Purpose-built workflows to manage administrative tasks effortlessly so you can focus entirely on client transformation.

Client Management

Sessions & Coaching Notes

Agreements & Forms

Keep client profiles, intake forms, active goal roadmaps, and communication histories structured and easily accessible.

Log session dates, record progress reflections, and draft scope-safe notes designed strictly for non-clinical coaching.

Send client onboarding packages, liability waivers, and tailored intake forms with electronic sign-off workflows.

Scheduling & Communications

Billing & Records

Private Client Portal

Manage availability, organize appointments, prepare reminders, and keep client communication workflows consistent.

Create branded invoices, record payments, issue receipts, track business expenses, and maintain clear financial records.

Give clients a dedicated portal for appointments, shared forms, resources, agreements, and appropriate account information.

Choose the workspace edition for your path

Select Standard for independent coaching or Graduate Edition for certification alumni.

Standard Edition

Graduate Edition

$29 / mo

or $290/year • 14-day free trial

Included

First year with course, then $19/mo or $190/yr

For qualified independent wellness and life coaches seeking a unified administrative platform.

Tailored exclusively for Elevated Wellness Me certification students and course graduates.

Includes private coach and client portals, client, session, and note workflows, agreements, scheduling, email templates, forms, invoices, receipts, expenses, and complete data export.

Includes everything in Standard plus Graduate Success Studio, protected graduate templates, graduate marketing assets, and student community access.

Note for Current Students: Active certification students should not purchase the Standard Edition directly. Graduate access is activated separately through your student portal after verified course completion.

Built for coaching—not clinical care

Coach Ledger supports administrative and coaching workflows for non-clinical practices. It is not an EHR system, diagnostic service, medical device, or replacement for licensed clinical healthcare.

We actively encourage data minimization and professional scope boundaries in all coaching documentation and client communication records.

Private Workspaces

Scope Prompts

Client Consent

Data Export

Authenticated access checks scope private records to each coach’s workspace.

Built-in documentation prompts help keep notes within coaching scope.

Structured agreement workflows ensure transparent client consent.

Export records anytime with transparent, straightforward terms.

Compliance Disclaimer: Coach Ledger is administrative practice software for independent wellness coaches. It does not claim HIPAA certification or clinical medical record compliance.

Frequently Asked Questions

Who is Standard Edition for?

Do current students need to buy Standard?

Standard Edition is designed for qualified independent wellness and life coaches seeking a private platform to manage clients, notes, forms, scheduling, and invoices.

No. Certification students receive Graduate access included with enrollment. Graduate access is activated separately after verified course completion.

What happens after the free trial?

Can I cancel before renewal?

After your 14-day free trial concludes, your selected plan ($29/month or $290/year) begins automatically unless canceled prior to the renewal date.

Yes. Request cancellation from the membership email before the next renewal. Cancellation stops future charges, and access ordinarily continues through the current paid period.

Are course lessons included?

Does it work across desktop and mobile?

No. Coach Ledger is practice management software. Certification curriculum and course lessons are hosted on our learning platform.

Yes. Coach Ledger is fully responsive and web-based, working smoothly across smartphones, tablets, and desktop browsers.

Give your coaching practice a calmer foundation.

Organize your clients, notes, scheduling, and billing in one private branded workspace today.

Review our License & Terms, Privacy & Security, and Cancellation & Data Export policies.