---
description: Review of HeartLedge Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: HeartLedge | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Coaching Software](/directory/4251/coaching/software) > [HeartLedge](/software/696326/HeartLedge)

# HeartLedge

Canonical: https://www.softwareadvice.co.nz/software/696326/HeartLedge

> HeartLedge is practice management software for independent coaches.&#10;&#10;Most solo coaches run their practice across a scheduling tool, a payment link, a form builder, and a spreadsheet. HeartLedge replaces that with one system. Clients book from a public link, complete intake forms, and pay in a single flow. Coaches manage offers, sessions, notes, commitments, and progress from one place.&#10;&#10;What's included:&#10;&#10;- Public booking link and online scheduling&#10;- Client portal for sessions, commitments, progress, and payments&#10;- Customizable intake forms&#10;- Offers and packages&#10;- Session notes&#10;- Commitments between sessions&#10;- Goal and progress tracking over time&#10;- Client messaging and check-ins&#10;- Payments through Stripe Connect&#10;- Unlimited clients&#10;&#10;The client portal is where the coaching work lives, not just the admin. Clients see their upcoming sessions, the commitments they made between them, and their goals and tracked values over time. They can re-read every intake form and check-in answer they have given. It is built to be legible without a tutorial, so coaches spend less time explaining the software and more time coaching.&#10;&#10;Client payments run through the coach's own Stripe account. Money arrives directly and never passes through HeartLedge. There is no platform fee on client payments. Stripe's processing fees apply and go to Stripe. Coaches keep the payment relationship, the payout schedule, and the records.&#10;&#10;Pricing is one plan with every feature included and no per-client limits. There are no tiers and no add-ons, so a coach with three clients and a coach with sixty pay the same price. Growth never triggers an upgrade prompt.&#10;&#10;Introductory pricing is $20 per month through March 31, 2027. Subscriptions started on or before that date stay at $20 per month for as long as they remain continuously active. New subscribers after that date pay $49 per month.&#10;&#10;The free trial runs 14 days and no credit card is required to start. If the trial ends without a subscription, the workspace becomes read only and nothing is deleted. Data can be exported at any time. Subscriptions can be cancelled at any time, with access continuing through the period already paid for.&#10;&#10;HeartLedge suits independent coaches and solo coaching practices, including life coaches, executive coaches, business coaches, and health and wellness coaches. It fits practices of one to ten people.&#10;&#10;HeartLedge is a product of Pulse ROI, LLC, a Texas limited liability company.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Pulse ROI

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: HeartLedge has one plan at $20 per month with unlimited clients. All features are included, with no tiers, per-client pricing, paid add-ons, or platform fees on client payments.&#10;&#10;A 14-day free trial is available with no credit card required. If the trial ends without a subscription, your workspace remains available in read-only mode so you can still access your existing data.&#10;&#10;The $20 monthly price is introductory through March 31, 2027. Subscriptions started on or before that date remain $20 per month for as long as they stay continuously active. New subscriptions beginning April 1, 2027 are $49 per month.&#10;&#10;Subscriptions can be canceled at any time, with access continuing through the end of the current paid billing period.
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Booking Management
- Client History
- Client Management
- Client Plans
- Client Portal
- Credit Card Processing
- Customer Database
- Customisable Branding
- Customisable Forms
- Data Import/Export
- Electronic Payments
- Email Reminders
- Goal Setting/Tracking
- Life Coaching
- Mobile Access
- Progress Tracking
- Reminders

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Coaching Software](https://www.softwareadvice.co.nz/directory/4251/coaching/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/696326/HeartLedge)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/696326-HeartLedge/> |
| en-AU | <https://www.softwareadvice.com.au/software/696326/HeartLedge> |
| en-GB | <https://www.softwareadvice.co.uk/software/696326/HeartLedge> |
| en-IE | <https://www.softwareadvice.ie/software/696326/HeartLedge> |
| en-NZ | <https://www.softwareadvice.co.nz/software/696326/HeartLedge> |

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