One record for every coaching engagement from first session to final invoice
Schedule sessions, track attendance and feedback, bill the program, and give clients a self-service portal — all from a single coaching engagement record.
The problem
Coaches run multi-session programs across spreadsheets, calendars, and email: enrollment lives in one place, scheduling in another, reminders and feedback requests are manual, and invoicing is a separate step. Nothing connects a coaching relationship end to end, so follow-ups get dropped and no one can see the health of the whole book of business at a glance.
The solution
Life & Career Coaching Management gives every engagement one record: roster, session schedule, attendance, feedback, progress notes, resources, and billing status together. Program templates spin up a full session schedule in one click, reminders and feedback requests send themselves, and a client portal keeps sponsors and participants informed without an email.
Everything a coaching practice needs to run engagements end to end
Every capability below is implemented in the module.
Coaching Engagement Pipeline
Every coaching relationship gets a unique reference number and lives on one record: kanban pipeline by stage, roster, sessions, notes, resources, and billing status, with tags and a coach assigned.
Program Templates
Save a multi-session program once as a template, then generate its full session schedule — types, offsets, and durations — onto any new engagement in a single click.
Session Scheduling & Calendar Sync
Turn a planned session into a real Odoo calendar meeting with one click, automatically inviting the coach, every enrolled participant, and the customer.
Attendance Sign-In Sheets
Mark who attended directly on the session record. Attendance rolls up automatically into session and engagement-level attendance rates for reporting.
Session Feedback & Ratings
Collect a 1-5 rating and written feedback from each participant per session, rolled up into an average rating for the session and the whole engagement.
Automated Reminders & Feedback Requests
Scheduled jobs email session reminders ahead of time and send feedback requests after a session completes, so no follow-up depends on the coach remembering.
Progress Notes & Resource Library
Keep a running narrative of progress notes, summaries, and action items against every engagement, plus a shared library of program materials participants can access.
Bulk Enrollment & Coach Directory
Enroll or reassign many participants to an engagement in one wizard, and manage a directory of coach profiles with specialties, bios, and workload at a glance.
Portal, Invoicing & PDF Reports
Sponsors and participants track their schedule, attendance, and resources in a self-service portal; coaches draft a customer invoice from the engagement and print engagement or session sign-in PDF reports.
How it works
Set up coaches & templates
Add coach profiles and save recurring programs as templates with their session lines, types, and durations.
Open an engagement
Create an engagement from a template, assign a coach, and bulk-enroll participants with the enrollment wizard.
Deliver each session
Generate the session schedule, sync meetings to the calendar, sign in attendees, and collect feedback as each session closes.
Track, bill & report
Follow progress on the pipeline dashboard, draft the customer invoice, and share status through the client portal and PDF reports.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. A coaching engagement holds a full schedule of sessions, and program templates let you generate that schedule from a saved template in one click instead of building it by hand each time.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Life & Career Coaching Management
A coaching engagement pipeline with program templates, session scheduling and attendance, feedback and progress notes — plus automated reminders, invoicing and a client portal.
Buy on Odoo App Store