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The Coaching Planner
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Your clients' data is private to your account and encrypted in transit.
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Subscribe to keep planning sessions, generating AI outlines, and reaching your clients. Everything you've saved is safe and waiting for you.
The Coaching Planner
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Overview
Your coaching practice at a glance.
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Sessions
Past, current and upcoming sessions with full outlines and reflections.
View sessions →
Clients
Profiles, DISC styles, values, strengths and goals — plan a session from any client.
View clients →
Upcoming appointments
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Add to Google Calendar
Clients
Plan sessions grounded in each client's DISC style, values and strengths.
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No clients yet
Add your first client to start planning sessions.
Sessions
Every session across your clients — past, current and upcoming.
In progress now
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Calendar
Upcoming
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Calendar
Past
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Calendar
No sessions yet. Open a client and plan one to see it here.
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DISC profile
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DISC profile
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Values
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Strengths
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Goal
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Desired outcome
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Additional details
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Coaching agreement
Fill the blanks, send a signing link, keep the signed copy.
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Client questionnaire
DISC profile, values, strengths and goals. One link, filled in by the client.
Preview it
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Email it now
This link also goes out automatically with the coaching agreement email.
Session history
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Recording
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Agenda
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Discover tools
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Focus areas
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Potential blockers
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Session log
Result achieved: {{ sess.reflection.resultAchieved }}
Tools & techniques: {{ sess.reflection.toolsTechniques }}
Lessons learnt: {{ sess.reflection.lessonsLearnt }}
Could improve: {{ sess.reflection.improve }}
Coachee feedback: {{ sess.reflection.coacheeFeedback }}
Development plan: {{ sess.reflection.devPlan }}
No sessions planned yet.
Plan session for {{ selectedClient.name }}
Add today's focus, then generate a session outline built from this client's profile.
Type of coaching
Session length
Meeting platform
Pick a platform to schedule the meeting with these details prefilled, then paste the link above so it opens in-app at session time.
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Session plan
Connection · Outcome · Discover · Action · Progress
Stated goal vs real goal — {{ aiOutline.realGoalNote }}
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Do
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Ask
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Discover — tools to evoke awareness
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Focus areas
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Potential blockers
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Edit session plan
Editing
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min
Do
Ask
Discover — tools to evoke awareness
Focus areas
Potential blockers
Session log & reflection
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Profile
Your coaching details. These appear on the header of every exported coaching log.
Guided tours
Short walkthroughs of each part of the app. The ? button on any screen starts the tour for that screen.
Agreement details
Entered once and used on every coaching agreement you send. Your name and email come from the card above. Saved automatically.
Your practice
Standard terms
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Subscription
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Feedback & support
Found a bug, hit a wall, or have an idea? Tell me directly — it comes straight to my inbox.
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Thank you — this is with me now. I read every one.
Account
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Choose your plan
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Solo
For a growing private practice.
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Pro
Most coaches
For a full client roster and cohorts.
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Cards, UPI and netbanking via Razorpay.
Cancel your subscription?
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Your clients, sessions and plans stay in your account. After that date you drop to the free plan — 3 active clients and 3 AI plans a month — and you can subscribe again any time.
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Join session
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Questionnaire · {{ resultsMetaLabel }}
DISC profile
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Top two styles are tied — worth exploring in conversation rather than settling on one.
Values
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lives it {{ v.align }}/10
Also shortlisted
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Strengths
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Also chosen
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What they want from coaching
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Additional details
Copied into the client profile, where every session plan reads it.
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New agreement for {{ setupClientName }}
Set the program and terms for this client. Your own details come from your profile and the client's name and email come from their record; add their address here if it isn't on file.
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Coaching agreement
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Open your email app or copy the signing link below into an email yourself.
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Signed by {{ agreementSignedName }}
{{ agreementSignedDate }} · this document is now locked. Start a new agreement if terms change.
Your details
Taken from your profile and used on every agreement.
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Client details
Taken from the client's profile.
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Program & terms
Anything left blank shows as a line in the document.
The document
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Anything in [[double brackets]] is a blank filled from the fields above.
Send it
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Signing link for {{ agreementClientName }}
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