Coaching Client Intake Engagement Tracking Self-Hosted v1.0.0

Your coaching marketplace. Your brand. Your coaches keep more.

Name: WordPress Coaching Marketplace
Availability: InStock
Author: Wbcom Designs

WP Sell Services turns WordPress into a coaching marketplace where coaches sell session packages, collect client intake forms, and manage engagements through structured messaging. Tiered coaching packages, built-in Stripe and PayPal, coach ratings, and engagement tracking. No SaaS platform taking a cut of every session.

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87 Five-Star Reviews on TrustpilotWordPress 6.9 TestedPHP 8.1+GPL LicensedSelf-HostedNo SaaS Lock-inRTL Ready

Coaching platforms charge commissions on every session. Booking plugins have no engagement workflow.

SaaS coaching platforms

15-20% commission on every session. Coaches build their reputation and client base on someone else's platform. The platform owns the client relationship, not the coach

WordPress booking plugins

Great for scheduling appointments but zero engagement workflow. No client intake forms, no session notes, no progress tracking, no structured communication between sessions

Generic marketplace plugins

Built for selling physical products or one-off services. No concept of ongoing coaching engagements, tiered session packages, or the trust-building workflow coaching requires

Custom platform development

Building intake forms, package pricing, engagement messaging, session tracking, and payment processing from scratch costs $20,000+ and months of development

WP Sell Services gives coaching marketplace founders everything out of the box: tiered coaching packages, client intake, engagement tracking, and commission-free sessions. Free.

The only plugin of its kind

The only WordPress plugin that understands coaching is not just a booking.

Booking plugins schedule a time slot. WP Sell Services manages the entire coaching engagement: the client purchases a package, submits an intake form, the coach delivers guidance through structured messaging, and the engagement concludes with a review. Coaching is a relationship, not an appointment.

Tiered coaching packages for every scope

Single discovery session, 4-week coaching program, 12-week deep transformation. Three tiers let coaches offer clear packages at different commitment levels. Clients choose the scope that fits their needs and budget.

Client intake that captures what matters

After purchasing a package, clients fill out a structured intake form. Goals, challenges, preferred coaching style, availability. The coach receives everything needed to prepare for the first session before it begins.

Engagement workflow, not just a calendar event

The entire coaching engagement is tracked: intake, active sessions, progress notes through messaging, session deliverables, engagement completion, and mutual reviews. Both coach and client see where they are in the journey.

How it works

Launch your coaching marketplace in under 10 minutes

Install and define your coaching niche

Run the setup wizard to configure your marketplace. Create categories like Life Coaching, Business Coaching, Career Coaching, Wellness Coaching, and Executive Coaching. Set your commission rate.

Coaches create their service packages

A guided wizard walks each coach through listing their packages with 3-tier pricing, a bio and credentials, client testimonials in their portfolio, FAQs, and what intake information they need from clients.

Clients browse, purchase, and engage

Clients explore coach profiles, read reviews and credentials, compare packages, and purchase securely. The system collects intake information, facilitates communication, and tracks the engagement through completion.

Who it's for

Life coaching marketplace founders

Build a platform where life coaches sell transformation packages, collect client intake forms, and manage engagements with structured progress tracking

Business coaching directories

Business and executive coaches offer strategy sessions, growth programs, and ongoing advisory retainers with clear deliverables at each tier

Wellness and health coaching platforms

Nutrition coaches, fitness coaches, and mindfulness practitioners sell wellness programs with intake questionnaires that capture health goals and current habits

Career coaching marketplaces

Career coaches offer resume reviews, interview prep packages, and career transition programs. Clients describe their situation and coaches propose personalized approaches

Executive coaching networks

Leadership coaches serve corporate clients with tiered engagement packages from one-off assessments to 6-month development programs with milestone tracking

Group coaching program platforms

Coaches sell group program spots as service packages. Pro adds recurring services for ongoing group engagements with automated billing

vs. Coaching SaaS & Booking Plugins

Coaching SaaS takes commissions. Booking plugins only schedule appointments.

SaaS coaching platforms charge a percentage of every session and own your client relationships. Booking plugins schedule time slots but have no concept of coaching engagements, intake forms, or ongoing client communication. WP Sell Services manages the full coaching lifecycle.

Capability	WP Sell Services WordPress	Coaching SaaS SaaS	Booking Plugins WordPress
Tiered coaching packages
Client intake forms
Engagement tracking workflow
Session messaging and notes
Coach ratings and levels
Client proposals for coaching needs
No per-session commission
Self-hosted client data
Built-in Stripe and PayPal
Dispute resolution
Commission-based revenue
Full REST API
No monthly SaaS fees

WP Sell Services is the only WordPress plugin that manages the full coaching engagement lifecycle. Not just a booking. Not just a listing. A complete coaching marketplace with intake, engagement, and reviews.

Client intake and engagement

From intake form to final review, every coaching engagement is structured

Coaching is more than scheduling. After a client purchases a coaching package, they fill out an intake form with their goals, challenges, and expectations. The coach reviews the intake, begins the engagement, communicates through structured messaging, and both parties track progress. When the engagement completes, both sides leave reviews.

Structured client intake

Coaches define what they need to know before starting. Goals, current situation, expectations, preferred communication style. Clients fill it out after purchase, before the first session.

Engagement messaging

Coaches and clients communicate through the order messaging system. Session summaries, homework assignments, progress reflections. Every message is tied to the engagement record.

Engagement completion and reviews

When the coaching package concludes, the coach marks the engagement complete. The client reviews their experience. Both sides have a record of the entire journey.

Client coaching request with coach proposals

Clients describe their coaching needs and goals, coaches respond with personalized proposals and approaches

Features

Everything your community needs

No extensions to buy. No integrations to configure. It ships with all of this.

Tiered coaching packages

Discovery session, 4-week program, 12-week transformation. Three pricing tiers map naturally to how coaches structure their offerings. Clear scope, pricing, and deliverables

Client intake forms

Coaches define the intake questions clients answer after purchase. Goals, challenges, preferred coaching style, availability. Everything the coach needs to prepare for the first session

Engagement tracking

Every coaching engagement moves through a structured lifecycle: intake submitted, engagement active, sessions in progress, engagement complete, review submitted. Both parties see progress

Coach dashboard

Coaches manage their packages, active clients, earnings, messages, and credentials from a responsive frontend dashboard. No WordPress admin access needed

Coach ratings and reputation

5-star reviews with sub-ratings build coach credibility. 4 auto-calculated levels (New, Rising, Top Rated, Pro Coach) help clients identify experienced, proven coaches

Coaching need proposals

Clients describe their coaching needs, goals, and budget. Coaches respond with personalized proposals explaining their approach. The client picks the coach who resonates most

Secure session payments

Built-in Stripe, PayPal, and offline payments. Clients pay for coaching packages through your platform. No external payment links or manual invoicing

Engagement notifications

25 email notifications cover every engagement milestone: new client, intake submitted, session message, engagement nearing completion, review submitted. All individually configurable

Platform commission control

Set your marketplace commission rate globally or per coach. You decide the revenue model. Coaches keep more than they would on any SaaS coaching platform

Client protection

If a client is unsatisfied with their coaching experience, a structured dispute process with evidence and admin mediation resolves the issue fairly. Full or partial refund options

Coach credentials showcase

Coaches display certifications, testimonials, specializations, and past client outcomes on their profile. Clients evaluate credentials alongside ratings before purchasing

Engagement deadlines

Each coaching package has a delivery timeline. Automatic reminders for approaching deadlines. Late engagement detection flags overdue engagements for admin review

Client tipping

Clients tip coaches for exceptional guidance. Tips go directly to the coach with zero platform commission. A meaningful gesture that rewards transformative coaching

Global coaching marketplace

10 currencies supported: USD, EUR, GBP, AUD, CAD, INR, JPY, BRL, MXN, ZAR. Serve coaches and clients worldwide with your preferred marketplace currency

REST API for custom apps

21 REST API controllers let you build a mobile app or custom frontend for your coaching marketplace. Coaches manage clients and clients book sessions from any device

Pricing

Simple, honest pricing

One-time payment or annual subscription. All features included in every plan — no hidden add-ons.

Free

Unlimited sites

Free

Unlimited sites
Full marketplace features
Stripe & PayPal checkout
Vendor dashboards
Reviews & disputes
REST API

Get Free

Rated 4.7/5 on Trustpilot from 87 reviews

Top notch support! I've been frustrated generally by the slow support for most themes and plugins, but they are helpful and quick to reply. Highly recommend!

Woods

Trustpilot - 5 stars

I wanted to build a community website and these guys created the perfect plugins for me. To be honest, I want to buy every single one of their plugins.

Sora Seaton

Trustpilot - 5 stars

The template from Wbcom Designs is truly great. Modern, flexible, and easy to use. The support is very helpful and friendly. For questions or problems you receive fast, competent assistance.

Barry Bohme

Trustpilot - 5 stars

FAQ

Common questions

How do coaching packages differ from one-off service listings?

Coaching packages use the same 3-tier system but are structured for ongoing engagements. A Basic tier might be a single discovery session, Standard a 4-week coaching program, and Premium a 12-week transformation. Each tier has its own pricing, deliverables, and timeline. The engagement workflow tracks the entire coaching journey, not just a single delivery.

Can clients submit intake forms before their first session?

Yes. After purchasing a coaching package, clients fill out a structured intake form that the coach defines. This collects goals, challenges, current situation, expectations, and any other information the coach needs. The coach reviews the intake before the engagement begins.

Can clients describe their coaching needs and get proposals from coaches?

Yes. Clients post their coaching goals, preferred style, budget, and timeline. Coaches respond with personalized proposals explaining their approach, methodology, and pricing. The client reviews proposals and accepts the coach who resonates with their needs.

How do coaches and clients communicate between sessions?

Every coaching engagement includes a built-in messaging system. Coaches send session summaries, homework, and resources. Clients share progress updates and reflections. All messages are tied to the engagement record, creating a complete history of the coaching relationship.

Can coaches offer recurring coaching subscriptions?

The free version supports one-time coaching packages. Pro adds recurring services, allowing coaches to sell ongoing monthly coaching retainers with automated billing. Clients subscribe and the system handles renewals automatically.

How does coach verification work?

WP Sell Services includes 4 auto-calculated seller levels based on completed engagements, client ratings, response time, and completion rate. Coaches earn New, Rising, Top Rated, or Pro Coach status through performance. You can also require admin approval before coach listings go live.

Is client data stored on my server or a third-party platform?

All client data, intake forms, engagement records, and messages are stored on your WordPress server. You own the data completely. No third-party SaaS platform has access to your clients' personal information or coaching records.

What if a client wants a refund mid-engagement?

Either party can open a dispute at any time during the engagement. The admin reviews the full engagement history, messages, and any evidence submitted. Resolution options include a full refund, partial refund based on sessions completed, or dismissal.

Can I build a niche coaching marketplace for a specific type of coaching?

Absolutely. Create categories specific to your niche: mindfulness coaching, sales coaching, relationship coaching, health coaching. The plugin adapts to any coaching vertical. You control the categories, terminology, and coach onboarding requirements.

Is there a REST API for building a mobile coaching app?

Yes. 21 REST API controllers cover coach profiles, packages, engagements, messages, reviews, proposals, earnings, and authentication. The batch endpoint combines up to 25 API calls in a single request, designed for mobile app efficiency.

Launch your coaching marketplace today. Free forever, upgrade when you scale.

One license. Instant download. Works with any WordPress theme.

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