For Coaches
Coaches use Custlio to book, bill, and follow up automatically.
Appointments, invoicing, and automated follow-ups. Spend your time coaching, not on admin.
From booking to follow-up
Four steps that turn coaching admin into autopilot.
01
Client books through your portal
A coaching client visits your portal, picks a slot, and books a session. The appointment appears on their contact timeline.
02
Appointment happens, notes captured
After the session, add notes directly to the contact timeline. Session history builds over time.
03
Invoice sent automatically
A flow creates and sends the invoice after each session — or at the end of a package. No manual billing.
04
Follow-up runs on autopilot
Automated follow-up sends a summary email, checks in after a week, and reminds the client to rebook.
Modules that matter most
Four modules that cover the coaching lifecycle.