Discovery calls, 1:1 packages, a group program, a course and the newsletter that fills them, on your own website and domain, with the client record and the books in the same place. A flat monthly price, no percentage of what you sell.
Whatever you choose, these are the things that decide whether the software carries the work or you do. The last column is the lowest ColibriOS plan that includes it; every plan contains the one before it.
| Look for | Why it matters | In ColibriOS |
|---|---|---|
| Flat price, no percentage of sales | A revenue share means the platform earns most when you do; a flat subscription does not. | Serve |
| 1:1 booking, packages and pay-over-time | Most coaching income is still sessions and packages; those should be the easiest thing to sell. | Serve |
| Courses with video lessons, quizzes and certificates | Self-paced teaching should not need a second platform or a second checkout. | Serve |
| Group programs and memberships | One-to-many is how a coaching business grows past the calendar. | Gather |
| One client record across all of it | A course platform that does not know about the 1:1 client is a second CRM you keep by hand. | Serve |
| Your own website and domain | A page on the platform's domain is rented; the audience you build there is not yours. | Serve |
| Email and text to your own list, with sequences | The program fills from the list, so the list should live where the program is sold. | Serve |
| Bookkeeping and a tax-ready report | Knowing what each offer kept, not just what it billed, is the number that runs the business. | Serve |
A free discovery call, a paid 1:1 session, a six-session package, a twelve-week group program, a self-paced course, a monthly membership and a retreat are all things ColibriOS knows how to sell. Each has its own page on your website, takes payment through your own Stripe or PayPal, and lands on the client's record. Packages track sessions used, programs run on a schedule with a cohort, and courses hold video, files, quizzes and a certificate at the end. You add what you sell as you grow into it; nothing else is charged per sale.
The person who booked the discovery call is the same person who bought the package, joined the group program and finished the course. Their notes, intake answers, signed waiver, sessions, payments, lesson progress and every email you sent sit on one record. Discovery calls are a pipeline you can see; the follow-up is a task that does not get forgotten.
Your website is on your domain, with a sign-up form, a lead magnet and a blog wired straight into the contact list. Email and text campaigns go to that list from your own sending domain, with opens and clicks reported back. A nurture sequence runs from a tag: someone downloads the guide, gets the five emails, and is offered the program at the end. Leave one day and you take the site, the list and the client history with you.
Every package sold and every program payment is income in your books the day it arrives. Connect your bank and the Zoom subscription, the retreat venue and the mileage to the workshop become expenses, categorized the way an accountant thinks. Profit by offer and a tax-ready report are pages you open, not a weekend you lose. Coaches who charge for their time should know what the group program actually earned.
No. Platforms like CoachHub and BetterUp match coaches to corporate programs and take the client relationship. ColibriOS is the system a coach runs their own business on: your website, your clients, your programs, your list, your books. The clients come from your marketing, and everything they do with you lands in one place.
Serve, at $116 a month, covers 1:1 booking, packages, intake, notes, courses, your website, the CRM, email and text campaigns, and the books. Gather, at $297, adds group programs, memberships and retreats with deposits. Lead, at $597, is for a team or several brands. Most coaches start on Serve and move to Gather when the first group program sells.
No. Payment goes through your own Stripe or PayPal account at the processor's standard rate and ColibriOS adds nothing on top. The subscription is the only thing you pay.
Yes, on every plan. A course holds modules and lessons with video, files and text, quizzes that mark themselves, drip release by date or by progress, and a certificate on completion. Buyers watch in a browser on any device; no app to install.
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 the participants get a portal with the schedule, the recordings and a discussion space. Sell it once, or sell a course alongside it as an add-on at a special price.
For most coaches, yes. Booking pages read your Google or Outlook calendar and offer only the times you are free; the email side sends newsletters and sequences from your own domain and reports opens and clicks. If you love a particular tool, keep it, but the client record is only complete when the booking and the emails happen here.
Yes. Either move the site to ColibriOS, on your own domain, or keep your current site and link its buttons to your ColibriOS booking, program and course pages. Many coaches start with the second and move the site over once the pages are earning.
Clients come in from a CSV with notes and tags, subject to the consent rules on the import screen. Course video and files upload lesson by lesson, and a published page from your old platform can be imported and edited in place. Most coaches are selling from ColibriOS within an afternoon.
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