The 5 Best Video Conferencing Tools for Executive Coaches
The best video conferencing tools for executive coaches do more than open a clean call. A senior leader should be able to join from a locked-down corporate laptop. You should be able to record only with consent, and the session should land in a record you can bill a sponsor against and count toward your ICF hours. Clients have to keep working between calls, too. Any decent app can handle the video. What separates the options is how much admin each one leaves you to carry in other tools.
Our pick is Coachful, because it puts the call inside the whole engagement. Booking, the coaching agreement, payment, the client's program, session notes and ICF hour tracking all sit behind one login. You can use its built-in video or have it create Zoom, Google Meet or Microsoft Teams links for you. We make Coachful, so read the ranking criteria below and judge for yourself. Zoom, Google Meet, Practice Better and Microsoft Teams round out the list, and each one wins in a specific situation.
What do executive coaches need from video conferencing tools?
Executive coaches need a call that works inside a client's corporate environment and a record that satisfies the sponsor paying for it. Life coaches can usually send a link and start talking. Executive coaching has more people involved, more rules and more paperwork.
Access on the client's terms
Your client may be a vice president whose laptop is managed by corporate IT, whose calendar lives in Outlook, and whose assistant books most of their meetings. Some companies restrict which apps staff can install or which meeting services they can join. A tool that only works through a downloaded app, or that sends an invite their calendar can't read, turns the first session into a tech-support call. Browser join, calendar invites that land properly in Outlook and Google, and the option to meet on the client's own platform all matter more here than in most niches.
Three-way meetings and sponsor reporting
Many engagements open with an alignment meeting between the coach, the executive and their manager or HR sponsor, then close with a review. Those calls need a session type of their own, a longer slot and a different invite list. The sponsor usually wants an invoice addressed to the company, not a card payment from the client. Your video tool can't do any of this by itself, but whatever it connects to has to.
Confidentiality and recording consent
Executives talk about restructures, successors and colleagues by name. Recording can help you review your own coaching and prepare for the next session, but only with explicit consent from everyone on the call. Recording laws differ by country and by US state, so check the rules that apply to you and your client with an attorney. Write your recording policy into the coaching agreement rather than raising it on the first call.
Assessment debriefs and screen sharing
360 feedback reports, psychometric debriefs and leadership plans all get walked through on screen. Reliable screen sharing, a stable picture over hotel Wi-Fi and enough meeting length for a 90-minute debrief are baseline requirements.
Work between sessions
Executive change shows up in behaviour between meetings: the delegation experiment, the difficult conversation, the weekly reflection. A video tool ends when the call ends. For that work you need goals, check-ins and reminders the client actually sees, which is why this comparison weighs the whole client journey and not just picture quality. Our strategic guide to executive coaching tools covers the wider stack. For platforms built around video specifically, see our roundup of coaching platforms with built-in video calls.
Credential hours
Many executive coaches hold or are working toward an ICF credential. Every session you run is a coaching hour you may need to log with client details, paid or pro bono. If your video tool and your hour log are separate, the log falls behind.
Which video conferencing tools for executive coaches made the list?
Ranking criteria: one login for the whole client journey, delivery between sessions, total monthly stack cost, and setup effort (including whether someone will build it for you).
| Tool | Rank | Best for | Price as listed (October 2026) | How video works |
|---|---|---|---|---|
| Coachful | 1 | Executive coaches who want the call, contract, invoice, program and ICF log in one place | Lite: $29/month for up to 5 clients | Built-in video, or auto-created Zoom, Meet or Teams links per booking |
| Zoom | 2 | Coaches who want the most familiar meeting room plus AI meeting summaries | Pro $16.99/user/month, or $14.16 billed annually | Standalone meetings app and browser client |
| Google Meet | 3 | Coaches already running email and calendar in Google Workspace | Business Starter €6.80, Standard €13.60 per user/month (page showed euros) | Part of Google Workspace |
| Practice Better | 4 | Coaches whose practice mixes coaching with wellness or nutrition work | Free Sprout tier (3 clients); Starter $35/month | Telehealth video inside a practice management platform |
| Microsoft Teams | 5 | Coaches whose clients all live inside Microsoft 365 | Not verified in October 2026 (see section) | Part of Microsoft 365, or sold as Teams Essentials |
How did we choose and rank these tools?
We started from what an executive engagement actually involves: a chemistry call, a contract with a company, a three-way alignment meeting, six to twelve months of sessions, work between those sessions, invoices to a sponsor and an hour log for your credential. Then we asked how much of that each tool covers and what you would have to bolt on to cover the rest.
- One login for the client journey. Fewer handoffs between booking, contract, call, notes and invoice means fewer things for a busy executive's assistant to lose.
- Between-session delivery. Goals, check-ins, habits and reminders the client sees between calls.
- Total stack cost. The video plan plus the scheduler, contract tool and client portal you would need alongside it.
- Setup effort. How long it takes to get a professional booking page, agreement and program live.
- Corporate fit. Calendar sync with Outlook, links that open in a browser, and the ability to meet on the client's preferred platform.
Vendor prices and limits come from each vendor's own pricing page as listed in October 2026, or from the profiles we keep, which are dated where they are older. We did not run test engagements on these tools. Where we mention reputation, we quote public review counts.
1. Coachful: the call inside the whole engagement
Coachful is a coaching platform where one subscription covers booking, payments, contracts, program delivery with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant. The coach has one login, and the client gets one app branded as the coach's practice. For an executive coach, that means the video call is one step in an engagement that already holds the agreement, the invoice and the client's development plan.
How sessions and video work
You set up booking pages with availability rules, buffers, minimum notice and time-zone detection, which matters when your client flies between New York and Singapore. Two-way calendar sync covers Google, Apple/iCloud and Outlook, so a booking shows in the Outlook calendar your executive client already lives in. Each session type can use Coachful's built-in video or create a Zoom, Google Meet or Microsoft Teams link automatically. If a client's company only allows Teams, that session type uses Teams. If you prefer Zoom for 360 debriefs, use Zoom there. Clients get email reminders, plus SMS 24 hours before and WhatsApp one hour before once messaging is enabled.
Intake questions on the booking form capture the context a chemistry call needs: role, team size, what the sponsor wants to see change. You can sell paid sessions or session credits, which fits the common "12 sessions over six months" executive package. If you grow into a small firm, multi-coach session types can assign bookings round-robin or to the least-busy coach. For a deeper look at booking alone, see our comparison of scheduling software for executive coaches.
What the executive sees between calls
Clients open a coaching hub with their next session, programs, progress and documents. You can build multi-week programs with weekly goals, daily tasks, habits, morning and evening check-ins, and goals with progress bars, so a leadership development plan doesn't just sit in a PDF. The client record holds goals, check-ins, habits, notes, intake answers, tags, payments and sessions, and marks each client as thriving, active, quiet or at risk, which tells you who needs a nudge before the next call.
Michelle, before and after each session
Michelle, the built-in AI assistant, works from your live practice data. She briefs you before a session, summarizes recorded sessions, drafts follow-up emails and builds programs. If you want it, she also gives private feedback on your own coaching against ICF Core Competencies 3 to 8. Questions and planning are included in your Coachful membership. Confirmed builds and changes use AI credits. There is also an AI Coach, an AI version of you that selected clients can chat with between sessions, set up the way you choose. Our AI tools for executive coaches guide compares it with standalone options.
Agreements, invoices and ICF hours
Coaching agreements with e-signature go out before the first call and are stored on the client record. That's the right place for your confidentiality terms, cancellation policy and recording consent. Payments run through your own Stripe Connect or Razorpay account: one-time, subscriptions, payment plans, coupons and refunds. Each transaction gets an invoice, and you can raise manual invoices for a corporate sponsor. Since August 2026 Coachful takes no platform fee on payments, so you pay only Stripe or Razorpay processing. ICF credential tracking counts your coaching hours and distinct clients against ACC, PCC and MCC thresholds and exports an ICF client coaching log with paid and pro bono hours.
Here is a short walkthrough of how scheduling and session links are set up:
What Coachful does not do
Coachful is not HIPAA-certified and does not sign a BAA, so it is not for clinical record-keeping. It has no PayPal and no permanent free plan. The client app ships under the Coachful listing with your branding, not under your own App Store account. It has no Salesforce or HubSpot integration and no multi-stage sales deal board for large teams, and it has no routing forms that pick a host from form answers. If your firm sells enterprise coaching contracts through a CRM pipeline, you will keep that CRM. Our CRM guide for executive coaches covers what to pair it with.
Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you · FREE" and describe what you need: a website, a funnel for a chemistry call, an offer page for a six-month leadership engagement, a program, an agreement form, an email sequence. You can attach up to 8 reference links and up to 10 files, such as your logo, brand guide, bio or existing copy. The Coachful team builds it inside your own account, usually within about 24 hours. Nothing is invented: no fake credentials, testimonials or prices, and gaps are left for you to fill. One recent build was for a leadership coach whose Squarespace renewal was days away: they got one clean homepage with a repeated "talk with me" button. The service doesn't cover recording videos, logo design, ad management or ongoing marketing. Read more about how the white-glove build works.
Price: flat monthly plans. Lower plans cap the number of clients, Pro is unlimited, and team plans add coach seats (current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients). Monthly plans cancel in one click, and there is a free trial. Coachful holds a Trustpilot rating of 4.5 from 21 reviews. See the Coachful page for executive coaches for templates built for this niche.
2. Zoom: the meeting room everyone already knows
Zoom is the safest single choice if your only requirement is a call that nearly every executive and assistant already knows how to join. Its strength is the meeting itself: long sessions, dependable screen sharing and built-in AI notes.
Why executive coaches reach for it
As listed on Zoom's pricing page in October 2026, Pro costs $16.99 per user per month billed monthly, or $14.16 per month billed annually. Pro allows meetings of up to 30 hours with 100 participants, 10 GB of cloud recording per user, recording transcripts, and unlimited AI note-taking and meeting summaries. A 90-minute 360 debrief or a half-day offsite with a leadership team fits easily. Automated captions are listed on every plan, which helps clients who join in a second language.
Business costs $21.99 per user per month, or $18.33 billed annually, and raises the participant limit to 300 with 10 GB of cloud storage per license. That only matters if you run team workshops for a client's whole leadership group. Enterprise pricing is by quote.
The Basic-tier trap
Zoom's Basic tier caps meetings at 40 minutes and records locally only, with AI note-taking limited to three uses a month. An executive session cut off at minute 40 looks unprofessional, so budget for Pro if Zoom is your room.
Where Zoom stops
The meeting plans compared here are built around the call. Your coaching agreement, sponsor invoice, client goals, check-ins and ICF hour log all live in other tools, so Zoom is usually one line in a stack of three or four subscriptions. Its AI summaries describe the meeting, not the client's progress over six months. AI recording also raises the consent question: tell clients before any notetaker joins.
Zoom and Coachful aren't either-or. Coachful creates a Zoom link for each booking, so many coaches keep Zoom as the room and run the engagement around it.
Pick it over Coachful if you already have a contract, billing and client-portal setup you're happy with and only need a dependable meeting room with AI notes.
3. Google Meet: the low-friction choice for Workspace users
Google Meet makes sense if your email, calendar and documents already run on Google Workspace, because Meet comes with the subscription and clients join from a browser without installing anything. That last point matters for executives whose IT department controls their laptop.
What the plans include
Google's pricing page showed euros when we loaded it in October 2026: Business Starter €6.80, Business Standard €13.60 and Business Plus €21.10 per user per month, with Enterprise by quote. New customers were also offered an introductory discount, with terms that differed between the price details and the footnote, so confirm at checkout. The page offers a 14-day trial.
The plan tiers matter for coaching. Starter allows 100 participants and 24-hour meetings but doesn't support recording. Standard adds recording saved to Drive and noise cancellation, with 150 participants and 2 TB of storage. Plus raises the cap to 500 participants. If you want to record sessions (with consent) for your own review, Standard is the realistic floor.
Strengths in an executive practice
- Browser join with no install, which helps when a client is on a managed corporate device.
- Calendar invites created from Google Calendar carry the Meet link automatically.
- Shared Docs for leadership plans and 360 summaries sit next to the call.
Gaps to plan around
Workspace is an office suite, not a coaching system. There are no booking pages with paid sessions, coaching agreements, client goals or check-ins in the plans compared here, so you would add a scheduler and a client portal. If your clients mostly use Outlook, a Google-first setup can feel foreign to them, even though Meet links open fine from Outlook invites.
Coachful creates Meet links automatically and syncs both ways with Google Calendar, so a Workspace user can keep Meet as the room.
Pick it over Coachful if your whole business already runs in Google Workspace, you see only a handful of clients, and a shared Doc per client is enough structure between sessions.
4. Practice Better: video inside a wellness practice platform
Practice Better is a practice management platform with scheduling, telehealth video, charting, billing, programs and a client portal. It was built for wellness and nutrition practitioners, so it fits executive coaches whose work crosses into health or performance, and fits a pure leadership practice less well.
What it brings to executive clients
The video call sits next to the client's portal, booking and billing, so it covers more of the engagement than Zoom or Meet do. Programs and a client portal give you somewhere to put between-session work. For coaches who combine leadership coaching with stress, sleep or nutrition support, the charting tools may be useful. For a CFO working on executive presence, the clinical vocabulary can feel out of place.
Plans and limits as listed
As listed in October 2026, the Sprout tier costs nothing and covers 3 clients, 1 practitioner and 100 MB. Starter is $35 per month ($25 billed annually) for 10 clients. Professional is $69 per month ($59 annually) for 300 clients. Plus is $99 per month ($89 annually) for unlimited clients and 3 admins. Team is $155 per month ($145 annually) for 2 practitioners, with more at $50 each. Trials run 14 days on most paid plans and 30 days on Team.
Some features executive coaches would want are reserved for Plus: evergreen programs, portal branding, a custom URL and SMS. Our September 2026 profile also notes no website builder or funnel pages, so you would need a separate site to sell a chemistry call. Below Team, each account has one practitioner. Practice Better holds a Trustpilot rating of 3.8 from 87 reviews.
Pick it over Coachful if your practice is half wellness consulting and you want charting-style records alongside your coaching sessions.
5. Microsoft Teams: meeting clients where their company already is
Microsoft Teams is on this list because many executive clients spend their working day in it. When a client's company hosts the session in its own Teams environment, you usually join as a guest and the client never leaves the tool their IT team supports.
Corporate fit
For coaches who hold engagements through a company's L&D or HR team, Teams can be the path of least resistance: the invite lands in Outlook, the client joins from the app already on their laptop, and nobody needs IT to approve a new tool. If you run your own practice on Microsoft 365 too, Teams keeps calls, Outlook and your files under one Microsoft account.
Price we could not verify
Microsoft sells Teams on its own as Teams Essentials and as part of Microsoft 365 business plans. Microsoft's comparison page did not load for us on October 25, 2026, so we are not quoting a price or a meeting limit. Check Microsoft's own site for the current figures before you budget.
The limits for a coaching business
Like Zoom and Meet, Teams is a meeting and collaboration tool. You'd still need booking pages with paid sessions, a coaching agreement, a client portal for goals and check-ins, and an ICF hour log. For a solo coach, a Microsoft 365 tenant is also more admin than most practices need.
If Teams is the room your clients expect, Coachful can create Teams links automatically for that session type and sync with Outlook, so you don't have to give up either one.
Pick it over Coachful if your entire business already runs on Microsoft 365 and every client meeting happens inside a sponsor company's Teams tenant anyway.
How do the five tools compare feature by feature?
The pattern is clear: three of these are meeting rooms, one is a wellness practice platform, and one is a coaching platform with the room built in or connected.
| Tool | Video | Booking pages | Contracts with e-signature | Between-session goals and check-ins | Invoices to sponsors | ICF hour log |
|---|---|---|---|---|---|---|
| Coachful | Built-in, or auto-created Zoom, Meet or Teams links | Yes, with time-zone detection and intake questions | Yes, sent before the first call | Yes: programs, habits, morning and evening check-ins | Yes: per transaction plus manual invoices | Yes, with ICF log export |
| Zoom | Yes, 30-hour meetings on Pro | Not in the meeting plans compared | No | No | No | No |
| Google Meet | Yes; recording from Business Standard | Not in the plans compared | No | No (shared Docs only) | No | No |
| Practice Better | Yes, telehealth video | Yes | Not confirmed in our profile | Programs and portal; evergreen programs on Plus | Billing included | Not documented |
| Microsoft Teams | Yes | Not verified in October 2026 | No | No | No | No |
If you only compare picture quality, the meeting apps look equivalent. Executive coaching depends on the columns to the right of video, and that's where the cost and effort pile up. Our coaching software guide for executive coaches goes deeper on those columns.
What does each option cost at 5, 15 and 40 clients?
Meeting apps charge per host, so their price stays flat as your client list grows. The real difference is what you add to them to run an engagement. Prices below are as listed in October 2026, billed monthly unless noted.
| Option | 5 clients | 15 clients | 40 clients | What that buys |
|---|---|---|---|---|
| Coachful | Lite: $29/month for up to 5 clients | Solo: $49/month for up to 20 clients | Pro: $99/month with unlimited clients | Video or meeting links, booking, contracts, payments, programs, ICF log, website |
| Zoom Pro | $16.99 | $16.99 | $16.99 | Meeting room only |
| Google Workspace Business Standard | €13.60 | €13.60 | €13.60 | Meet with recording, email, Drive |
| Practice Better | $35 (Starter) | $69 (Professional) | $69 (Professional) | Video, scheduling, billing, portal |
| Microsoft Teams | Not verified | Not verified | Not verified | Meeting room and collaboration |
| Example stack: Zoom Pro + Calendly Standard | $26.99 | $26.99 | $26.99 | Room plus booking; still no contracts, portal or ICF log |
| Example stack: Zoom Pro + Paperbell | $113.99 | $113.99 | $113.99 | Room plus booking, contracts, payments and a simple portal |
The example stacks are illustrations, not quotes. Calendly Standard is listed at $10 per seat per month on annual billing, and Paperbell's single plan at $97 per month, both as listed in October 2026. Even the fuller stack leaves out goal and habit tracking, which our Paperbell profile does not list, and any ICF hour log. Add a separate e-signature or email tool and the monthly total climbs again. For the scheduling layer alone, our Calendly alternatives for coaches roundup lists more options.
How does an executive coach set this up in Coachful?
Here is one way to configure a six-month executive engagement, from chemistry call to final review. Treat the session lengths and package shape as an example and adapt them to your offer.
- Connect your calendar. Sync Outlook (or Google, or iCloud) both ways so client bookings block your real availability and land in the calendar you check.
- Create three session types. A 30-minute chemistry call, a 60-minute coaching session and a 90-minute three-way alignment meeting with the sponsor. Set buffers, minimum notice and time-zone detection on each.
- Pick the video per session type. Use built-in video by default. Switch a session type to auto-created Teams links for clients whose companies require it, or to Zoom or Meet when that's what the client prefers.
- Add intake questions to the chemistry call. Ask for role, reporting line, sponsor name and the change the organisation wants to see. The answers sit on the client record before you join.
- Send the agreement before session one. Put confidentiality terms, what the sponsor will and won't hear, your cancellation window and your recording policy into a coaching agreement with e-signature. It's stored on the client record. See coaching contracts in Coachful.
- Set up payment the way the sponsor pays. Connect your Stripe account. Sell the package as session credits or a payment plan, or raise a manual invoice addressed to the sponsoring company.
- Build the between-session program. A six-month leadership program with weekly goals, a short evening check-in and two or three habits tied to the 360 themes. Ask Michelle to draft the structure, then edit it in your own words.
- Turn on reminders. Email reminders run by default. Enable messaging for SMS 24 hours and WhatsApp one hour before each session, which helps with executives whose diaries shift daily.
- Use Michelle around each call. Read her pre-session briefing, record only with consent, and let her summarize the recording into notes you review before they go on the record.
- Let the ICF log fill itself. Each completed session counts toward your hours and distinct clients. Export the ICF client coaching log when you apply. More on this at ICF hour tracking.
The chemistry calls booked this way feed the Intakes page, so you can see how many turned into engagements.
Signed agreements live on each client's record, and you can also drop in a PDF a sponsor's procurement team signed on paper.
If you would rather not configure the offer page and booking funnel yourself, request them through the white-glove build and edit what comes back.
What mistakes should executive coaches avoid with video tools?
Most problems come from treating the call as the whole product. These are the ones that cost executive coaches credibility or hours.
- Insisting on your platform when the client's IT blocks it. Ask during the chemistry call which services they can join, and set that session type accordingly.
- Running a paid session on a 40-minute tier. A cut-off mid-debrief undermines the premium you charge.
- Recording without written consent. Put it in the agreement, confirm it out loud, and keep recordings only as long as your policy says. Check local recording law with an attorney.
- Letting an AI notetaker join silently. Executives notice bots in the participant list. Tell them in advance what is captured and where it is stored.
- Sending the sponsor the wrong thing. Agree in writing what progress reporting the sponsor receives. Session notes stay with you and the client.
- Logging ICF hours from memory. Reconstructing a year of sessions from calendar history is slow and error-prone. Log as you go.
- Paying for four tools to cover one engagement. Add up the video plan, scheduler, e-signature tool and portal before you decide that the meeting app is the cheap option.
For guidance on staying in touch between calls without crossing boundaries, see our guide to client communication tools for coaches.
Which video conferencing tool should an executive coach choose?
Choose Coachful if you want the call, the agreement, the sponsor invoice, the between-session program and your ICF log in one place, and you'd like your booking and offer pages built for you at the start. You can still meet in Zoom, Meet or Teams when a client needs it, because Coachful creates those links for you.
Choose Zoom if you only need a reliable room with AI notes and your admin is already solved elsewhere. Choose Google Meet if your practice runs on Google Workspace and your client list is small. Choose Practice Better if your work blends coaching with wellness and you want charting. Use Microsoft Teams when your clients' companies require it, either alone or as the meeting layer inside Coachful.
Coachful is a coaching platform for coaches who deliver programs, not just sessions, from solo practices to small teams replacing four to six tools. It is not a clinical records system and does not offer PayPal or a permanent free plan. To start, take the free trial and use the free white-glove build to get your executive offer live. If you also coach outside the corporate world, our guide to video conferencing tools for life coaches covers that side, and the video calls page shows how Coachful's sessions work.
Frequently asked questions
Do executive coaches need a paid video conferencing plan?
For paid sessions, yes, or a platform that includes video. Zoom's Basic tier caps meetings at 40 minutes, and Google's Business Starter plan doesn't record. An executive client paying for 60 or 90 minutes expects the call to run uninterrupted.
Can I use my client's Microsoft Teams instead of my own tool?
Usually, yes. When the client's company hosts the meeting you join as a guest, which many corporate IT teams prefer. In Coachful you can also set a session type to create Teams links automatically, so the booking, reminders and record stay in one place.
Is it safe to record executive coaching sessions?
Only with explicit consent from everyone on the call, written into your coaching agreement and confirmed at the start. Recording laws vary by country and US state, so check with an attorney. Store recordings only as long as your policy states.
Does Coachful have its own video, or do I need Zoom?
Both options work. Coachful has built-in video, and it can create Zoom, Google Meet or Microsoft Teams links automatically for each booking. You choose per session type.
Is Coachful HIPAA-certified?
No. Coachful is not HIPAA-certified and does not sign a BAA, so it isn't for clinical record-keeping or insurance billing. Executive coaching is not clinical care; if any part of your work is, use a tool built for clinical records.
How do I invoice a company sponsor rather than the executive?
In Coachful, payments run through your own Stripe or Razorpay account, and you can raise manual invoices alongside the automatic invoice for each transaction. Address the manual invoice to the sponsoring company and agree payment terms in the coaching agreement.
Can Coachful track my ICF coaching hours from video sessions?
Yes. ICF credential tracking counts coaching hours and distinct clients against ACC, PCC and MCC thresholds and exports an ICF client coaching log with paid and pro bono hours. See the ICF hour tracking page for detail.
What is Coachful's free white-glove service?
It's a build service included on every plan. From Create, choose "We'll build it for you · FREE", describe what you need (a website, offer page, funnel, program or email sequence), and attach up to 8 links and 10 files. The team builds it in your account, usually within about 24 hours, and leaves gaps for you instead of inventing credentials or testimonials.
Which tool is best for group leadership workshops?
For a single large session with a client's leadership team, a meeting app with high participant limits works well: Zoom Business allows 300 and Google Workspace Business Plus allows 500. For ongoing cohorts, Coachful creates cohort groups automatically on program enrollment and supports group calls and webinars. See group coaching software.
Can I move my existing clients into Coachful?
Yes. Clients, programs and content are imported for you during onboarding. If you later leave, you can export full client data as a ZIP, including roster, notes, check-ins, goals, habits, sessions and form responses.
