All-in-one client management for online coaches

Manage client inquiries, communication, payments and more — all in one place.

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All-in-one client management for online coaches

Streamline your entire client booking flow

HoneyBook’s all-in-one software helps online coaches manage client communication, scheduling, contracts, and billing from one central hub.

Showcase what makes your business unique

Stand out with on-brand contracts, brochures, invoices, proposals, and questionnaires designed for online coaches.

Let clients sign, pay, and book, faster.

Bill your clients on a recurring or scheduled basis and let automatic payment reminders do the follow-up for you. Plus, sync with Quickbooks Online for easier bookkeeping.

Onboard clients with ease

  • Funnel leads directly into HoneyBook
  • Automate follow-ups and tasks to take work off your plate
  • Gather info with intake forms and questionnaires for online coaches
  • Quickly craft legit contracts for online coaches

Streamline all your communication

  • Keep conversations and files in one organized place
  • Provide a secure and convenient client portal
  • Let clients schedule sessions based on your availability
  • Invite team members so everyone’s on the same page

Run your entire business on-the-go

  • Get notified when a new inquiry comes in
  • Send and review files and documents from your phone
  • Access project details offline, anytime
  • Track payments in real tme. Cha-ching!

Thinking of switching?

Grow your online coaching business without losing the personal touch.

Features online coaches love

All-in-One Solution

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.

Lead and Project Tracking

Funnel prospective clients from your website, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track projects from end-to-end.

Online Invoices

Make it easy for clients to pay you. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.

Proposals

Combine invoice, contract, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.

Online Contracts

Protect your business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as a contract is signed.

Online Meeting Scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.

Online Payment Software

Accept all major debit/credit cards and bank transfers for a flat 3% fee. We replace Paypal or Square and even work directly with you in the event of a client dispute.

Automations

Automate steps in your process, at the cadence of your choice. Automations take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.

Free Account Migration

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.

Client Portal Software

Give clients access to an organized shared workspace, so you’re always on the same page.

Payment Reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.

Mobile App

Work from anywhere with the HoneyBook App for iOS and Android. Get real time updates on leads, payments, and more.

Create professional documents and emails in minutes with Templates

Templates for online coaches save time, reduce back-and-forth, and amaze clients.

Online Coach Invoice Templates

Whether you charge on a recurring basis, collect an up-front fee, or want to bill clients on specific dates, our online coach invoice templates have you covered.

Start from a template, make it your own, and customize for any of your clients, instead of starting from scratch every time. Our online coaching invoice templates allow you to provide a tailored invoice where your clients can view your itemized services, packages, and pricing.

Online Coach Contract Templates

Protect yourself with contracts made for web designers. Start from a web designer contract template to quickly craft legit, legally binding contracts online so clients can sign from any device.

Start from our online coaching contracts or add any existing legal language you have to the templates. Our smart-fields will save you tons of time and make sure you never have to manually update a contract with client-specific info again! We always recommend reviewing your online coach contract template with your attorney to make sure you’re totally covered.

Online Coach Brochure Templates

Sell your services, add-ons, and other options to clients with brochure templates for online coaches. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Your online coaching brochure template lets you present any information to clients and capture a response from them in one place. Let them select services, answer kick-off questions, or request more information.

Online Coach Proposal Templates

Convert inquiries into booked clients with proposal templates for online coaches. Proposals combine invoices, contracts, and payments into one user-friendly flow that reduces back and forth and gets you paid faster.

Creating a customized proposal is easy — simply start from a template and pull in the services your client is receiving from you and your preferred online coach contract template to create proposals in a snap. You can customize all your online coaching templates before sending based on your client’s needs. Once you send your online coaching proposal, your clients can review, fill and sign the contract, and pay!

Online Coach Questionnaire Templates

Online coaching questionnaire templates let you learn more about a client’s needs and collect feedback directly from them. If you like to send all your clients a list with the same set of questions, great! All you’ll have to do is duplicate your Online coaching questionnaire template and adjust anything you’d like for a particular client or project, and send.

Online coaching templates help you ask the right questions and get the information you need to meet your clients’ needs and get started off on the right foot. No matter what stage of the process you’re in, there’s an online coaching questionnaire template to do the job. You can save as many questionnaire templates as you’d like.

HoneyBook for Online Coaches FAQ

What should I look for in a good online coaching software?

What online tools for online coaches do I need?

Does HoneyBook provide a client intake form for online coaches?

Does HoneyBook provide online coach contract templates?

It's free to try. We hope you do.
It's free to try. We hope you do.

It's free to try. We hope you do.

93% of members would recommend HoneyBook to a friend.