Simply.Coach Reviews & Product Details

What I like best is how much the platform covers for the price, and the support team, which is the best I have experienced with any software tool.

I run a coaching business for expat professionals, and Simply.Coach lets me manage the whole client journey in one place: onboarding forms, coaching agreements, session scheduling, notes, action items and invoicing. Before, this was spread across several tools. Now I keep one clear view of each client, which saves me time before every session and makes my work look more professional to clients.

One unexpected benefit: I built my onboarding form so clients score four areas of their life from 1 to 10 before our first call. I can see where they stand before we speak, so the first session starts at a much deeper level.

The quality to price ratio is excellent. Many features I would expect only in far more expensive platforms are included, and the interface is clean enough that my clients use the portal without needing explanations.

The support team deserves special mention. They respond quickly, take time to understand the question, and follow up until the issue is solved. As a solo business owner, that makes a real difference, because I never feel alone with a technical problem. Review collected by and hosted on G2.com.

The mobile app is the area where I see the most room for improvement. Right now it is quite limited and mainly lets me check upcoming appointments. As a coach who is often between meetings or traveling, I would love to do more on the go: set up a session with a client in a few taps, reschedule quickly, and create, update or close action items right after a conversation, while everything is still fresh.

Today I usually have to wait until I am back at my laptop, which slows down my follow up with clients. A more complete mobile experience would make a platform that is already strong on desktop even more valuable for day to day client management. Review collected by and hosted on G2.com.

Simply Coach is an advanced tool, enhancing my efficiency as a coach. It allows me to keep track of the calls, notes, and records for my client and also allows the client to have access to the forms filled in and discussions done. It also allows the clients to keep the notes in one place when they need to make observations and reflections. An easy and confidential tool to interact with the client and create a seamless wonderful experience. Regards, Kalpesh Review collected by and hosted on G2.com.

The onboarding process for Simply Coach needs more improvisation. While they have a helpdesk and someone reaches out when you raise a query - what I recommend is 1) a self-help course that takes us step by step into understanding the whole tool 2) A checklist of all the items required for setting it up - like the calendar - profile, timeslots and many such items. Review collected by and hosted on G2.com.

Working with Simply Coach has been a genuinely great experience, and their customer service is a big reason why. From day one, the team has been responsive, friendly, and easy to reach, and they always take the time to understand what we actually need rather than offering one-size-fits-all answers.

What really sets them apart is how open they are to feedback. When we shared suggestions or ran into something that didn’t quite fit our workflow, they listened carefully and followed through with updates that made a real difference. Review collected by and hosted on G2.com.

Nothing negative so far—everything is going well. We just hope their tool continues to grow so we can implement it across our other business areas, too. Review collected by and hosted on G2.com.

What I like best about Simply.Coach is that it gives me the flexibility to start where I am today and grow as my business grows. I was able to customize the platform to fit my needs, and as I’ve learned more of its features, it’s become even more valuable. The customer support has been outstanding—from the onboarding experience before I even purchased to the quick, patient help whenever I have questions. I also really like the AI assistant for answering simple questions and helping me quickly find features, knowing that a live representative is always there if I need additional support. Review collected by and hosted on G2.com.

The platform has a bit of a learning curve because it offers so many features. It took time and patience to learn how to use everything effectively. The AI assistant also doesn’t always understand what I’m needing, but when that happens, a live support representative quickly steps in to help. Review collected by and hosted on G2.com.

I have been using Simply Coach for a little over six months now and I am starting to enjoy how all the features are designed to support my workflows so that I can spend the majority of time working with my clients instead of doing admin to manage my client list. Review collected by and hosted on G2.com.

The downside of Simply coach is getting all of the forms set up and contracts rewritten in their format and connecting all of your external support programming. However, once all of this is set up - the flow becomes easier Review collected by and hosted on G2.com.

Overall, the workflows feel intuitive, and it is easy to find the different sections. I would like to be able to do more backend work, especially given the number of migration exceptions we’ve had, though I understand this may be part of a cleaner system approach overall.

One area I found confusing is the distinction between Journeys and Programs; it feels like these could be consolidated into one section for greater clarity.

A downside for me is not having specific session outcomes trigger the payout tab, rather than relying on one specific rule. Having to keep sessions marked as scheduled is currently my biggest pain point.

I would also love the opportunity to sync email communications with clients into their profiles, so coaches have visibility, and engagement history isn’t lost.

I found the speed in the new version a little slower at times.

The onboarding experience has been great, the team is consistently open to communication, and every question I’ve had has been addressed.

I don’t love the idea of receiving an AI response every time I send an email. I’d prefer AI guidance to be available through a specific help tool in the platform, rather than embedded into every email interaction. Review collected by and hosted on G2.com.

Maintaining scheduled sessions that are not being billed, rather than cancelling and avoiding being there for a while Review collected by and hosted on G2.com.

Ease of use, the comprehensive features and the support available to users Review collected by and hosted on G2.com.

There is nothing in particular to dislike about the platform Review collected by and hosted on G2.com.

I was looking for a platform to organize my coaching and therapy processes with my clients, so I could keep everything related to each process in one place.

Support has been consistently excellent. They always respond to my questions and are open to suggestions every time I reach out. Review collected by and hosted on G2.com.

The invoicing feature isn’t helpful, because Spanish law requires a new way of invoicing that the platform doesn’t currently comply with. Another issue for me is the platform’s AI development. Review collected by and hosted on G2.com.

I really find Simply.Coach's technical support outstanding. They respond promptly and clearly, and they stick with you until your challenges are resolved. I also like that they actively continue developing the package, so the interface and feature set continually improve. Plus, it's pretty easy to use, both for myself and for my clients. Review collected by and hosted on G2.com.

They have not yet integrated AI and I'm excited to see what direction they might take with that in the future. It was a bit more complex than I anticipated, but their onboarding staff stuck with me and helped me figure out the best way forward. There's a lot of functionality that is available and trying to understand it all at the beginning is a bit overwhelming, but you truly don't need to. I'm a "techie" and still only make use of a portion of the available feature set because my coaching practice is pretty simple. Review collected by and hosted on G2.com.

What I have found to be most useful about simply.coach is having everything I need within the service. They have great video tutorials for any questions you have and if those don't meet your needs the customer service is highly responsive and friendly. It makes integrating my zoom account, payment accounts and creating tools for my clients to use super easy. Review collected by and hosted on G2.com.

What I like least about simply.coach is the way it handles date overrides in the availability schedule. When you add dates that differ from your usual availability, the list of changed dates isn't shown in chronological order. For example, if your standard availability is Wednesdays from 9am to 5pm, and you need to adjust your hours for Wednesday 10/1 to 12pm-5pm, that date appears in your "Date Overrides" list. If you then realize you also need to change your availability for Wednesday 9/17, and add that as well, the "Date Overrides" list will display 10/1 before 9/17, instead of listing them in order as 9/17 and then 10/1. While this might seem like a minor issue, it becomes inconvenient when you have several date overrides, as it makes it harder to quickly check which dates you've adjusted or to find a specific date you want to change. That said, this is not a deal breaker for me, since the overall benefits of the software far outweigh this small inconvenience. I also believe that after reading this feedback, the team will likely work on a solution. Review collected by and hosted on G2.com.