Publish a consult page, convert prospects, sell packages, book sessions that draw down automatically, and keep the business side connected to the coaching relationship.
Every coach gets a public booking page for free intro consults. Share the link anywhere — your website, an email signature, a social bio — and let prospects grab a time that works for them.
No friction, no gatekeeping: a prospect can book an intro consult without creating an account first. The relationship starts with a real conversation, not a signup wall.
Consults are free and prospect-only. Booking a first paid session is what turns a prospect into an active client — so the moment of conversion is clear and intentional.
They pick an intro slot from your public booking page — no account required.
Meet, listen, and decide together whether it’s a fit.
Turn the prospect into a client and open their full coaching record.
Sell or assign a package, program, or retainer to get the work started.
Create reusable package templates once, then assign them in a click. Each template sets a price, a session count, a validity window, and a billing model.
$600
$2,160
$450/mo
Billing models for every kind of offer
When you book a session against a package, the balance decrements automatically — no tally to keep, no spreadsheet to update. The booking screen always shows how many sessions remain before you confirm.
Held and committed sessions are protected too, so the same session can’t be booked twice. The numbers stay right without anyone watching them.
Each booked session decrements the package balance the moment it’s committed.
Held and committed sessions are reserved, so the same session can’t be booked twice.
The booking screen shows exactly how many sessions are left before you confirm.
Live card payments via Stripe Connect are rolling out — see what’s available today.
Every package shows a live balance: sessions used, sessions remaining, and when it expires. Life happens, so you can pause and resume a package, extend a validity window, or refund unused sessions back to the client’s credit.
Some clients like to self-serve; others would rather you handle it. BackboneAI supports both, right from the secure client portal.
From their portal, clients can browse your packages and pick the one that fits — a smooth, self-serve way to get started or renew.
Prefer to handle setup yourself? Assign any package template to a client in a click and start booking against it right away.
When you sign and lock a session note, BackboneAI marks that session ready to bill. From there, statements and the client credit ledger keep everything reconciled — what was delivered, what’s been credited, and what’s still open.
It’s a clean, auditable workflow that connects the coaching record to the business record, without asking you to do double entry.
The record becomes immutable — and the session is marked ready to bill.
Ready-to-bill items line up for review, no spreadsheet required.
Group delivered sessions into a clear client statement.
Credits, balances, and statements stay in sync and auditable.
A prioritized work queue keeps billing moving, while statements, the credit ledger, AR aging, and practice dashboards keep the numbers honest — all role-aware.
A prioritized list: overdue and open statements, ready-to-bill sessions, and drafts — so nothing slips.
Clear, itemized statements that group delivered sessions for each client.
Track credits, refunds, and balances so every account reconciles cleanly.
See what’s outstanding and how long it has been open, at a glance.
Understand revenue, activity, and the health of the practice over time.
Everything is staged for live payments. When Stripe Connect switches on, your practice is ready day one.
Role-aware views for the whole practice
Full visibility across coaches, billing, and practice settings.
Their own clients, packages, notes, and ready-to-bill work.
A focused billing workspace — queue, statements, and ledger.
Consults, packages, draw-down booking, balances, statements, and billing workflows — connected to the coaching relationship, and ready for live payments the day they switch on.