Kitobiz
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The tool for coaches who want to focus on their clients

Your clients book and pay online, fill in their intake form and follow their goals in their own space. You log your sessions, share a summary and see their progress at a glance. Kitobiz is designed in Montréal for freelancers, including coaches.

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Sample interface · fictional data

Hello Camille

Activity at Example Workshop · this week

Requests received

4

2 new today

Appointments

3

next one Thursday, 10 a.m.

Pending quotes

$2,450

3 quotes sent

To receive

$3,180

including $1,200 overdue

Projected balance (3 months)

$8,700

a forecast, not a guarantee

Collected this month

$5,240

payments received

Between two sessions, does your coaching get lost in emails?

  • Session notes are in one notebook, goals in another.
  • The client forgets their actions from one session to the next.
  • You no longer know how many sessions are left in the package.
  • Renewal is forgotten at the last session.

From the discovery session to the end of the program

  1. 1

    The booking

    The client books a discovery session or a package on your card and pays online.

  2. 2

    The intake and agreement

    They fill in their intake form and accept the agreement; their goals are added to the program.

  3. 3

    The sessions

    You log each session; the client gets the summary (after your approval) and checks off their actions.

  4. 4

    What’s next

    At the last session, the invitation to renew; at the end, a thank-you, the road travelled and a review request.

What you get in Kitobiz

  • Ready services by specialty: discovery session, package, program, workshop
  • Online booking and payment, session packages counted down
  • Intake form and agreement accepted online
  • The client’s goals and progress from 1 to 10, as a chart
  • Actions between sessions, checked off by the client in their space
  • Session log: private notes and shared summary
  • Workshops and cohorts: places, sign-ups, attendance, evaluation
  • Certificate of participation as a PDF
  • Automatic reminders: session eve, summary as a draft, renewal, follow-up
  • Mini site with your services and testimonials

Frequently asked questions

Do my clients need to create an account?

No. They book, fill in their intake, accept the agreement and follow their progress with a personal link, no password.

Can the client see my session notes?

No. Your notes stay private. The client only sees the summary you choose to share.

Is it free to start?

Yes, you can create your account for free. The paid plans are presented in the pricing section.

Try Kitobiz for free

Appointments, quotes, invoices, payment reminders and payments in one place. Create your account in a few minutes.

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See also