Save on time, money, complexity
All your client interaction in one easy-to-use place rather than spread across multiple softwares
Simple interface for easy client management
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Managing your client workflow is simple and easy on the dashboard.
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See assignments that need review and messages to respond to.
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Easily identify inactive clients.
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Quickly view course metrics across all clients.
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All your clients easily accessible.
Benefits
Ease of Use
Easy to learn, easy to setup, easy to use. No need to migrate your CRM. VA-friendly training videos.
Better Client Results
Easier for clients -> Better compliance -> Better client results -> More testimonials, more referrals, more upsells
Features
High efficiency dashboard
- Calendar
- To-do
- Client check-in list
- Client metrics
Call scheduling
- Multiple integrated calendars
- Best-in-class time blocking system (similar GUI to OnceHub)
Client management
- Active/Inactive/Suspended status
- Searchable interface with filters
- Adjust access and position for courses and segments within courses
- Messaging and file sharing
- Custom tasks
- Billing management
- Session notes and issue flags
- Comprehensive activity log
- “Impersonation” allows you to see what they see
- Mass import options for pre-existing clients
Course creation and delivery
- Content delivery
- Interactive assignments
- Custom metrics
- 9 total task types
- Workflow-lesson-task architecture creates flexibility
- Cloning of courses/workflows/lessons/tasks avoids duplication of effort
- Full Service and Info Course options available
Receiving Payments
- Stripe integration
- Automatically generated checkout forms
- Ability to customize multiple payment plans
Gamified student experience
- Unique double progress bars for duration and completion
- Critical path marker directs to most urgent tasks
Highly efficient feedback system
- Audio feedback option
- Rapid Review allows one click for commonly repeated feedback
Employee management
- Define both roles and permissions for those roles
- Pre loaded roles for admin assistant, assistant coach, coach leader
- Easily assign and reassign courses and/or students
- Timesheets
- “Impersonation” allows you to see what they see
Generous referral program
- 50% of first month’s revenue
- 10% of all revenue thereafter
Optional "done for you" course migration
- Rate = $15/hour
What our customer say about us
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