Do you & your coaches spend too much time handling booking and scheduling your coaching clients? Do you wish you had a convenient online booking system that your clients could use to easily book their coaching engagements, get timely reminders and pay at the time of booking?
Do you wish you had an automated system for enrolling clients into your different levels of coaching engagements and memberships? Do you wish to track the progress of your coaching clients as they step through your various programs?
Do you wish your coaching management software would automate delivery of course content, reminders, track client progress, and certification updates? Do you wish your clients could sign agreements, releases, and forms that would be automatically saved in the client's file?
Do you get bogged down with repetitive billing and payment collection? Do you wish you had a software platform that automatically charged your coaching programs to client’s credit card or debited their account on a recurring basis?
Do you wish your coaching software provided a client portal that your coaching clients have access to at all times so they could get to their coaching content & programs, worksheets, assignments, their payments and history and to any other information that they need and should have?
Do you wish you had a single coaching management software platform that could handle bookings, payments, client management, content delivery, marketing and coaching automation; a single integrated platform to run your coaching business efficiently?
BIZZFLO COMPLETE COACHING MANAGEMENT SOFTWARE
Bizzflo allows you to consolidate & manage all aspects of your coaching business from one central coaching management software platform,while increasing your productivity, saving time, and making you a more successful coach.
You will free up a TON of time that you can spend on growing your coaching practice when you use Bizzflo's coaching software platform to automate your business's scheduling, payments, client management, and marketing.
Whether you are a Business Coach, Life Coach, or Health Coach your business will benefit from letting Bizzflo streamline, operationalize and dramatically reduce your technology headaches.
Provide more consistent, more dynamic, and more impactful engagements with your clients to ensure a longer-term relationship throughout your coaching program.
Stay organized now and in the future as our coaching software platform monitors, tracks and learns from your business to make everything your growing coaching business needs to be successful.
Save money by letting the Bizzflo coaching management software keep track of your scheduling, invoicing, contracts, packages, client notifications, outstanding balances, and billing for you.
Analytics and Reports at your fingertips for your coaching business with all the backend processes to work in the background while you focus on coaching.
Coaching Management Services Platform
Everything You Need to Manage your Coaching Business All in One Place. Automate & Put Your Business to Work for You
COACHING APPOINTMENTS
Allow for customers to book their coaching one-on-one’s online and optionally paid through with their membership or credit card. You also have the flexibility to book recurring appointments on the calendar when needed.
COACHING WORKSHOPS
Allow your coaching and potential clients to enroll online into one of your classes, coaching programs, workshops or events. Enroll them in directly in the POS at events and workshops. Allow & track waitlist when your enrollment is full.
Coaching Packages
Create convenience coaching packages in the platform and allow customers to purchase or upgrade online. Combine one-o-one’s with one or more coaching classes and workshops to create attractive package offerings.
COACHING MEMBERSHIP
Allow clients to enroll into different membership levels and use the platform to automate delivery of member only content. Create membership add-ons for colleagues, partners, and friends, and provide exclusive member only discounts and privileges.
E-COMMERCE
Use the e-commerce feature in the coaching platform to add your books and e-books to the online store and let your clients purchase online. Manage inventory levels and re-order triggers for all your products.
Gift Cards
Create custom gift cards for your coaching classes, consultations, and programs to be used by your current clients for referrals. Your clients can buy cards for themselves or offer them to their colleagues, business partners, friends and family.
COACHING MANAGEMENT SOFTWARE PLATFORM - FEATURES
Automate your coaching practice and grow your business exponentially
CONVENIENT COACHING BOOKING & SCHEDULING
Your clients can schedule their one-on-one’s or group calls through a convenient online scheduler which integrates with the major calendar systems such as Google calendar, iCal and others. Alternatively, you or your coaches can book individual or recurring appointments in the calendar. Here are some of the features of the scheduler:
- Handle individual, group and recurring appointments, online or offline.
- Handle appointments at your location or clients, phone and online consultations.
- Permit coaching clients to book immediately or require approval for each booking.
- Determine how far in advance clients can make and cancel coaching appointments.
- All bookings are color coded to track paid, canceled, no shows and blocked times.
- Optionally require coaching clients to pre-fill forms and sign waivers when booking.
- Offer secure online payment options for coaching services & classes when booking.
- Automated email and text reminders for clients and coaches.
Coaching Classes & Workshops
Whether you are a business, life coach, or health coach, you can manage any type of coaching program in the Bizzflo coaching software platform. Instruction classes, training courses, events, workshops, seminars, and programs of any type can be managed. Some of the features include:
- Define any type of class. A single class or event, a one day workshop, a drop-in class, a session based class, a recurring class, a course that spans a period of time or a program that would be delivered to your clients over weeks and months.
- Create a series of dynamic responses or course materials that gets delivered to your coaching clients based on a pre-set schedule automatically via email.
- Course material for delivery may include documents, worksheets, forms, videos or links.
- Setup email and text reminders to remind your clients of the class or event.
- Create private training events that only selected and invited coaching members can attend.
- Print class rosters, take attendance online, or communicate with an entire class about schedule changes, requirements, or preparation for the class.
Coaching Membership Management
Create different levels of coaching memberships and allow clients to enroll online or add them to the system in the backend. Allow for different levels of privileges at each membership level and collect payments automatically on a recurring basis. The features available for setting up coaching memberships include:
- Set up different levels or types of coaching memberships.
- Allow for one time registration or initiation fee and a separate recurring fee schedule.
- Set up dashboard alerts and reminders based on membership expirations.
- Allow for automatic renewals or upgrades of coaching memberships.
- Set up items included as part of the membership privilege whether it is included at no additional charge or available at a discounted member rate.
- Create coaching membership add-ons such as partner or family member discounts.
- Allow for discounted member rates for one-on-ones, events, classes and workshops.
BILLING AND PAYMENT MANAGEMENT
You can streamline all of your coaching business invoicing, billing and monthly recurring payments in the Bizzflo platform. Several payment reports are available to you to reconcile and make sure that your books are in order. Using the convenient billing and payment system you can:
- Take online payment at the time of booking or purchase of any level by your coaching clients.
- Send payment requests and reminders electronically to your coaching clients. Your clients can conveniently pay their outstanding bills online with the click of a button.
- Set up recurring or installment payments in the system and automate all payments.
- Collect payments at your office, with several different options and combinations of payment methods available.
- Get alerts for expired credit cards and facilitate management by exception.
- Email the receipts directly to your clients after completing a transaction in the POS.
- Provide discounts, promotions and exceptions as desired and track the same.
- Set up and provide instore credits and use it for payment as required.
- Log and track all activities related to financial transactions executed by your coaching staff.
MARKETING YOUR COACHING PRACTICE
You can use the powerful built-in marketing tools and email platform to quickly and easily launch campaigns and promotions to prospective coaching clients. The system comes with lots of standard templates and layouts for landing pages and newsletters that you can use to launch campaigns and customize your communications. Use the Bizzflo marketing tools to:
- Tag and segment your coaching clients and prospects to tailor your communication to each group.
- Launch social media and direct email marketing campaigns to get new customers for your coaching practice.
- Create & launch tailored landing pages for your coaches and for different practice areas. Use targeted marketing to create effective coaching funnels.
- Use the form builder to integrate with landing pages or to launch questionnaires to collect information from your coaching clients.
- Use the autoresponder feature to automate marketing and operational communications to your prospective and current coaching clients.
- The system tracks and provides detailed report and statistics of all the emails and newsletters delivered, opened, clicked, opt-ins and opt-outs, unsubscribes, bounces and undelivered ones.
COACHING CRM (CUSTOMER RELATIONSHIP MANAGEMENT)
With a comprehensive Coaching CRM (client relationship management) system you can track and view complete client profiles with their Coaching engagements, membership history, payments, balances, preferences and all the communications. In addition, in Bizzflo you can:
- Create and track different coaching clients by segmenting them into groups with the help of customer tags.
- Track and chart the progress of each of your clients using forms, certifications, and course completions, in the client profile.
- Create custom notes and mark them private to be viewed only by you or coaching staff. Share notes with your coaching clients as needed.
- Capture intake forms, waivers, training, and other agreements and make it easily accessible in the client profile.
- Using the client portal, your coaching clients can access their coaching materials, videos and instructions, payment status, and outstanding balances at all times.
- Create alerts in the system for your coaching clients that will be available to you when they make appointments or purchases to warn you of specific status or task to be followed up.
- Create tasks and activities and track them in the coaching platform for yourself and your coaching staff.
DYNAMIC RESPONSE SYSTEM (BIZZFLO AUTORESPONDER)
The Bizzflo Dynamic Response System (DRS) is a powerful way to streamline marketing and operational communications for your coaching business, creating a seamless flow of information for your clients and internally for your coaches. Automate delivery of course material, videos, and worksheets based on a pre-set schedule. How could DRS be useful?
- Client signs up for a 2-month coaching package. Automate the delivery of coaching materials such as forms, weekly videos and worksheets.
- Coaching client books an appointment or signs up for an event. Deliver instructional are preparatory material to them on a daily or weekly (or any time interval of your choosing!) basis all the way up until the day of the event.
- Client or prospect expresses interest on your website or landing page. Add them to a series of messages until they sign up or purchase. Once signed up remove them from getting further messages.
- Add prospective coaching clients from Social Media, landing pages, website or direct email marketing campaign into a funnel and drip a series of automated follow ups.
YOUR VISION FOR YOUR COACHING PRACTICE IS our mission
We learn from every interaction we have with you, your peers and experts in the industry.We apply the learnings to automate your coaching practice and help your business grow profitably.
COACHING SOFTWARE INDUSTRY LEADER
Our objective is to be world leader in providing the best software tools to business coaches, life, health and other coaches for automating their business and to help them achieve exponential growth.
INNOVATION LEADER FOR COACHES
We never stop looking for ways to help you streamline your coaching practice, automate your business and boost your productivity.
BEST SOLUTIONS & APPROACHES FOR COACHES
We never stop looking for ways to help you streamline your business, automate your operations and boost your productivity.
QUALITY SERVICE & SUPPORT
We have an incredible team with experience working with several of your peers in the coaching business, to get you started in no time. Our service and support team is here to ensure that we address your needs in an expedited manner.
