Helping clients reduce stress, lose weight, and generally improve their quality of life? This template has the fields and features you need to bill for your services.Download PDF
Specialize in supporting entrepreneurs and business owners as they grow their business and work toward their personal goals? This template is designed for your coaching business.Download PDF
Empowering job seekers land to their dream career by guiding them through resume building, interviewing, and career matching? This template will help you break down your pricing while looking professional and stylish.Download PDF
Coaching is an incredibly demanding career. You meet with multiple clients a day to set goals, establish a positive mindset, and hold them accountable. But you also spend a lot of time nurturing leads, mapping out strategies to help your clients overcome their roadblocks, developing courses and webinars, and taking care of yourself and your business. And altogether, this can create burnout in even the most disciplined and balanced coaches.
HoneyBook makes it easier for you to tackle all of these responsibilities without facing discouragement, frustration, or burnout, by simplifying (and automating!) your tedious administrative tasks.
You can create custom contracts, draft up proposals, create invoices, and a whole lot more using exclusive coaching templates. You can use HoneyBook’s CRM to onboard clients easily and store all client documents and communication in personalized client profiles. You can process payments and schedule meetings automatically. And you can work from anywhere, using HoneyBook’s mobile app.
Everything you need to run a successful coaching business -- without sacrificing your own goals and well-being -- comes built into HoneyBook.HoneyBook for Coaches
The first you need to do is select a coach invoice template -- one that matches your pricing structure and includes all the fields you need -- and customize the color scheme, add a banner image, and insert your logo to make the invoice look professional.
When the template looks the way you want it to, you can start entering important details to make the bill clear and easy to pay. What you add will largely depend on your personal style and pricing structure, but generally, your invoice should include:
With all the invoice elements in place, all you need to do is click send. Your invoice will be posted in your client’s online portal and an email will be sent automatically to let clients know they have a bill waiting for them.
Whether you charge by the hour for coaching sessions or send invoices periodically to cover the services and expertise you provide, HoneyBook has several coach invoice templates to make billing easy.
The last thing you want to do (and have time for!) is to track down late client payments or wait anxiously for a check to arrive in the mail. HoneyBook minimizes the stress by allowing you to create and send your coaching invoices online. And you can direct HoneyBook to send payment reminders automatically, so you never have to worry about following up with a client again.
Coaching is a one-on-one activity, but the business forms you use to onboard and invoice clients usually aren’t as personal. By using a coach invoice template to create custom invoices, you can make each and every one of your clients feel like they’re receiving one-on-one attention from beginning to end.
Calculating taxes and discounts is tedious. With online invoices, you can automatically calculate tax percentages, subtract discounts, and break invoices into even installments by checking a few boxes.
You’re in business to help your clients better their lives and their businesses -- not do accounting work. Using coach business software like HoneyBook, you can make an invoice in minutes rather than hours. That means you can spend more of your time making money and less of your time managing it.