A free discovery call and a paid package on the same page, sessions booked from your real calendar with the intake already answered, a note on every session, a portal where clients see their bookings and invoices, group programs when you are ready for them, and income that lands in your books the day it is paid. One system, one flat price, for one coach.
Whatever you choose, these are the things that decide whether the software carries the work or you do. Every one of them is part of ColibriOS Pro.
| Look for | Why it matters | In ColibriOS |
|---|---|---|
| Discovery call and paid package on one booking page | The path from first call to first payment should be one link, not two tools. | Included |
| Booking from your real calendar, intake answered at booking | A scheduler that does not see your life double-books it; a questionnaire sent later goes unanswered. | Included |
| Packages with sessions counted, and pay-over-time | A package sold once is worth more than six sessions chased one at a time. | Included |
| A note per session on one client record | Notes, sessions used, payments and emails belong on the person, not in four tools. | Included |
| A client portal for bookings, invoices and files | Clients should not have to email you to find their next session or their receipt. | Included |
| Group programs, memberships and courses | One-to-many is how a coaching practice grows past the calendar. | Included |
| Your own website with a sign-up form wired to the list | A booking page on someone else's domain is a rented storefront. | Included |
| Bookkeeping and a year-end report by Schedule C category | Knowing what the practice kept, not just what it billed, is the number that runs it. | Included |
A free discovery call and a paid session or package sit on the same booking page, from the hours you are actually free in Google or Outlook, with buffers and a daily cap. The intake questionnaire is answered as part of booking, so the first session starts with it read. A client who books the call and later buys the package is one record, not two.
A six-session package sold once, paid up front or over time, with sessions counted down and a warning before the last. After each session, a note goes on the client record next to their intake answers, payments and every email you have sent them. Clients open a portal from an email link, no password, to see their bookings, invoices and any files you share.
A group program runs on a schedule with a start date, a capacity and a portal for the participants. A self-paced course sells with lessons, quizzes and a certificate. A membership renews itself. A workshop or a retreat takes registrations with deposits and a waitlist. The people in all of them came from the same list and stay on the same records.
Every session, package and program payment is income the day it lands. Connect your bank and the Zoom subscription, the coaching certification and the mileage to the workshop become expenses, categorized under Schedule C categories. Profit by offer and a year-end report by Schedule C category are pages you open.
Colibri helps you organize your income and expenses. It is not a tax preparer, accountant, or a substitute for professional tax advice.
ColibriOS Pro, at $129 a month, covers the booking page with discovery calls and packages, intake, notes, the client portal, courses, your website, the CRM, email and text, and the books, plus group programs with cohorts, memberships, and workshops or retreats with capacity and deposits. It is one plan, so the first group program needs no upgrade.
Not as a feature. Intake forms and questionnaires are answered at booking and stored on the record, you can share files through the portal, and a scheduled email sequence can send a prompt between sessions. There is no worksheet builder or habit tracker; if that is the core of your method, tools built around it do more there.
Yes. A package has a price, a number of sessions and an optional instalment plan, paid through your own Stripe at the processor's rate. ColibriOS adds no fee. Sessions are counted down as they are booked.
No. They book from your page, get a confirmation with an Add to calendar link, and open the portal from an email link whenever they need their bookings, invoices or files.
Yes. A program is a dated series with a cohort, a capacity and a price; each session has its own reminder and video-call link, and participants get a portal with the schedule, the recordings and a discussion space.
Those are built around the client admin: proposals, contracts, invoices, scheduling. ColibriOS covers that side for a coach and then the parts they leave out: the website, the newsletter list, group programs, courses, memberships and the books. HoneyBook is compared row by row on its own page.
For income and expense tracking, yes: sales land as income, bank transactions are sorted into Schedule C categories, mileage is logged, and the year-end report goes to whoever prepares your taxes. If you need a general ledger, a balance sheet, bills or payroll, keep QuickBooks. Colibri helps you organize your income and expenses. It is not a tax preparer, accountant, or a substitute for professional tax advice.
Export your clients from your current tool as a CSV and import them with tags and consent. Rebuild your session types and packages, connect your calendar, and point your old booking link at the new page. Existing appointments stay on your calendar.
Free until Cyber Monday, November 30, no card. No call to sit through.
Join free until Cyber Monday