upcoach

I have had Upcoach for quite a while now and am just starting to properly use it again (since the uteach debacle really).

It does have a bit of a learning curve, but once you do understand it you realize it was made by a coach (or coaches) for coaches!

No frankensteining software and platforms together, clients get a seamless experience once you have set up the tech side (see below).
You still need to do a bit of work but it's important to reduce friction and frustration down the line with clients who don't know where to go or what to do when they are meant to work with you - and that is taken care of here.

You get client intake forms and goal setting forms all inside the platform - and you can always check what clients filled in in the past to hold them accountable - not as easy when you work with Typeform, email or Word docs to send back and forth.

They also have habit trackers - clients often need to form new habits to improve, and that takes a bit of tracking and gentle pressure from you.

And all of that is integrated with courses and events that you can set up via Zoom or any other meeting link, while they access it all from that one platform.

Since I got this deal 2 years ago they have added Stripe as a payment provider integration - that's slightly limited, but working with the API or the invite link you can use almost any payment service you want, and for various ones they have clear step by step instructions now.

There are many more improvements that I can't all list, but they are clearly working on it.

Speaking of the tech side: you need to have your own video storage. That is a dealbreaker for some people, but it makes the platform a lot more financially stable and avoids issues that other LMS platforms have had.

However, what I really, really appreciate is that they are very quick to integrate video solutions.
You can add YouTube, Vimeo, Wistia, Loom (plus Muse and Searchie that I don't know), all of which either come at a cost or have their logo integrated. And being an Appsumo fan I have Komododecks and also Vento that have been or are on as lifetime deals.

So I asked whether that was an alternative, and they were incredibly quick to integrate those for their video block rather than just html embed them, so it looks a lot better.

This alone is worth five stars!

The only drawback I have is the UX for the coach or course designer.

Being a returning coach to upcoach, I still get confused where I am in the environment sometimes, in the program designer, course designer or where I need to go to see or do certain things.

So some breadcrumbs, a button, help balloon, or extra links would be helpful to enable me to go back to a "home" from where I can access all that.

But then - as a software company you are much more immersed into a software than a regular user, so I would imagine if I mention that it will be implemented in some way - or already is on the roadmap.
Guess I'll ask :).