Team Management for Coaching Organizations
Vibly gives coaching organizations one roster for the whole coach team: every coach’s active clients, companies, rates, last and next session, and status, side by side. Add coaches, manage users and roles, and give every coach their own workspace while the organization sees across all of them.
A team isn’t just a list of coaches
For an organization, the roster is where the questions live:
The org runs on knowing who carries what. On Vibly, the roster knows.
How team management works on Vibly
Most organizations manage the coach bench in a spreadsheet: who’s active, who has room, what each coach charges, who’s assigned where. The spreadsheet is out of date the day it’s made, and the real answers live in each coach’s head. On Vibly, the roster is live because the work runs through it.
The whole bench, one view
Every coach with their active client count, the companies they serve, their session rates, and their last and next session, side by side. Filter to active, inactive, or unassigned in one click.
Workload you can see
Active-client counts and next sessions per coach show who’s at capacity and who has room, so assignments follow the data instead of whoever answered email first.
Roles that fit the org
Admins see across everyone; each coach works their own practice in their own portal, with their own clients, notes, and calendar. Visibility follows the role, not the honor system.
Team-wide by default
Your branding and portal modules, forms, and offerings are organization settings, so a new coach starts with everything already in place, and delivery stays visible in session oversight and clients and companies from day one.
Built for the way coaching teams run
Why the spreadsheet roster fails
Coaches in a spreadsheet
- Out of date the day it’s made
- Workload discovered in 1:1s
- New coach setup takes weeks
- Everyone sees everything
Your team on Vibly
- A live roster with caseloads
- Capacity visible at a glance
- Org settings inherited on day one
- Roles scope the view
Trusted by practitioners and the organizations behind them
Rated 4.9/5 by practitioners across Capterra, GetApp, and Software Advice, from solo coaches to the organizations running programs at scale.
Frequently asked questions
What does the roster show?
Every coach with active client counts, companies served, session rates, last and next session, and status, filterable to active, inactive, or unassigned.
Can we see each coach’s workload?
Yes. Active-client counts and upcoming sessions per coach make capacity visible, and analytics adds utilization reporting over time.
Who sees what?
Admins see across the whole organization. Each coach works in their own portal with their own clients and calendar. Visibility follows the role.
How do new coaches onboard?
Add them to the team and they inherit the organization’s branding, portal modules, forms, and offerings, so they start delivering instead of configuring.
Can a coach see another coach’s clients?
No. Coaches work their own roster; organization-wide visibility belongs to admin roles.
Is this HIPAA compliant?
Yes. Team management runs inside the same HIPAA, GDPR, and SOC 2 compliant platform as everything else.