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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:

Where Paid Event Revenue Finally Meets Your CRM

Where Paid Event Revenue Finally Meets Your CRM

Paid event revenue belongs inside your CRM. See how hapily turns ticket purchases into structured HubSpot deal data tied to reporting, acco...

Where Paid Event Revenue Finally Meets Your CRM
Nikki Zangardi

May 12, 2026

Give Attendees More Control After Registration with a Self-Serve Portal

Give Attendees More Control After Registration with a Self-Serve Portal

Ticket transfers, attendee updates, QR codes, and registration changes don’t have to become manual work for your event team. Learn how the ...

Give Attendees More Control After Registration with a Self-Serve Portal
Nikki Zangardi

May 12, 2026

Building Your Registration Journeys Around Real Attendee Experiences

Building Your Registration Journeys Around Real Attendee Experiences

One event rarely means one registration path. Registration Flows give teams the flexibility to build attendee journeys around ticket types,...

Building Your Registration Journeys Around Real Attendee Experiences
Nikki Zangardi

May 12, 2026

 

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