Build better client experiences
Clients, staff, and activities in one place
You’re looking for an easy way to manage all of your clients and students. We get it, because we were in the same boat too. That’s why upcoach was created – to help you deliver the best possible coaching experience to your clients, and not think about the admin work ever again.
Courses & Training
Our LMS feature helps you encourage your clients, organize information and activate transformation.
Assign to-dos, new habits and worksheets automatically to your clients, so they can easily take in the information you are sharing with them.
- Create Courses with multiple modules and lessons
- Choose a pace that your clients will be going through the course
- Assign interactive worksheets automatically
Program Builder
Programs are the focal point of our platform. This is where everything is laid out – all todos, habits, smart documents, and communication with clients.
That’s why we have a simple drag and drop Program Editor that helps you create varieties of program layouts for your clients. You can use one of upcoach templates or you can create your own Program that best fits your coaching needs.
Programs are great for conducting:
- 1-on-1 programs
- Group Programs
- Cohort Programs
- Masterminds
Agendas & Meetings
Organize & schedule your meetings, never forget anything, and have all the necessary information in one place. Build your agenda from scratch, or use one of our pre-made meeting templates
- Connect meeting Agendas with your Google calendar and never miss a meeting
- Encourage your clients to fill in Agendas before the meetings and make them interactive
- Have an overview of all past and upcoming meetings in the Events Calendar
- Add a link to your Zoom room and easily join meetings
Accountability & Encouragement Tools
Quickly see how all your clients are doing, and lend a helping hand, or give feedback.
Track their progress with todos, habits & worksheets. Encourage social accountability and add motivation by enabling program members to see each other’s commitments.
- Habit Tracker
- Todos
- Smart Documents (Interactive worksheets)
- Accountability Groups
Communication
Want to make sure your clients are engaged? Start communicating with them right inside upcoach Forum. Share announcements, documents and ask questions! Build community in one place – all without leaving the platform. Aside from building a forum community you can also have:
- Group Chat
- 1-1 Chat
- Admin Chat
Client Management
Have all your clients in one place, track their level of engagement or progress with a visual Kanban board.
Guide them through your coaching, hold them accountable, and offer help when they are stuck.
- Have all your clients in one place
- Present custom reports & analytics to your clients
- Track Client Engagement
- Add important notes to your clients’ profiles
- Create custom Client Fields
Other popular upcoach features
Smart Docs
Easily create and share interactive worksheets with your clients and track their progress .
Stripe
Easily collect payments via Stripe and onboard clients inside upcoach. It's as easy as copy/pasting a link.
Drive
Upload and share documents with your clients with our built-in Drive block. No need for switching between different platforms.
Zoom Integration
Attach your Zoom meeting link with the Event inside upcoach, and your clients can join you with just a click of a button.
Integrations
Connect with other important platforms like Google Sheets, Google Decks, Airtable, Miro, or any other embedable tool.
More about upcoach
Yes yes! You can make upcoach completely customized with your logo, your brand colors, and custom domain.
Yes, we do! Currently have these integrations available:
- Zapier
- ConvertKit
- Google Slides
- Google Sheets
- Miro
- More coming soon!
Yes. You can automate your tasks and connect all your important tools like CRM, email client, LMS with upcoach, so your clients can get any additional resources and announcements.
Our team is ready to help you whenever you have an issue, a question or need help with setting up your organization. We support you by providing a FREE onboarding & setup call, we are almost always available via chat so you can reach out to us there.
Every other week we host upcoach Town Halls – a free webinars where we show you around the platform and all the latest features and improvements that we added in past couple of weeks.
Of course we do! We have libraries of different templates:
- Program templates
- Agenda Templates
- Smart Doc templates
You can simply copy any of these and add your own copy.
Coming Soon
Reporting & Analytics
See the success rates, track attendance and more.
Email Communication
Send customized emails to your clients
Mobile App
Track your clients progress on the-go and always be in the loop.
Consistently Deliver Remarkable Results With Less Administration And More Satisfied Customers
Create your organization now, automate the boring stuff, and focus on what matters.
Consistently Deliver Remarkable Results With Less Administration And More Satisfied Customers
Start your 14-day free trial now, automate the boring stuff, and focus on what matters.