Run Your Coaching
Practice with
Total Clarity
A dedicated platform for coaches of every type — manage clients, schedule sessions, track goals, share resources and handle billing all in one place, so you can focus on delivering results.
Coaching Dashboard
This Week — Sarah's Practice
Everything a Coach Needs in One Platform
From first inquiry to final session — CodexPro's coaching platform manages every part of your client journey.
Client Profiles
Complete client profiles with background, goals, session history, notes and shared documents — everything in one secure place.
Session Scheduling
Online booking with automated reminders, calendar integration and video call links — clients book themselves.
Goal & Progress Tracking
Set SMART goals with your clients, track milestones and visualise progress across the coaching engagement.
Session Notes & Action Items
Structured session summaries with key insights, action items and follow-up tasks — shared with clients after each session.
Resources Library
Upload worksheets, assessments, videos and templates to share with individual clients or your full client base.
Invoicing & Packages
Create coaching packages, automate session invoicing, accept online payments and track outstanding balances.
Client Management & Goal Tracking
Keep every client's journey organised and visible. From intake to graduation, every step is tracked, documented and accessible.
- Digital intake forms and client onboarding
- Goal setting with milestones and timelines
- Progress check-ins and reflection prompts
- Shared client portal for notes and resources
- Session history and cumulative insights
- Client satisfaction and outcome tracking
Client: David K.
Executive Coach: Sarah B. · Active
Packages, Billing & Payments
Stop chasing invoices. Set up coaching packages, automate billing and give clients easy online payment options.
- Coaching package creation (e.g. 6-session, 12-session)
- Automatic invoicing on session completion
- Online payment via credit card or bank transfer
- Payment plan and instalment support
- Automated payment reminders
- Monthly revenue and client reporting
Revenue — June 2025
Sarah's Coaching Practice
Built for Every Type of Coach
Whether you're a solo coach or running a coaching business with multiple practitioners, CodexPro scales with you.
Executive & Leadership
Goal alignment, leadership development, 360 feedback integration and stakeholder management tools.
Life & Mindset Coaching
Wellbeing tracking, journaling prompts, reflection tools and progress visualisation for personal growth.
Business & Startup Coaching
Business goal tracking, milestone management and resource libraries for entrepreneur clients.
Health & Wellness
Habit tracking, wellness check-ins and session notes designed for health coaches and personal trainers.
Career Coaching
Career goal mapping, CV and interview prep resources, and session notes for career transitions.
Team & Group Coaching
Manage group coaching cohorts, shared resources and team goal tracking alongside 1-to-1 sessions.
Spend More Time Coaching, Less Time Admin
Book a free demo and see how CodexPro transforms how you run your coaching practice.
Book a Free Demo ↗