Coaching check-in software
By Martijn Mauritz · Last updated 2026-07-15
What is coaching check-in software?
Coaching check-in software lets a coachee complete short, structured reflections between sessions through their portal, so the coach gets a continuous signal of how the client is doing, on their goals, energy and any tracked dimension, without waiting for the next session to find out.
The work of coaching does not only happen in sessions, the reflection and practice happen in between. Check-ins are Exantur’s tool for that inter-session work: short, focused reflections a coachee completes through their portal. They turn the two or three weeks between sessions from a black box into a visible line, so a session opens with real information instead of "so, how have things been?"
It forms part of Exantur, coaching practice management software created for how professional coaching actually works, instead of a generic project management app adapted after the fact.
What is coaching check-in software?
Coaching check-in software lets a coachee complete short, structured reflections between sessions through their portal, so the coach gets a continuous signal of how the client is doing, on their goals, energy and any tracked dimension, without waiting for the next session to find out.
A continuous signal of progress
A check-in asks about the client’s current state, progress on active goals, and any other dimension the coach wants to track continuously, giving a signal of how clients are doing without requiring a full session to generate it. Instead of one data point per session, the coach sees a line: energy trending down three weeks running, a goal that stalled the moment a specific obstacle appeared, a habit that finally stuck.
That line changes how the next session is spent. Rather than reconstructing the fortnight from memory, the coach walks in already knowing where to press and where to reinforce, so the session time goes to the coaching itself rather than to catching up.
Configurable per client
Coaches design the check-in format using standard question sets or custom sequences specific to a client’s journey. A leadership client might answer three questions on a delegation goal; a stress-and-recovery client a short energy and sleep scale. Responses are stored against the client, and patterns become visible over time rather than living in scattered messages.
Because the questions are yours, the check-in measures what this engagement is actually about, not a generic mood poll. You can change the set as the work moves on, so early-engagement questions give way to the ones that matter once goals are set.
A rhythm that holds without chasing
A check-in only helps if it actually happens. Check-ins run on the cadence you set and sit in the coachee portal alongside the client’s goals and assignments, so completing one is part of the same flow as the rest of their between-session work rather than a separate errand. That steady rhythm is what keeps momentum between sessions instead of the engagement going quiet until the next appointment.
Reflection is the point, not surveillance
Check-ins are a coaching instrument, not a monitoring one. The value is as much in the coachee stopping to reflect, naming where they are and what got in the way, as in the coach reading the answer. Kept short and relevant, they build the self-awareness good coaching is trying to grow, and they do it in the client’s own words, captured in the record for both of you to look back on.
Frequently asked questions
- How do clients complete check-ins?
- Through the coachee portal, between sessions. Coaches configure the questions per client or per program, and responses are stored against the client so patterns show over time.
- Can I customise the check-in questions per client?
- Yes. Use standard question sets or build custom sequences specific to a client’s goals, and change them as the engagement moves on. Each client can have a different check-in.
- How are check-ins different from accountability tasks?
- Check-ins are reflective (how are you doing, on your goals, energy and other tracked dimensions); accountability tasks are actions a client commits to between sessions. They work together and both live in the coachee portal.
- Do check-ins replace sessions?
- No. They make sessions better by giving the coach a continuous signal to open on, so session time goes to the coaching rather than to reconstructing the past two weeks.
