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Software for life coaches

Give each coaching conversation a clear place.

Preparation for a coaching call can begin long before the client joins. Keep the agreed session, supporting work and billing together, with room between conversations to finish your follow-up and decide what the next commitment should be.

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The everyday details

You know the work.
The admin adds up.

The engagement is larger than the call

Preparation, reflection and a written recap can surround a coaching session. A calendar entry alone does not show the work you agreed to provide or whether an extra conversation falls within the engagement.

Package conversations need a reliable reference

A client may arrange a block of sessions and use them at uneven intervals. Knowing what remains helps you discuss the next booking without reconstructing the arrangement from old messages.

A full diary can hide unfinished admin

Invoices, research costs and unrecorded preparation time still need attention after the last call. Separate completed conversations from work that has been billed and money actually received.

How Microtra helps

Keep the business connected.

Use the tools that fit your day, with your records ready on your phone or on the web.

Connect the person and the agreement

Keep contact details, client notes, estimates and invoice history together. Use business notes for the scope and next administrative step; decide separately how to handle sensitive coaching material under your own professional procedures.

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Protect the time around a session

Define services with duration and buffers, then arrange bookings inside the app. Staff availability and schedule conflict checks help you review a proposed slot before you confirm it personally with the client.

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Follow an agreed coaching pack

Record session packs or memberships arranged directly with clients. Review credits, expiration and balances before another session is used. Online package sales are coming soon; your conversation remains the place to agree the purchase.

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Make the commercial close clear

Prepare an estimate for the engagement and invoice the agreed sessions or package. Share a PDF from your device and record payments received by your existing method, keeping outstanding balances distinct from scheduled work.

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A day in the life

From the first quote to paid.

  1. Clarify the coaching relationship

    Discuss the purpose of the engagement, session format and what preparation is included. Save the contact and write a clear estimate rather than relying on the discovery call as the agreement.

  2. Reserve space to think

    Choose the session service and review its buffer. Arrange the time directly, considering preparation and a pause afterward, then create the booking inside the business.

  3. Close the conversation's admin

    Record the work completed and any agreed change to the engagement. Keep private reflective material in the appropriate professional system instead of treating invoice notes as a coaching journal.

  4. Review the next commitment

    Check package credit use, share the invoice if needed and enter payment received elsewhere. Agree the next conversation with the client when they are ready.

Your words

Find your way around.

Choose Personal training when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.

Your work
Session
Your customer
Client

Room to get started

Plans from $5.99/month.

Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.

Your business. Your next step.

Try Microtra on your phone and on the web. Review plan details before choosing the right fit.

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A few useful answers

Questions from life coaches.

Does the coaching setup use sessions?

Choose Personal training for this page's setup. The app uses Session and Client, with bookings and packages enabled. Linked records and stock start off; enable either in Modules & terms only if needed.

Is this a coaching assessment or journal tool?

Microtra supports business administration such as session arrangements, contact notes and invoices. It does not provide coaching assessments, a structured coaching journal or therapeutic tools. Keep those responsibilities in your established professional process.

Can a client reserve a discovery call online?

Public online booking is coming soon. Agree the call through your existing channel, then enter it inside the app. Service duration and buffers help distinguish a discovery call from a full coaching session.

How should I account for preparation?

Describe included preparation in the estimate so the engagement is clear. Record working time when useful, and review it alongside the session fee before deciding whether a later package needs a different scope.

Templates

Guides

Keep exploring

Online personal training

Organize remote training sessions, client accounts, packages and invoices. Keep the business side connected while specialist tools deliver your coaching.

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Personal training

Organize personal training sessions, client contacts, packages and invoices. Keep bookings, credit balances and business expenses in Microtra.

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What to look for in software for a one-person business

Choose software for a one-person business by testing quotes, invoices, schedules, client records and exports against the way you actually work.

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Software for small business

Unleash your potential.

You do the work. Microtra gives you the software to run the business. Start your 14-day free trial. No card needed.

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