Package sessions, track client hours, invoice automatically, and focus on coaching — not bookkeeping.
Share your booking link. Clients select a session type, pick a time, and land in your pipeline automatically.
Bundle sessions into packages with clear pricing. Six-session starter, twelve-week transformation — whatever fits your practice.
Start a timer for each session. Track prep time, follow-up notes, and admin separately. Every hour is accounted for.
Generate invoices from tracked sessions or package amounts. Itemized or consolidated — match what your client expects.
After the engagement wraps, see your real margin. Revenue minus time invested minus expenses equals what you actually kept.
A hosted page where clients book sessions directly. No back-and-forth emails or third-party scheduling tools.
Bundle sessions into coaching packages with clear scope, pricing, and terms. Send professional proposals in minutes.
Track session hours, prep time, and admin work. See exactly how much time each client takes across their engagement.
Set up monthly or per-package billing for ongoing clients. Subscriptions and recurring invoices on autopilot.
Collect deposits upfront for coaching packages. Split payments across milestones to keep cash flow steady.
See revenue, time invested, and true margin per client. Know which coaching packages actually make you money.
Log drives to in-person sessions, workshops, and events. IRS standard rate applied automatically.
Schedule C categories, quarterly estimates, and export packages for your accountant. QuickBooks and CSV formats.
8 triggers, 4 actions, 2 searches. Connect Clearmargin to your CRM, calendar, and communication tools.
Explore a demo account pre-loaded with realistic coaches data — proposals, invoices, expenses, and profitability reports.
Explore the demo