Automations
Set a trigger, schedule a message after the client filled out an onboarding form, attach your documents - and let it run. Welcome video on day 1, workout plans on day 2, check-ins on day 7. Build it once, and every new client gets the same seamless experience automatically.
Coaching automations handle the repetitive parts of client management - check-in reminders, drip onboarding sequences and follow-ups - without the coach touching them. coachway lets coaches build these workflows once and run them across every client, so a roster of forty gets the same consistent rhythm as a roster of four.
Build automations with messages, videos, audio, and more
Text message on day 1. Video on day 3. PDF on day 7. Build automations that mix content types, schedule everything down to the hour, and choose how each step gets delivered. One setup, endless consistency.
Automation has never been easier
Build automations that go beyond chat. Add videos, audio recordings, and files to any step. Upload once, schedule it, and let every client get the full experience - automatically.
Automating onboarding and delivery is one of the systems that lets you take on more clients without adding more hours. For the bigger picture, see our guide on how to scale an online coaching business.
Automated workflows
Right content, right clients, right time
Create automated flows and assign them by tag. Your weight loss clients get the nutrition course, your muscle gain clients get the strength course material - all triggered automatically when they activate. Messages, documents, videos, delivered without you lifting a finger.
Flexible triggers
Pick the perfect starting point
Trigger automations based on activation date, coaching start, payment, or onboarding completion. Need more control? Use manual triggers for special cases. The flow starts exactly when it should - not a moment too early or too late.
Flexible send options
From autopilot to full control
Pick your comfort level. Auto send runs completely hands-off. Smart send pings you to confirm before sending. Review first keeps everything manual - you approve each message yourself.
Flexible destinations
Send to chat, vault, or both
Choose where content lands. Chat for direct messages they'll see right away. Vault for resources they can access anytime. Or both—so they get notified now and can find it later.
All features
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Client progress
Track workouts, milestones, and personal bests with clear dashboards that show improvement over time.
Meal planner
Create tailored nutrition plans that align with client goals, complete with smart suggestions and easy adjustments.
Check-ins & forms
Collect feedback, assess readiness, and stay connected with customizable forms and quick check-ins.
Questions, answered
What can I automate in coachway?
Recurring client touchpoints: check-in form reminders, onboarding message sequences for new clients, and scheduled follow-ups. You set the trigger and timing once, and coachway sends it to each client automatically - so nobody slips through the cracks on a busy week.
Do automated messages feel robotic to clients?
They arrive inside your branded app like any other message from you, and you write every word yourself. Most coaches use automations for the predictable rhythm - reminders and onboarding steps - and keep personal replies and video feedback fully manual.
How do automations help when my client roster grows?
They remove the ceiling. Manually chasing check-ins works at ten clients and breaks at thirty. With reminders, onboarding and follow-ups automated, your hands-on time goes to coaching decisions and feedback - the work clients actually pay for - instead of admin.
Articles & guides
all guidesHow to run remote form checks and video technique reviews online (2026)
A remote form check is how an online coach reviews a client video and sends back precise feedback. How to set clients up to film, review efficiently with async video, and give feedback that fixes one thing at a time.
Read the guideHow to professionally end a coaching relationship (and when to let a client go) 2026
Some clients cost more than they pay - in energy, time, and morale. How to end a coaching relationship professionally, what to say, and how a clear contract makes the exit clean. General best practice, not legal advice.
Read the guideHow to systemize your coaching business with SOPs (templates + first 10 to write, 2026)
SOPs are how a coaching business runs without living in your head. What to document first, a simple template, and the first 10 SOPs every online coach should write before hiring.
Read the guideSee what Coachway can do for your coaching business
Coachway was built after working with 150+ coaches who all had the same frustrations - slow platforms, clunky workflows, wasted hours. Start your 14-day free trial and see what we fixed - the whole platform, no charge today, cancel in 2 clicks.
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