UpStackCRM
All solutions

For coaches

Fill your calendar and keep clients on track

Leads book a call from your link, pay an invoice, sign an agreement and get their program, all without you copying details between apps. After the call, notes and tasks stay with the client.

Calendars and upcoming appointments

What changes for you

Booking links with reminders

Share a link, set your hours, and clients get automatic reminders so fewer calls get missed.

Client pages with notes

Each client has a page with session notes, goals, tasks, payments and messages.

Packages and recurring payments

Charge for a single session, a package, or a monthly plan.

Agreements and intake forms

Send a form before the first call and a contract after it. Answers save to the client.

Set it up in this order

  1. 1Set up your calendar and booking link
  2. 2Send an intake form after they book
  3. 3Send an invoice or payment link after the call
  4. 4Keep notes and goals on the client page

Questions

Can clients book without an account?

Yes. They pick a time on your page and enter their name and email.

Can I keep private session notes?

Yes. Notes live on the client page and only your team sees them.

The parts you will use

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.