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

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.

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free appointment booking software
  • 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.

    Explore how to automate scheduling

payment software
  • 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.

    Explore Payments

create free website
  • 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.

    Read more about free website

client relationship management
  • 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.

    Explore client management

crm for life coaches
  • 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.

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More sales. More clients. Less overhead.

The only operating system built for service-based businesses.