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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 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.


Keep up to date with coach dashboardsNew

Manage your entire coaching practice in one place. Keep an eye on engagement activity across your company. Schedule and update upcoming sessions right from your dashboard. See all your billable activity and important notifications in real time.

Coach Dashboards

Share client portals

Invite clients to log-in to their client portals so they can monitor progress and co-manage their engagements with you. Coachees and HR personnel can view coach bios, make coaching requests, and track engagement details including progress, goals, milestones, shared documents and coaching focus.

Share client portals

Easy scheduling

Our two-way calendar sync option allows coaches to share their availability with clients while still maintaining privacy, so clients can schedule sessions based on coach availability.

Easy scheduling

Tailor programs and roadmaps

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

Plan goals and review feedback

Track engagement themes and help your coachee create individualized goals, request feedback, and measure progress over time. Create theme libraries to identify themes unique to your client or organization. Download goal progress reports to share with clients and stakeholders.

Plan goals and review feedback

Take notes and share documentsNew

Our fullscreen 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

Track billing and send invoices

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. Receive invoices from vendors and monitor your financials with our comprehensive reports. We support all currencies and tax approaches.

Track billing and send invoices

Capture data with custom forms

Collect and organize information with forms. Create surveys, polls, evaluations, quizzes, 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

Keep an eye on coaching metrics that are otherwise difficult and cumbersome to obtain. Quickly and easily get a clear understanding of coaching impact in real-time. Effortlessly produce, download, and share comprehensive utilization and financial reports, engagement summaries, goal progress reports, notes, and survey results with the click of a button.

Comprehensive Reporting
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