, and a way to tag clients with different attributes from prospect to client, plus other tags that can be created. The interface is clean, modern, and easy to navigate, even for someone like me who is new to it. Cons There is no chat support. It can take > 24-48 hours for a response. The knowledge base is pretty extensive, so always check there first. Alternatives considered [Paperbell](https://www.capterra.com/p/206052/Paperbell/)[Simply.Coach](https://www.capterra.com/p/232231/SimplyCoach/) Reason for choosing CoachVantage This platform is so comprehensive and perfect for my needs as a life coach. I have way more options to create programs, contract templates, forms, upload resources, and files. Review Source Response from CoachVantage September 27, 2025 Thank you for your feedback and comments, Christy! We're delighted to serve as your technology enabler to help you streamline your coaching business, in an intuitive way. Anytime you need a real person to help walk you through anything, you can book a time for a 1:1 workshop. I'm sorry we fell short of being able to respond much faster to your support requests, which sometimes happens when it's over the weekend or when we might have a surge of support requests. We will strive to do better! We really appreciate having you on board with us, thank you! SB Stephen B. Sr Coach and Founder Professional Training & Coaching Used the software for: Less than 6 months ### "Full featured yet reasonably priced life coaching system" August 3, 2024 5.0 Since 2009, when I started coaching, I've used several other competitor systems as well as a well known modular based web hosting platforms, to run my coaching operations. While they are all decent systems and all have some good functionality, with each I always had to compromise too much. CoachVantage is a welcome exception. Pros CoachVantage is full featured yet reasonably priced. It's quick and easy to setup and simple to use. Cons While it doesn't integrate texting or support coaching teams quite yet, I suspect that these are on the development calendar. Alternatives considered [Coaching.com](https://www.capterra.com/p/176545/CoachLogix/)[CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/)[upcoach](https://www.capterra.com/p/241603/upcoach/) Reason for choosing CoachVantage I also considered Profi io, and AttractWell. I didn't choose these because with CoachVantage I didn't have to sactrifice any features critical to my operations. Switched from [Wix](https://www.capterra.com/p/169007/Wix/) Wix is a decent platform but it's modular. It was too complicated to setup and too clunky to use. It was also too slow. Review Source JR Jonathan R. Director Health, Wellness and Fitness Used the software for: Less than 6 months ### "Look no further - I've researched them all!" March 11, 2024 5.0 My experience has been exceptionally good. Where I have reached out with a question, I have received a quick and helpful reply. Pros From the minute you create an account, CoachVantage guides you through the simple but intuitive process of setting up a professional end-to-end coaching system. Cons Honestly, I'm finding it difficult to find cons. Everything just works. If I had a wish list, I would ask that CoachVantage would add 2 features: 1. Ability to SMS through the product 2. In-product video conferencing, having said that, CoachVantage integrates very well with existing commercial products. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/)[Paperbell](https://www.capterra.com/p/206052/Paperbell/)[Practice Pro](https://www.capterra.com/p/115871/PT-Practice-Pro/)[CoachAccountable](https://www.capterra.com/p/156610/CoachAccountable/)[Bonsai](https://www.capterra.com/p/238825/Bonsai/) Reason for choosing CoachVantage Ease of use for myself and my clients Simplicity of set-up Integration with 3rd party products Maintenance of coaching hours Value for money Features that suited my business model Switched from [Coaching.com](https://www.capterra.com/p/176545/CoachLogix/)[Delenta](https://www.capterra.com/p/215717/Delenta/) Value for money. Features that suited my business model. Review Source KL Kaori L. Senior Coach Education Management Used the software for: Less than 6 months ### "Cost effective way to start client management for all coaches" March 31, 2023 4.0 I never had this much of attention and support when setting up new platform or software. I really appreciate your hard work. Pros The support team is always there to help you. Very responsive. The system itself includes all the features to start your coaching business. To sign up new clients, getting paid, schedule the appointments and managing them while they are on the programs, the Coach Vantage is the only thing that you need. Cons Unfortunately, I use non-English language to communicate majority of my clients, and the language is not supported in some area of the platform. But, it’s not critical problem as messaging feature is not affected. Hope to see some improvements. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/) Reason for choosing CoachVantage To be honest, the homepage looked more modern and had better impressions. Also I read somewhere that you guys are pretty adoptable and add new features all the time. I think I like that king of flexibility and willingness for the better change. Review Source BM Beverly M. Founder/Owner Health, Wellness and Fitness Used the software for: I used a free trial ### "Best coaching software I've tried" August 5, 2020 5.0 My clients love it and my fellow coaches love it too. Pros I love the ability to customize this to fit my brand. I love all the features-they're everything I need to make my job as a coach efficient and easy for my clients to engage. It makes me feel that much more professional. The set up is super easy and intuitive. And I love that you can embed a full programs page if that's what you want or simply link to a CTA button. Cons I know they're adding this service so it's really not a con in the long term, but I would love to see the ability to include legally-binding contracts that can be signed and stored right in the platform. Also I would like to see the functionality to create group programs and subscription programs. Alternatives considered [Satori](https://www.capterra.com/p/176730/Satori/)[CleverMemo](https://www.capterra.com/p/168157/CleverMemo/) Reason for choosing CoachVantage It just met most of my needs and my budget. Switched from [Satori](https://www.capterra.com/p/176730/Satori/) It's very similar to Satori but the look and feel of it just made it so much better. And the features are more plentiful with CoachVantage than Satori. The pricing is so much more affordable too for the amount of features you get. Review Source KA Kimberly A. Coach Non-Profit Organization Management Used the software for: 6-12 months ### "Coach Vantage was a LIFESAVER for me!!!" July 21, 2020 5.0 CoachVantange is a Godsend. As a new coach, it helped me to organize my coaching business so that nothing "slipped through the cracks." Pros I LOVE the scheduler and that it gives you an option to automatically record the coaching hours. This was IMPERATIVE for logging my coaching hours for the International Coaching Federation (ICF) certification. I recommended it to ALL of my coaching school co-students. Cons I honestly have no cons. The price is affordable, especially as a new coach. Alternatives considered [Coaching Loft](https://www.capterra.com/p/182598/Coaching-Loft/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing CoachVantage Scheduler and automatic coaching log. Hands down. Review Source SM Susan M. Leadership Coach - Business Owner Professional Training & Coaching Used the software for: Less than 6 months ### "All in One System with Stellar Customer Service- Beyond my Highest Expectations!" January 17, 2025 5.0 I researched many CRM systems prior to choosing Coach Vantage for my coaching business. I was looking for a simple, yet comprehensive and easy to use technology that could support all aspects of my business. Coach Vantage houses my scheduling, 1:1 coaching & group programs, client contracts, invoices, and client information & documents. I can’t express enough, how pleased I am by the level of support and the simplicity of use and comprehensive nature of the CoachVantage system. I definitely made the right choice for growing my business with Coach Vantage, as the company is always open to feedback to support coaches with their businesses and continue to up level their services and product. Pros An additional consideration in my decision was customer service support, beyond just chat bots and email, which is difficult to find. The customer service support was beyond my highest expectations, with prompt responses, video meetings to set up my system and to work out any issues. Cons Sometimes difficult to schedule due to time zone differences Review Source Response from CoachVantage January 20, 2025 Thank you so much, Susan, for your kind words of appreciation. It was a pleasure to connect with you and to help you get started. Wishing you all the very best in your coaching business! EL Erik L. Director of Professional Development & Career Coach Higher Education Used the software for: Less than 6 months ### "Well designed with high-level support" July 8, 2020 5.0 CoachVantage is an exciting addition to my organization and will serve as the foundation for managing individual coaching and training services. Overall, my experience has been very positive. Pros Hundreds of clients will be creating accounts in CoachVantage, as they engage individual coaching and training services at my organization. Therefore, it is vital to avoid a false start, to have a platform well suited to meet the needs of a wide range of clients, and to know the platform will accommodate future requirements. CoachVantage is meeting these expectations. Overall, the platform is easy to navigate, covers all the bases, and is highly flexible. There are a number of subtle features that add up to an especially positive experience for both the client and administrator. For example, client intake forms, extended search functionality with the ability to add tags to client profiles, pop-up menu location options when scheduling appointments, and flexible theme settings, among many others. Having a background in instructional technology and learning sciences, I am very particular when it comes to system design, including the user interface, workflow, adaptability, and extensibility. CoachVantage excels in these areas. Probably of greatest value is the communication and openness of the founder. He responds to questions in a timely manner, provides clear instruction, and offers useful information. Most importantly, he is open to discussing potential functionality for future releases of the platform. This is much appreciated and I look forward to seeing CoachVantage evolve over time. Cons No cons come to mind. I do look forward to seeing new features in future releases of CoachVantage. Reason for choosing CoachVantage The overall look and feel, core functionality (i.e., scheduling, notes, resources, goal setting, progress tracking, and reporting), and special features (e.g., the ability to add custom fields to client profiles) work extremely well for my organization. The communication and openness of the founder also contributed to selecting CoachVantage over alternative products. Review Source CD Cheryl D. Founder Professional Training & Coaching Used the software for: 2+ years ### "Couldn't Run My Business Without Coach Vantage!" March 29, 2023 5.0 It has been an invaluable tool and the customer service is top notch! Pros First of \[sensitive content hidden\] has been an amazing support system and is always willing to help set up and learn how to optimize the program. It is user friendly, especially for us 'older' folks. It helps me save time by easily organizing all of my clients and their information, billing etc.I have referred many people to Coach Vantage for the product but mostly for the service! Cons I have struggled a little with the scheduling piece but I believe that's just user error lol Reason for choosing CoachVantage It felt more user friendly and \[sensitive content hidden\] was very accessible and helpful Review Source ST Scott T. Vice President Automotive Used the software for: 1-2 years ### "Coachvantage is a great platform and great business partner" March 31, 2023 5.0 Pros Coach vantage provides all of the functions and resources needed to manage my coaching practice. In addition, the coach, Spanish team has been very responsive and received desponding to any request for changes or minor fixes., Which is a unique quality inn software space. Cons Integration with Zoom took while after the upgrade to Coachvantage, but that has been resolved. Reason for choosing CoachVantage Coachvantage provided all of the features I was looking for in managing my coaching activities. Review Source AJ Amy J. Health Coach Health, Wellness and Fitness Used the software for: 1-2 years ### "Best option for new coaches" March 30, 2023 4.0 It's been easy to manage my clients and appointments, to share my programs with leads and get new clients signed up. Pros I liked how easy it is to create programs and integrate my payment processors. I love that they automatically invoice my clients. Cons Still seems like it's a new program, better after the upgrade, but I feel like it could be technologically better. Review Source RK Rebecca K. Life & Career Coach Professional Training & Coaching Used the software for: 6-12 months ### "The most comprehensive coaching platform on the market for the money" July 20, 2020 5.0 I am really enjoying using Coach Vantage. The customer service has been great and improvements are being made all the time. I feel like I have future-proofed my business! Pros I switched from my previous software as Coach Vantage provided a more complete experience for my clients and for me as a Coach. I love the Zoom integration which makes webcam session bookings a breeze. Plus the ability to capture session notes and set up a bank of resources for clients makes it much easier to manage client relationships. Cons There have been a couple of bugs but these have been fixed. And I would like to automate and customise a few of the forms - however I know this is all work in progress and part of the continuous upgrading. Reason for choosing CoachVantage I spent a long time scouring the market and Coach Vantage provided the most comprehensive package and the best value for money. Review Source BP Beatrice P. Coach Consumer Services Used the software for: Less than 6 months ### "Manage everything in one spot" January 18, 2020 5.0 Great experience, especially the program/courses feature which is non-existent in other coaching apps. Pros Once you start having 10 clients and more, managing the appointments, documents, invoicing etc starts to get a jumble. I find CoachVantage straight forward and easy to organize contacts and keep track of appointments and clients goals and assignment. A huge bonus is that you can create programs and courses very easy and make them available on the web - it all ties in with your payment processing and captures client information. This was exactly what I needed, making my life a lot easier. I am not spending time having to pull together docs for each new client, y can create a client portal and make relevant docs available with one click from the drop down menu. No more mailing stuff back and forth! Cons It takes a bit to get used to, however it doesn’t take long and I know CoachVantage is constantly improving the software. Review Source DB Diane B. CEO & Coach Individual & Family Services Used the software for: 6-12 months ### "CoachVantage has me covered. " July 27, 2020 5.0 It is a great one stop shop for scheduling, invoicing, notes, and contracts. Pros I like that there is a great dashboard to help me understand where my practice stands. It give me great flexibility with my scheduling and reminders. Cons I am anxiously awaiting the ability to schedule groups. I do also struggle with the emails from the portal going to clients’ spam boxes. Review Source JV Jenna V. Owner/Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "Game Changer" August 5, 2020 4.0 It's been incredible, \[SENSITIVE CONTENT HIDDEN\] is always eager to help and assist and answer any questions. Looking forward to a long journey with coach vantage. Pros I love that the clients have a portal with goals, milestones, assignments, resources. Everything is easily accessible and easy to find during a session. I love the calendar is integrate with my zoom and google accounts, so everything is managed and easily accessible to me. I love how easy it was to build it into my website. Cons I really would love the forms, for clients to be able to fill out, and would love a checklist functionality for coach admin. Reason for choosing CoachVantage Value for money, and functionality. Review Source FB Fritz B. Life coach Professional Training & Coaching Used the software for: Less than 6 months ### "So glad I found this software." July 18, 2020 5.0 The customer service is outstanding and the use of the sotware is excellent. I did trial run on 4 different programs and Coach Vantage was by far the the best in my opinion and the price is reasonable. Pros The set up is easy and the use of the software has helped manage clients and the business in very productive way. Cons I hope that online classes will become a future function. CoachVantage always seems to be enhancing so I am fairly confident this will be a feature. Reason for choosing CoachVantage Best overall software and the use of it and the customer service has proven to be the right choice. Review Source KC Keith C. CEO Professional Training & Coaching Used the software for: I used a free trial ### "CoachVantage has helped my business grow" July 24, 2020 5.0 I've been with CoachVantage since almost the beginning, and watching them grow and become more successful has been a joy to witness (and benefit from!) Pros The CoachVantage team is always open to feedback, often make prudent changes to the interface based on that feedback, and are constantly improving. The ease of use is one of its greatest benefits. Cons I have yet to take the time to learn how to populate the portal that I can share with my clients. I wish there were some video tutorials but I can always email CV and they'll provide me with any support I need. Review Source NF Nick F. CEO Education Management Used the software for: Less than 6 months ### "A game changer for coaches all over the world! " August 15, 2019 5.0 Pros The user experience has been built with such beauty and ease, that I take my hat off the the developers. It's like every feature is fluid and easy to use. And they thought of all the little things and took care of them. The calendar booking system saves me 8 hours a month, by no longer having to send lots of time consuming emails. Cons The features I want are coming soon, which is the ability to market my online courses. So really, nothing much. Review Source MM Marc M. Coach Internet Used the software for: Less than 6 months ### "So happy that I've switched my team over to CoachVantage! " April 1, 2019 5.0 I recently changed my sales team over to using CoachVantage and we're very happy with the switch. I've also recommend it to the coaches who follow me! Pros Easy to use, with lots of features for my business coaching business! (Plus the creator, and his team has been awesome to deal with!) Cons Not applicable - I can't think of anything that I don't like! Review Source MO Maxie O. Founder Computer Software Used the software for: Less than 6 months ### "Easiest Scheduling software" March 26, 2019 5.0 I find it really great that I don’t have to use multiple scheduling links or softwares and try find one that works for me. I’ve used many before and found CV to be the best. I also love how it works so easily with Timezone and all my friends/clients/peers who use CV tend to come back to it over and over and over again. Great product! Highly recommend! Pros Once it’s set up, it’s super easy to just send the link and have people book appointments with me. I love the notifications, the syncing with my google calendar and how easy it was to set up my calendar. Cons There wasn’t anything I didn’t like about CV. Review Source