Pathara is the Transformation Operating System for health and wellness coaches — the one calm workspace that runs intake, the Wheel Assessment, 30-second internal-state check-ins, the universal six-section session note, and group programs against a single longitudinal client timeline. It is built for the coach a generic CRM or EHR was never built for.

How is Pathara different from a CRM or a notes tool?

A CRM stores contacts. A notes tool transcribes what happened. Practice-management software was built for clinics. Pathara tracks the one thing coaching is actually about — the client's internal state and its movement over time — and renders that as a wheel, check-ins, and a trajectory that always frames today against the baseline.

Which coaching modalities does Pathara support?

Eight canonical coach types are preset out of the box: somatic and relational, life and mindset, health and wellness, fitness and performance, spiritual and energy, executive and leadership, relationship, and parts work (Internal Family Systems). Each has its own wheel of internal-state spokes. Coaches can add free-form tags like Tarot, Astrology, or ADHD during onboarding.

What is the Wheel Assessment?

The Wheel Assessment is a preset modality-specific wheel personalized for each client during intake — coaches choose the wheel that matches their work, then set a baseline and a target score per spoke. Clients do quick 30-second check-ins; the trajectory view always shows current state against the original baseline so a hard week doesn't erase real progress.

Pathara — The All-in-One Workspace for Modern Coaches

The health and wellness platform

What is Pathara?

Pathara turns your health and wellness expertise into a business that isn't capped by your calendar. Take what you know about sleep, stress, food, movement, or mindset, build it into a package, and sell it from your own page. Your clients get it in an app with your name on it — and your knowledge starts earning beyond your hours.

Wellness packages

Package what you know into wellness experiences people can join, follow, and buy.

One session or a six-week reset. Add a kickoff call, a short program, weekly health check-ins, a workbook, a voice note. Whatever order fits how you work. Missing a piece? Pathara drafts it and you fix the wording. Charge once or monthly. Keep it private, or open it to anyone with the link. Build it once, sell it again and again — no extra hours each time.

SessionProgramHealth check-inWorkbookVoice note

Your client journey

The 6-Week Reset

5 items · 6 weeks · sell it, or hand it to one client

What your client gets
Drafted from your own session notes, then edited in your words. Clients read it in their own portal.
What your client gets
Scheduled, reminded, and written up for you. The notes land back on the client's package.
What your client gets
Three questions, thirty seconds. Their answers roll into the progress you both can see.
What your client gets
Branded with your name and colors. Download, or leave it in their app to fill in.
What your client gets
Record once. Everyone who joins this package hears it at exactly the right moment.

Build it once, reuse it with everyone.

Your health expertise, packaged

The wellness program you keep meaning to build is mostly done.

You've taught the same sleep, stress, or nutrition work forty times. Give Pathara one recording and one handout and it drafts the lessons, workbook, and check-in. It comes out close enough to how you talk that you'll mostly just trim. Drop it into a package and sell it.

3 weeks · 9 lessons

The 21-Day Reset

Built from four session recordings and one workbook you already had.

1Two gears: gas and brake4 min
2The exhale is the brake6 min
3Naming the state you're in5 min
…plus the rest, drafted from your own words.

Branded PDF workbook + daily check-in

Your space

The 21-Day Reset

Lesson 2 of 9 · today's step is ready

Two gears: gas and brake

The exhale is the brake

Continue

A wellness app for your clients

Every package comes with an app. Your name on it.

Someone buys your package, taps a link, and it opens like an app in your colors. No download, no password. Their sessions, lessons, daily practices, health check-ins, and voice notes are all inside. And you can see who's opened what.

One tap adds it to the home screen
Your branding and welcome message
Reminders go out when you tell them to
Sell access, gate it, or keep it private

M

The 6-Week Reset

with Maya · week 2 of 6

25%

A 6-minute read Maya wrote for week two. Opens right here, no login.

Reading progress42%

Three quick questions. The answers show up on Maya's dashboard instantly.

How is your energy today?

Tap to fill it in on the phone, or download the branded PDF.

One change I can make this week

Recorded once by Maya, delivered to every client at just the right week.

Sessions and follow-through

The session is the part you get paid for. The rest runs itself.

Booked and paid through your page, it lands on your calendar with a video link. Afterward, say a few words and the wellness note is written. The health check-in goes out on its own. Before the next session, a brief tells you what moved.

Post-session follow-up52 min · captured

Preparing · from your notes

Maya R., Session 7

Opened with: tightness in the chest, naming the week as “loud”
Turning point: slower breath at minute 23, voice dropped a register
Next thread: a small ask of her partner before Sunday

What runs in the loop

Booking, payment, and calendarCaptured session notesWeekly client check-insPre-session briefsOne path per client

The health and wellness toolkit

A session ends at four. By five past, the note's drafted and the health check-in is scheduled. Over a week that adds up to real hours.

01

A welcome that feels like you

Health intake, first steps, and branding — ready before they arrive.

02

Notes in your voice

Speak for a minute after a session. Get a clean wellness note back.

03

Practices that actually get done

Breath work, movement, and trackers go out on schedule. Pathara nudges and collects.

04

Health progress worth sharing

When someone asks “is this working?” you show them sleep, stress, and energy over time.

Voice, meet actionjust ask Pathara

Build a course for one client, just by saying it.

Tell Pathara who it's for and what they need. It drafts the lessons, workbook, and check-ins in your voice — ready to send.

“Build a four-week stress course for Maya”“Add a workbook to James's sleep package”“Turn my breathwork handout into a course”“Draft next week's lesson for Priya”

“Build a four-week stress course for Maya”

listeningheard

M

Maya R. · Stress Reset

4 weeks · 12 lessons · workbook · weekly check-ins

drafted

course outline4 modules

W1Map her stress signals

W2Breath-and-reset toolkit

W3Boundaries in real time

W4Integration plan

Lesson 3 · drafted from your voiceready

The 90-second reset: a breath practice Maya can use before a meeting, before bed, or in the moment stress spikes. Delivered as audio, text, and a 1-page worksheet.

a glimpse of what's inside

Pricing

Pick the plan that fits where you are.

Start with a free 7-day trial. Cancel anytime from Settings.

Replaces $200+/mo of wellness tools

Scattered notes · scheduling · payments · course hosting · habit trackers — one workspace, one price.

Starter

Run your 1:1 wellness practice from one calm workspace.

$30$39/month

Billed monthly · cancel anytime

Unlimited clients and sessions
Automated wellness session notes + shared client reports
Voice capture and dictation between sessions
Preset and custom wellness wheels + habit / goal tracking
Client check-ins, wellness plans, and progress trackers

★ Most popular · 68% of coaches

Growth

For coaches turning one session into a real practice — with help along the way.

$60$79/month

Billed monthly · cancel anytime

Just $30 more than Starter — adds courses, your Pathara Page, and an onboarding call.

Everything in Starter
Publish courses, digital products, and mini programs to your clients
Pathara Page — a link-in-bio site with an application form
Calendar + video call integrations for automated session workflows
Onboarding call with our team to set up your practice

2,000+ coaches joined in the last 7 days

All-in

Everything unlocked, plus concierge migration and priority support.

$199$249/month

Billed monthly · cancel anytime

Everything in Growth
Concierge migration — we move your existing clients, notes, and content in
Priority support with same-business-day response
Monthly 1:1 strategy call with our team
Early access to new features as they ship

Or start free — no card needed

5 clients, 1 package, 1 course, 2 Studio documents, and 10 voice captures a month. Everything else stays visible and unlocks whenever you upgrade.

Feature	Free	Starter	Growth	All-in
Clients	5	Unlimited	Unlimited	Unlimited
Session notes	20/mo	Unlimited	Unlimited	Unlimited
Automated notes & wellness plans
Client shared reports & check-ins
Packages (your offers)	1	Unlimited	Unlimited	Unlimited
Courses & mini programs	1	Unlimited	Unlimited	Unlimited
Library items (files, worksheets, recordings)	10	Unlimited	Unlimited	Unlimited
Studio documents (workbooks, summaries, rewrites)	2	Unlimited	Unlimited	Unlimited
AI drafting	5/mo	Unlimited	Unlimited	Unlimited
Voice capture & dictation	10/mo	Unlimited	Unlimited	Unlimited
Preset wellness wheels
Custom wheels & measures
Habits, goals, and progress trackers
Rituals, activities & wellness challenges
Client apps & digital products
Pathara Page (link-in-bio + application form)
Calendar + video call integrations
Practice insights & analytics
Onboarding call with our team
Concierge migration (we move your data in)
Monthly 1:1 strategy call
Priority support (same-business-day)

One shape, many languages

Your expertise, in a brand new light.

Generic tools force every coach into the same template. Pathara keeps one shape and lets the spokes, labels, and language change for how you and your client already talk. Nothing else does this.

Life / mindset

the classic wheel

default radial view

Somatic

a regulation wheel

also skins as a window-of-tolerance band

Spiritual / energy

an energy-center wheel

also skins as an aura radar

One shape, same geometry, same over-time arc. Only the spokes and language change with your modality.

Your method, intact

The craft you trained for, held in the workflow.

You didn't spend years learning your method to fit it into someone else's template. Bring the wheel, the intake, the language you already use. Pathara holds it the way you practice it.

01 / Your language

Tuned to how you actually coach.

Pathara learns your phrasing, your cadence, the metaphors you reach for. Notes, check-in prompts, and client emails come back sounding like you wrote them on a good day, never a stiff template, never a clinical script.

Your language, on every page.

02 / Your wheel

The shape your practice already uses.

Pick the wheel that matches how you coach, somatic, embodiment, mindset, parts, leadership. Set the baseline. Watch each area move, session over session, against where the client began.

One shape. Your spokes.

03 / Your thread

Nothing lost between sessions.

Intake, sessions, check-ins, plans, one continuous path per client. The relationship stays a relationship, not a stack of disconnected files. You walk into every session already in the story.

One path, start to breakthrough.

Bring your method. Pathara holds the rest.

What makes Pathara different

Achieve practice clarity. Finally.

Read the guides

01 / What makes it different

Just say it. The wellness note's already there.

Talk the way you'd talk to a trusted colleague after a session. Pathara handles the rest. What shows up in your notes reads like you wrote it on a good day. And that same material becomes the start of your next wellness program, workbook, or retreat follow-up.

02 / What makes it different

Between-session health work that just goes.

03 / What makes it different

Health progress people want to share.

Pathara shows the path your client is walking with you. Where their sleep, stress, and energy started, what's moved, which practices landed, what's next. It looks the way your practice already works, and it's the proof that brings referrals.

04 / What makes it different

Capacity you can see before you feel it.

Nobody tells you you're fully booked until you already are. Pathara shows you ahead of time where the next client, retreat guest, or program seat fits, and where it doesn't.

05 / What makes it different

Your expertise, uncapped by your hours.

The templates, intakes, and programs you already use don't just sit there. They turn into wellness courses, workbooks, and retreat materials that help more people without taking more of your time.

Reading from the work

Guides from practitioners doing the work.

Pre-session brief9:00 AM

Maya R., Session 7

Carrying in: grief around her father, third week

What moved: nervous-system regulation up 18%

Edge: boundary at work, unfinished

PatharaReady ↗

Simple pricing · start free

Your week stays the same. Your business doesn't have to.

Start free for 7 days. Every plan includes wheels, notes, check-ins, and progress tracking, plus the packages and courses that keep earning while you're off the clock.

7-day free trial · cancel any time · your clients and customers don't need an app

Good to know.

What is Pathara?

One place to run your health and wellness practice. Intake, sessions, check-ins, progress, and programs, all organized around each client.

How is it different from notes or coaching software?

Notes apps save you minutes. Coaching apps make your clients learn something new. Pathara keeps the whole health relationship in one place: the work between sessions, progress over time, and the programs that earn beyond your calendar.

What changes in my week?

Sessions end and the note is drafted. Health check-ins go out and answers come back. You see who's moving and who needs a nudge.

Do I have to change how I work?

No. Bring your wheel, intake, and words. Pathara adapts to your method.

Who is it for?

Health and wellness experts — coaches, retreat leaders, and small practices working in sleep, stress, nutrition, movement, somatics, breathwork, and mindset.

Your notes, intake, and check-ins — finally on one path.

See what other coaches think of Pathara

What is Pathara?

Package what you know into wellness experiences people can join, follow, and buy.

The 6-Week Reset

The wellness program you keep meaning to build is mostly done.

The 21-Day Reset

Every package comes with an app. Your name on it.

The session is the part you get paid for. The rest runs itself.

Maya R., Session 7

A welcome that feels like you

Notes in your voice

Practices that actually get done

Health progress worth sharing

Build a course for one client, just by saying it.

Pick the plan that fits where you are.

Starter

Growth

All-in

Your expertise, in a brand new light.

The craft you trained for, held in the workflow.

Tuned to how you actually coach.

The shape your practice already uses.

Nothing lost between sessions.

Achieve practice clarity. Finally.

Just say it. The wellness note's already there.

Between-session health work that just goes.

Health progress people want to share.

Capacity you can see before you feel it.

Your expertise, uncapped by your hours.

Guides from practitioners doing the work.

How to Get Your First 5 Coaching Clients (Without a Big Audience)

How to Run a Data-Informed Coaching Session in 5 Steps

7 Client Progress Metrics Every Modern Coach Should Track

Your week stays the same. Your business doesn't have to.