10 Best Mental Health Coaching Software Solutions

mental health coachingTimes are changing, and fortunately for the better!

The stigma surrounding mental health is slowly becoming a thing of the past as our understanding of mental health increases.

Through prominent promotion across different social media platforms and people sharing their own stories and journeys, it is widely acknowledged that investing in your mental health has wonderful, long-reaching benefits.

There are many avenues through which to do this. Some people might opt for self-care routines, such as yoga, meditation, reading self-help books, and generally spending more time focusing on the quality of their mental health.

Others might seek external support for help and a valuable avenue could be mental health coaching.

What is Mental Health Coaching?

Mental health coaching should not be confused with mental health counseling. Mental health coaching is a niche area of the broader coaching field, and while it may touch on some therapeutic elements, it is not therapy and does not aim to treat mental health diagnoses such as depression or anxiety.

Instead, professionals who work in this area aim to support clients to overcome barriers in their life that may be caused by their mental health.

They do not see mental health as an ‘illness’ and instead see it as an area of life that sometimes needs addressing through clear life goals, external guidance, personal skills development and behavior changes (Philips, 2015).

Some examples of what a mental health coach may support a client with include:

  • Identifying and clarifying personal life goals relating to mental health.
  • Developing individualized action plans to support the client to achieve those goals.
  • Helping the client to identify key strengths and skills, as well as areas for focus and improvement.
  • Ensure that the client is held accountable and proactively working towards their goals.
  • Provide support, guidance, motivation, and feedback throughout the client’s journey.


What is Mental Health Coaching Software?

Coaching has developed considerably over the last few years or so. It’s no longer a one size fits all approach. Coaches have become more nuanced and focused on how they support their clients.

As coaching has evolved, so have the tools and resources used by coaches to best support their clients. In an increasingly digital society, online coaching has become a popular and valuable way for coaches to connect with their clients.

It’s more than telephone conversations or simple email messaging (which is often not as secure and safe). Online coaching can now offer the full benefits of in-person coaching, without some of the barriers.

Mental health coaching software simply refers to the software, system or platform used by coaches to support their clients. This could be coaching via video chat, instant messaging, or sharing content and resources.

This type of software is also great for helping coaches to manage a number of other areas of the coaching role including:

  • Administration: such as contract agreements, payments, and session scheduling.

  • Instant Communication: including instant messaging, SMS, or video chat.

  • Data collection, monitoring & analysis: these functions help coaches understand their clients better, and can also help them make decisions about how better to support clients digitally (for example, learning which smartphone devices or computer systems their clients use can help them when making content accessible).

  • Content Delivery: including scheduling pre-recorded video content to help client action plans or updating resources.


Who Uses Mental Health Coaching Software?

Any coach who wants to deliver other ways of supporting their clients, or grow their client base might use this type of software.

Mental health coaching software allows coaches to be more connected with their clients, and because they don’t have to be in the same room, it means coaches can support clients anywhere in the world.

It also means coaches can support new clients who might previously have barriers to accessing them, such as those with physical disabilities and restricted capacity to get out of the house, or clients in remote and rural areas.

Mental health coaching software is also used by health care teams, seeking to offer flexibility to their staff and patients. It can be a great additional resource that these teams can use to offer other areas of support to those utilizing their services.


10 of the Best Mental Health Coaching Software Programs to Try

Once you start looking into some of the different software packages available, it can seem a bit daunting to make a decision on where to start! Luckily, sites such as Capterra and Trustpilot offer insights and customer reviews, so you can start to get an idea of which software could work best for you.

Here are 10 of the top-rated coaching software available, that work well for mental health coaches:


1. Satori

Best For: Individual Coaches

About: Satori is relatively sophisticated software that integrates all aspects of client management within a coaching role. Key features include a client on-boarding session to the system, building client profiles, tracking communication, administering invoices and tracking payments, pre and post-session questionnaires, session and appointment management, and the ability to capture session notes.

Trial Available: Satori offers a free trial on their website.

Platform: Satori


2. Coach Accountable

Best For: Individual Coaches

About: Following in the footsteps of Satori, Coach Accountable offers coaches the ability to use a single platform for all their coaching needs. This includes scheduling sessions, session notes, payments and invoice tracking, calendar tracking, resource sharing and more.

It also offers inbuilt resources that you can select and make available to your clients depending on the area of coaching you focus on. Coach Accountable has been voted as one of the top software packages to use for mental health coaches.

Trial Available: Coach Accountable offers a free 30-day trial.

Platform: Coach Accountable


3. Coaching Loft

Best For: Individual Coaches

About: Coaching Loft is a great software for anyone who specifically uses a Cloud-based computer or laptop, or who has a preference for using Google.

Offering all the usual software benefits (scheduling, invoicing, resource sharing), Coaching Loft also fully integrates with Google calendar and offers an automatic session-logout function for increased privacy.

Alongside an extensive built-in library coaching questionnaires and a secure internal chat function, Coaching Loft is a great choice for those who want software that works with their existing system.

Trial Available: Coaching Loft offers four subscription options, one of which is free. The other three paid subscriptions come with a 14-day trial.

Platform: Coaching Loft


4. Nudge Coach

Best For: Coaching or Health Teams

About: Nudge Coach promotes itself as being a great resource for coaching and health teams, for one core reason: it’s HIPAA compliant. It offers an online and customizable app user-interface, with user-friendly graphics and navigation.

As well as scheduling, appointment tracking, invoice tracking, it also offers personal client tracking meaning clients and you can monitor their progress against their own goals, including behavioral goals.

Nudge Coach allows coaches to set reminders and mail-outs to clients in the future, which is great for teams where clients might progress from one coach to another.

Trial Available: No trial available, but Nudge Coach does offer a beginner fee of $25USD a month.

Platform: Nudge Coach



Best For: Coaching or Health Teams

About: PDHI claims itself to be the one administration software you’ll need for your coaching requirements. It’s a great software for teams of coaches, who can build profiles of their specialist skills areas, so when clients sign-up and complete their profiles, they can then be assigned to the coach who best meets their individual needs.

Additional features include goal tracking, meet and greet functions, secure internal messaging, session scheduling and more.

Trial Available: PDHI does not offer a set trial, but you can request a demo via their website.

Platform: PDHI


6. Welkin

Best For: Coaching or Health Teams

About: Welkin is another great piece of software, with coaching teams in mind, as it offers a fully configurable client management system. Specifically designed for the health coaching sector, it works to help elevate client-coach experiences.

Welkin has been rated highly for its user-friendly dashboard format that clearly and quickly shows coaches steps they’ve taken with a client, and next steps to move the journey along.

Trial Available: Welkin does not offer a structured trial, but you can request a demo via their website.

Platform: Welkin


7. Healthie

Best For: Coaching or Health Teams

About: Healthie was developed specifically for wellness and nutritional coaches, covering mental health as well, however it may not offer as in-depth functionality specifically around mental health coaching needs, as some of the other software.

Its focus is more on supporting the administrative requirements coaches find takes up a lot of their time including progress tracking, invoice tracking, account development, resource development, calendar, and session scheduling.

Trial Available: You can try Healthie for free, the length of the free trial you get depends on whether you sign up as a client or a coach.

Platform: Healthie


8. 10to8

Best For: Individual Coaches or Coaching Teams

About: 10to8 has been rated as one of the top software packages for coaches on Capterra, with over 500 ratings and an overall score of 4.5 stars out of 5. Its focus is predominantly on scheduling, calendar management, and keeping on top of session progress with different clients.

One of the other key features of 10to8 is its ability to integrate with over 500 other applications and programs, meaning no matter what other systems your clients might use, their appointments can sync up. Another key feature is around the automation of scheduling appointments, emails, and reminders.

Trial Available: 10to8 offers a free account system, but offers you limited functionality. There are four other subscriptions available and pricing varies depending on the level of functionality you need.

Platform: 10to8


9. MyCoachPortal

Best For: Coaches just starting out

About: Similar to other software packages mentioned, MyCoachPortal, aims to be a one-stop-shop for all your coaching requirements. One of the great features of this software is it’s a fully customizable user interface, meaning you can use your own color scheme, branding and coaching business logos if you have them, creating a space of familiarity and recognizability for your clients.

Purposefully designed for coaches focusing on a range of health areas, it offers other benefits such as creating your own forms and questionnaires, uploading a range of content including video, and resource creation.

Trial Available: MyCoachPortal does not offer a trial period but has a low subscription fee of $29USD a month.

Platform: MyCoachPortal


10. Coaches Console

Best For: Coaches just starting out

About: Coaches Console promotes itself as being the best software for new coaches, or coaches who are just starting out with using coaching software with their clients.

Its focus is definitely more on the administrative support, including scheduling, invoicing and payments, and progress management or tracking.

It does appear to be more on the pricier end of the scale and offering more limited functionality than some of the other software packages, but its simplicity could be good for those wanting to trial this type of software for the first time.

Trial Available: Coaches Console offers a free 30-day trial via their website.

Platform: Coaches Console


Which is the Best Software for Me?

This is really a very personal choice and decision, and it pays to do your research and even demo or trial out a few different software packages to see which works best for you.

  • As a coach, you want to ensure you explore a system that offers you the best functionality but is also easy to use for both you and your clients.
  • As a client, you want to make sure you use a system that’s easy to navigate and offers you security and privacy while you complete any sessions.

Spend some time thinking about what you want a software package to do for you, and then start looking in the market for a system that delivers that. Speaking to other coaches and getting their feedback is another great way to help you with this decision process.


A Take-Home Message

I hope after reading this article you have a better understanding of the niche area of mental health coaching, how it can be beneficial for different reasons, and the broader area of mental health coaching software that enables coaches to support their clients.

If you would like to take a deeper dive into mental health, read our list of suggested mental health books.

If there’s one thing I want you to take away from this article it’s that there is no one-size-fits-all when it comes to selecting either a mental health coach, as an individual seeking support, or the right type of mental health coaching software, if you’re a coach.

Whether you’re approaching this as a client or a coach, make sure you invest in trialing a few different systems to find the one that works for you. Many offer free demos or training, so utilize this and you’ll be on your way to maximizing the benefits of mental health coaching software!

Are you using any software at the moment? What have your experiences been? I’d love to hear more about them in the comments.


  • Philips, F. (2015). Mental Health Coaching versus Mental Health Counselling. Retrieved from: https://coachestrainingblog.com/becomeacoach/mental-health-coaching-versus-mental-health-counseling/

About the Author

Elaine Mead, BSc. Dual Honours, is a counselor, passionate educator, writer, and learner. Since completing her degree in psychology, she has been fascinated by the different ways we learn - both socially and academically - and the ways in which we utilize our experiences to become more authentic versions of our selves. She is currently completing her diploma in Cognitive Behavioural Coaching & Mentoring.


  1. Wendy

    What is the first steps I should take

    • Nicole Celestine

      Hi Wendy,
      If you’re looking to become a certified coach, a good place to start might be with a certification if you do not already have one. You can read more about the different options in our dedicated post here.
      – Nicole | Community Manager

  2. Trudy Edgar

    Wonderful! Useful up to date information Elaine that has already saved me time in trying to research the options. Thanks!


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