Become a coachFeaturesStudent CRM
Student management

Every student, package and lesson, organized in one place. No spreadsheet.

Skillest gives you a coaching CRM built into the software you teach on. See your whole student roster, who's new, who hasn't been contacted, and exactly what they've bought, with assigned packages and full transaction history on every student.

One place
Roster, packages & transactions
0
Spreadsheets to maintain
Per-type
Remaining lessons by package
Student roster

Your whole coaching client list, searchable and segmented.

The coached-students list keeps every student you teach in one paginated view. Search by name or email, and segment the list to surface exactly who needs you next.

  • One paginated list.Every coached student, loaded as you scroll.
  • Search by name or email.Find any client instantly, even with hundreds on the books.
  • New-student segment.Filter to students who just joined and haven't been onboarded yet.
  • Sort by last contact.Surface the students who've gone quiet before they churn.
  • Sort by first purchase.Order the list by when each student first bought from you.
Student detail

One screen with everything you know about a student.

Tap any student to open their detail view. Name, email, account status, first purchase, last contact, and their upcoming and past lessons, laid out so you can prep for a session in seconds.

  • Account status at a glance.See whether a student is new or has logged in and is active.
  • First purchase and last contact.Know the relationship history before you reach out.
  • Upcoming and past lessons.Their full lesson timeline, in one place.
  • Configurable display sections.Show the sections that matter to how you coach.
  • Email on file.Contact details right where you need them.
Transaction history

Exactly what each student has bought, on their record.

Every student carries a full per-student transaction history. Subscriptions, packages, courses and one-off lessons, all recorded against the student, so you never dig through Stripe to answer “what did they buy?”

  • Every purchase in one timeline.Subscriptions, packages, courses and single lessons, per student.
  • Tied to the student record.Their spend lives next to their lessons, not in a separate tool.
  • Know their value instantly.See the relationship history before a renewal conversation.
  • No reconciliation.Purchases land on the student automatically as they pay.
Assign packages

Assign packages and track remaining lessons by type.

Assign a package to any student and Skillest tracks what remains for each lesson type. It keeps the running balance so you and the student always know how many sessions are left.

  • Assign packages to a student.Add a pack to anyone on your roster in a couple of taps.
  • Adjustable in-person counts.Set and adjust how many in-person lessons are left, manually when you need to.
  • Counts by lesson type.Track online, in-person and other lesson types separately.
  • Always-current balance.Assigned packages show what's been used and what remains.

Skillest completely transformed my career — I went from working in retail to becoming a full-time coach. It's helped me build a hybrid model that blends in-person and online coaching, giving my students real structure and consistency. I'm now running a coaching business I never imagined possible.

Chris McClatchie · Skillest coach
In-person students

Add in-person students yourself, before they ever open the app.

Coach a lot of people face-to-face? Create students directly so your in-person clients live in the same roster as everyone else, with the same packages, transactions and lesson history.

  • Coach-created students.Add an in-person client without waiting for them to sign up.
  • One roster for everyone.Online and in-person students sit side by side in the same list.
  • Same package tracking.Assign packages and track remaining in-person lessons just the same.
  • Bring them online later.Connect a created student to their account when they're ready.
What's inside the CRM

A client management tool that already knows your coaching.

Roster

Searchable list

Every coached student in one paginated list, searchable by name or email.

Segments

New & stale

Filter to new students, or sort by last contact and first purchase to surface who needs attention.

Detail

One student view

Account status, first purchase, last contact, and upcoming and past lessons on one screen.

Transactions

Full history

Per-student record of every subscription, package, course and one-off they've bought.

Packages

Assignable

Assign packages and adjust remaining lesson counts by lesson type, per student.

In-person

Coach-created

Add in-person students yourself, even before they ever open the app.

Vs. a spreadsheet and Stripe

Stop stitching student records together by hand.

SkillestSpreadsheetStripe alone
Searchable student rosterPartial
Segment new & last-contactedPartial
Per-student transaction historyPartial
Assign packages & track remaining
Lessons on the student record
Add in-person students

Frequently Asked Questions

Student CRM, answered.

How do students get into my roster?+
Any student who books or buys from you is added automatically. You can also create in-person students yourself, before they ever open the app.
Can I find a specific student fast?+
Yes. The coached-students list is searchable by name or email, and you can segment to new students or sort by last contact and first purchase.
Can I see what a student has paid me?+
Each student carries a full transaction history: subscriptions, packages, courses and one-off lessons, recorded against their record, so you never have to dig through Stripe.
How do lesson packages work?+
You assign a package to a student and set the remaining lesson count by lesson type. Skillest keeps the running balance as sessions are used.
Does it work for in-person coaching?+
Yes. Coach-created in-person students live in the same roster as your online clients, with the same packages, transactions and lesson history.

Every student, package and transaction. In one place, not a spreadsheet.

Earn more, save time, and deliver world-class coaching, on your terms.

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