When it comes to growing your coaching practice, automating routine tasks is the key to scalability. From session scheduling and client billing to program design and documentation, there are plenty of things that the right coaching platform can help you with!
If you’ve heard of the Satori app, but never tried it out, keep reading. We take the software for a test drive so you can decide if it’s right for you.
Features of The Satori App
The Satori app is a digital platform for coaches looking to create coaching packages, manage clients, and automate a range of practice management tasks.
Among other features, it offers tools for appointment scheduling, coaching program design, and client chat, as well as some practice reports.
If you’re a new practitioner looking into coaching software for the first time or thinking about switching apps, we’ve summarized the main features of the Satori app in the table below.
|Appointment Scheduling||✓||Sync your Satori app with Google Calendar or iCalendar. When sessions are scheduled from existing packages, your client profiles and billing are updated.|
|Billing & Invoicing||✓||Automatic billing, recurring billing, and custom billing schedules (e.g., payment plans). Integrates with Paypal for payment processing.|
|Insurance Claims Management||╳|
|Note-taking and Document Management||✓||Create basic session notes and view a complete history of your interactions with clients.|
|Multiple Providers||╳||No official team plan, but can technically be used by multiple providers.|
|Practice Management Reports||✓||Financial reports (Income, Income Summary), and Coaching Log. Additional report types can be requested.|
|Client Portal||✓||Clients can schedule appointments, reschedule, and view their account history by creating a Satori login.|
Satori CRM Target Audience and Pricing
The Satori CRM is designed for use in coaching businesses rather than mental health practices and has no specialized telehealth features of note. The platform’s main target audience covers a wide range of niches such as mindset coaching, performance coaching, life coaching, and coaching and mentoring.
While users do mention using it with their teams, there are only three simple pricing tiers:
- Explorer: A free, basic package that includes session booking and scheduling, qualifying coaching clients, and coaching hour tracking.
- Pioneer: $15/month for extra features such as file and video sharing, custom form creation, contract signing, and up to 10 synced calendars.
- Trailblazer: $32/month with the ability to build coaching packages, schedule worksheet delivery, facilitate group coaching, and more.
As with many coaching CRMs, users can opt for a subscription with monthly and annual billing, with the latter being a more cost-effective option.
A Look At The Satori App
We signed up for a 30-day trial as an individual coach and manually added four Contacts (prospective clients), as the Satori app does not appear to have a bulk import feature. We were initially unclear about where to start without watching the demo, but quickly found the Support tab in the Dashboard.
As the User Manual outlines, there are three ways clients can be added to the Satori CRM:
- Clients can sign up for your Offers, which are either coaching sessions or programs
- You can send clients Proposals directly
- You can activate a coaching Agreement manually.
With our first contacts added, we looked at the app’s coaching management features.
First, we tested Satori’s Proposal feature, which allows you to offer your services to clients through a landing page formally:
The Proposal process essentially involves creating a coaching Program in a series of convenient steps:
- Creating a landing page outlining your Program
- Sequencing sessions into a package
- Setting prices
- Determining Terms with a coaching agreement (Satori offers a customizable pre-made template to work with)
- Automating steps such as reminders
- Previewing your landing page.
Designing our program also gave us a chance to explore the platform’s pre-made form and worksheet templates.
There weren’t many, but we found them simple to use and appreciated having templates for the essentials, such as a Discovery Questionnaire and Program Induction Form (shown below).
Once you have created an Engagement with a client, it’s easy to view an overall summary of your interactions with them and their key stats: complete and incomplete sessions, billing, terms, and more.
What we missed was the ability to quickly design more personalized, in-depth worksheets such as exercises, activities, and assessments.
The app does provide several questionnaire templates, but unlike CoachAccountable, Quenza, and other competitors, it lacks customizable templates for program materials. This means that coaches still need to create personalized coaching materials or use the limited range of templates provided by the platform.
Compared to various other apps that we have reviewed, setting up the Satori CRM was rather time-consuming. Rather than adding clients and scheduling sessions straight away, coaching Engagements need to be created with each individual client or group.
Once we had activated Offers for our four clients, however, using the appointment scheduling function was straightforward:
One particularly useful function was that for each session scheduled, your client’s billing information and status are automatically updated in the Satori CRM.
The Reports tab also offers a handy overview of all your income earned, as well as the invoices the platform has issued and automatically sent to your clients:
The coaching app also integrates with PayPal, which saves you from juggling multiple apps for payment and billing.
Once you have set the platform up, key stats and updates such as upcoming sessions, active client agreements, and average client value are conveniently displayed for a snapshot overview of your coaching practice performance.
Finally, we took a look at how coaching clients interact with Satori. As shown below, the clean and intuitive client login area gives a good summary of their agreements, sessions, invoices, and sessions with you.
13 Advantages and Disadvantages
Still not sure whether Satori is right for you?
We’ve summarized the main pros and cons of the app based on our test drive and trials of numerous coaching platforms.
5 Reviews of Satori
Before we take a closer look at the app first-hand, here are a few reviews of the Satori app from other helping professionals.
Some coaches felt the platform was a “complete toolkit” with a useful suite of features for both practice management and coaching prep:
“I love that I can do so much in one place: create and publish public and private offers (w links that I can embed in my website and promotional emails); onboard clients from start to finish; collect client testimonials; and manage all aspects of client administration — scheduling, billing and invoicing, and contract.” — Capterra
For some, however, making use of this comprehensive functionality meant a steep learning curve:
“It may be hard at first to set everything up since it does take time and you are unfamiliar with how to set it up.” — Capterra
Others found the pricing a little high:
“It is a bit pricey for the problems it solves.” — G2.com
Several new coaches reported that they had used the app to automate important tasks related to starting their business:
“It helped launched my coaching business, allowing me to have to client sign up for a coaching package and collect their payments. They can sign a legal waiver and schedule their sessions with me inside the app.” — Capterra
Finally, many users had good things to say about the Satori customer service team:
“I choose Satori because the customer service is out of this world! They are over-the-top committed to everyone who uses it.” — Capterra
Satori vs. Alternatives
What capabilities can you expect to gain or lose by switching to Satori?
This table compares the interfaces, customer service touchpoints, pricing, and integrations of the app with two main alternatives, Delenta and Quenza.
The Satori app comes with a great many useful features for coaches interested in centralizing various billing, chat, and payment apps into one place. Like many other reviewers, we found it rather time-consuming to set up but appreciated the ease with which we could make programs from sessions.
What the app lacks is the functionality to create customized program-related content beyond basic forms, such as coaching worksheets, lessons, and multimedia-rich exercises or activities. That aside, Satori makes it easy for coaches to design and sell simple coaching solutions online, which makes it a great potential tool for coaches working primarily with in-person clients. We loved the convenience of automatic billing and can see it being useful for a few important practice management tasks.
Does the Satori app sound right for you? If you want to design and share personalized online coaching exercises and forms with clients, design packages with ease, and keep your coachees engaged, it’s worth trying an app that can help you do so more efficiently and at scale.
Why not try Quenza for $1 and see how you think it compares?