Schedulin' fer Financial Coaches
Sell coachin' packages, schedule budget reviews, and run discovery calls without phone tag. Built fer financial and money coaches.
Money coachin' be package-based
A debt-payoff plan or wealth roadmap takes 6-12 sessions. Per-session billin' slows clients down.
Budget reviews need preparin'
Ye review their numbers before each session. A custom intake form collects what ye need ahead o' time.
Money shame breeds ghosts
Clients sometimes skip when finances feel out o' control. Reminders and a non-judgmental tone help.
Built fer How Ye Work
Credit Chests
Sell coachin' packages
Sell 6 or 12-session packages. Clients pay once and the platform tracks remainin' sessions.
Doubloon Collection
Get yer doubloons at enrollment
Collect chest fees when clients enroll. Stripe, Square, and PayPal supported, aye.
Ghost Protection
Warnin' bells without judgment
Automatic warnin' bells before each session. Clients show up even when finances feel hard, savvy.
AdaPA AI
Landlubbers email to schedule
Clients email AdaPA to book budget reviews. No app to download, no calendar tool to learn, savvy.
How She Sails
Rig Up in 60 Seconds
Lash on yer calendar and set when ye be free. No tutorials needed.
Clients Book & Pay Up
Clients pick a time, pay upfront, and get automatic reminders, savvy.
Ye Show Up
We handle the rest, reminders, payments, calendar sync.
Questions from the Crew
Can I sell a financial coachin' package?
Aye. Credit chests let ye sell 6 or 12-session packages. Clients pay once and redeem a credit per session.
Can I collect financial info before each session, matey?
Aye. Add custom intake fields to any bookin' type. Clients submit their numbers when they book.
Be client financial data secure?
Aye. Bookin' data be encrypted in transit and at rest. Sensitive financial particulars stay in yer secure session notes, not the bookin' record.
Also popular with, aye:
Ready to Simplify Yer Schedulin'?
Free forever tier. No credit card required. Rigged in 60 seconds.
Board Free, Matey