Practice management software that automates admin for coaches while keeping client data private
Stage
Established
MVP
Founded
2020
Not given
Based in
BA
CA
Pricing model
Free trial
Freemium
Pricing
14-day free trial, then $59 USD/month or $449 USD/year for core plan. AI Case Assistant available for additional $19/month or $190/year.
Free during private beta and free while coaching up to 3 paying clients. After that: $49 USD/month standard; $39 USD/month for founding coaches (first 100 practices, for life); $29.40 USD/month for beta coaches (for life). Billed monthly in the currency of your practice's country. No transaction fee
Key features
Case tracking from intake to delivery with dentist details, files, notes, stages, due dates, and payment status
QR code on every case with mobile phone scanning for quick access
Production scheduling and visibility with task management and deadlines
Doctor portal for dentists to upload files, send notes, and follow case status
Invoice and payment tracking to keep finished work visible through billing
Employee work tracking and monthly totals for salary and payment calculation
Lab performance and financial reports
Automated booking with client self-service and Google Calendar sync
Self-chasing invoices with multiple payment methods
Intake forms and agreements sent before first session
Private client portal for sessions, invoices and notes
ICF hours tracking with paid and pro bono split
Coaching website drafted from coach's own words
Email outreach to past and current clients
Session prep with goals, commitments and client notes
Client pipeline with stages and automated check-ins
In-app Guide for help articles and import assistance
What makes it different
Single connected case record replacing scattered spreadsheets, email, messaging, and paper workflows
Doctor portal included for every subscribing lab with no separate setup needed
Production visibility across multiple technicians and dentists without separate billing tiers
All features in one flat price with no transaction fees on client payments
Staff have no tool to access coach accounts or client records
AI assistant has zero data retention and never trains on user data
Built by a working coach who still runs his practice on the platform
Dental Lab Guru
CoachTide