Vibly

Vibly is a comprehensive, all-in-one coaching client management software designed to empower coaches and transform lives. It consolidates all the necessary tools for running a successful coaching practice into a single, intuitive, and HIPAA-compliant platform. Whether you are just starting, expanding your practice, or part of a large organization, Vibly provides the infrastructure to manage clients, streamline administrative tasks, and focus on what truly matters: delivering impactful coaching. The platform is built with a human-centric approach, leveraging technology and AI not to replace, but to support and enhance the human connection at the core of coaching.

How to use Vibly

Getting started with Vibly is a straightforward process designed to get your coaching practice online and optimized quickly:

1. Set Up Your Profile: Begin by creating your professional online profile or coach website in less than a day. Showcase your expertise, services, and unique approach to attract potential clients.
2. Create Coaching Packages: Design and customize private or public coaching packages tailored to your clients' needs. You can easily share these packages with a few clicks.
3. Manage Scheduling: Integrate your calendar and set up your availability. Vibly's built-in scheduling system handles discovery calls, client bookings, and sends automatic reminders to reduce no-shows.
4. Onboard Clients Seamlessly: Use the forms and contracts builder to create intake forms and agreements. Send them securely to new clients for e-signing, ensuring a professional onboarding experience.
5. Conduct and Document Sessions: Manage individual or group sessions, and use the collaborative session notes feature. Leverage the AI Assistant to automatically generate summaries and action items, saving you significant administrative time.
6. Engage with Clients: Communicate securely through the HIPAA-compliant messaging portal. Clients can use their dedicated portal to access shared resources, track their progress, and schedule sessions.
7. Process Payments: Connect your Stripe account to streamline payments. Vibly automates payouts and makes it easy for clients to pay for sessions and programs directly on the platform.

Core Features of Vibly

• All-in-One Client Management: A central dashboard to manage unlimited clients, sessions, and programs.
• Scheduling & Calendar Sync: A robust scheduling tool with customizable availability, multi-calendar sync, and automated reminders.
• HIPAA-Compliant Communication: Secure messaging portal to ensure all client communications are private and confidential.
• Payment Processing: Seamless integration with Stripe for easy and automatic payment collection for your services.
• Forms & E-Signed Contracts: A drag-and-drop builder to create custom intake forms, surveys, and legally binding contracts.
• Client Portal: A dedicated space for clients to access resources, track goals, view session notes, and manage their schedule.
• AI Coach Assistant: An intelligent assistant that helps with session note-taking and summaries, provides resource recommendations, assists in drafting messages, and offers insights into client progress.
• Customizable Coach Website: Quickly spin up a professional online presence to showcase your services and attract clients.

Use Cases for Vibly

Vibly is versatile and caters to a wide range of coaching professionals:

• New Coaches: Individuals just starting their coaching journey can use Vibly to establish a professional presence, manage their first clients, and set up all operational aspects of their business affordably.
• Established Solo Coaches: Experienced coaches can consolidate their tech stack, replacing multiple subscriptions (like Calendly, Typeform, Zoom) with one platform, saving money and streamlining workflows.
• Health & Wellness Coaches: Professionals in the health sector can operate with confidence thanks to Vibly's HIPAA compliance, ensuring client data is always protected.
• Coaching Teams & SMBs: Small to medium-sized coaching businesses can use the Teams plan for centralized administration, role-based permissions, and a shared resource library to maintain brand consistency.
• Large Organizations & Enterprises: Enterprises can leverage Vibly for custom, white-label solutions, API access, and advanced analytics to manage large-scale coaching programs.

Advantages of Vibly

Vibly offers significant advantages over using a fragmented set of tools. It is a cost-effective solution that replaces the need for separate subscriptions for scheduling, forms, video calls, and payments, saving coaches hundreds of dollars per month. The platform's unwavering commitment to security, with full HIPAA compliance, provides peace of mind. Its AI features are thoughtfully designed to reduce administrative overhead, allowing coaches to dedicate more time to their clients. Finally, Vibly fosters a sense of community, offering resources, peer support, and networking opportunities to help coaches grow both personally and professionally.

Pricing and Plans

Vibly offers a transparent pricing structure designed to scale with your business, including a 30-day free trial.

• Basic Plan: $25/month. Ideal for solo coaches getting started. Includes unlimited clients, sessions, bookings, programs, and messages.
• Pro Plan: $59/month. For growing coaches. Includes everything in Basic, plus a forms builder, e-signed agreements, advanced availability, and multi-calendar sync.
• Teams Plan: Custom pricing. For coaching teams and SMBs. Includes everything in Pro, plus an admin dashboard, role-based permissions, and a shared resource library.
• Enterprise Plan: Custom pricing. For large organizations needing custom solutions, API access, custom integrations, and dedicated support.
• AI Coach Assistant (Add-on): $20/month. Provides AI-powered note-taking, summaries, resource suggestions, and message drafting.