A lot goes into online coaching, especially behind the scenes. You’re not alone if you feel like you spend more time on resource prep, personalization, and program development than with your clients – which is where a great coaching platform can be game-changing.
Is CoachAccountable the right platform for you, though? Read our review and find out!
Features of CoachAccountable
CoachAccountable’s features cover a reasonable number of practice management functions that can help you keep your business running smoothly.
Coupled with some specialized tools for content creation, program design, and client interactions, it’s possible to take care of some important coaching management and more sector-specific tasks with the platform.
The table below summarizes what you’ll find inside a team subscription package:
|Billing & Invoicing||✓|
|Insurance Claims Management||╳|
|Note-taking and Document Management||✓|
|Practice Management Reports||✓|
Pricing & Target Audience
CoachAccountable is targeted mostly at coaches, with no specialized telehealth features such as HIPAA-compliant videoconferencing or insurance claims management included in the platform.
What it does offer is a diverse array of content and program design features, scheduling capabilities, billing functions, and client relationship management tools that make it perfect for any coach who wants to organize their online practice:
- Life coaches
- Financial coaches
- Executive coaches
- Health coaches, and more.
There are two package types available when you sign up to CoachAccountable: Single Coach and Team Edition; each tier varies in price based on the number of clients you wish to work with:
- Single Coach pricing ranges from $20/month for 2 clients up to $400/month for 100 clients
- Team Edition pricing starts at $20/month for 2 clients and goes up to $800/month for 200 clients.
Larger packages are available at the rate of $4 for each additional client.
CoachAccountable vs. Alternatives
Want to know how the software measures up against other similar solutions?
We’ve compared CoachAccountable against Vcita and Quenza to help you:
A Look At The App
CoachAccountable is specially designed for coaches, so contains a wide range of tools to help you streamline your practice and run it more efficiently.
Here are a few of the features that we tried out during our free 30-day trial.
CoachAccountable is a web-only application, meaning that you and your clients need to log on to the software from a web browser. Once inside, the client and practitioner Dashboards look fairly similar at first glance – both relatively user-friendly with helpful prompts and How To’s for those just getting started.
Both you and your clients can choose to orient yourselves with the platform using CoachAccountable’s automated prompts and video guides.
We were pleased to see that the app supports bulk import, which allowed us to upload numerous clients at once into our database. Inside each client’s profile, it’s possible to view their a stream of their Activity (e.g., upcoming sessions), metrics, worksheets, journal, and more – a fairly robust array of different tools to help you interact with those you help.
CoachAccountable also supports group coaching, as shown below, with various pricing tiers depending on how many clients you would like to add.
Features such as file-sharing, live discussions, and the ability to assign actions allow you and your group members to support each other in their coaching program.
Appointment scheduling is simple and straightforward, another pro. You can also schedule recurring appointments, set reminders for yourself and clients in advance, and sync your calendar with 3rd party apps such as Google Calendar.
For our testdrive, we added a team of three coaches. Once we had set up our professional team and added all our clients, we could view their activity in the Reports section as pictured.
The section is a handy place to get an overview of client invoices, their follow-through on actions and worksheets, coaching hours, stats, and more.
Another great feature of CoachAccountable is the ability to create and share personalized Worksheets with your clients.
While this feature received some good reviews from online users, we felt it was rather limited as it lacked features such as the drop-down menus, checkboxes, and colors that Quenza offers.
In the same section, it’s also possible to share files and save time by choosing from a number of pre-formatted session note templates.
For those looking to curate and deliver programs, CoachAccountable allows you to develop bespoke courses from existing resources and action items.
These can be scheduled for delivery at pre-specified times, allowing your clients to access your coaching worksheets, videos, and messages at a pace that works for them.
5 Customer Reviews
So what do other coaches have to say about the coaching software?
Several practitioners loved the mix of practice management and coaching features:
“It helps me see who I am working with, where they are in processes, and automate aspects of my business like offers and purchasing packages and reminding clients of appointments and action items.” – Capterra
Some found the UX/UI somewhat outdated in comparison to other platforms, preferring a more clean and user-friendly look and feel:
“The ONLY thing that is a frustrating experience is the UI/UX. The feel of it is pretty outdated in my opinion. It reminds me of the early 2010’s. For instance, if you look at other platforms that focus on one product (i.e. online video platforms), it is very sleek and clean. This system is very overwhelming for most of my clients, so much so that I had to create a separate tutorial video to help them.” – Capterra
Others enjoyed the client tracking capabilities, saying it helped them (and their clients) to stay accountable.
“The program provides features that enable you to track projects and actions (both for the coach and the client) and track performance against defined metrics and beautiful graphs. This provides a record of achievement for both you and your clients.” – Trustpilot
There were a few coaches who felt that there could be more in the way of practice administration capabilities:
“It isn’t an all in one system. It won’t do your accounting or automate your entire operational process from sales to fulfillment.” – G2.com
Last, but not least, the customer service team also received good reviews for their responsiveness from most CoachAccountable users:
“The CA team offers as much support as you need, including one-on-one calls to make sure you have what you need to get set up. Any time I can’t find an answer to my questions, I email and get a personalized response within 24 hours.” – Trustpilot
14 Advantages and Disadvantages
Want to know the pros and cons of CoachAccountable in a nutshell?
Alongside our own thoughts and experiences, we’ve included your fellow coaches’ opinions in the table below.
If you’re looking for ways to run a growing coaching business more efficiently, CoachAccountable’s features could be a great place to start. With some basic worksheet creation tools, file-sharing, and group coaching capabilities, it also has some good potential for practitioners hoping to scale up their impact.
We’re keen to hear how you feel about the software and how it compares to Quenza. Start your 30-day Quenza trial for $1 and let us know what you think!