Zoom for coaches
Zoom for coaches

The AI-first software that helps coaches get back to coaching

Zoom can help you support clients between sessions, keep track of details and progress, and finish paperwork faster — so you can get back to what you do best.

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The AI-first software that helps coaches get back to coaching
Use cases
Use cases

Tools that save time and help coaches build lasting relationships

Keep client context together

Connect My Notes to Bonsai to see client history, session insights, and commitments right alongside your business docs automatically — no more rebuilding from scratch.

Keep sessions moving forward

My Notes can generate session summaries in a Zoom Canvas workspace where you and your client can collaborate and track progress as you go. That's more accountability for everyone.

Protect your time (and your revenue)

Set your availability and let clients self-book and reschedule with Zoom Scheduler. Reduce no-shows with automatic confirmation and reminder emails.

Proposals and payments, handled

Send polished statements of work with e-signatures, reuse contract templates, and get paid faster with Bonsai's integrated online payments and smart reminders.

Turn sessions into action
Customer stories
Customer stories

What our customers say

Read more Class Act Customer

Class Act Cats turns note-taking stress into undivided client attention

I tried the AI note taker and it was life-changing. This overcomes my not great ability at taking notes. Now I can actually pay attention to my clients, and I don't have to worry.

 

-  Joey Lusvardi, Cat Behavior Consultant, Class Act Cats

Class Act Customer
The book Customer
Designseed Customer
Class Act Cats turns note-taking stress into undivided client attention
Read more

I tried the AI note taker and it was life-changing. This overcomes my not great ability at taking notes. Now I can actually pay attention to my clients, and I don't have to worry.

 

-  Joey Lusvardi, Cat Behavior Consultant, Class Act Cats

Key features
Key features

Keep clients progressing without multiplying your admin

Stretch coaching beyond the session

Capture organized summaries from every client meeting — even on Google Meet, Microsoft Teams, or in person — so decisions, commitments, and key details are ready when the session ends.

Stretch coaching beyond the session
Security and compliance
Security and compliance

Protect sensitive client data

Encrypted in transit & at rest

Feature-rich platform supported by a range of encryption technology to support user privacy and security.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention settings that fit your organization’s compliance needs.

Certifications and audits

Zoom maintains compliance certificates like ISO and HIPPA-ready controls to help you meet regulatory standards.

*Security and compliance features described herein apply to Zoom Workplace generally. Zoom makes no
representations or warranties as to their applicability to Bonsai.

See it in action
See it in action

Explore how Zoom works

Buy now Get started
Pricing
Pricing

Get more when you bundle with Zoom

Find the products and pricing bundle(s) that work for your setup.

Annually
My Notes

  • /user/month
  • billed annually

 

All My Notes features added to Workplace Basic.
All of My Notes Basic, and:
  • My Notes
    • Unlimited AI note taking
    • Automated workflows embedded in meetings running with Zoom data sources
  • AI features
    • Meeting summaries for all hosted
Zoom Meetings
    • In meeting questions in all hosted
Zoom Meetings
    • Meeting summaries can be sent to
Slack automatically
    • Unlimited AI queries**
    • Writing mode**
    • Personal workflows**
    • 10 searches (per month)
    • Transcribe in-person meetings (3 uses per month)**

**Features are available on the ZoomMate web surface at zoommate.com

Bonsai

  • /user/month
  • billed annually

 

Everything you need to win more clients, look professional and get paid faster.
Highlights:
  • Win clients
    • CRM — all your client relationships, contacts, and history in one place.
    • Pipeline — track leads and prospects, from first call to closed deal.
    • Meetings Sync — centralize your client meetings, notes, and transcripts.
    • Proposals — send professional on-brand proposals in minutes.
    • Agreements — create and send contracts with built-in e-signature.
    • Forms — build custom forms to collect client info, feedback, and more.
  • Deliver client work
    • Projects — organize project info, files, tasks, and timesheets in one place.
    • Client Portal — create a branded, secure, and collaborative hub for your clients.
  • Get paid
    • Invoicing — send invoices and put billing on auto-pilot with retainers.
    • Payments — get paid faster with integrated online payments.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Automate your business
    • Smart triggers — automate your client journey from proposal to invoice.
    • Meeting actions – turn client conversations into tasks, billable time, and more.
  • Meetings
    • 40 minutes per meeting
    • 100 participants per meeting
Scheduler

  • /user/month
  • billed annually

 

Effortlessly share meeting slots for office hours, interviews and more.
Highlights:
  • Scheduler
    • Unlimited booking pages
    • Schedule round-robin and group meetings
    • Connect up to 6 calendars
    • Automate email and SMS reminders for attendees
    • Remove Zoom Scheduler branding
    • Customize your booking page with brand colors and logo
    • Schedule 1:1 and group sessions
    • Take payments with Stripe—credit, debit, Apple Pay, and Google Pay*
    • Qualify and route leads with routing forms
    • Sync scheduled meetings to Salesforce
    • View analytics and insights to optimize bookings
    • Manage schedules and groups across larger teams

* Available in US and UK only

FAQs
FAQs

Got questions? We've got answers.

Coaches need tools for virtual sessions, scheduling, session notes, recaps, accountability, contracts, invoicing, and payments. Zoom brings these workflows together for small businesses and growing professional services operations like yours.

Zoom is business software that connects coaching sessions with AI-assisted recaps, between-session support, scheduling, client management, contracts, and payments.

Yes. Coaches can use approved recaps and check-ins, or build a coaching agent trained on their methodology to offer prompts, guidance, and relevant resources in a shared Zoom Chat channel.

No. A coaching agent is a supporting resource that can reinforce the coach’s methodology between sessions. The coach remains responsible for judgment, guidance, and growing the relationship.

Yes. Zoom Scheduler lets clients book from a personalized page, supports recurring cadences, and makes rescheduling easy without repeated email coordination.

Yes. Bonsai by Zoom supports statements of work, reusable contract templates, e-signatures, and organized client records.

Yes. Bonsai by Zoom supports professional invoices, online payments, recurring billing, and payment reminders so the business side of coaching stays on track.