Everything your practice needs. And it works with your Calendly.
Scheduling, packages, payments, contracts, client work, and courses โ plus the renewal radar and text-first client experience nobody else has.
For coaches, consultants, tutors, and trainers. One flat price, unlimited clients.
Reply C to confirm or R to reschedule.
The only coaching platform that doesn't make you switch schedulers.
Every other tool forces you to abandon the booking link your clients already know. TakePriority connects to your Calendly account and handles everything after the booking: package balances, payments, reminders, notes, renewals. Prefer our built-in scheduler instead? That works too โ your choice.
Run the business side. Deliver more between sessions.
Everything below ships in one product, at one flat price โ no per-client fees, no feature ransom.
Booking that fits how you work
- Built-in booking page or your Calendly โ your call
- Google, Outlook & Apple calendar sync
- One-on-one, group & recurring sessions
- Zoom, Meet & Teams links auto-created
- Intake forms before, feedback forms after
Text-first, portal-optional
- SMS + email reminders for every session
- Clients confirm or reschedule by text reply
- No logins or passwords required for clients
- Optional branded client portal for those who want it
Revenue on autopilot watch
- Alerts when packages run low โ before they expire
- Drift detection: flags clients going quiet
- Birthday & milestone prompts with drafted notes
- Renewal pipeline view across all clients
Sell programs, track every session
- Multi-session packages with live balances
- Session limits, expiry rules & rollover options
- Sell from your website, socials, or newsletter
- Progress updates sent to you and the client
Get paid without chasing
- One-time, recurring & installment billing
- Memberships & subscriptions
- Stripe, Square & PayPal โ no extra fees from us
- Discount & coupon codes for promotions
- Auto-lock booking on unpaid invoices
Signed, sealed, on file
- E-signatures, initials & checkbox acknowledgments
- Timestamp + IP captured on every signature
- Tamper-evident records, organized per client
- Replaces your separate e-sign subscription
Coaching that continues after the call
- Action plans with due dates & reminders
- Clients check off tasks by replying to a text
- Metrics & KPI tracking with trend charts
- Worksheets, journaling & fillable forms
Every insight, findable later
- Session notes with your own templates
- Private or shared with the client
- File, link & media sharing both directions
- See when clients actually open what you send
Scale beyond one-on-one
- Group coaching spaces with shared goals & tasks
- Drip courses โ calendar-based or self-paced
- Build once, deliver to every new cohort
- Group metrics for shared momentum
Built for more than solo
- Multiple coaches with role-based permissions
- Shared templates & resources across the team
- Organize clients by company; bill the company
- Engagement reports for corporate sponsors
Know your numbers
- Revenue, invoicing & payment reports
- Appointment & activity summaries
- Client follow-through reporting
- Filter by group, company, or coach
Help that respects the relationship
- Drafted session summaries you approve & edit
- Suggested check-in and celebration messages
- Worksheet drafts from a one-line prompt
- Your client data is never used to train AI models
Integrations
Grow your practice without growing your bill.
Per-client pricing punishes your success โ the better you do, the more you pay. TakePriority is one price whether you serve 5 clients or 500. Every feature above is included.
"My clients stopped emailing me 'how do I log in again?' โ and I renewed three packages last month I would have let slip."โ Placeholder quote ยท replace with a real early user
Be one of the first 100 coaches.
Join the waitlist and lock in 50% off your first year at launch โ limited to the first 100 spots. Switching from another platform? White-glove migration is on us.
FIRST 100 โ LIMITED 50% OFF