Client management built for professional coaches.
CoachTide keeps your client notes, intake, scheduling, invoicing, session history, and ICF hours in one connected system, so a completed session updates your hours, your invoice, and your follow-up at once. Here is everything the platform does, end to end.
Coach website
A professional website drafted for you from your own words, wired to your booking, payments, and contact. Included at no extra cost.
Learn moreClient pipeline
A drag-and-drop board where moving a prospect forward fires that stage’s one automation, with a click to confirm.
Learn moreScheduling
Unlimited booking pages, two-way Google Calendar sync, and reminders that send themselves.
Learn moreBooking and onboarding
Send one link. New clients book, then onboard themselves through intake and a signed agreement.
Learn moreClient intake
Intake forms and agreements that send themselves, build a full client record, and capture consent.
Learn moreAI-assisted import
Bring a messy export from another platform and the AI importer maps it into clients and sessions by reading only its structure, the column headers, never the client data inside. You review the result before it saves.
Learn moreSession prep
Open a client and the whole picture is there: goals, last notes, open commitments, and a place to write.
Learn moreInvoicing and payments
Invoices your clients pay by card, PayPal, or Interac e-Transfer, with you as the merchant of record and zero cut taken. Unpaid ones chase themselves, and income is tracked in one place.
Learn moreICF hour tracking
Hours that total from completed sessions, with ACC, PCC, and MCC progress and CCEUs for renewal.
Learn moreClient outreach
Build a mailing list from your client records, design an email once, and send newsletters, check-ins, or offers to past and current clients.
Learn moreClient metrics and reports
A report built from the client records you already keep: who your clients are, how they found you, and why prospects did or did not book.
Learn moreGroup coaching
Run a cohort the way your one to one practice already runs: seats and a waitlist, a reusable curriculum, payment plans, and reminders that handle themselves.
Learn moreClient portal
A secure login for each client to their sessions, invoices to pay, goals and commitments, a private message thread, and the notes you share.
Learn moreThe small stuff, quietly handled.
The headline tools get the attention. What you feel on a Tuesday is the long tail of tiny things CoachTide takes off your plate, so the work never piles up on you. A handful of them:
Walk into a call and the goals, last notes, and open commitments are already on screen. No tab shuffle.
Notes save themselves as you type, with a quiet "saved," so you never wonder whether it stuck.
Times read "today" and "2w ago," so you are never doing timezone math in your head.
Your dashboard flags the overdue invoice, the follow-up due today, and the client you have not seen in a month.
Leave a session without notes and it nudges you, but only for the ones you actually left open.
An outstanding balance shows up before you dial in, so money never ambushes the session.
Before you mark a session done, it shows you exactly what happens next: which email sends, which invoice goes out.
The invoice you would put off sending goes out when the session is done, and the unpaid ones chase themselves.
A no-show fee can turn into a credit that applies itself to the next booking, so a rebooked session nets to zero instead of charging twice.
Try to delete a client who has paid invoices and it stops you, steering you to archive instead, so the money history is never erased.
Change your mind after deleting your workspace? You have thirty days to restore everything in one click.
Even if your account lapses, the lock screen still lets you download every record. You are never shut out of your own data.
Helping you change the tide on your coaching business.
One system that does the remembering for you.
Booking, prep, invoicing, and ICF hours in a single system built for coaches.