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Switching made simple

Switch to Coachplan. We move your clients for you.

The hardest part of changing coaching software is moving everything over. So we do it with you, free of charge. You keep coaching while we set things up, and you cancel the old platform only when you're confident.

Free migration help · no credit card · no lock-in

How it works

How switching to Coachplan works

Four steps, and you're never without a working setup along the way.

  1. 1

    Create a free account

    Start your 30-day trial and tell us what you use today. We look at your current setup with you: clients, programs, templates and how you run check-ins.

  2. 2

    We move your clients and programs

    We move your clients, programs and templates over for you, free of charge. You check that everything looks right before anyone is invited.

  3. 3

    Invite your clients with one link

    Clients install the app with your logo and colors straight from the browser. There's no app store download and nothing for them to set up.

  4. 4

    Run both side by side, then cancel

    Keep your old platform until you're confident everything works. Most coaches switch fully within a few weeks.

What we move, and what you do

We handle the heavy lifting: getting your clients, programs and templates into Coachplan. You decide when to invite clients and when to cancel the old platform.

A few things are best set up fresh, because they work differently in Coachplan: your payment account through Stripe, recurring check-in tasks and questionnaires, and your branding in the client app. We walk you through each of them.

  • We move: clients, workout programs and program templates
  • You set up (with our help): Stripe payments, check-ins, your logo and colors
  • Your clients: open one link and log in, on iPhone or Android

Learn more

Moving from spreadsheets?

If your clients and programs live in Google Sheets today, start here.

Questions about switching

  • No. We move your clients, programs and templates for free, both during your trial and after you pick a plan.

  • It depends on how many clients and programs you have. Most coaches are up and running within days, then run both platforms side by side for a few weeks before cancelling the old one.

  • Very little. They open the link you send, log in and add the app to their home screen from the browser. There's no app store download.

  • No, and we recommend you don't. Keep it running until everything is in place in Coachplan, so your clients are never left without their program.

  • Yes. You get 30 days free with every feature, and no credit card is needed. We can start moving your setup during the trial.

Ready to switch? We'll help you move.

Start your free trial and tell us what you use today. We'll take it from there.

Start your 30-day free trial

Free migration help · no credit card · cancel anytime