Coaching Software, United Kingdom
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 the UK
One platform to run a coaching practice, so the admin stops getting in the way of the coaching.
Coaching software is the system a coaching practice runs on: client records, scheduling, session notes, goals, agreements, invoices and reports in one place instead of spread across spreadsheets, inboxes and calendars. Coaching Loft is that system for independent coaches, coaching firms and in-house L&D teams across the UK.
Independent coaches use it to take bookings, keep private notes and send VAT invoices. Firms run a white-label platform on their own domain for their whole coach team. HR and L&D teams run internal and external coaches together, report progress to sponsors, and keep session content confidential.
Coaching in the UK
Coaching data in the UK falls under UK GDPR and the Data Protection Act 2018, both amended by the Data (Use and Access) Act 2025. The regulator is the ICO (from 30 September 2026 formally the Information Commission, still known as the ICO). Session notes deserve particular care: coaching conversations can touch on stress, burnout or mental health, and data concerning health is special category data under UK GDPR, which needs an additional condition before you can process it.
Coaching Loft is built to keep that content with the people who need it. Session notes can be kept private, and an account-wide default can lock who reads the notes a coach writes, so sponsors see goals, milestones and reports rather than what was said. Four admin role types with a detailed permission matrix control what each administrator can do, admins can require two-factor authentication, data is encrypted in transit and at rest, and firms and enterprises can add single sign-on. We publish a GDPR compliance document, and enterprise clients can sign a data processing agreement.
One fact to bring to your data protection review: Coaching Loft's servers are in the United Arab Emirates, in a single location. Personal data you store with us therefore leaves the UK, and UK GDPR's rules on international transfers apply, so your data protection lead will want to assess that transfer before you go live.
Credentials UK buyers recognize include ICF's ACC, PCC and MCC (the UK ICF Chapter was the first ICF chapter set up outside North America), EMCC Global accreditation through EMCC UK, and the Association for Coaching's coach accreditation. EMCC Global and the Association for Coaching co-sign the Global Code of Ethics, which asks their members to keep, store and dispose of client records securely and in line with data protection law in the client's country; private notes and data export make that easier to show. On scheduling, clients book themselves, and calendar sync with Outlook, Office 365, Exchange, Google and iCalendar keeps availability current through the switch between GMT and British Summer Time.
An account-wide setting can lock session notes so sponsors see progress, not what was said.
Two-factor authentication admins can require, four admin role types, encryption in transit and at rest, and optional single sign-on.
Add VAT to each invoice, schedule sending, let reminders chase unpaid ones and take payment through PayPal.
Our servers are in the UAE, we publish a GDPR compliance document, and enterprise clients can sign a data processing agreement.
The criteria
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
| Plan | Best for | Price |
|---|---|---|
| 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
Whichever platform you choose, run through these during the trial, not after it.
One platform
The pieces coaches often run across separate tools, in one place and talking to each other.
Every client, their history, files and engagement in one record.
Clients book straight into your calendar; sessions, reminders and logs handled.
Set goals and actions with the client and track them between sessions.
Structured notes and shared action items, kept with each engagement.
Sell coaching packages and capture agreements without the paperwork.
Invoice for packages and sessions and get paid, inside the platform.
A built-in library of powerful coaching questions to use in any session.
Send assessments and bring the results into the coaching conversation.
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
Whether you coach on your own, run a firm of coaches, or build coaching into an organization, the tools fit the way you work.
Look professional, cut the admin, and give clients a portal they actually use, from your first client to a full book.
Coaching software for coachesAssign coaches to clients, oversee utilization and quality, white-label the platform, and let AI handle matching and reporting.
For coaching firmsRun a measurable coaching culture across the organization, mixing internal and external coaches, with tracking and governance.
Enterprise coachingWhy Coaching Loft
Clients, sessions, goals, packages and invoicing in one login, so nothing lives in a spreadsheet you forget to update.
The platform gets out of the way of the conversation.
A coaching asset built in, not a bolt-on, ready in any session.
Start solo and grow into a firm or an enterprise program on the same platform, with AI matching and reporting on higher plans.
Questions
Compliance depends on how an organization uses any tool, so we do not claim it on your behalf. What Coaching Loft provides: 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 data export. We publish a GDPR compliance document, and enterprise clients can sign a data processing agreement. Our servers are in the UAE, which your data protection lead should factor in.
On Coaching Loft's servers in the United Arab Emirates. There is no choice of hosting region. For a UK organization, that means personal data leaves the UK, so UK GDPR's rules on international transfers apply and your data protection lead will want to review them. You keep the rights to your data and can export it as reports, client files or a raw data export.
Yes. Each invoice can carry a VAT percentage, so you can apply the 20% standard rate or whichever rate applies to your service. You can schedule invoices to send on a set date, let reminders chase unpaid ones, and take payment through PayPal. Invoices sit alongside your clients, sessions and agreements, so billing does not live in a separate tool.
Only if you allow it. Session notes can be kept private, and an account-wide default can lock who reads the notes a coach writes. Sponsors then follow progress through goals broken into milestones and actions, session ratings and reports, not through the content of the conversation. You can set out those terms in a coaching agreement that your client signs electronically in Coaching Loft.
Yes. Calendar sync covers Outlook, Office 365 and Exchange as well as Google and iCalendar, and sessions can run on Microsoft Teams or Zoom links. Firm and enterprise accounts can add single sign-on as a paid add-on, and admins can require two-factor authentication with an authenticator app.
See it on your own UK practice: start a 30-day free trial or book a demo.