Simply.Coach's Actions feature gives coaches and clients a structured way to record, track, and complete tasks between sessions — so the work doesn't stop when the session ends.
Everything you need to assign, track, and follow up on client actions, in one place.
Capture actions the moment they’re agreed.
Immediately capture action points from sessions and assign them directly within Simply.Coach, while the commitment is fresh and the context is clear.
Immediately capture action points from sessions
Attach actions to a specific goal to keep every task purposeful
Set deadlines and automated reminders so nothing slips through the cracks
A complete view of every client’s actions.
Simply.Coach's Actions Dashboard gives coaches a bird's eye view of all client actions — upcoming, due, and overdue — in one place.
View all client actions on the Actions Dashboard at a glance
See which clients are on track and which need a nudge
Send reminders on due or overdue action items at the click of a button — no manual emails needed
Accountability that runs both ways.
Actions aren't just assigned to clients. Clients can assign actions back to their coach; to review a document, follow up on something, or read a piece of work. The coaching relationship is a partnership, and the platform reflects that.
Clients create and track their own action items independently
Clients can assign actions to their coach too
Shared accountability, built into the platform from day one
Actions for the coach too.
Simply.Coach isn't just for client-facing tasks. Coaches can capture their own personal action items within the platform, keeping everything in one place and not spread across separate tools.
Capture personal action items for yourself as a coach
Keep your own commitments organised alongside your clients' actions
One place for every task — client-facing and coach-facing
Actions connect every session to the progress that follows it.
Simply.Coach's Actions feature sits at the centre of the engagement — connected to goals, sessions, workspaces, and reports so every action is always in context.
Actions
Nudges
Link nudges directly to specific actions, prompting clients to complete or check in on tasks they've committed to between sessions.
Simply.coach helps me and my clients get more focused, structured & organized. The goals & actions sections help particularly on this front. Else there was a tendency for conversations to meander a bit aimlessly.
Mezjan Dallas
Investment Coach
My clients can manage their development plans, follow through on their commitments, actions and behaviour change and track their own progress and growth. It's a great way to make the intangible tangible for my individual and organizational clients.
Elan Bailey
Founder – UpLevel Leadership Academy
Client scheduling, coaching notes, actions and goals are definitely a great help. My clients also love receiving their 'Nudges' - happy clients
An action plan in coaching software is a structured list of tasks — assigned to specific goals — that a client commits to completing between sessions. In Simply.Coach, actions are captured immediately after sessions, assigned to goals, given deadlines, and tracked automatically. Coaches can view all client actions on a centralised dashboard and send reminders with one click, while clients track and complete their own actions from their workspace.
Can clients track their own actions in Simply.Coach?
Yes. Clients can view, create, and update their own action items from their dedicated Client Workspace. They can also assign actions back to their coach — for example, to review a document or follow up on something discussed in a session — making accountability genuinely two-way.
Can I see all my clients' actions in one place?
Yes. Simply.Coach’s Actions Dashboard gives coaches a centralised view of every client’s upcoming, due, and overdue actions — across all engagements. From the dashboard, coaches can send reminders on overdue items at the click of a button, without needing to email clients manually.
How do action plans connect to goals in Simply.Coach?
Every action in Simply.Coach can be attached to a specific goal — so clients always understand the purpose of a task and how it connects to their broader development. This linkage means that action completion data feeds directly into goal progress tracking, which in turn feeds into coaching reports and impact assessments.
Can I set reminders for client actions?
Yes. Automated reminders can be set for due and overdue action items — clients are prompted to complete their tasks without any manual follow-up from the coach. Reminders can also be sent on demand from the Actions Dashboard with a single click.
Is action plan data secure in Simply.Coach?
Yes. Simply.Coach is SOC2, HIPAA, and GDPR compliant — the only coaching platform with this combination of certifications. All action plan data, client information, and task records are fully encrypted and accessible only to those you explicitly share them with.
Ready to make every session count, even after it ends?
Start your free 14-day trial and see how Simply.Coach's Action Plans feature (and the full platform) keeps clients accountable between every session.
