CoachNotes listens to your coaching sessions and automatically writes the follow-up email, SOAP note, and action items — in your voice, in seconds.
CoachNotes doesn't do the coaching — you do. It just makes sure the two hours of admin that follow every session don't get in the way of the work only you can do.
No transcription software to manage. No templates to fill in. Just upload and review.
Drop in your session audio after the call — or connect Calendly and CoachNotes preps the session automatically beforehand.
Industry-leading transcription captures every word. Then AI analyzes the session alongside your client's full health profile — medications, supplements, and goals — and builds a complete output package: follow-up email, SOAP note, action items, matched product recommendations, and suggested resources from your library. Ready for your review, not your rewrite.
Edit the follow-up email in your browser, send it via Gmail, check off SOAP notes and tasks. Done in under 5 minutes.
Built specifically for wellness and nutrition coaches, not generic note-takers.
AI drafts personalized post-session emails in your voice — tone, structure, sign-off and all. Edit, approve, and send via Gmail without leaving CoachNotes.
Structured clinical notes generated from each session transcript. Fully editable, formatted to your preferred layout.
Automatically flags supplement-medication interactions from your client's profile before every session. 20+ pre-built rules plus custom rules you define.
Nightly cron generates prep notes for tomorrow's sessions — pulling in health history, recent labs, open tasks, and safety warnings. You arrive ready.
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.
Upload lab PDFs or screenshots and our AI engine extracts all test values automatically. Results stay attached to the client's profile for future reference.
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.
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.
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.