12 Best Coaching Software With Unlimited Clients (2026 Guide)

The best coaching software with unlimited clients is the one where removing the client cap does not quietly remove something else: booking, payments, programs, or the money you thought you were saving. Plenty of tools say "unlimited", but some mean unlimited contacts in a CRM, some mean unlimited community members, and some only lift the cap on their most expensive tier. The deciding question is simple: when you go from 15 clients to 40, what changes in your bill and in your workflow?

Our pick is Coachful, which keeps the whole client journey (booking, contracts, payments, programs with habits and check-ins, courses, community and your website) under one login, with an unlimited-client Pro plan. We make Coachful, so we have tried to be specific about where the other eleven tools on this list are the better fit, and every vendor price below is the price as listed in October 2026.

This guide is built as a decision tool. Answer five questions about your practice first, use the table to see which tools match your answers, then read the ranked sections and the cost table for 5, 15 and 40 clients.

What does "unlimited clients" actually mean in coaching software?

It means the platform does not charge you more, or block you, as your active client count grows. In practice, vendors use at least four different meanings, and they are not interchangeable.

• Unlimited clients on every plan. One price regardless of roster size. Paperbell, CoachVantage and HoneyBook work this way.
• Unlimited clients on a top tier only. Lower plans cap clients, and a named plan removes the cap. Coachful, Practice Better, Simply.Coach, Coach Recap and Quenza follow this pattern.
• Unlimited contacts or members. Marketing and community tools such as Systeme.io, Skool and Stan Store count subscribers, members or customers, not coaching clients with records, sessions and plans.
• Per-active-client pricing. The opposite model: every added client moves you up a tier. CoachAccountable and Satori price this way, which is why they are not ranked here, though we show what they cost later for comparison.

If you coach a handful of high-ticket clients, a cap rarely bites. If you run group programs, a membership, or a practice that adds a cohort every quarter, the cap is the thing that decides your bill. Our guide to group coaching software covers that scenario in more depth.

Which five questions decide the right unlimited-client platform?

Five answers about your practice narrow twelve tools down to two or three. Write your answers down before you read the reviews.

1. How many active clients will you have in 12 months? Not today's number. A coach with 8 clients who plans a 30-person group program needs to price the 38-client version of the business.
2. Do clients work with you between sessions? If you assign habits, daily tasks, check-ins or course lessons, you need program delivery, not just a booking page and an invoice.
3. Do you sell to groups, or only 1:1? Groups need cohorts, a community or group chat, and group calls. Unlimited 1:1 tools often stop short here.
4. How many tools are you paying for now? Add up your scheduler, payment tool, contract tool, email platform, website builder and course host. The cheapest coaching app can be the most expensive stack.
5. Will anyone else coach or administer with you? Unlimited clients is not the same as unlimited coaches. Most "unlimited" plans are single-practitioner plans.

A sixth, quieter question: do you handle clinical health information? If you are a licensed practitioner keeping medical records, you need a system that will sign a business associate agreement under the US HIPAA rules. Coaching is not treatment, and a coaching platform is not a clinical record system.

Which tool matches your answers?

Find the row that sounds most like your answers. Coachful sits first because it covers the widest set of answers in one subscription; the other rows are where a different tool genuinely fits better.

How did we rank these 12 tools?

We started from a concrete scenario: a coach with 15 active 1:1 clients today, one 25-person group program launching next quarter, and a plan to reach 40 clients within a year. For each tool we read the vendor's pricing page and documentation as listed in October 2026, and we report what public reviewers say rather than claiming hands-on tests.

Ranking criteria: one login for the whole client journey, delivery between sessions, total stack cost at 40 clients, and setup effort (including Coachful's free white-glove build).

1. Coachful: why is it the best coaching software with unlimited clients?

Coachful is the strongest pick because the unlimited plan removes the client cap without leaving you to bolt on a scheduler, a course host, a community and an email tool. Booking, payments, contracts, program delivery with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant are all included in your Coachful membership, with one login for you and one branded app for your clients.

Pricing is a set of flat monthly plans. Lower plans cap the number of clients, Pro is unlimited, and team plans add coach seats. The unlimited-client plan is here: Pro: $99/month with unlimited clients. Monthly plans cancel in one click, and there is a free trial. Coachful charges a 0% platform fee on client payments (since August 2026); you pay only Stripe or Razorpay processing on your own account.

What a 40-client practice looks like inside Coachful

The value of unlimited clients shows up in the client record, because that is where 40 people either stay organised or get lost. Each client record holds goals, check-ins, habits, notes, intake answers, tags, payments, sessions and an AI briefing, and every client carries a status of thriving, active, quiet or at risk. With a large roster, that status is how you find the three people who went quiet this week without opening 40 profiles.

Programs run for as many weeks as you design, with weekly goals, daily tasks, habits, morning and evening check-ins, goals with progress bars and streaks. Enrolling a client in a program creates a cohort group automatically, so a 25-person group program gets its own space in the community feed, group chat and video events without manual setup. If clients doing the work between sessions is the heart of your method, our guide on keeping clients engaged between sessions shows how to structure the weekly rhythm.

Scheduling covers booking pages with availability rules, buffers, minimum notice and time-zone detection, two-way Google, Apple/iCloud and Outlook sync, and built-in video or auto-created Zoom, Meet and Teams links. Email reminders go out by default, with SMS (24 hours before) and WhatsApp (1 hour before) once messaging is enabled. You can sell paid sessions and session credits, ask intake questions at booking, and assign multi-coach session types round-robin or to the least-busy coach. More on that in our scheduling software overview.

Here is a short walkthrough of how the client list and client records work:

The money and paperwork side

Payments run through your own Stripe Connect or Razorpay account: one-time payments, subscriptions, payment plans, order bumps, coupons, refunds, Apple Pay and Google Pay, and Stripe Tax, with an invoice per transaction plus manual invoices. Coaching agreements with e-signature go out before the first call and are stored on the client record. If you are working toward an ICF credential, Coachful counts coaching hours and distinct clients against ACC, PCC and MCC thresholds and exports an ICF client coaching log with paid and pro bono hours, which matters more the more clients you see (see ICF hour tracking).

Michelle, the built-in AI assistant, works from your live practice data. She can build programs, draft emails and content, summarize recorded sessions and brief you before each session. Questions and planning are included in the membership; confirmed builds and changes use AI credits.

Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you", describe what you want (a website, funnel, sales page, program, course outline, email sequence, form and more), attach up to 8 reference links and up to 10 files, and the Coachful team builds it inside your own account, usually within about 24 hours. Nothing gets invented: no fake credentials, testimonials or prices, and gaps are left for you to fill. A leadership coach with a Squarespace renewal days away, for example, got one clean homepage with a repeated "talk with me" button. Recording videos, logo design, ad management and ongoing marketing are not included. Details are in our white-glove service guide.

What Coachful does not do

• It is not HIPAA-certified and will not sign a BAA, so clinical records and insurance billing belong in a clinical system.
• There is no PayPal and no permanent free plan.
• The client app ships under the Coachful listing with your branding, not under your own App Store account.
• There is no Salesforce or HubSpot integration and no multi-stage sales deal board for large teams.
• Affiliate tracking covers links, clicks, conversions and revenue, but payouts are recorded manually.

How to start: open a free trial, then use the free white-glove build to get your site, first program or funnel set up. Your clients, programs and content are imported for you during onboarding, and you can export full client data as a ZIP at any time. Trustpilot showed 4.5 from 21 reviews in October 2026. Current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients.

2. Coach Recap: is a lean solo tool enough at 40 clients?

For a solo coach who works 1:1 and wants low cost, often yes. Coach Recap is built for solo coaches, and its own site says it is not aimed at agencies or enterprises.

The pricing ladder, as listed in October 2026, is short: Starter is $0/mo for up to 3 active clients, Professional is $29/mo for up to 20 active clients, and Business is $79/mo for unlimited clients. An active client is someone with a session or booking in the last 90 days, so a client who pauses for a quarter stops counting. No annual price is shown, and the vendor notes that App Store prices differ. There is no cut of client payments; Stripe's standard processing fees apply.

The feature set is focused on the 1:1 relationship:

• Client profiles with session history, session notes, goals and action items, plus full-text search.
• A booking page with buffers and notice rules, two-way Google Calendar and Outlook sync, and email reminders at 24 hours, 1 hour and 15 minutes.
• Programs sold as session packs or monthly subscriptions through Stripe, with sessions used versus remaining tracked.
• Intake forms, check-ins, contracts, private chat and resource sharing.

What it does not list is the group side: no community, cohort spaces or course hosting appear in the vendor's materials, and there are no team seats. Coach Recap is a strong, inexpensive back office for one coach.

Pick it over Coachful if you coach only 1:1, have no plans for groups or courses, and want the lowest monthly figure for an unlimited roster.

3. HoneyBook: unlimited clients for project-style coaching

HoneyBook gives unlimited clients and projects on every plan, but it is a client-management CRM for service businesses, not a coaching delivery tool.

As listed in October 2026, Starter shows $29/mo on annual billing (the monthly figure is not shown) with 2 live lead forms. Essentials is $59/mo ($49/mo annual) with up to 2 team members and 10 lead forms. Premium is $129/mo ($109/mo annual) with unlimited team members and lead forms. There is a 30-day free trial without a card, per the pricing FAQ. An older profile records that prices rose in February 2025.

Proposals, contracts, invoices, a scheduler and a client portal are the core. The scheduler and automations are not on Starter, so a coach who needs booking is realistically on Essentials. Payments must run through HoneyBook's own processing: the FAQ lists 2.7% + 10¢ for cards while the plan comparison shows 2.9% + 25¢ (the page conflicts), ACH is 1.5%, and instant deposit adds 1%.

The gap for coaches is delivery. There are no programs, courses, habits, check-ins or community, so between-session work lives somewhere else. Trustpilot showed 4.1 from 748 reviews in October 2026.

Pick it over Coachful if your coaching is sold as proposals and fixed-scope projects (corporate workshops, consulting retainers) and clients never need a program portal.

4. Systeme.io: when "unlimited" means your email list

Systeme.io is the low-cost answer if your growth runs through funnels, email and courses rather than 1:1 sessions. Its limits are counted in contacts, not coaching clients.

The October 2026 list: a Free plan with 2,000 contacts, 3 funnels, 1 course and 500 students; Startup at $17/mo for 5,000 contacts, 10 funnels and 5 courses; Webinar at $47/mo for 10,000 contacts, 50 funnels and 20 courses; and Unlimited at $97/mo for unlimited contacts, funnels, courses and automation rules. The free plan never expires and needs no card. There are 0% transaction fees on every plan, including free.

Funnels, email, courses, a community, a blog and an affiliate program are all in the box. An older profile notes there is no native 1:1 scheduling tied to client records, and no habits or check-ins. Community and course features are described as basic, and there is no branded mobile app. Systeme.io had the strongest Trustpilot showing on this list in October 2026: 4.9 from 8,696 reviews.

For a coach, that means pairing it with a scheduler and some kind of client tracker, which brings the stack back. If you go that route, our client management software guide explains what to look for in the second tool.

Pick it over Coachful if you mainly sell courses to a large list, rarely run 1:1 sessions, and want a free starting point.

5. Skool: community members without a cap

Skool lets you add unlimited members on both plans, which makes it a fit for community-led group programs. It does not track individual coaching clients.

Hobby costs $9/mo ($7.50/mo annual) and Pro costs $99/mo ($82.50/mo annual), each with unlimited members, courses, videos and live calls, as listed in October 2026. The catch is in the fees. Hobby takes 10% + 30¢ on every transaction. Pro charges 2.9% + 30¢ on sales up to $899 and 3.9% + 30¢ above $900. Payments run only through Skool Payments, fees are non-refundable, and payouts are weekly. Trial length and card terms were not stated on the pricing page.

Each group combines a community feed, a classroom and a calendar, with gamified leaderboards. Missing: a custom-domain website, funnels, email automation, a public API, 1:1 client records, intake forms, habits and check-ins. Trustpilot showed 1.6 from 54 reviews in October 2026.

Work through the fees with your own numbers. As an example, a 40-member program at $100 a month on Hobby would pay about $412 in transaction fees on $4,000 of sales, on top of the $9 plan.

Pick it over Coachful if your offer is one paid community, members rarely need private 1:1 plans, and you want the community experience Skool members already know.

6. Paperbell: one flat price, no client counting

Paperbell is the cleanest "unlimited from day one" model among dedicated coaching tools: a single plan with unlimited clients, sessions, files, packages and traffic.

That single plan is $97/mo, or $80.83/mo billed annually, as listed in October 2026, with a 30-day money-back guarantee. The pricing page has a "Try For Free" button but no trial length; its help center (July 2026) described a 7-day trial with the public site offline and client messages and SMS off. Paperbell charges no additional transaction fees, and Stripe or PayPal processing applies.

It handles the admin of 1:1 coaching well: booking, packages, payments, contracts, a client portal and a simple website. According to an older profile, there are no courses, community, goal tracking or habit tracking, and no native mobile app (clients use the mobile browser). The price is per coach.

Run the scenario: at 5 clients, $97 is a meaningful share of revenue; at 40 clients, it is one of the cheaper options. Trustpilot showed 3.5 from 14 reviews in October 2026.

Pick it over Coachful if you sell only 1:1 packages, want one fixed price with no tiers to think about, and do not need between-session programs or groups.

7. CoachVantage: unlimited contacts with feature caps instead

CoachVantage prices per coach with unlimited contacts and engagements, then limits features on the entry plan instead of clients.

Clarity is $39/mo ($35/mo annual) and includes unlimited contacts but caps you at 2 group programs, 2 sales pages, 2 booking pages, 4 e-signatures a month, 2 contract templates, 2 courses and 500 MB. Aha! is $59/mo ($53/mo annual) with unlimited group programs (with cohorts), sales pages, booking pages and e-signatures, plus 5 contract templates, 5 courses and 1 GB. Both figures are as listed in October 2026. There is a 14-day trial without a card, and the vendor says it takes no commission on your revenue; Stripe and PayPal fees apply.

The 4 e-signatures a month on Clarity is the number to check against your growth plan. If you onboard more than four new clients a month, you will hit it before any client cap would have mattered.

Features cover a CRM, scheduling, contracts with e-sign, invoices, a client portal, group programs and small courses. An older profile notes no team or multi-coach features, and reviewers describe the built-in video tool (CVMeet) as weak, with many users still on Zoom.

Pick it over Coachful if you think of your practice as a CRM first, run mostly 1:1 engagements, and the Aha! plan's template and course limits fit your offer.

8. Practice Better: unlimited clients for wellness practitioners

Practice Better removes the client cap on its Plus plan, and it is the only tool here built around charting for wellness and nutrition practitioners.

The ladder as listed in October 2026: Sprout is $0/mo for 3 clients; Starter is $35/mo ($25/mo annual) for 10 clients; Professional is $69/mo ($59/mo annual) for 300 clients; Plus is $99/mo ($89/mo annual) for unlimited clients, 3 admins and unlimited storage; and Team is $155/mo ($145/mo annual) for 2 practitioners, with more at +$50 each. Trials run 14 days on paid plans and 30 days on Team.

Scheduling, telehealth, charting, billing, programs and a client portal are included. Evergreen programs, portal branding, a custom URL and SMS start on Plus, so many practitioners land on Plus for features before they need it for clients. There is no website builder or funnel pages, according to an older profile, and below Team each account has one practitioner. Trustpilot showed 3.8 from 87 reviews in October 2026.

If you are a health coach rather than a licensed clinician, our health coaching software guide compares the options with a scope line that matters: coaching supports behaviour change, and anything diagnostic or medical should be referred to a qualified professional.

Pick it over Coachful if you are a licensed practitioner who needs charting and telehealth in one place, and a website and funnels can live elsewhere.

9. Simply.Coach: caps on contracts and programs, too

Simply.Coach reaches unlimited coachees on Leap, and every solo tier below it caps clients, contracts and programs together.

The October 2026 list: Starter at $9/mo for 3 active coachees, 1 contract, 1 program and 1 calendar; Essentials at $29/mo ($24.17/mo annual) for 7 coachees and 3 contracts and programs; Growth at $49/mo for 30 coachees, 10 contracts and programs and 3 calendars; and Leap at $69/mo for unlimited coachees, contracts and programs with 100 GB. Business tiers are priced per active coach: CoCreate at $79/mo with 10 clients per coach, and Surge at $159/mo with 25 clients per coach. There is a 14-day trial without a card. Refunds are not given for mid-period cancellations, and automated invoices were marked "Coming Soon" on the solo pricing page.

The platform covers contracts, programs, sessions, booking pages, a client portal and business or enterprise tiers for coaching organisations. For a practice tracking sponsors and program managers, Surge lists 2 program managers and 5 sponsors.

Note the business-tier shape: unlimited clients exists only on the solo Leap plan. A coaching firm on Surge is back to a per-coach client cap.

Pick it over Coachful if you run structured 1:1 engagements with formal contracts, need sponsor roles for corporate clients, and do not need courses, a website or a community.

10. Quenza: lots of clients, but no payments yet

Quenza allows 250 clients on its second tier, which is effectively unlimited for most solo coaches, but it does not process client payments today.

Spark is $25/mo ($20/mo annual) for 10 clients; Growth is $50/mo ($40/mo annual) for 250 clients; Impact is $125/mo ($100/mo annual) for 400; Collective is $160/mo ($128/mo annual) for up to 3 professionals and 500 clients; and Beyond, with unlimited clients and professionals, is custom-priced. That is as listed in October 2026. There is a 30-day trial without a card.

Quenza is a client-engagement tool for coaches and therapists: activities, worksheets, programs, chat and a client app. Invoicing and digital products are marked as planned. An older profile notes no scheduling or video calls, so it sits beside a booking tool and a payment tool rather than replacing them. Trustpilot showed 4.3 from 8 reviews in October 2026.

Pick it over Coachful if your method is built on structured worksheets and exercises, you already have scheduling and payments you like, and you want a dedicated activity builder.

11. Stan Store: unlimited customers, not clients

Stan Store gives unlimited products and customers on both plans, but it is a link-in-bio storefront, not a client manager.

Creator is $29/mo ($25/mo annual) and Creator Pro is $99/mo ($79/mo annual), as listed in October 2026. Both have a 14-day free trial, with the first month charged when it ends. Stan takes 0% of sales; Stripe or PayPal processing applies. Email marketing, upsells, discount codes and affiliates are only on Creator Pro.

You can sell digital products, courses, memberships and paid calls from one store. There are no contracts, invoices or client records, no programs with tasks, habits or check-ins, and no team seats advertised. Trustpilot showed 4.7 from 2,205 reviews in October 2026.

Coaches use it well at the top of the funnel: a social audience clicks through, buys a call or a guide, and then needs to become a client somewhere with records and a plan. If that handoff is where you lose people, our welcome email sequence templates help close the gap.

Pick it over Coachful if your business is mostly selling products and calls to a social audience and you do not track client progress over weeks.

12. Kajabi: high caps, but still caps

Kajabi is on this list because coaches often assume it is unlimited. It is not: every plan caps contacts and the lower plans cap products.

As listed in October 2026, Basic is $179/mo ($143/mo annual) with 5 products, 2,500 contacts, 1 community, 1 website, 2 admin users and 0 AI credits. Growth is $249/mo ($199/mo annual) with 50 products and 25,000 contacts. Pro is $499/mo ($399/mo annual) with unlimited products and 100,000 contacts. The standard trial is 14 days per the help center. Kajabi Payments in the US costs 2.9% + 30¢ on Basic down to 2.7% + 30¢ on Pro; other processors (excluding PayPal) add a Kajabi fee of 2%, 1% or 0.5% by plan.

It is a strong platform for selling courses, communities, websites, funnels and email. For coaching, the notes are consistent: there are no habit tracking or daily client check-ins, and coaching is packaged as products and communities rather than per-client plans. Trustpilot showed 3.4 from 2,347 reviews in October 2026.

Pick it over Coachful if you are primarily a course and community business with thousands of students, and coaching is a premium add-on rather than the core offer.

What do these tools cost at 5, 15 and 40 clients?

The cheapest tool at 5 clients is rarely the cheapest at 40. The table shows the lowest plan that covers each roster size using monthly list prices as of October 2026, before payment processing.

Three things this table cannot show. First, Systeme.io, Skool, Stan Store, Quenza and HoneyBook each need at least one other tool for sessions, payments or delivery, so add that tool's price. Second, transaction fees change the ranking at higher revenue: Skool's Hobby fee and Kajabi's third-party processor fee grow with every sale. Third, per-client tools climb fast. For comparison, CoachAccountable lists $40/mo for 5 active clients, $120/mo for 20 and $250/mo for 50, and Satori's Essentials covers up to 10 active paying clients at $33/mo.

To compare fairly, total your current stack: scheduler, e-signature tool, payment links, email platform, course host, community and website. Coaching software with unlimited clients only saves money if it also replaces the tools you pay for around it. If you bill clients abroad, add currency and processing costs too, as our guide to charging international coaching clients explains.

Which features come with each unlimited tier?

An unlimited roster is only useful if the features you need come with it. "Not listed" means the vendor's materials we reviewed did not document it.

What red flags and switching costs should you watch for?

The biggest risk is not the cap you can see; it is the limit that replaces it. Check these before you commit.

• Feature caps standing in for client caps. CoachVantage's Clarity plan limits e-signatures to 4 a month. Practice Better puts branding and SMS on Plus. Read the plan comparison, not just the headline.
• "Active client" definitions. Coach Recap counts a client with a session or booking in the last 90 days; Satori counts active paying clients. Know which clients count before you estimate your tier.
• Transaction fees that scale with you. A flat subscription is predictable; a percentage of every sale is not. Skool and Kajabi (on third-party processors) both take one.
• One practitioner per account. Most unlimited-client plans are single-coach. If you will hire an associate, check the team price now, not later.
• Refund and cancellation terms. Simply.Coach does not refund mid-period cancellations. Coachful's monthly plans cancel in one click.
• Data you cannot take with you. Ask for an export of notes, check-ins, goals and form responses, not just a contact CSV. Under EU data protection rules, clients also have rights over that data, which is easier to honour if you can export it cleanly.

Switching costs are mostly time: rebuilding programs, re-sending contracts, moving payment subscriptions and redirecting your booking link. Plan the move between program cycles, keep the old tool for one billing period, and tell clients what changes for them in one short email. In Coachful, clients, programs and content are imported for you during onboarding, which removes the slowest part. Our page on coaching software lists what to bring across.

Verdict: which coaching software with unlimited clients should you choose?

Choose Coachful if you deliver programs and want an unlimited roster without stacking four or five other tools around it. It is the only tool on this list where booking, contracts, payments, habits and check-ins, courses, a community, a website and email all live under one login with an unlimited-client plan, and the free white-glove build takes most of the setup off your hands.

Choose Coach Recap or Paperbell if you are a solo 1:1 coach and want the simplest back office. Choose Practice Better if you are a licensed wellness practitioner who needs charting. Choose Systeme.io, Skool or Kajabi if your business is really a list, a community or a course catalogue. For more side-by-side views, see our comparison pages or the guide for established coaches.

Frequently asked questions

Which coaching software has unlimited clients on every plan?

Among the tools here, Paperbell, CoachVantage and HoneyBook list unlimited clients or contacts on every plan, as of October 2026. Each limits something else instead: Paperbell has no courses or community, CoachVantage caps features on its entry plan, and HoneyBook has no program delivery.

Does Coachful have unlimited clients?

Yes, on the Pro plan. Lower plans cap the number of clients, and team plans add coach seats. You can see the current plans on the plans page.

Is unlimited clients the same as unlimited coaches?

No. Most unlimited-client plans cover one practitioner. Practice Better charges +$50 per extra practitioner on Team, and Simply.Coach prices its business tiers per coach. Coachful adds coach seats on its Studio and Agency team plans (see Coachful for teams).

What is Coachful's free white-glove service?

It is a build service included on every plan. You describe what you want (a website, funnel, program, course outline, email sequence or similar), attach references and files, and the Coachful team builds it inside your account, usually within about 24 hours. It does not include recording videos, logo design or ads.

Is per-client pricing ever the better deal?

It can be at very small numbers. If you will stay at 2 to 5 clients, a per-client tier may cost less than an unlimited plan. Once you add a group program, per-client pricing usually overtakes flat pricing quickly.

Can I use a community tool like Skool as coaching software?

For group programs, partly. Skool handles members, courses and live calls well, but it has no 1:1 client records, intake forms, habits or check-ins, and it charges a fee on each sale. Most coaches pair it with a separate booking and client tool.

Is any of these tools HIPAA compliant?

Coachful is not HIPAA-certified and does not sign a BAA, so it is not for clinical records or insurance billing. Acuity Scheduling, for example, offers a BAA only on its Premium plan. If you need one, confirm it in writing with the vendor before you store any health information.

How hard is it to switch platforms with 40 clients?

The work is in programs, contracts and recurring payments, not the contact list. Move between program cycles, keep the old tool for one billing period, and export notes and check-ins before you cancel. Coachful imports clients, programs and content for you during onboarding.

Do unlimited-client plans include transaction fees?

It depends on the vendor. Coachful charges a 0% platform fee and you pay only Stripe or Razorpay processing. Skool, Kajabi (with third-party processors) and HoneyBook's own processing all add their own rates, as listed in October 2026.