ALL-IN-ONE COACHING PLATFORM

Every Feature Your Coaching Practice Needs, All Built In

From interactive activities and client management to real-time chat, scheduling, file sharing, and automated workflows. Coachier gives you a complete toolkit to run, grow, and scale your practice.

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17
Built-In Activity Types
Real-Time
Chat & Notifications
Multi-Channel
Email · Push · Dashboard
Secure
Role-Based Access
ACTIVITY BUILDER

Create & Deliver 17 Types of Interactive Activities

Build rich, interactive coaching content with our activity builder. Choose from 17 built-in types: Worksheet, Reflection, Meditation, Quiz, Assessment, Lesson, Exercise, Feedback, Visualization, Intake, and 7 more. Each activity includes a custom body, feature image, tags, and publishing controls.

Rich Content Editor

Full HTML body editor, feature images, alternative names, and publish/draft controls for every activity.

Expansion Library

Browse and import from the Expansion Activity library, or create your own and save them for reuse across clients.

Flexible Delivery

Send activities immediately, schedule for later, or set custom delivery times. Configure reminders, notifications, and result visibility per assignment.

All 17 Built-In Activity Types

Agreement Application Assessment Evaluation Exercise Feedback Instruction Intake Lesson Meditation Metaphor Quiz Quote Reflection Registration Visualization Worksheet
Activity Assignment Controls
Scheduled delivery
Custom reminders
Email notifications
Push notifications
Comment threads
Progress tracking
CLIENT & GROUP MANAGEMENT

Manage Clients, Groups & Session Notes in One Place

Invite clients via email, organize them into groups, attach detailed notes with time ranges, and track every interaction. Tag clients, enable or disable chat, and control exactly what each client sees.

Client Profiles

Full profiles with name, email, phone, photo, timezone, language, country, gender, profession, and custom fields.

Groups

Create named groups with logos, date ranges, and descriptions. Add or remove clients and send group activities.

Session Notes

Create timestamped notes per client with start/end times, enable comments, and optionally share notes with the client.

Client Invitations

Send email invitations to new clients. Track invite status and manage onboarding with password setup and confirmation.

Each coach sees only their own clients. Clients see only their assigned coach.

Client Data at a Glance

  • Full name, email, phone, photo, and occupation
  • Timezone, language, country, city, and state
  • Custom tags and group memberships
  • Chat enable/disable per client
  • Activity status tracking per assignment
  • Session history and activity status tracking per assignment
COMMUNICATION

Real-Time Chat & Multi-Channel Notifications

Stay connected with clients through SignalR-powered live chat and reach them through email, push notifications, and in-app dashboard alerts, all delivered simultaneously.

Live Chat System

Built on SignalR for real-time, bi-directional messaging. Coaches chat with their assigned clients, and clients chat with their coach, all within the platform. No third-party tools needed.

  • Instant message delivery with SignalR WebSockets
  • Coach-to-client and client-to-coach private messaging
  • Message history with timestamps
  • Toggle chat access per client from settings
  • Online presence detection

Notification Engine

Configurable notification settings for coaches give full control over how and when alerts are received. Background jobs (Hangfire) handle scheduled delivery and reminder emails automatically.

Coach Notification Triggers:
Activity completed
Activity overdue
Pathway completed
New message received
Note shared
File shared
Comment on activity
Comment on note
Channels: Email, Push, SMS and Dashboard, each toggle-able individually.
PRODUCTIVITY TOOLS

Calendar, File System & Pathways

Organize your schedule, store files, and build structured coaching programs, all integrated into one seamless workflow.

Interactive Calendar

FullCalendar-powered view of all activity assignments, due dates, and session events. Filter by client, status, or date range. Color-coded events show status at a glance.

  • Month, week, and day views
  • Filter by client, type, and status
  • Color-coded status indicators
  • Click events for full detail view

File Management System

Built-in file library with folder creation, uploads, and per-user storage. Expansion files attach directly to activities. Storage usage tracks against your plan limits.

  • Create folders and organize files
  • Per-user storage with plan limits
  • Expansion file attachments
  • Grid and list views

Coaching Pathways

Sequence multiple activities into structured coaching programs. Pathway-only activities ensure clients follow the right order, and coaches track completion across each step.

  • Multi-step coaching programs
  • Pathway-only activities
  • Sequential delivery
  • Completion tracking per pathway
EMAIL TEMPLATES & AUTOMATION

Custom Email Templates & Automated Background Jobs

Create reusable email templates for activity delivery, reminders, and client communication. Hangfire-powered background jobs handle scheduled activity notifications and subscription expiration checks so nothing falls through the cracks.

Email Template System

  • Custom Templates: Create named templates with custom subject lines and rich HTML body content
  • Reusable: Save templates and reuse them across multiple activity assignments
  • Default Templates: Use system defaults or override with custom content per assignment

Background Automation

  • Scheduled Delivery: Activities sent at exact scheduled date/time with timezone support
  • Auto Reminders: Reminder notifications fire automatically based on configured intervals
  • Subscription Checks: Automatic expiration and payment retry handling
Automation Pipeline
// Activity Notification Flow
Coach creates activity
  ↓ Sets delivery: Now | 1hr | 1 Day | Custom
  ↓ Configures reminder interval
  ↓ Selects email template
  ↓ Chooses channels:
     Email   Push   Dashboard

// Hangfire Background Job
NotificationEvent scheduled → fires at time
  ↓ Sends email via template
  ↓ Fires push notification
  ↓ Creates dashboard alert
  ↓ Logs in NotificationDeliveryLog

// Subscription Monitor
SubscriptionExpirationJob runs daily
  ↓ Checks expiry dates
  ↓ Retries failed payments
  ↓ Downgrades expired plans
DASHBOARDS & ANALYTICS

Role-Based Dashboards with Real-Time Insights

Two dedicated dashboards for Coaches and Clients, each showing the exact data they need. Monthly stats, activity tracking, completion rates, and real-time engagement insights.

Practice Overview

High-level metrics to keep your entire practice on track.

  • Total active clients and assignment overview
  • Weekly engagement charts and activity trends
  • Completion rates across all clients and pathways
  • Overdue activity alerts and follow-up reminders
  • Subscription resource usage and plan limits

Coach Dashboard

Practice overview and client metrics for coaches.

  • Total clients, activities sent, and completion stats
  • Pending activities requiring attention
  • Monthly stats with year/month selectors
  • Subscription resource usage meters
  • Quick-access links to all features

Client Dashboard

Focused view for clients with to-do lists and progress.

  • Pending and in-progress activities
  • Completed activity history and results
  • Upcoming scheduled activities
  • Direct chat access to coach
  • Shared notes and resources
SUBSCRIPTIONS, PAYMENTS & SECURITY

Flexible Plans, Secure Payments & Data Protection

Multiple subscription tiers with configurable limits for clients, activities, pathways, storage, and credits. Integrated Tap and PayPal payment gateways handle billing, retries, and receipts automatically. Your client data, session notes, and files are protected at every level.

Tap Payments

Card charges, customer storage, and transaction history

PayPal Billing

Billing agreements, plans, and subscription management

HIPAA Compliant

Client data, notes, and files are secured and protected at every level

PIN Security

Optional PIN lock for sensitive actions and account access

Plan Features Include:
Client limits
Activity limits
Pathway limits
Send credits
Storage (Pro + Client)
Groups & notes
Chat access
Priority support
Secure Payment Processing

Ready to See It All in Action?

Activities, clients, groups, chat, calendar, files, pathways, templates, notifications, analytics, subscriptions: everything you just read about is built in and ready to use on day one.

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