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Featured articles

• Managing a Coaching Engagement with your Client

Contact Support

• CoachVantage Support

Getting Started

• Signing up for a CoachVantage account
• Setting up your CoachVantage account
• CoachVantage Integrations
• Invoice & Payment Settings
• Appointment Reminders & Buffer Time Settings

Dashboard & Main Menu

• Dashboard & Main Menu
• Dashboard

Your Contacts

• Contacts Overview
• Adding and Importing Contacts
• Exporting Contacts
• Archiving Contacts

The Client Page

• The Client Page
• Creating a New Coaching Engagement with your Client
• Managing a Coaching Engagement with your Client
• Notes
• Shared Files
• Sessions
• Client Invoices
• Profile

Calendar & Appointments

• Calendar and Appointments Overview

Coaching Programs

• Creating Coaching Programs
• Selling Your Coaching Programs Online
• Coaching Programs - Coach's Experience
• Coaching Program - Clients' Experience
• Coaching Program Enrollments

Resource Library

• A repository to manage and organize your files and templates

Coaching Logs

• View, filter and export your coaching logs

Invoices

• Learn how to create and manage one-off and recurring invoices