CoachNotes preps every session before you walk in — each client's history, labs, and open items at your fingertips — then turns the conversation into a follow-up email and notes while you move on to your next client.
CoachNotes doesn't do the coaching — you do. It just handles the prep before and the admin after, so neither gets in the way of the work only you can do.
No transcription software to manage. No templates to fill in. CoachNotes covers the whole session — start to finish.
Connect Calendly and every booking flows into CoachNotes. Before each session, prep notes are generated automatically — health history, recent labs, open tasks, and supplement-safety flags. You arrive ready.
Record or upload the session. Industry-leading transcription captures every word, then AI analyzes it against the client's full health profile and drafts the complete package — follow-up email, notes, action items, matched product recommendations, and suggested resources. Ready for your review, not your rewrite.
Everything's already drafted and ready to review. Send the follow-up email via Gmail, save your notes and tasks, and invoice the client — all without leaving CoachNotes. Want to fine-tune something? Edit the summary and the email and notes regenerate to match. Done in under 5 minutes.
Built specifically for wellness and nutrition coaches, not generic note-takers.
Before every session, CoachNotes builds prep notes for you — pulling in health history, recent labs, open tasks, and safety warnings. You walk in already up to speed on every client.
Ask anything about a client and get an instant answer grounded in their full record: every past session, their labs, intake answers, files, tasks, and billing history. Pull together what to focus on before a call, or have it create a follow-up task or note for you right in the conversation.
Connect Calendly and every booking flows straight into CoachNotes — matched to the right client and queued for automatic prep. Bookings that don't match a client land in a review queue, so nothing slips through.
Send one-time invoices or set up recurring subscriptions directly from the client profile. Clients pay via Stripe, manage their own payment method through their portal, and you see every transaction in CoachNotes the moment it lands.
AI drafts personalized post-session emails in your voice — tone, structure, sign-off and all. Edit, approve, and send via Gmail without leaving CoachNotes.
Every session summary is yours to edit before anything goes out. Adjust what was captured, then regenerate the follow-up email and notes from your edits in one click. The AI drafts — you always have the final say.
Reach clients where they actually read. Send check-ins and updates, and — with consent — marketing campaigns by text. Built-in compliant opt-in and one-tap unsubscribe keep every message above board.
Automatically flags supplement-medication interactions from your client's profile before every session. 20+ pre-built rules plus custom rules you define.
Build your own intake forms, assessments, and agreements with a flexible form builder — multiple field types, e-signatures, and answers that auto-populate the client's profile. Send a link, collect a signed PDF copy, and never re-key the same information twice.
Upload lab PDFs or screenshots and our AI engine extracts all test values automatically. Set your own functional reference ranges, and results stay attached to the client's profile for future reference.
Send a one-time follow-up, schedule it for later, or enroll clients in a multi-step email series with custom delays between messages — all delivered through Gmail. Build evergreen nurture sequences once, then let CoachNotes run them automatically.
Structured clinical notes generated from each session, formatted to your preferred layout and fully editable.
Search across every session transcript in seconds. Find any moment a topic came up for a single client, or search your whole practice from the client list, with matches highlighted right in the results.
Build a library of guides, handouts, recipes, and protocols — then let AI automatically suggest the most relevant ones based on what came up in each session. The right resource reaches the right client at the right time, without you having to remember it.
Maintain your own curated product catalog with affiliate links built in. After each session, AI matches discussed supplements and products to your catalog and includes them in the follow-up email — so every recommendation drives revenue without extra effort.
Organize your roster with fully custom tags — hormone health, weight loss, autoimmune, VIP, or anything that fits your practice. Filter your client list by any combination of tags to quickly find the right group for a campaign, check-in, or bulk email.
Every client gets a private, secure portal — no login required. Share files and resources, receive uploads from clients (labs, food journals, progress photos), and let them manage their own billing. Access their community with a single tap.
Create private groups for challenges, cohorts, or your full practice. Clients post, share files, and support each other in a focused space — no social media required. Full-text search across all posts, with results highlighted instantly.
Start free. Upgrade when your practice grows.
Every paid plan includes every feature. Upgrade for capacity and support — not capability.
Try CoachNotes with your first clients — free forever.
For coaches building a growing client roster.
For coaches running a thriving full-scale practice.