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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:

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Event communication works better when it’s planned alongside the event itself. Here’s a look at how teams can plan as part of event setup, ...

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)
Nikki Zangardi

January 22, 2026

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

See how Invite Manager keeps invite lists, invite emails, and registration results tied to the event record so your invitation strategy sta...

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager
Nikki Zangardi

January 15, 2026

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

We’re sharpening our focus on events — what’s changing, what’s staying the same, and why this sets hapily up for what’s next.

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus
Nikki Zangardi

January 07, 2026

 

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