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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:

A Bigger Booth Won't Fill Your Calendar: Using Event Meetings to Close More Deals

A Bigger Booth Won't Fill Your Calendar: Using Event Meetings to Close More Deals

See how Event Meetings helps fill your team's calendar with the right accounts before you arrive to your event, tracks who actually shows, ...

A Bigger Booth Won't Fill Your Calendar: Using Event Meetings to Close More Deals
Nikki Zangardi

September 02, 2026

Stop Guessing What Your Events Are Worth And Prove Your Pipeline with Deal and Meeting Attribution Settings

Stop Guessing What Your Events Are Worth And Prove Your Pipeline with Deal and Meeting Attribution Settings

Sourced or influenced, first touch or all touch — see how hapily attributes event pipeline automatically inside HubSpot, so your events get...

Stop Guessing What Your Events Are Worth And Prove Your Pipeline with Deal and Meeting Attribution Settings
Nikki Zangardi

August 27, 2026

Stay On-Brand: Own Your Full Registration Experience with Brand Settings and Email Sending Domains

Stay On-Brand: Own Your Full Registration Experience with Brand Settings and Email Sending Domains

Your brand shouldn't vanish the second someone hits register. Now you can keep every event touchpoint yours from signup page to calendar in...

Stay On-Brand: Own Your Full Registration Experience with Brand Settings and Email Sending Domains
Nikki Zangardi

August 13, 2026

 

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