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.

upcoach programs
Tailored coaching design
with Programs

Craft custom coaching programs that precisely fit the unique requirements of each client, whether in one-on-one or group settings.

upcoach tasks
Accountability tracking
with Tasks

Assign tasks to clients and monitor their progress, ensuring accountability and consistent advancement on their growth path.

upcoach smart docs
Enhanced client interaction
with Smart Docs

Easily create and track interactive materials like journals and worksheets, fostering deeper client engagement and structured learning.

‘Easy to navigate, easy to set up, our course participants are more engaged then ever.
And the possibilities as we get more comfortable are appearing to be endless.
It is exactly what we have been looking for for so long.
I am constantly telling people about it.’
upcoach events
All-in-One event hub
with Events

Efficiently create, schedule, and share your coaching events and webinars, all from a single, integrated platform for easy client access and management.

upcoach courses
Dynamic learning
with Courses

Craft courses with diverse formats like self-paced or drip, enriched with modules, lessons, interactive elements such as tasks, habits and smart docs.

upcoach habits
Routine mastery
with Habit Tracker

Enable clients to establish and track key habits, fostering growth-oriented routines and rituals that synergize seamlessly with your coaching program.

‘I’ve been coaching for 15 years and have tried multiple LMS platforms. I am also a licensed teacher with experience in instructional design. This one is considerably upping my game and provides features I have wanted for over a decade.’
upcoach drive
Centralized file management with Drive

Effortlessly share coaching materials with clients from a unified location, ensuring all resources are conveniently accessible in one central hub.

upcoach forum
Vibrant client communities with Forum

Facilitate the creation of lively client communities, fostering knowledge-sharing, mutual growth, and collaborative learning experiences.

upcoach agenda
Productive coaching sessions with Agendas

Structure sessions with key topics, address questions, celebrate wins, and use feedback for growth.

upcoach client crm
Comprehensive client hub
with Client Profiles

Access a centralized hub for each client, providing a holistic view of interactions, progress tracking, and seamless client engagement, all in one central location.

upcoach integrations
Unified coaching experience with Integrations

Effortlessly integrate all your coaching tools, streamlining your coaching process within a single,
user-friendly interface.

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.

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:

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

Accountability & encouragement tools​

Quickly see how all your clients are doing, and lend a helping hand, or give feedback. Track their progress with to-dos, habits & worksheets. Encourage social accountability and add motivation by enabling program members to see each other’s commitments.

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:

Client management

Have all your clients in one place, and 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.

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 copying/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 embeddable tool.

What's new?

Head over to our Quarterly updates page to check out the latest feature updates
and get a sneak peek at what’s coming next!

FAQs

Hey, can I customize my organization?

Yes yes! You can make upcoach completely customized with your logo, your brand colors, and your custom domain.

Hey, do you integrate with any other services?

Yes, we do! Currently have these integrations available:

  • Zapier
  • ConvertKit
  • Google Slides
  • Google Sheets
  • Miro
  • More coming soon!
Is there an automation that can help me run my business better?

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.

I would probably need a hand with setting everything up. Can you help?

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.

Do you have templates or something I could use to get inspiration?

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.

Consistently deliver remarkable results with less administration and more satisfied customers

Create your organization now, automate the boring stuff, and focus on what matters.