General Questions

Coaching Loft is a cross platform Software & App that helps coaches deliver a fluent and intuitive coaching experience to their clients, so they can focus on delivering a flawless coaching session, and their clients can focus on achieving their goals.

Yes, eventually. Meanwhile, we built CoachingLoft so it really just works on any device (PC, Laptop, Tablet, Phone), and on any browser, as if it was an app. Easily "add it to your home screen" and get to it anytime you want.

Yes we do have free trials for all our membership levels. Please see this page, to find the different available memberships and start a trial with the one that suits your needs the most:

We have a section of the platform which allows people to find a coach and get in touch with them. https://www.coachingloft.com/coach-finder

Yes of course. While all the individual coaches will still need to each have their own coach account, the Coaching Firm / Agency who employs or uses multiple employed or freelance coaches would need to sign-up for a business account and consolidate all the coaches, clients, and coachees under one Brand. You Can see more information on this here: https://www.coachingloft.com/solutions/business

As a coaching firm you would start with one Coach Seat by default, and then purchase more seats as you invite additional coaches to join your firm. Seat may be re-assigned to other coaches when needed. 

To sign-up for a Business Account go this page here: https://www.coachingloft.com/pricing/enterprise

In summary the answer is yes. 

  1. Paid Sessions: The system allows you to issue invoices as you see fit. If you are invoicing your clients per session, and sending them out through the system, that it will keep a track of all your issued and sent invoices. Once you know that your client has paid you, then you will need to go to that particular invoice and mark it as paid. If you do not mark the invoice as paid, then the system will continue to send payment reminders to your client. 
  2. Used v/s Remaining Sessions. If you create and assign a coaching program to your client, then you will be able to monitor how far they have gone across the program elements. If you don't necessarily assign a specific program, and you prefer to work as you go with your client, the system will automatically log all your Scheduled, Attended Sessions, or Missed Sessions, as long as you Start a Session, and Save it when done. 

You can add completed appointments, by following these simple steps:

  1. Before you start, you would need to have created a Coachee Profile for your Coachee. You do NOT NEED to Invite this coachee to the platform if you don’t want to, and especially if you work with them has ended. If they are still ongoing clients, then you should consider inviting them. The Reason why you need this done first, is that when you create a Session, you need to Attribute it to a Client, Past or Present.
  2. From your Dashboard, Start a Quick Session.
  3. Once the Session Notes Page is Open, put in all the information you want in that session. Don’t worry about the Time and Date for Now.
  4. When You are done. End Your Session and Save it.
  5. Now Navigate to your Coaching Logs, Find Your Session and Click the “EDIT” Button.
  6. Change the time, Date and Duration (Start Time and End Time), to match your actual session details as it happened.
  7. Save it.

...and You are Done.

NOTE: If you are entering Information for Session of Clients that you are no longer working with, and they are sort of Dormant now, or Inactive. We recommend that once you have done loading all their past sessions, that You Deactivate the Client. You will not lose the data, but they will move into the Inactive Coachee Tab, which means it wont be counted towards the number of Coachees that you have, so you won’t have to exceed your membership limit, unless you are operating the Unlimited Account (Master Membership), so you don’t have to worry about that.

It is important to remember not to Deactivate a Client, if you believe they will be coming back to being a coachee within the coming six months. There is a Six-Months “Purgatory” period before you can re-activate a client.  

 

Coaching Sessions & Collaboration

This feature is part of the development track of product developments we are working on. When it is launched, you will be able to initiate voice and video calls with your clients, and have the ability to record your sessions as well.

Yes, your Clients May gets access to the platform. This is a key feature, Especially if you plan to use the collaborative and interactive features, such as the Goals, Milestones and Actions Setting & Tracking feature and other collaboration features.

You can just operate with the Client File just as a client file. You would still be able to do the essentials, but your clients would not be collaborating with you on some of the critical collaboration features that make CoachingLoft.com great.

In order for clients to get access, you actually have to send them an invitation. Once you have created the basic client file by entering their name and email, find and click on the Invite button and they will receive an email to login.

File Archive & Sharing

The File Types that are supported for Uploading, Storing and Sharing on Coaching Loft are as follows: Word Documents: doc, docx, word Adobe Documents: pdf Spreadsheets: csv, xls, xlsx Presentations: ppt, pptx Photo: jpg, jpeg, png Video: Mp4

Usage & Functionality

Coaching Questions Library is mainly used as a guide for your actual coaching sessions. Assigned questions to clients can only be seen on the Coaching Notepad during live session.

To view the assigned questions, simple click the questions button right above the session note textarea.

Coaching loft notepad question

 

 

After clicking the question button, a modal containing all the question assigned to the client will be visible. You can use those pre-assigned questions on your live coaching session
by simply clicking the 'Copy To Notepad' button.

 

If you wish to send a custom questionnaire/form that your clients can answer remotely or prior to your coaching sessions, please use the Assessments Tool.

Assessments is a tool used to measure your clients current strengths and capabilities by sending them an assessment traits or custom questions.
To create an assessment, go to assessments page by clicking 'Assessments' on main menu.

Create a new assessment template by adding traits that your clients will rate after assigning it to them. You can also add custom questions by clicking the 'Add custom questions' link below the form.

Coaching Assessments

 

After creating your assessment template, assign/send it to one of your clients by clicking assign button.

Assessments

Scroll down to the bottom of your assessment and choose a client who will answer the assessment.

Client Management Platform

 

Once your client has finished answering the assessment, you can view the answers from your dashboard or navigate to Clients > [your client name] > Assessments

 

 

 

You can log your past sessions by clicking Quick Session at your side menu. Choose a client and click proceed.

From there you can paste the existing logs/notes that you created from other source eg. (Notepad, MS word). Click "End Session" button found beside the title input once done.

Once your notes has been saved you can edit your session (start and end) times by clicking the edit button found at the top most right of the panel.

client management software for coaches

Payments

Absolutely Free to Sign-up and coach up to two active coaching clients. You can use Coaching Loft's basic functionality as much as you want. Use the platform for free for up to two clients, and upgrade to a paid subscriber, only when your practice grows.

 1. Login to your Account and click your profile on the upper right area of the screen, then click subscriptions

 online coaching software

 

2. Click the free membership downgrade button and complete the downgrading procedure.

Coaching Membership Levels

 

 

The Service is billed on a monthly basis, or annual basis. It is entirely non-refundable. There will be no refunds or credits for partial months of service and no refunds for upgrading/downgrading your account. In the spirit of fairness, no exceptions will be made.

For more information, please see our Terms of Service.

It is important that the credit card you are using is valid and has 3-D Secure enabled.

Here are the common reasons why your payments are getting declined:

  • Your card is not 3-D Secure enabled
  • Insufficient funds
  • Expired credit card
  • Incorrect CSC code entered (i.e., typically a 3 digit code located in the back of your card)
  • Fraud suspicion
  • Declined by bank (with no specific reason provided)

The decision to reject your credit card payment is typically made by your card issuing bank. To protect your security and privacy, your bank cannot provide Coaching Loft with detailed reasons for why your payment was declined. Because of this, you will need to contact your bank directly to solve most credit card-related payment issues.

 

Templates & Best Practices

At the moment this is a feature that is under development. We will start to introduce these best-practice templates across the different modules of the CoachingLoft.com platform one bit at a time. We will be making email announcements to our mailing list, so please make sure you are subscribed to be able to receive the updates. 

On-Boarding, Learning, Tutorials and related topics

A the moment:

  1. You can easily Book a Live Demo with one of our Customer Success Agents by using this link to access the Demo Calendar. By booking this, you will get a 60 Minute Walkthrough of the platform, its features and functionalities, and some quick how-to guidance, followed by a 15 minute Q&A and Discussion. 

    Use the below meeting links to book your Demo Call: 
    For Individual - https://meetings.coachingloft.com/meetings/s-matt2
    For Business/Enterprise - https://meetings.coachingloft.com/meetings/cyril-hage


  2. Also, this FAQ is constantly being enriched with answers to the most Frequently Asked Questions, so make sure you visit the FAQ first to see if you can find answers to the questions that you have. 

Coming Soon to a Screen in front of you:

  1. Soon our FAQs will be enriched with How-To-Videos to help you understand how to do specific tasks on CoachingLoft.com. 
  2. We will be also implementing a Forum, accessible only to registered coaches, where anyone can ask a question and receive answers from other registered coaches on the CoachingLoft.com platform. 
  3. We are also currently working on an LMS (Learning Management System) module that will help you get onboarded properly and in a structured manner, by accessing a series of To-Do Videos, Presentations, and Handouts for your reference. 

Integrations

CoachingLoft.com is currently integrating with the following software:
1. Mailchimp
2. Quickbooks
3. Leadfeeder
4. Paypal
5. HubSpot
6. Zapier
 
Depending on your subscription level, you can also integrate/synchronize with Google Calendar if you are on the Free Membership, and Outlook, iCalendar, Office 365 if you are on any of the paid subscriptions.
 
For an updated list of software that we integrate with, check this page:

Modules

We are currently developing a full LMS (Learning Management System) Module that will allow you to set up your own programs and courses that you can offer to your clients.