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Guides for coaches using Voyj. Read them without an account — sign in only when you want to work in the platform.
Popular guides
System Library
Templates provided by Voyj — ready-made layouts for common scenarios like welcome emails, session reminders and invoice layouts. You can duplicate a system template to customise it.
System Library
My Templates
Your organisation's templates — email and invoice layouts you've created or duplicated. Each card shows a thumbnail, status, type and category.
My Templates
Assignments
Where each template is currently in use — which triggers (such as case created or session completed ) and which casetypes (such as coaching, intake or supervision) use it.
Assignments
Webhooks
Outbound webhooks — POST events from Voyj to your own systems. Use this for syncing new leads into a CRM, mirroring invoices to an external warehouse, or pushing notes into a wiki.
Webhooks
Values
The pick-lists your team uses — case statuses, session close reasons, case close reasons, contact sources, contact tags and pipeline stages.
Values
Users
Every coach and admin in the organisation. Add new users, change their role, suspend access or remove membership.
Users
Featured guides
Getting Started With Voyj
Join Vee from Bottletop Coaching Co as she walks you through setting up your organisation in Voyj, the career coaching workbench designed by career coaches, for career coaches.
Settings
Templates
Templates are reusable email and invoice layouts. They support variables (like {{contact.first_name}} ) that Voyj fills in from the contact record when you use the template.
Templates
Tasks
Tasks are short to-dos for you or your clients. They can be scoped to the organisation, linked to a case or session, and assigned to either a coach or a contact.
Tasks
Settings
Settings is where you manage your profile, organisation, integrations and accounting. The Settings page has a nested sidebar that organises everything under Account , Organisation and Integrations .
Settings
Sessions
A session is one coaching appointment with one contact. Sessions hang off a case; each one can have notes, a transcript, a coach summary and a client-visible summary.
Sessions
Reports
The Reports page gives you a quick view of session activity, revenue and coach utilisation. Pick a date range, pick a coach, then export or print.
Reports
Meeting Room
Voyj hosts online coaching sessions through Daily.co. Each scheduled session gets a private meeting URL; you and your client join through the in-app meeting room.
Meeting Room
Lms
The Learning module lets you build self-paced online courses, assign them to clients and review their results. Each course is built from modules › screens › components .
Lms
Invoices
The Invoices module is where you create, finalise and track payments for your coaching work. Voyj handles GST on taxable lines automatically (10% in Australia) and supports credit notes, manual payments and Stripe Connect payouts.
Invoices
Forum
The Discussions forum is an internal space for your coaching team. Use it to share templates, ask questions about practice and celebrate client wins.
Forum
Emails
Voyj gives every coach a shared inbox tied to the connected email account. You can send and receive, link emails to cases and contacts, and use saved templates for the messages you write often.
Emails
Documents
Documents are your organisation-wide file library. Upload PDFs, images, slides and spreadsheets, organise them into folders and share them with clients through cases.
Documents
Dashboard
The Dashboard is the first screen you see after signing in. It surfaces what needs your attention today, what is on your calendar, and what your clients have been up to. You can rearrange the cards to suit how you work.
Dashboard
Contacts
A contact is any person you coach or are talking to — current clients, past clients, leads and prospects. The Contacts page is where you add new people, filter your pipeline and open each contact's full record.
Contacts
Companies
A company groups related contacts together — useful when you coach multiple people from one organisation, or bill one entity for several engagements.
Companies
Cases
A case is a coaching engagement with one contact — the container for every session, goal, note, file and invoice tied to that work. Most coaches open Cases a dozen times a day.
Cases
Calendar
The Calendar combines your coaching sessions, organisation events and task deadlines into one weekly or monthly view. It connects to your Google Calendar or Outlook calendar if you have linked it under Settings › Calendar integration .
Calendar
Alerts
Alerts is the in-app inbox for every system and assignment notification. They arrive for client invites, contact assignments, task completions, meeting reminders and platform events.
Alerts