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Best Health Coaching Software

Last updated on February 6, 2024

There’s a simple solution to elevating your clients’ experiences and streamlining your health coaching business, and that’s coaching software

Wearing multiple hats and juggling client engagement, content creation, and repetitive admin tasks gets less manageable as your practice scales. However, you don’t have to do it all on your own, as health coaching software can automate scheduling, notifications, content delivery, and collecting payments (among many other things). 

The options are numerous, so we’ve decided to make the choice somewhat easier by selecting the best coaching software for health coaching professionals. 

Disclosure: This article contains affiliate links, and Life Coach Magazine may receive a commission on qualifying purchases at no extra cost to you. We appreciate your support!

Coaching Programs Option: Paperbell

Paperbell will keep you organized with its wealth of automation and management features. You can stay on top of your entire health coaching practice by managing client records, scheduling appointments, handling billing, and conducting video chat meetings, all within a single app. One of its strongest features is diversified content and course delivery.

Paperbell - The All-in-One Coaching Software for Busy Coaches
Paperbell.com

Features 

  • Scheduling
  • CRM
  • Custom shop page
  • Custom landing pages
  • Client portal
  • Group coaching
  • Contracts
  • Payments
  • Digital downloads
  • Intake surveys
  • Reminder emails
  • Integrations (Zoom, Google Calendar,  Zapier, PayPal, Skype, etc.)

Whether your health coaching services are delivered in the form of individual or group sessions or online programs, you can use Paperbell to create, share, and monetize your offerings.

What stands out with Paperbell is its stunning interface and the ability to fine-tune content delivery. You can automate sharing bonus resources with your clients via digital downloads, which are stored in a client portal for easy access. Another automation possibility is sending out your content over time when the client purchases the health coaching program or on a specific date.

Paperbell supports selling a wide range of digital products, including videos, e-books (if you have a digital cookbook or guide), digital planners, checklists, webinars, workbooks, audiobooks, spreadsheets, and more.

Learn about this robust software in our review, and compare it with other options in this article on Paperbell alternatives.

Pricing

Paperbell operates on a monthly membership model that includes all features and doesn’t depend on the number of clients. With an annual subscription, it’s $47.50 per month, and the first 2 months are free. You can also try Paperbell for free to manage one client for an unlimited amount of time.

Beginners Option: Practice

What makes Practice perfect for coaches at the beginning of their career is that it’s user-friendly and all-encompassing without overwhelming you with too many features. It is quite popular among health and wellness coaches, and it can do everything from automating and scheduling to creating packages and collecting payments.

Practice.do logo - Practice Software Review – Features, Pricing, and Everything You Need to Know
Practice.do

Features

  • Scheduling
  • CRM
  • Communication
  • Client portal
  • Customization
  • Creating packages
  • Group coaching
  • Invoicing and payments
  • Contracts
  • File storage
  • Forms
  • Mobile app
  • Integrations (Google, Stripe, and Zoom)

Practice has an easy-to-use client portal app that’s accessible on all devices. It creates a centralized space for client interactions, including chat, shared resources, forms, and invoices. 

To ensure that your clients are keeping up with their health goals, you can take advantage of the shared to-do list and keep an eye on their progress while also encouraging accountability. 

One feature many coaches find to be of great use is a variety of pre-made templates, such as post-session feedback, a discovery call form, an onboarding form, and a contract agreement template. By using them as the foundation, you don’t need to make these documents from scratch.

More details about Practice and its functionalities are available in our in-depth review.

Pricing

The cost is quite affordable, starting at $28 per month. There’s also the option of a one-time payment of $1,200 for lifetime access. Practice has a 7-day trial if you’re interested in trying it out.

Health Coaching Templates Option: Honeybook

Honeybook is an all-in-one software that covers automation, client communication, sharing content, and collecting payments. However, the greatest benefit for health coaches can be their customizable templates specifically designed for the health coaching industry.

Honeybook logo - Honeybook for Coaches – Reviews, Features, Pricing, and Everything You Need to Know
Honeybook.com

Features

  • Scheduling
  • Client portal 
  • CMR
  • Templates for pricing guides and brochures
  • Invoices and proposals
  • Contract signing
  • Automation 
  • Mobile app
  • Integrations (Gmail, Google Calendar, Zoom, QuickBooks, etc.)

Honeybook stacks professional documents and emails with templates tailored for health and wellness coaches. These templates include invoices, contracts, brochures, proposals, questionnaires, and email templates for health coaching. 

What’s unique about Honeybook is its proposal feature that consolidates an invoice and payment into an all-in-one booking file so that clients can review and purchase your service or package in a couple of clicks. 

Be sure to check out our Honeybook review and Honeybook alternatives article for more information.

Pricing

With the yearly subscription, the price starts at $8 per month, which includes basic features such as professional templates, a client portal, and payments. For advanced features like automation and scheduling, you’ll need to upgrade. A free trial is available for 7 days. 

Coaching Teams Option: Profi

Profi’s health and wellness coaching software is a powerful tool that is suited for both entrepreneurs and teams of coaches. Since not all software is designed for medium and large coaching businesses, this one stands out as the preferred choice in that category.

Profi logo - Profi – Is It Right for Your Coaching Business?
Profi.io

Features

  • Scheduling
  • Client portal
  • Coach directory
  • Co-hosting programs
  • Secure video calls and chat 
  • Building programs and curricula
  • Group coaching
  • Automated billing system
  • Forms and journaling
  • Messaging
  • Integrations (Google, Zapier, Zoom, Outlook, Twilio, Vonage, Sendgrid, Wistia, etc.)

Profi enables you to create a private directory of health coach profiles on a single page so that clients can easily choose a coach they want to work with. If you run a team of coaches, this can be an invaluable feature.

You’ll be able to collaborate with your team by assigning tasks, managing access, and co-managing clients with Profi.

The platform supports 1:1, group, and recurring sessions, but that’s not all, as it also has an integrated HIPAA-compliant video conferencing functionality. 

Our Profi review and Profi alternatives article can provide you with useful insights about this platform’s strengths and offerings. 

Pricing

Profi’s pricing begins at $90 per month for up to 100 clients. To give it a test drive, you can sign up for a 30-day free trial.

Progress Tracking Option: CoachAccountable

CoachAccountable can manage your entire coaching organization. You can use it for scheduling coaching sessions, writing session notes, sharing files, conducting group coaching, drip-delivering courses, and more. However, we’d like to single out its powerful tracking feature that gives you a birds-eye view of your clients’ progress.

Coach Accountable logo - CoachAccountable Reviews, Pricing, and Features – The Ultimate Guide for Coaches
CoachAccountable.com

Features

  • Scheduling
  • Client management
  • Course creating and selling
  • Group coaching
  • Team management
  • Contracts
  • Payments
  • Activity history
  • Reporting
  • Integrations (Zapier, Zoom, Google Calendar, Outlook Calendar, Stripe, PayPal, Apple iCal, etc.)

With CoachAccountable’s features, you can create individual and group programs with action steps, status updates, and reminders so that you and your clients are aligned. The “Actions” feature helps turn ideas into concrete plans with reminders and due dates. Clients can mark items as done in-app or through reminder replies, and progress can be gamified through project-based tasks.

You can also monitor key performance indicators (KPIs) and measure actual results over extended periods with the “Metrics” feature. It gives you visual comparisons to set targets, reveal trends, provide valuable insights, and simplify reporting. 

For an in-depth look at CoachAccountable’s features, read our review and compare CoachAccountable with top-rated alternatives

Pricing

The pricing is based on the number of clients, starting at $20 per month for 2 clients. There’s also a 30-day free trial.

Membership Option: Simplero

Simplero is among the most robust coaching software with features for building a website, enticing sales, email marketing, and managing affiliates. All of these functionalities can come in handy to health coaches, and if you also sell memberships for your health coaching programs, Simplero can be the best pick. 

Simplero logo - How Simplero Will Help Your Coaching Business
Simplero.com

Features 

  • Scheduling
  • Membership site
  • Client community groups
  • Course delivery
  • Upsell, Downsell, and Order Bump features
  • Email marketing and automation
  • Landing pages builder 
  • Affiliate management space
  • Subscriptions
  • Website builder
  • Client insights 
  • Payments
  • Integrations (Zapier, Mailchimp,  Acuity Scheduling, Crowdcast, etc.)

If you sell subscriptions or memberships to your clients, Simplero will completely streamline that process. You can create different offerings, and once the clients sign up, they’ll gain access to membership sites and communities. Based on your settings, they’ll receive content, take quizzes, or engage with other clients.

Simplero has done-for-you campaigns that are pre-designed templates based on proven launch strategies. They cover various business needs, such as increasing subscribers, product launches, and audience surveys. Even though this feature isn’t specific to health coaches, it can be extremely useful for improving your business strategies. 

In our Simplero review and Simplero alternatives article, you can get the full scoop on this comprehensive software. 

Pricing

Simplero’s most affordable plan is $59 per month, and upgraded plans unlock more possibilities like unlimited courses, membership sites, and upselling features. There’s a 14-day free trial available if you want to try it.

Simplify Admin Tasks Option: Bonsai

When it comes to automating and simplifying admin tasks, there’s no software like Bonsai. It is a fully-featured system with tax-tracking, accounting, banking, CRM, and content delivery functionalities. If your primary concern is centralizing all the mundane business-related responsibilities, Bonsai is perfect for your business.

Bonsai logo - Bonsai Reviews, Features, and Pricing – A Complete Guide
Hellobonsai.com

Features

  • Scheduling
  • Client management 
  • Client portal
  • Group coaching
  • Financial management 
  • Contracts and e-signing
  • Invoicing and payments
  • Collaboration tools
  • Client intake forms
  • Session notes
  • Prebuilt templates
  • Integrations (Google Calendar, Gmail, Zapier, QuickBooks, etc.)

With Bonsai, you can unify the back-end tasks of your health coaching business into a single platform. Bonsai has features for tracking time and automatically invoicing the completed timesheet, creating and selling session packages, collecting payments at booking, financial reporting, predictable tax payments, and so much more. 

Bonsai provides over 500+ templates for creating contracts, forms, questionnaires, and other documents. There are templates designed for coaches, including health coaching contract templates

Learn all about Bonsai in our review, and see how it stacks up against other software in our Bonsai alternatives article.

Pricing

Bonsai’s basic plan costs $21 per month. All plans come with invoicing, payments, and expense management. The tax assistant feature is available for $10 per month in addition to the cost of your chosen plan. You can test Bonsai for free for 7 days and then decide if it’s the right fit for you.

Conclusion

Why overwhelm yourself with admin tasks, coaching contracts, tracking payments, and managing client relationships when health and wellness coaching software can do it all? The diversity is amazing, so regardless of what your needs are, there’s no doubt that one of these all-in-one platforms can meet your criteria. Remember that the best health coach software is the one that aligns with your specific niche and coaching philosophy.

Before we part ways, let’s summarize the top picks for health coaching software and why they stand out: 

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