Coaching client management software for solo coaches

One profile per client, with the whole story

Storing client information is easy. Finding the right piece of it two minutes before a session is the hard part: what was agreed last time, which goal she said mattered most, whether he ever sent back the intake form.

In Coach Recap, every client has one profile and everything attaches to it: the sessions in order with their notes and action items, the goals and their current status, form responses, signed contracts, shared files and the chat thread. The client list shows how many sessions someone has had and when the last one was, so you notice when a client has gone quiet.

• Full session history per client, newest first
• Goals and pending action items on the profile, not buried in notes
• Session count and last-session date in the client list
• Quick search and filtering across all clients

Goals and action items you can follow up on

Most sessions end with a commitment. The client agrees to do something before next time, and you agree to follow up. In most tools that commitment is a line of text in a note. In Coach Recap it is an action item: created inside the session, shown on the client’s profile until it is done, and carried over so it is in front of you when the next session starts.

Goals work the same way. They are set with the client, linked to the sessions that worked on them, and visible from the profile, so progress is easy to show. See how this connects to session notes.

Intake forms and check-ins, sent automatically

Create an intake form once and Coach Recap sends it before a client’s first session. Set a feedback survey to go out after every session, or a progress check-in monthly. Responses land on the client’s profile, so you read the intake answers in the same place you’ll write the session notes.

• Custom intake forms for new clients
• Post-session feedback surveys
• Recurring progress check-ins
• Automated delivery before or after sessions
• Every response stored on the client profile

Contracts, chat and resources in the same place

The things that usually live in email get a home too. Coaching agreements are stored per client. A private chat keeps between-session questions out of your inbox. Worksheets and recordings are shared as resources the client can open from their side. Everything carries your own logo and colours, so the client sees one practice.

Built for a practice of one

Coach Recap is designed for solo coaches, so there are no seats to buy and no features held back for a higher tier. The free plan covers three clients indefinitely, with no credit card. When your practice grows, the Professional and Business plans only change the client limit, never the feature set. And the iOS and Android apps mean the profile is with you when the session isn’t at your desk.