Coaching Software, New Zealand

Coaching software for coaches and organizations in New Zealand

Clients, scheduling, sessions, goals, notes, packages and invoicing, in one place, instead of a calendar, a folder of spreadsheets and a full inbox.

Coaching software in New Zealand

One platform to run a coaching practice, so the admin stops getting in the way of the coaching.

Coaching software runs the admin side of coaching in one system: clients, bookings, session notes, goals, agreements, invoices and reports. Coaching Loft does this for independent coaches, coaching firms and organizations across Aotearoa New Zealand.

Coaches take bookings, keep private notes and add GST to invoices. Firms run their coach team on a white-label platform under their own domain. Organizations run internal and external coaches, 360 assessments and group coaching in one place, and report progress to sponsors while session content stays confidential.

Coaching in New Zealand

Running coaching in New Zealand: the Privacy Act 2020, IPP 3A and trans-Tasman time

New Zealand's Privacy Act 2020 sets out 13 information privacy principles (IPPs), overseen by the Office of the Privacy Commissioner. IPP 5 covers the storage and security of personal information. If a privacy breach has caused or could cause serious harm, you must notify the Commissioner, ideally within 72 hours of becoming aware of it, and tell the people affected unless an exception applies.

Since 1 May 2026, a new principle, IPP 3A, requires an agency that collects personal information about a person from someone else to tell that person, as soon as reasonably practicable, unless an exception applies. 360 assessments gather exactly that kind of information: colleagues' feedback about a coachee. A practical step is to explain up front, in the coaching agreement the coachee signs electronically in Coaching Loft, what feedback will be collected, why, and who will see it.

Coaching Loft stores your data on servers in the United Arab Emirates. Privacy Commissioner guidance explains that when a provider stores or processes information solely on your behalf and does not use it for its own purposes, section 11 treats the information as held by you: it is not a disclosure, so IPP 12 does not apply, and you remain fully responsible for it. That puts the weight on security: private notes, an account-wide lock on who reads coach notes, two-factor authentication admins can require, four admin role types, and encryption in transit and at rest. Enterprise clients can also put the arrangement in a data processing agreement with us.

New Zealand runs 12 hours ahead of UTC, 13 during daylight saving, and the Chatham Islands sit 45 minutes ahead of the mainland. Daylight saving starts on the last Sunday in September, a week before the Australian states that use it, so for that week the gap to Sydney grows from two hours to three. Credentials buyers recognize include ICF's ACC, PCC and MCC, with local support from the New Zealand Aotearoa branch of ICF Australasia.

Confidential session notes

An account-wide default can lock session notes so sponsors see progress, not content.

360 feedback, done openly

Set out in an e-signed coaching agreement what feedback you collect and who sees it.

Trans-Tasman scheduling

AI matching by time zone and calendar sync keep New Zealand and Australian sessions straight.

GST on invoices

Add 15% GST through each invoice's VAT field, schedule sending and chase unpaid invoices.

The criteria

16 things to check before you choose coaching software.

Four groups: the coaching itself, your client's side, the business, and room to grow. For each one, the question to ask any vendor, and how Coaching Loft answers it.

The coaching itself

01

Client records

Ask: Does each client's history, files, goals and notes live in one record, or across several screens and tools?

In Coaching Loft: One record per client, with every engagement, file and session kept against it.

02

Scheduling

Ask: Can clients book straight into your own calendar, with reminders and recurring sessions?

In Coaching Loft: Scheduling syncs with your calendar. Clients book, reminders go out, and recurring sessions are set once.

03

Session notes

Ask: Are notes structured and kept with the engagement, and can action items be shared with the client?

In Coaching Loft: Structured notes and shared action items on every plan. AI Notepad Summaries turn raw notes into structured sections on Premium and Master.

04

Goals and progress

Ask: Can you set goals with the client and track progress between sessions, not only during them?

In Coaching Loft: Goals and actions are set with the client and tracked between sessions, in their portal and yours.

05

Coaching content

Ask: Does the platform bring anything to the session itself, such as questions or assessments?

In Coaching Loft: A built-in library of 500+ coaching questions, and assessments whose results come into the coaching conversation.

Your client's side

06

Client portal, and what it costs

Ask: Does every client get a portal, and is there a fee for each client you add?

In Coaching Loft: Every client gets a free portal on every plan. There is no per-client fee; each plan includes a set number of active clients.

07

Mobile

Ask: Can coaches and clients use it properly from a phone?

In Coaching Loft: Coaches use the browser or the iOS and Android apps. Coachees and admins use the web app on any device, including their phone.

08

Agreements and packages

Ask: Can a client accept an agreement and buy a package without a separate document or payment tool?

In Coaching Loft: Packages and agreements are part of the engagement, so the paperwork and the coaching stay in the same place.

The business

09

Invoicing and payments

Ask: Can you invoice for sessions and packages, and get paid, inside the platform?

In Coaching Loft: Invoicing and payments run inside the platform, for packages and for single sessions.

10

Integrations

Ask: Does it connect to the tools you already use, such as your calendar, email marketing and CRM?

In Coaching Loft: Google Calendar and Outlook sync, Zapier, Mailchimp, PayPal and HubSpot.

11

Reporting

Ask: Can you see sessions, goals and outcomes in a report, and does the report build itself?

In Coaching Loft: Reports on Core and above. AI-Generated Reports and Predictive Analytics on Premium and Master, and on every firm and enterprise coach seat.

12

The pricing model

Ask: Do you pay per coach, per client, or per employee coached? What happens to the bill when you grow?

In Coaching Loft: You pay for coaches only. Client portals are free, and on firm and enterprise accounts coachee and admin seats are free and unlimited.

Room to grow

13

Growing without switching

Ask: If you go from solo to a firm, or run a program across an organization, do you have to move platforms?

In Coaching Loft: The same platform runs a solo practice, a firm and an enterprise program, so nothing has to be migrated as you grow.

14

Running several coaches

Ask: Can you assign and move clients between coaches, oversee their activity, and match coachees to the right coach?

In Coaching Loft: Assign or move clients between coaches and oversee every coach and coachee from one dashboard. AI Coach Matching pairs coachees with coaches by goals, expertise, availability and style.

15

Your brand

Ask: Can clients see your brand and your domain instead of the vendor's?

In Coaching Loft: White label and a custom domain on firm and enterprise accounts: your logo, colors and navigation. The Master plan carries your own brand identity too.

16

Security and sign-in

Ask: Is client data encrypted, is the vendor GDPR compliant, and can it connect to your company sign-in?

In Coaching Loft: GDPR compliant with 256-bit encryption, a security audit report for procurement teams, and SSO as a paid add-on. More on the security page.

Pricing

What coaching software costs.

Coaching software is priced in one of three ways. Per coach: you pay for each coach on the platform, and clients come free or within a limit. Per client or per employee coached: the bill rises with every person you coach, which matters most for organizations rolling coaching out to many employees. Flat tiers: a set price for a set number of clients or features.

Compare the price at the size you expect to be in a year, not the size you are today, and look for what sits outside the headline price: fees per client, AI features held back for higher tiers, and add-ons such as single sign-on or white labeling.

Coaching Loft prices in US dollars, as shown on our pricing pages.
PlanBest forPrice
Basic Getting listed, 2 active clients $12 a year
Paid yearly only
Core A professional practice, 10 active clients $25 a month
or $250 a year
Premium 30 active clients and the full AI suite $55 a month
or $550 a year
Master Unlimited clients and your own brand $95 a month
or $950 a year
Firms and enterprise Several coaches, one program $95 per coach seat a month
12-month term, or $950 per seat a year. Coachee and admin seats free

Core, Premium, Master, firm and enterprise accounts come with a 30-day free trial, and firm and enterprise accounts include onboarding at no extra cost. Full details on the pricing page and the firms and enterprise pricing page.

Checklist

Before you sign: a checklist.

Whichever platform you choose, run through these during the trial, not after it.

  1. Run the trial with two or three real clients, not test accounts.
  2. Book, reschedule and cancel a session as a client would, on a phone.
  3. Write session notes and share an action item, then find them again a week later.
  4. Send an invoice for a package and see what the client receives.
  5. Work out next year's bill at the number of clients or coachees you expect.
  6. List every add-on you would need, such as SSO or white labeling, and get its price in writing.
  7. Ask how you would export your clients and notes if you ever left.
  8. Ask where client data is stored and who can see it.
  9. Find out what onboarding and support you get, and through which channels.
  10. Ask a coach who will use it every day to try it before you decide.

One platform

Everything a coaching practice needs, together.

The pieces coaches often run across separate tools, in one place and talking to each other.

Clients & contacts

Every client, their history, files and engagement in one record.

Scheduling & sessions

Clients book straight into your calendar; sessions, reminders and logs handled.

Goals & progress

Set goals and actions with the client and track them between sessions.

Session notes

Structured notes and shared action items, kept with each engagement.

Packages & agreements

Sell coaching packages and capture agreements without the paperwork.

Invoicing & payments

Invoice for packages and sessions and get paid, inside the platform.

500+ questions

A built-in library of powerful coaching questions to use in any session.

Assessments

Send assessments and bring the results into the coaching conversation.

Reports

Turn engagement and outcomes into reports, with AI assistance on higher plans.

See the full breakdown on the features page.

Built for how you coach

The same platform, right-sized for you.

Whether you coach on your own, run a firm of coaches, or build coaching into an organization, the tools fit the way you work.

Individual coaches

Look professional, cut the admin, and give clients a portal they actually use, from your first client to a full book.

Coaching software for coaches

Coaching firms

Assign coaches to clients, oversee utilization and quality, white-label the platform, and let AI handle matching and reporting.

For coaching firms

Enterprises

Run a measurable coaching culture across the organization, mixing internal and external coaches, with tracking and governance.

Enterprise coaching

Why Coaching Loft

Chosen for what it does not make you do.

01

Genuinely all-in-one

Clients, sessions, goals, packages and invoicing in one login, so nothing lives in a spreadsheet you forget to update.

02

Easy to actually use

The platform gets out of the way of the conversation.

03

The 500+ questions library

A coaching asset built in, not a bolt-on, ready in any session.

04

Scales without switching

Start solo and grow into a firm or an enterprise program on the same platform, with AI matching and reporting on higher plans.

Questions

What buyers in New Zealand ask.

Does Coaching Loft meet the Privacy Act 2020?

The Act places its obligations on the agency that holds the information, so we do not claim compliance on your behalf. We give you tools to meet them: private session notes, an account-wide lock on who reads coach notes, four admin role types, two-factor authentication admins can require, encryption in transit and at rest, and export of your data. Enterprise clients can sign a data processing agreement with us.

Our data would be stored in the UAE. Is that an overseas disclosure under IPP 12?

Coaching Loft's servers are in the United Arab Emirates. The Privacy Commissioner's guidance says that when a provider stores or processes information solely on your behalf and does not use it for its own purposes, it is not a disclosure, so IPP 12 does not apply. You remain fully responsible for the information, so review our terms and security controls, and ask for a data processing agreement if you are an enterprise client.

What does IPP 3A mean for 360 feedback?

Since 1 May 2026, IPP 3A requires an agency that collects personal information about someone from another source to tell that person, unless an exception applies. Feedback from colleagues in a 360 assessment is that kind of information. One practical approach is to cover it up front: the coaching agreement, signed electronically in Coaching Loft, can explain what feedback will be collected, why, and who will see it.

Can I add GST to my invoices?

Yes. Each invoice has an optional VAT percentage field, which you can set to New Zealand's 15% GST rate; Inland Revenue requires GST registration once turnover reaches $60,000 in 12 months. The field is named VAT in the product, so check during your free trial that your invoices show what Inland Revenue expects from your business. Invoices can be scheduled, chased with reminders and paid through PayPal.

Does it work for coaching across the Tasman?

Yes. AI coach matching takes time zone into account, calendar sync with Google, Outlook, Exchange, Office 365 and iCalendar keeps availability current, and clients book themselves through your scheduling page. Sessions run on Zoom or Microsoft Teams links. Watch the week each spring when New Zealand has started daylight saving and Australia has not: the gap to Sydney is three hours instead of two.

See it on your own practice.

Start a 30-day free trial or book a demo for your New Zealand practice.