A Coaching management system that encourages ownership
Ultimately, a client has to (learn to) become independent. A Coaching management system should support that process as much as possible.
Before we go through these points, it is important to know that as a coach you can do everything yourself. So when a coachee is not able to do this for a reason, the Coaching management system also supports the same actions on the side of the coach.
Coaching management system as part of the treatment
- Give responsibility to clients by providing feedback through the client portal between treatments.
- Booking an appointment is the coachee's responsibility. The Coaching management system has its own scheduling software coaches where this can be done.
- Support the learning process with the knowledge base in which the coachee can log in himself.
- An HR department can (if desired) be involved in the online coaching process.
What is a Coaching management system?
A Coaching management system is software in which coaching practices and coaching organizations can follow the trajectories of their clients. They can digitally support the clients and administer these processes starting from the first registration to the last session.
In the Coaching management system, information is recorded about the progress of a client within the practice or organization. The Coaching management system provides the ability to communicate with clients between sessions by sending messages or sharing a coaching program with groups or individuals.
In addition, a Coaching management system offers the organization, the opportunity to digitalize and automate many administrative processes. E.g. creating and sending invoices, contracts or making appointments.
What does the Coaching management system do?
A Coaching management system follows the progress of a client in the coaching process, but also tracks the administrative route that a client takes through an organization or practice. Working with a Coaching management system often makes the coach's job easier. Both in terms of managing the interaction between coach and client in the coaching process, and administratively / organizationally within the practice or organization. See below an overview of the benefits :
It helps to keep in touch with the client between treatments.
A Coaching management system offers tools to communicate digitally with a client. If a client has questions, they can be sent in via the client portal.
Sharing knowledge with clients in a knowledge base
Some coaches create their own online learning program. This learning program can be maintained in the Coaching management system. A client can be granted access to each part of the program. When doing exercises or reading documents, clients can ask questions directly via the clientportal. The coach will receive notifications about these questions and can answer at any time.
Increase the monitoring of the progress of assignments.
When clients carry out assignments between trajectories, they can send them (when completed, or if there are questions about it) via a client portal to the coach.
A place where your client can find all his information about you.
All information of a client can be collected from one place, the client portal. Whether it concerns messages, coaching agreements, documents, courses followed or invoices. The client can always find all information in one place.
And these are the administrative and organizational benefits of a Coaching management system.
Scheduling (digital) coach sessions without calling or emailing
One of the biggest organizational benefits of a Coaching management system is the ability to let clients schedule appointments themselves. They log in onto the client portal, and choose from the appointment moments you have preset.
One database and one software system containing all information.
Another big advantage is that a Coaching management system is an all-in-one solution. All software components you need in your practice are included. And all messages created by clients in the client portal are directly stored in the system and can be found at all times.
It allows for simple invoice creation of appointments that have passed
In addition to tracking clients, the administrative part of the Coaching management system also helps to create invoices. With the click of a button, a completed appointment is converted into an invoice on which the time, date, and treatment are placed.
It helps in making agreements
When starting a coaching process, an coaching agreement is required. This coaching agreement describes which trajectory will be taken, how many times the coach and client will meet, etc. The Coaching management system helps you to create standard coaching agreements that you can reuse and personalize again and again for each new customer. This saves a lot of administration time.
Information is directly accessible to colleagues, if they are authorized.
If colleagues are authorized to read client information, they can access it. This helps in the coaching practice in the event of leave, holiday or illness of one of the employees.
Would you like to know more about our Coaching management system?
We have a support department that will gladly explain the possible benefits for your practice. But to do that, we first need to know what you do and where you would like to use organizational or substantive opportunities in your practice. Subscribe for our online demonstration so that we can explain step by step what we can do for you.