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"CoachLogix is exactly what I wanted and needed when I led coaching at Procter & Gamble."

Brodie Gregory, I/O Psychologist at CEB

Manage your entire coach cadre

Whether your coaches are internal, external or any combination of the two, CoachLogix has you covered. Our flexible system will allow your independent contractors to manage their private practice from the same account while still representing your brand to your clients.

Cadre

Stay on top of things

Keep an eye on what’s happening across your company. Your dashboard will tell you what’s going on and what’s coming up next with an activity feed and real time notifications. See a list of all scheduled sessions and update engagements, send out assignments, handle to-do’s, and view billable activity across all your engagements in one place.

Coach Dashboards

Provide client access

Invite clients to log in with different levels of access. Coachees can schedule sessions, download resources and update goals. Company practice leaders can keep an eye on progress across all employee engagements. Coachees and HR partners can view coach bios and track engagement details including progress, goals, milestones, feedback, documents and more.

Share client portals

Save time scheduling

Our two-way calendar sync seamlessly integrates with your Google, iCal or Exchange Calendar. Coaches can share their availability with clients, so clients can book sessions directly on their calendar. CoachLogix automatically adds new sessions to your personal calendar to ensure that you’re never double-booked.

Easy scheduling

Tailor your programs

Package your offerings with coaching programs that differ in structure and length. Create custom roadmaps with sessions, milestones, surveys, assignments, and more. Invite coachees to schedule sessions, access documents and keep an eye on their professional goals and development.

Tailor programs and roadmaps

Customize notifications New!

We recently added custom notifications (with attachments!) to help you save time managing engagements at scale. Customize notifications on engagement templates to add that personal touch to your client experience.

Automate content delivery New!

Avoid the headache of monitoring each individual engagement to make sure it’s moving forward. Now you can schedule notifications and content to be sent automatically to your clients via email or SMS, including requests to schedule sessions, reminders and follow-ups. You can even automate the delivery of forms, files, and milestones.

Plan goals and request feedback

Create individualized goals, action plans, request stakeholder feedback and measure progress over time. Create theme libraries to identify coaching themes unique to your client or organization and download goal progress reports to share with clients and stakeholders. Our goal tracking feature generates reports on theme progress across your entire company for easy analysis and comparison.

Plan goals and review feedback

Create notes and share documents

Our full screen rich-text editor will help you stay organized and prepared for upcoming sessions. It’s easy to edit and share your progress notes and updates with others. Attach contracts, assessments, and other relevant documents to engagements.

Share documents

Easy invoicing and payments New!

Billing and invoicing has never been easier. Assign billing approaches to engagements and receive real-time notifications anytime you have billable activity. Create and send invoices with the click of a button. Collect payments and pay vendors via Stripe, the new standard in online payments. 

 

Track billing and send invoices

Send custom forms and surveys

Collect and organize information with forms. Create intakes, surveys, assessments, evaluations, pre- and post-session forms, and more. Attach forms to coaching programs and roadmaps and send them to anyone you want, whether or not they have a CoachLogix account they’ll receive an email with a link to fill out and submit the form. Forms are responsive, so you can easily send and respond to forms on screens of any size. Aggregated and individual responses are easy to access and download with real time notifications and reports.

Mobile Survey

Comprehensive reporting

Quickly and easily get a clear understanding of coaching impact in real-time. Effortlessly produce, download, and share coaching utilization and financial reports, engagement summaries, progress notes and survey results. Compare data across your company, clients and coaches.

Comprehensive Reporting
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