For coaches

A workspace for the practice, not a coaching-method tool

Coaches already have a method. Planeward does not replace session notes software or a booking calendar. It holds the work around the practice: what you promised, what is open, and who you invoice.

The problem

What gets in the way

Delivery lives in docs. The client list lives in a spreadsheet. Invoices live somewhere else. Nothing is wrong with each tool until you need one picture of the practice.

What changes

After you start using it

  1. 01

    Each engagement can be a project with tasks for prep, follow-ups, and deliverables

  2. 02

    People you bill can be customers with invoices in the same workspace

  3. 03

    You are not asked to adopt a canned coaching framework

Workflow

How a practice can sit in Planeward

  1. 01

    Use one workspace for the practice. Invite an assistant only if you have one.

  2. 02

    Make a project per client or per program. Move tasks as sessions and follow-ups happen.

  3. 03

    If you invoice, add the person as a customer when you send the first bill—not before you need it.

What you use

Capabilities in this job

  • 01

    Workspaces, projects, and boards

    A workspace is the boundary for members and projects. A project holds statuses and tasks. The board is the live kanban view: columns are statuses, cards are tasks. Opening a task uses the inspector so you stay on the board.

  • 02

    Customers and invoices

    Create customers, issue invoices, and collect payment through that workspace’s Stripe, PayPal, Wise, or bank details. Those connections belong to the workspace. They are not a Planeward subscription.

  • 03

    Members, roles, and guests

    Owners and members work in the workspace. Guests can be limited to a project. Custom roles control who can invite, manage projects, or change settings.

Questions

Straight answers

StartPlanewardCreate a workspace.Sign in with Discord or a magic link. There are no published paid plans.