Automation for Coaching
From manual scheduling and administration to automated processes. More time for your clients, less for paperwork.
How it works
Step by step through the automation process.
Online intake automatically processed
New clients fill in an intake form that is automatically processed. Data is stored, a welcome email is sent and a first session is suggested.
Scheduling and reminders
Sessions are automatically scheduled based on availability. Clients receive confirmations and reminders without any effort on your part.
Session notes and progress
After each session, you can quickly enter notes that are automatically linked to the client file. Progress reports are automatically updated.
Invoicing per session or package
Invoices are automatically generated based on completed sessions or agreed packages. Payment reminders follow automatically.
Follow-up and evaluation
After completing a program, evaluation forms are automatically sent and follow-up moments are scheduled.
The difference
Before automation
- Processing intake forms manually
- Scheduling appointments through back-and-forth emails
- Session notes in separate documents
- Creating invoices manually
- Follow-ups often forgotten
After automation with Vynexo
- Automatic intake processing and welcome flow
- Self-booking by clients with automatic reminders
- Structured digital client files
- Automatic invoicing and payment follow-up
- Scheduled follow-ups and evaluations
Ready to automate your workflows?
Get in touch today and discover how we can streamline your business processes.
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