The all-in-one coaching software

Win new clients, get paid faster, manage your finances, and more with Bonsai. Reduce your admin load, and feel more in control.
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Summarize trends from Q1 sales data
Save hours running your business by using powerful tools to keep it organized.
Packages & Billing
Create and sell session packages with flexible invoicing.
Forms
Collect info with intake forms, feedback surveys, automate leads, and more.
Session notes
A simple way for you and your clients to share information.
Contracts
Secure your work, scope, and terms with ready-made legally reviewed templates.
Client CRM
Centralize your clients information and communications.
Scheduling
Let clients pick their sessions and collect payments at booking.

See why our customers love Bonsai. Get started in 30 seconds.

Get started
Get started
star iconstar iconstar iconstar iconstar icon
620+ reviews
I love that Bonsai has contracts, scheduling, invoicing and all the basics in one spot. The automations are clear and simple to set up as well. The templates (there are so many!) are really helpful and truly time savers.
Amy, Life Coach
Dare to Parent
“Artifact is the kind of place where everyone wants to do their best work. There’s a real sense of momentum, and you always feel like what you’re doing actually matters.”
Candice Hall
Product Strategy Lead
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Reed Price
Sales Manager
right arrow icon

Create and sell coaching packages

✓ Secure your sessions with contracts and upfront payments.

✓ Set up recurring, automatic, payments.

✓ Get paid on time with reminders.

See how
See how

Create onboarding and feedback forms

✓ Collect and centralize information for each client.

✓ Forms template library for intake, feedback, evaluation, and more.

✓ Customize forms to your brand.

See how
See how

Scheduling and bookings

✓ Let clients pick time slots according to your availabilities and types of sessions.

✓ Set reminder emails sent from your email to avoid confusion.

✓ Let invitees submit payments when they schedule an event with you.

See how
See how

Agencies and consultancies love Bonsai. Over 10,000 businesses rely on Bonsai to streamline their operations.

star iconstar iconstar iconstar iconstar icon
620+ reviews
Design
Consutling
Marketing
Design
Marketing
Consulting
Videography
Software Development
Design
Consulting
Marketing
Design
Marketing
  
Consulting
  
Videography
  
Software Development
  

Browse Coaching templates

Whether you need contracts, invoices, proposals, or briefs, Bonsai’s templates help you save time and stay organized.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup

Get started in 30 seconds.

Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.