Clients
Schedule meetings, follow a personalized action plan, choose development areas, and revisit session notes.
Private coaching workspace
Run your entire coaching practice in one place
Clients, plans, scheduling, session notes, and business budgets — all in a focused workspace built for this practice.
Trusted by coaching teams
- 2,400+
- Sessions tracked
- 180+
- Active clients
- 40+
- Coaches on the platform
- 25+
- Businesses enrolled
What's included
Everything the practice needs
One focused system for coaches, clients, and the businesses that sponsor them.
Coaching Plans & Resources
Build reusable plans with documents, videos, worksheets, assessments, and links — then assign them to clients in a click.
Scheduling & Google Meet
Book phone or video sessions. Video meetings sync one-way to Google Calendar with an auto-generated Meet link.
Session & Pre-Meeting Notes
Clients prepare topics before sessions. Coaches capture shared notes and private coach-only notes for each meeting.
Business Budget Tracking
A visual green-to-red dial shows each business how close its coaching benefit is to the annual budget limit.
Billing Oversight
Track upfront fees, plan subscriptions, and renewal dates — ready to invoice through your Wave workflow.
Client Progress
See engagement, completed sessions, action-plan progress, and chosen development areas at a glance.
Solutions
Built for every role
One platform, tailored dashboards for the three people in every coaching relationship.
Coaches & Admin
Enroll clients, build plans, schedule sessions, write notes, and manage businesses and billing.
Business Owners
See enrolled employees, monitor plan subscriptions, and track your coaching benefit budget in real time.
What they say
Built for real coaching relationships
Coaches, clients, and business owners all get exactly the view they need.
“Finally a platform that keeps client notes, scheduling, and progress in one place. The session note flow alone saves me an hour a week.”
Sarah Chen
Executive Coach
“As a business owner, the budget dial is exactly what I needed. I can see our coaching benefit usage without chasing my HR team for reports.”
Marcus Webb
Business Owner
“My coach assigned a plan, I booked my first session, and all my notes were waiting for me after. The whole thing just worked.”
Priya Nair
Coaching Client
Get in touch
Talk to the CRS Coaching team
Questions about the platform or getting your team enrolled? Send us a note.
Or email us directly
support@example.com