Stop tracking clients across spreadsheets and chat threads. Swanky Tools™ automatically tracks every client's bookings, orders, and package balances — built into your booking platform, not a separate subscription.
Free plan available · No credit card needed · Setup in under 10 minutes
Every coach we speak to is tracking clients somewhere that isn't built for it.
Names, session counts, payment status, next follow-up — all in a spreadsheet that drifts out of date the moment you forget to update a row. One missed update and you're double-booking or under-charging a client.
Who has 3 sessions left on their package? Which order did that refund request belong to? The answer is buried in a chat thread from six weeks ago.
Every booking, every order, every package purchase for a client should be visible in one place the moment you open their profile — not reconstructed from memory.
Full-blown CRMs (HubSpot, Pipedrive) are built for sales teams, not solo coaches. You're paying for pipeline stages and deal forecasting you'll never touch.
Each client who books or buys from you gets a profile showing their full booking history, order history, and any active package balance — automatically, with no manual entry.
Sell a 6-session package and the platform tracks exactly how many sessions each client has used and how many remain. No spreadsheet, no manual count.
Every booking, every digital product purchase, every package sale — searchable and visible per client, exportable to CSV whenever you need it.
Visitors who fill out a contact form or claim a lead magnet on your booking page are captured as leads you can follow up with — before they ever become a paying client.
This comes with your booking platform — not a $50/mo HubSpot add-on. One login, one dashboard, no data living in two disconnected tools.
Bookings, clients, orders, and revenue all export to CSV in one click — for your own records, your accountant, or a spreadsheet backup.
It includes client management built for coaches: every client's booking history, order history, and package/session balance in one profile, automatically tracked. It is not a sales CRM with pipelines or deal stages — it is built specifically around running a coaching practice.
Yes. When a client buys a multi-session package, their remaining balance is tracked automatically in their personal vault. You and the client both see exactly how many sessions are left.
Client and booking management is included on every plan, including the free plan (1 service, 5 paid bookings/month, no credit card required). There is no separate charge for client management.
Yes. Bookings, clients, orders, and revenue all export to CSV in one click from your dashboard.
Everything updates automatically as clients book, pay, and use package sessions — there is no manual entry to keep in sync, and nothing to forget to update.
Every client, booking, and package balance tracked automatically. Free to start, no platform fees.
