What this presentation covers
What this presentation covers
What this presentation covers
A program per client
A separate program for each client
Each client gets its own program, with its own rules, sessions and members.
- N New Manager Coaching Admin Portal42Active matches318Total meetings3Pending requests Create copy
- O Onboarding Buddy Admin Portal27Active matches164Total meetings5Pending requests Create copy
- R Executive Coaching 2026 Copy Admin Portal0Active matches0Total meetings0Pending requests Create copy
Under your brand
Your brand on your own domain
Our team sets up white label: your domain, logo, colors, sender email and legal pages.
- Your domain
- Logo and colors
- Your sender email
- Terms and privacy pages
- Branded sign-in pages
Role names per client
Role names each client recognises
Each program names its own roles, such as coach and coachee or advisor and client.
- Coach and coachee one client
- Consultant and client another client
- Advisor and student a third
Coaches across clients
Your coaches work across client programs
A coach uses one account and enters each client program from My Programs.
Rachel Bennett You are in Executive Coaching 2026 as Coach. Switch to Coachee My programs (3) - N New Manager Coaching Coachee Login
- O Onboarding Buddy Coach Login
- R Executive Coaching 2026 Coach LoginCoachee Login
Sign-in for client staff
Single sign-on where a client needs it
Our team can connect a client’s identity provider, so staff sign in through SAML SSO.
Reports per program
Reports for each client
Each program has its own reports and Program Health, ready to share with the client.
Program health
HealthyLast 8 weeks · held meetings
- Coachees with a match 94%
- Invitations accepted 87%
- Matches that met in the last 30 days 68%
- Matches with a next meeting booked 61%
- Matches silent for 60+ days 2
Suggestions
4 coachees are still waiting for a match. Run “Calculate” on the Matching Algorithm page.
The next client
Copy a program for the next client
A copy carries settings, forms, rules and agreements, and no member data.
One system, set up for you
All the tools that make management easy
Everything your coaching program needs, ready to use.
- Applications
- Matching
- Coach pool
- Mailing
- Forms
- Posts
- To-do lists
- Certificates
- Reports
- AI-powered dashboard
- Reminders
- Events
One system, set up for you
Admin dashboard with live program health
Live numbers, program health and what needs attention next.
One system, set up for you
All the tools that make coaching easy
Give your participants everything they need for coaching.
- Scheduling
- Meeting notes
- Video tools
- Calendar integrations
- Reminders
- Messages
- Time slots
- Resources
- Push notifications
One system, set up for you
A coaching platform made for you
Easy to use, on every device.
Emily P.
Ryan C.
Grace K.Emily Parker7 meetings · last 7 OctRyan Cooper1 meeting · last 14 SepGrace Kim5 meetings · last 26 Sep
Tyler BrooksNo meetings yetEmily ParkerJoinEmily Parker7 meetingsRyan Cooper1 meetingShall we set up your first client?
Book a demo, and we set up your brand and first client program with you.