Skip to content

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:

How Gosiger Scaled 50+ Events a Year While Giving 80% of Their Marketing Time Back

How Gosiger Scaled 50+ Events a Year 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 ...

[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams

[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams

Learn how CRM-powered events build trust in professional services by connecting event data with client context, ensuring seamless execution...

Release Notes | January 2026

Release Notes | January 2026

A quick look at new feature releases, improvements, and bug fixes.

 

SCHEDULE A DEMO TODAY!

Ready to
event hapily?

Women On Site with Tablet - Light Background