The Best CRM Software for Life Coaches and Mentors
Automate appointments, scheduling, booking, notifications, payments, client management, and more with Yottled's powerful CRM software for life coaches
A Software Built for Coaches
Yottled is for all. Life coaches, business coaches, reiki practitioners, spiritual leaders, guides, mental health counsellors, relationship counsellors, fitness coaches, and more.
Online appointments and reservations
Add your available time slots in the digital calendar and let clients self-schedule the appointments when it is most convenient for them – and you.
Reminders and notifications: Automated notifications and reminders (via text and email) about booking, rescheduling, and cancellations, so everyone is in sync.
Preparation time: Block some time off before and after every appointment to make sure you have enough time get prepare for the next session.
Multichannel booking: Get booked on your website, Yottled page, Facebook, Instagram, email, or Google.
Integrate payment
Yottled's life coaching software enables you to accept any form of payment including online payment (virtual PoS) and in-person payment via credit/debit cards, cash, check, and bank transfers.
Pass Stripe's credit card processing fees to your clients and instantly reduce business costs.
Payment integration can be set up in minutes without any coding and technical requirements.
No revenue sharing.
Website integration
Yottled's software for life coaches integrates with any website builder and hosting providers like Wix, GoDaddy, WordPress, Square, and more.
No website? No worries
Get your own custom webpage on Yottled. No setup fees, domain name, hosting, themes, or plugins are required- it's all included.
Add logo, colors, and images that suit your coaching business's brand.
Easy drag-and-drop webpage builder, so no coding or technical expertise is needed, either.
Powerful CRM for life coaches
Yottled's life coaching client management software creates clients’ digital profiles to help you track their contact details, SOAP notes, membership enrolment, past purchases & appointments, signed waivers, payments, health-related notes, cancellations, and more. The CRM is hosted on a 100% secured cloud platform, so access your clients' data anytime you need it without worrying about losing it.
Online consultation
Yottled's CRM for life coaches supports all types of consultation models. In-person, online, and hybrid
Provide online 1:1 mentoring
Organize live coaching sessions
Organize online events, webinars, and workshops
Upload on-demand videos
Sell pre-recorded videos with subscriptions
Scheduling, booking, and payment for virtual coaching sessions have never been easier
Get 15+ Industry-Leading Features with Yottled
1,000+ businesses love Yottled because we understand the service industry like no other.
Point of sale (PoS)
Powerful CRM
Waivers creation
Zapier integration
Membership selling
Event registration
Digital calendar
Gift cards generation
Email marketing tools and templates
Automated invoices and billing
Unlimited intake forms and surveys
A personalized webpage
Automatic notifications and reminders
Video uploads and selling of video tutorials
Live sessions via Zoom, Google Meets, or custom URL
Coupons, promos and discount codes generation
Free Software for Life Coaches and Mentors
We have a "you grow, we grow" pricing model. We will charge $0.99 to your customers when they make a paid transaction. It's free for business owners, forever. All features included.
More sales. More clients. Less overhead.
The only operating system built for service-based businesses.