Features

Everything You Need To Run Your Practice

Future-proofed With AI At Its Core

Twelve small mock-ups of Teloria features: a dashboard, clients, a calendar, courses, a website, email automations, video sessions, accounting, payments, social posts and an AI assistant

Clients And Community: A few client profiles with tags

Contact records with notes, tags, and history
Import your existing contacts
A client sign-in area for your clients
Coaching logs for your sessions
A community space for your clients

Scheduling And Live Sessions: A calendar with a booked session

Online booking pages and a calendar
Built-in video sessions that run in the browser
Session recordings

Personal Development: A course with a progress bar

Courses and lessons
Challenges and checklists
Agreements your clients can sign online
Multiple Life Wheels (build your own)
Client Reflections Journal

Websites And Funnels: A website page layout

A drag-and-drop page builder
Landing pages, funnels, and order forms
A blog, testimonials, and lead magnets
A booking widget you can place on any page
AI tools that help draft-build your site and funnels
Funnel Mapper Whiteboard with A/B testing & automated Email sequence builder

Messaging And Automations: An email followed by an automation path

Email messaging
Automations that follow up for you
Remove person anywhere in a sequence
Auto send notices to yourself when you desire

Strategic Planning & Kan Ban: A kanban board

Comprehensive strategy tools
Dashboards that quickly search & summarize
Track as many initiatives and tasks as needed
List any priority task from any initiative in a few keystrokes (save these lists)

Sell your programs through your own Stripe account
You keep your payments; Teloria is not a party to your sales
Free Marketplace so you have your own storefront
Connect marketplace products to any funnel

Accounting: A ledger with income and expense bars

Simple to use Chart of accounts and double-entry bookkeeping
Transactions, invoices, and reports
Connect your bank accounts securely through Plaid, or import a CSV
Review imported transactions before they are recorded
Reconcile your accounts against your statements

Social Publishing (Teloria Social): Scheduled social posts

Create and schedule posts (including your own Teloria community)
Publish to the Facebook Pages, Instagram professional accounts, and Threads profiles that you own or manage
Record post without leaving

AI That You Control: An AI assistant chat

Draft content with your own AI account
Review and approve everything before it is used
An AI setup helper while you get started

Business Tools To Provide An Advantage: A set of business tools

SOP Tracker
Testimonial Tracker
Discount Coupons
Lead Magnet Architect
Course Builder Architect
Education Studio
Client Agreement Creator-Tracker
Email Designer for HTML based emails & newsletters
Weekly highlight auto send summary newsletter for community members
Studio for 3d Images and YouTube covers & social post
And many, many more.

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Clients, scheduling, programs, your website, messaging, live sessions and bookkeeping, all connected.

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The programs, assessments and content on this site are for educational and coaching purposes only. They are not a psychological, medical or clinical diagnosis or treatment, and are not a substitute for care from a licensed professional.