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For Coaching and Training

Built for Programs That Drive Real Progress

For coaching and training organizations, events are the product.

hapily keeps every program — like workshops, cohorts, and training programs — connected inside your CRM, making it easy to manage enrollment, participation, and follow-up as you scale.

Live Workshops

Virtual Training Sessions

Certification courses 

Continuing Education Tracks

Masterclasses

Retreats and In-Person Intensives

Private Trainings

Multi-session cohort programs

How hapily supports Coaching & Training teams:

Advanced Registration & Ticketing

Control how learners register by program, cohort, or experience level — including paid events, multi-session access, and repeat attendance.

Learn more about Advanced Registration and Ticketing

Cohort & Session Management

Manage cohorts across multi-session programs and track participation from session to session without losing visibility as programs scale.

Learn more about Session Management

Attendance Tracking Across Sessions

Track who actually attends each session — not just who registered — so participation, progress, and completion stay accurate.

Engagement History & Progress Visibility

Keep a complete record of attendance, participation, and engagement over time to support certifications, renewals, and client success.

Surveys & Feedback Collection

Collect structured feedback after sessions or full programs to understand outcomes, identify gaps, and continuously improve training.

 Learn more about Surveys

Reporting & Program Insights

Report on attendance trends, completion rates, and engagement across programs to see what’s working and where to invest next.

Learn more about Reporting and Insights

Automated Follow-Up & Learning Resources

Automatically deliver recordings, materials, and next steps based on attendance so learners stay engaged between sessions.

Learn more about Follow-up

hapily blog

The latest from the hapily team:

What’s New in Mobile Lead Capture

What’s New in Mobile Lead Capture

See what’s new in hapily’s upgraded mobile lead capture experience — designed to deliver better data, more context, and faster follow-up fr...

What’s New in Mobile Lead Capture
Nikki Zangardi

March 20, 2026

How Direct2Care Turned Conference Conversations Into Trackable Revenue in HubSpot

How Direct2Care Turned Conference Conversations Into Trackable Revenue in HubSpot

Learn how Direct2Care replaced notebooks and business cards with real-time conference lead capture in HubSpot using hapily — improving foll...

How Direct2Care Turned Conference Conversations Into Trackable Revenue in HubSpot
Nikki Zangardi

March 13, 2026

How Gosiger Scaled Their Event Strategy While Giving 80% of Their Marketing Time Back

How Gosiger Scaled Their Event Strategy While Giving 80% of Their Marketing Time Back

See how Gosiger scaled 50+ events a year inside HubSpot with hapily — and gave 80% of their marketing team’s time back to strategy instead ...

How Gosiger Scaled Their Event Strategy While Giving 80% of Their Marketing Time Back
Nikki Zangardi

March 04, 2026

 

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