One place for bookings, packages and payment, not four tools per client
PersonaCart gives a coach a website, a booking page that takes payment upfront, coaching packages that track themselves and intake questions answered before the first call. Video links, calendar invites and reminder emails go out on their own.
New accounts start with a free trial. You don't enter a card to sign up.
Illustration of a public booking page for Coaching call: open times for the chosen day, the client's details, and a Book and Pay button. A calendar invite and reminder emails follow the booking.
What it costs
From $59 a month plus a 2% platform fee on sales. Lower fees on higher plans.
How clients hear from you
Booking confirmations, calendar invites and reminder emails go out on their own. Text-message reminders can also go through your own Twilio account, to parents who opt in.
Moving your data
Import customers and products from a CSV file or Google Sheet, Shopify, WooCommerce, Squarespace, Kajabi or Thinkific.
Your clients' data
Export or erase client data any time. Clients can download or delete their own. Cards stay with Stripe.
What coaches tell us
“Calendly, Stripe links, a Google Form and Mailchimp. Four tools for one client.”
With PersonaCart: Booking, intake questions, payment and email campaigns live in one place, under your own name.
“I lose track of who has sessions left in their package.”
With PersonaCart: Sell a coaching package as session credits. Each booking uses one, and you and the client both see the balance.
“Clients book and then forget the call.”
With PersonaCart: Each booking gets a calendar invite, a Google Meet or Zoom link and reminder emails at the times you choose.
“My income stops when my calendar is full.”
With PersonaCart: Sell what does not need your time: online courses with quizzes and certificates, digital downloads and memberships.
For coaches who sell their expertise
Life coaches
Discovery calls, packages of sessions and a monthly membership for ongoing support.
Business and executive coaches
Intake questions before the first session, payment links for retainers and invoices that recur.
Career coaches
Single sessions, résumé reviews delivered as files and a course for job seekers.
Group coaching programs
Cohort-style courses with lessons released on set dates, plus live sessions with a set number of spots.
A week in your coaching business
From the first call to a renewing client. Screens are drawn from the real app with sample data.
Monday
A new client books and pays
Your booking page shows only the times you are free. The client picks a slot, pays, and gets a calendar invite with the video link.
Illustration of a public booking page for Coaching call: open times for the chosen day, the client's details, and a Book and Pay button. A calendar invite and reminder emails follow the booking.
Product illustration, sample data Before the first call
Your intake questions, answered upfront
Ask what you need to know before the session, plus a typed-name signature for your coaching agreement. The order cannot be paid until they are answered.
Illustration of checkout for Career coaching: first session: the client answers the coach's intake questions and signs by typing their name before the Pay button works.
Product illustration, sample data Wednesday
Packages that track themselves
A client on a six-session package books with credits. You see the balance and can add a credit by hand when you need to.
Illustration of a client's account: the Coaching package · 6 sessions with 4 session credits left and No expiry date, and the next booked class paid with one credit.
Product illustration, sample data Friday
Your list hears from you
Send a campaign to one segment of your client list, and let automations follow up.
- Campaign emails to segments you define
- Automations for welcome and follow-up emails
- Abandoned-cart emails when someone stops at checkout
- Your client list, exportable any time
Any day
Income beyond your calendar
The same site sells what scales.
- An online course with quizzes and an automatic certificate
- A monthly membership for ongoing support
- Workbooks and templates as digital downloads
- A payment link for a retainer that recurs monthly
Reminders: Clients get reminder emails before each booking, at the times you choose, plus an invite for their calendar. Text-message reminders can also go through your own Twilio account, to parents who opt in.
Your clients' data
What clients tell you stays in your account, and clients stay in control of their own data.
Your client list is yours
Export your customers at any time, and erase a client's data when they ask.
Clients control their account
Clients can download or delete their own account data, with a grace period to undo.
Staff see what their role allows
Roles are Owner, Admin, Editor, Viewer, Support and Coach. A coach sees their own sessions unless you give them more.
Cards stay with Stripe
Payments run through Stripe. PersonaCart never stores card numbers.
A cookie banner on your store
Visitors choose which cookies they accept on your site.
Not for clinical records
PersonaCart is a business tool for coaches. If you are a licensed health provider, keep clinical records in your clinical system, not in PersonaCart notes.
Bring your clients with you
Import your client list from a CSV file, or connect Kajabi to bring offers and contacts across.
CSV file or Google Sheet
Customers, families, leads, products and past orders. A Google Sheet can stay in sync while you switch.
Shopify
Your products, through a secure Shopify connection. Customers come over as a CSV file.
WooCommerce and Squarespace
Your products. WooCommerce brings variations too.
Kajabi
Your offers become products and your contacts become customers.
Thinkific
Your courses arrive as draft products, ready for you to add the lessons.
Your current website
Import pages from the site you have now, then edit them in the visual editor.
Mailchimp, Mindbody, Wix, Calendly and Linktree
Mailchimp audiences, Mindbody client lists, Wix product files, Calendly event types and Linktree pages.
What a coach gets on each plan
Booking, packages, intake questions, payment links and memberships are on every paid plan. The plans differ in courses, emails, staff seats and a few growth tools.
Starter
- Monthly price
- $59
- Platform fee on sales
- 2%
- Website, booking page and payment links
- Included
- Session packs, memberships and digital downloads
- Included
- Intake questions before payment
- Included
- Quizzes in your courses
- Unlimited
- Online courses
- 3
- Campaign emails a month
- 500
- Staff seats
- Just you
- Storefront chat that answers buyers
- Not included
- Referral program
- Not included
- Remove PersonaCart branding
- Not included
- Custom domains
- 2
Pro
- Monthly price
- $149
- Platform fee on sales
- 0.5%
- Website, booking page and payment links
- Included
- Session packs, memberships and digital downloads
- Included
- Intake questions before payment
- Included
- Quizzes in your courses
- Unlimited
- Online courses
- 5
- Campaign emails a month
- 5,000
- Staff seats
- 4
- Storefront chat that answers buyers
- Included
- Referral program
- Included
- Remove PersonaCart branding
- Included
- Custom domains
- 5
Scale
- Monthly price
- $299
- Platform fee on sales
- 0%
- Website, booking page and payment links
- Included
- Session packs, memberships and digital downloads
- Included
- Intake questions before payment
- Included
- Quizzes in your courses
- Unlimited
- Online courses
- Unlimited
- Campaign emails a month
- 20,000
- Staff seats
- 14
- Storefront chat that answers buyers
- Included
- Referral program
- Included
- Remove PersonaCart branding
- Included
- Custom domains
- 10
Stripe's card processing fee is separate and the same on every plan. Limits and prices are read live from our plans.
91 things you get on every plan
See all 91- Selling
- Unlimited products · Payment links · Memberships and subscriptions · +10
- Storefront and editor
- Your own website · Premium templates · Blog · +5
- Academy and programs
- Teams and classes with rosters · Sign-up fills the roster · A Today screen · +18
- Bookings and payments
- Unlimited bookings · Capacity and waitlists · Recurring classes · +11
- Customers and email
- Customer list and segments · Lead forms · Import your email lists · +6
- Courses
- Quizzes · Certificates · Drip lessons · +2
- Pie and AI
- Pie, your assistant · You stay in charge · AI page builder · +1
- Data and privacy
- Import from where you are now · Keep your members’ cards · More importers · +10
- Support
- Help center · Guided tours in the app · Help from our team · +1
The stack it replaces
Most coaches pay for several of these. PersonaCart does the same jobs.
Instead of Calendly plus Stripe payment links
A booking page that takes payment upfront.
Instead of a Google Form for intake
Intake questions answered before payment, with a typed-name signature.
Instead of Mailchimp for your newsletter
Campaign emails and automations to your own client list.
Instead of a spreadsheet of package balances
Session credits both you and the client can see.
Instead of Kajabi or Teachable for your course
Courses with quizzes and certificates on the same site.
Instead of a link-in-bio page
A full website on your own domain.
Questions we hear from people like you
Do I need a team to use this?
Can I sell coaching packages?
Can I ask intake questions before the first session?
Does it create Zoom or Google Meet links?
Does it sync with Google Calendar?
Can I charge a monthly retainer?
I coach on wellness or mindset topics. Is there a page for me?
What a coach pays
Starter
$59 a month
+ 2% platform fee on sales
One coach selling sessions, packages and a first course. Most solo coaches start here.
Pro
$149 a month
+ 0.5% platform fee on sales
Coaches with an assistant: 4 staff seats, more courses and a lower fee on sales.
Scale
$299 a month
+ 0% platform fee on sales
A coaching company: 14 staff seats and the lowest fee on sales.
Plus Stripe's card processing fee on each payment, the same on every plan. No charge per coach or per booking.
Compare every plan limitTake your first paid booking this week
Add one service with your intake questions and book yourself a test call.