Package sessions, track hours, send invoices, and stay tax-ready — so the business side of coaching stays simple.
Here's what a typical workflow looks like for coaches.
Share your inquiry form link. Clients submit an inquiry and land in your inquiry pipeline automatically. Reply, qualify, and convert to a client and project in one click.
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.
Proposals, contracts, time tracking, invoicing, expenses, and tax prep — all in one place.
A hosted link where clients submit an inquiry with the details that matter to you. Submissions land in your pipeline automatically — no back-and-forth emails or third-party scheduling tools.
Inquiry form submissions flow into a kanban board. Track each lead from first contact to conversion — reply, qualify, and convert to clients and projects.
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 coachesdata — proposals, invoices, expenses, and profitability reports.
Explore the demoCoaches need to track session income, expenses, and mileage for taxes, but traditional accounting software is designed for bookkeepers. What coaches actually need is session tracking, package-based invoicing, and tax-ready expense categorization. Clearmargin handles all three without journal entries or accounting jargon.
Pricing should account for session time, prep time, follow-up work, and overhead. Many coaches only price the session itself and underestimate total time per client. Track all client-related hours — sessions, prep, admin — then calculate your effective hourly rate. Clearmargin shows you actual time invested per client so you can price packages based on real data.
Coaches need invoicing that supports session packages, recurring billing for ongoing clients, and deposit collection for new engagements. A tool that also tracks session hours and calculates per-client profitability is ideal. Clearmargin provides package-based proposals, recurring subscriptions, payment schedules, and profitability reports in one place.
The most common models are per-session billing, package billing (e.g., 6 sessions for a set price), and monthly retainers. Package billing with an upfront deposit is popular because it improves cash flow and client commitment. Clearmargin supports all three models with automated invoicing, payment schedules, and subscription billing.