How HeartLedge works
HeartLedge is practice management software for independent coaches.
Here is the whole loop, from setting up your practice to running sessions with your clients.
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Set up your practice
Start your free trial
Sign up with your email and your practice name, and your 14 day free trial starts right away with no card needed. Your practice name sets your booking link, which cannot be changed later.
Set your booking hours
Confirm your timezone and working hours, then set session length, buffers, and how much notice you need. Every time HeartLedge offers a client comes from these rules.
Connect your Stripe account
Link your own Stripe account so client payments go straight to you. HeartLedge charges no platform fee and never holds the money.
Create and publish an offer
An offer is a single session or a package that clients book from its own public page. Publish it and HeartLedge gives you the link to share.
Write your questions
Clients answer your welcome and intake questions in their portal after they book, and check-in forms collect answers between sessions. You write every question.
Add your coaching agreement
If you use a coaching agreement, upload it to HeartLedge as a PDF. Clients sign it by typing their name and get a signed copy by email.
What your client does
Opens your link and enters their name and email
A client opens your offer link and enters their name and email. They do not need an account or a password to book.
Picks a time
Next the client chooses a session time from the hours you set. HeartLedge shows each time in the client’s own timezone.
Pays through Stripe
If the offer has a price, the client pays on a Stripe payment form. Card details go to Stripe and never reach HeartLedge.
Gets a confirmation and a client portal
The client gets a booking confirmation by email, plus reminders before the session. From then on they sign in to their client portal with a one-time link sent to their email.
Watch the guide: What your client sees, from link to checkout
Answers your questions in the portal
After booking, the client answers your welcome and intake questions in their client portal. If you use a coaching agreement, they sign it there too.
Run your practice
Before and after each session
Each session in HeartLedge has an agenda and private notes. Clients see the agenda unless you mark it coach only, and they never see your notes.
Between sessions
You message your clients and collect their check-ins inside HeartLedge. Clients see their sessions, messages, and agreements in their portal.
Bring the clients you already have
Add someone you already coach and send them their portal link. They do not have to buy through HeartLedge to use the portal.
Keep your data
You can export your practice’s data from HeartLedge at any time, as JSON and CSV files.