Best Contract Software for Nutrition Coaches: 7 Picks for 2026

The best contract software for nutrition coaches does two jobs at once. It gets a signed agreement in place before the first call, and that agreement has to say clearly that you coach nutrition habits rather than treat medical conditions. Then the tool has to sit inside the client journey: the intake questionnaire, the 12-week package payment, weekly check-ins and the renewal. A contract tool that stops at the signature leaves you copying the same client into three more apps.
Our pick is Coachful. We make Coachful, so weigh that, but the reasoning is simple: the agreement goes out with e-signature before the first call, it is stored on the client record next to intake answers, payments and check-ins, and the same login runs nutrition targets, meal plans and habit tracking. Six other tools follow, each with a clear case where it is the better choice.
This guide works as a decision tool first. Answer five questions about your practice, read the table that maps your answers to a pick, then go to the tool sections, the cost at 5, 15 and 40 clients, and the red flags that make switching expensive later. Nothing here is legal advice: contract law varies by state and country, so have a local lawyer review your agreement before you rely on it.
What does a nutrition coach actually need from contract software?
A nutrition coach needs an agreement that sets scope, captures health disclosures and payment terms, and gets signed before any advice is given. Generic freelancer contracts cover payment and cancellation; they rarely cover the parts that protect a nutrition practice.
The clauses that matter most in this niche:
- Scope of practice. Coaching is not medical nutrition therapy. The agreement should say you do not diagnose, treat or prescribe, that you are not providing care for a medical condition unless you hold the credential and licence to do so, and that the client keeps their doctor informed. Dietetics licensure rules differ by US state, and some states restrict individualized nutrition advice to licensed professionals, so check your state board.
- Health disclosure and referral. The client confirms they have shared relevant conditions, medications, pregnancy and any history of disordered eating, and agrees that you may pause coaching and refer them out. Signs of an eating disorder belong with a qualified clinician; the National Institute of Mental Health explains why early specialist care matters.
- Supplements and products. If you mention supplements, the agreement should say suggestions are general, not a prescription, and that the client checks with their doctor or pharmacist.
- Progress photos and data. Many nutrition programs collect weight, measurements and photos. Spell out who sees them, how long you keep them and whether any of it can ever be used in marketing (default: never, without separate written consent).
- Package terms. Length of the program, what is included (calls, check-ins, meal plans, messaging response times), payment plan schedule, refund window, missed-session policy and how a monthly membership renews or cancels.
If you have not written yours yet, start with our nutrition coaching contract template or the contract generator, then come back to choose where it lives. For the wider workflow beyond this niche, see the coaching contract management software guide.
One more requirement is legal rather than practical. In the US, the ESIGN Act and the state-level Uniform Electronic Transactions Act generally give electronic signatures the same weight as ink; in the EU, eIDAS sets the framework. Every tool below supports electronic signing, so the real differences are in what happens around the signature.
Which five questions should you answer before choosing?
Five answers decide almost every choice in this category. Write yours down before reading the tool sections.
- Do you deliver programs between sessions, or only sessions? If clients get meal plans, macro targets, habit tracking and weekly check-ins, you want the contract in the same tool that delivers them. If you only sell calls, a contract-plus-invoice CRM can be enough.
- Are you a coach or a licensed clinician doing medical nutrition therapy? Registered dietitians billing for clinical care often need charting and a vendor that will sign a business associate agreement under HIPAA's covered-entity rules. Coaches outside clinical care usually do not, but should still handle health data carefully.
- How many active clients will you have in a year? Some tools cap clients by plan, others charge per user, others are flat. Price your plan at 5, 15 and 40 clients, not just today.
- How do clients pay? One-off packages, payment plans, monthly memberships, or a mix. Check whether you keep your own Stripe account or must use the vendor's processor.
- How much setup time do you have? A contract template is quick. Connecting the contract to booking, payment, intake and onboarding is where coaches lose weekends.
Which tool fits your answers?
Ranking criteria: one login for the whole client journey, between-session delivery, total stack cost, and setup effort (including a free white-glove build where offered).
| Pick | Choose it when your answers are... | What the contract step is tied to |
|---|---|---|
| Coachful | You deliver programs between sessions, you are a coach rather than a clinic, you want one login and little setup time | Booking, payment, intake answers, nutrition targets, meal plans, check-ins and the client's branded app |
| HoneyBook | You sell sessions and workshops, want polished proposals, and deliver coaching elsewhere | Proposals, invoices and a client portal |
| Dubsado | You want detailed onboarding workflows and do not need program delivery | Forms, invoices and automated workflows |
| Practice Better | You are a dietitian or practitioner who needs charting and clinical-style records | Forms and waivers, charting, telehealth and billing |
| Paperbell | You sell simple coaching packages and want one flat price | Packages, booking and payments |
| Bonsai | Coaching is one part of a freelance business that also bills hourly work | Proposals, invoices and time tracking |
| Docusign eSignature | You only need signatures and already run everything else elsewhere | Nothing beyond the signed document |
How did we choose and rank these tools?
We started from what nutrition coaches document doing: discovery call, intake questionnaire, agreement, payment, onboarding, weekly check-ins, renewal. Each tool was scored on how much of that sequence it handles after the contract is signed, what it costs as the client list grows, and how much a coach has to build or connect by hand.
We did not run hands-on tests. Features and prices come from each vendor's own pages as listed in October 2026, plus public review summaries where noted. Direct coaching-platform substitutes (Practice Better and Paperbell) are ranked on fit for this niche, and every entry ends with the situation where it beats our own product.
1. Coachful: the contract inside the whole nutrition client journey
Coachful is a coaching platform where the agreement is one step in a connected client journey rather than a separate app. A client books a discovery call, answers intake questions on the booking form, receives a coaching agreement with e-signature before the first call, pays through your own Stripe or Razorpay account, and lands in your branded client home and app, where their program, check-ins and nutrition targets already wait.

How does the agreement step work?
Coaching agreements are sent with e-signature before the first call and stored on the client record. That record also holds goals, check-ins, habits, notes, intake answers, tags, payments and sessions, with a status of thriving, active, quiet or at risk. So when a client asks in week nine what the refund policy was, the signed agreement is one click from their check-in history. Older agreements signed elsewhere can be dropped in as PDFs.

Intake questions sit on the booking page, so the health disclosure questions your agreement refers to (conditions, medications, pregnancy, any history of disordered eating) are answered before the call. The Intakes page tracks those prospects through to conversion.

What happens after the signature?
This is where Coachful separates from contract-only tools. The Fitness & Nutrition pack covers the work a nutrition coach does every week: nutrition targets up to calories and macros, meal plans, recipes, food lookup and barcode scanning, private progress photos and measurements, weekly check-ins, and challenges. Multi-week programs add weekly goals, daily tasks, habits, morning and evening check-ins and streaks. All of it is included in your Coachful membership. See the Fitness & Nutrition page for the full list.
Payments match how nutrition packages are sold: one-time fees for a 12-week reset, subscriptions for ongoing monthly coaching, payment plans, coupons, order bumps (a recipe book add-on, for instance), refunds, Apple Pay and Google Pay, and Stripe Tax. Coachful takes a 0% platform fee; only Stripe or Razorpay processing applies. Each transaction gets an invoice, and you can raise manual invoices too.

On the client side, clients see their next session, tasks before the call and a Documents tab in one place, inside an app that carries your branding.

Here is a short walkthrough of how onboarding comes together:
Michelle, the built-in AI assistant, works from your live practice data. She can draft the welcome email that follows a signed agreement, brief you before a session using the client's check-ins, and build a program outline you then edit. Questions and planning are included in the membership; confirmed builds and changes use AI credits.
What Coachful does not do
Coachful is not HIPAA-certified and does not sign a BAA, so it is not the place for clinical records, medical nutrition therapy charts or insurance billing. It has no PayPal, no permanent free plan, and no Garmin, Fitbit, Whoop or Oura sync; Apple Health sync is not publicly available. The client app runs under the Coachful listing with your branding, not your own App Store account. If you are a registered dietitian running a clinical practice, read the Practice Better section below.
Why Coachful stands out: a free white-glove service. From Create, the "We'll build it for you" option lets you describe what you want built: a website, a funnel, a sales page for your 12-week program, the program itself, a form or worksheet such as a health-history intake, an email sequence or an automation. You can attach up to 8 reference links and up to 10 files, such as your current agreement, logo and brand guide. 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. It does not cover recording videos, logo design, ad management or ongoing marketing. Recent anonymized builds include a somatic coach leaving Kajabi who had the homepage and About page rebuilt and the contact form connected, and a leadership coach with a Squarespace renewal days away who got one clean homepage with a repeated "talk with me" button. Read more about the white-glove build service.

Plans are flat and monthly, lower plans cap the number of clients, Pro is unlimited, and monthly plans cancel in one click (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). There is a free trial. If you want to see how contracts fit with everything else, the coaching contracts page covers it, and our wider roundup of software for nutrition coaches compares full platforms.
2. HoneyBook: polished proposals for coaches who deliver elsewhere
HoneyBook is a client-management CRM for service businesses: proposals, contracts, invoices, a scheduler and a client portal. For a nutrition coach, its strength is the proposal flow. A prospect can review your package, sign the agreement and pay the first instalment in one sequence, which feels professional for higher-ticket offers like a corporate wellness workshop or a six-month transformation package.

The gap is everything after payment. HoneyBook has no programs, courses, habits, check-ins or community, so meal plans, macro targets and weekly check-ins have to live in another app. That also means a second login for clients and a second place where their health information sits.
As listed in October 2026, Starter is $29/month billed annually (the monthly rate is not shown), Essentials is $59/month ($49/month annual) and Premium is $129/month ($109/month annual). Starter includes unlimited clients and projects but not the scheduler or automations; those start on Essentials. There is a 30-day trial with no credit card required. Payments must run through HoneyBook's own processing; card fees are shown as 2.7% + 10¢ in the FAQ and 2.9% + 25¢ in the plan comparison, so check before you sign up, and ACH is 1.5%. Prices rose in February 2025.

Public reviewers on Trustpilot rate HoneyBook 4.1 from 748 reviews (seen October 2026).
Pick it over Coachful if you sell workshops and speaking alongside coaching, care most about a branded proposal flow, and already have a separate app you like for delivering meal plans and check-ins.
3. Dubsado: the most configurable onboarding workflow
Dubsado suits the nutrition coach who wants to design every step. Its workflows can send the health history form when a lead books, the agreement once the form is complete, the first invoice once the agreement is signed, and a reminder if any step stalls. For coaches with strict onboarding (medical clearance before week one, for example), that conditional logic is useful.

Dubsado states plainly that it does not build websites and is not an email marketing platform. It also has no courses, client community, habits or check-ins, and its mobile app is a companion; full functionality needs the desktop web app. So program delivery still happens somewhere else, and the workflow you build covers the paperwork only.
Pricing as listed in October 2026: Starter is $35/month ($27.92/month annual) with unlimited clients and one active lead-capture form; Premier is $55/month ($43.75/month annual) with unlimited lead forms. Starter has no scheduler or automations, which are the main reason to choose Dubsado, so most coaches end up on Premier. The 21-day trial includes full Premier access with no card. Dubsado does not list a platform fee on payments; your processor's rates apply, and optional surcharging can pass card costs to clients.
Setup is the real cost: conditional workflows take time to build before your first client signs. Plan an afternoon for templates and another for testing the flow end to end.
Pick it over Coachful if you want to hand-build branching onboarding workflows, run delivery in a dedicated nutrition app you already pay for, and enjoy configuring software.
4. Practice Better: the clinical choice for dietitians
Practice Better is practice management for wellness and nutrition practitioners: scheduling, telehealth, charting, billing, programs and a client portal. Its pricing page describes sending forms and waivers so clients give information and consent before and after sessions, and it lists HIPAA compliance among its features. That makes it the natural home for a registered dietitian who charts, or a practitioner whose work crosses into clinical care.

For a coach who is not doing clinical work, the trade-off is breadth on the marketing side. Practice Better has no website builder or funnel pages (older profile), and evergreen programs, portal branding, a custom URL and SMS start on the Plus plan.
Plans as listed in October 2026: Sprout is $0 for 3 clients and one practitioner; Starter is $35/month ($25/month annual) for 10 clients; Professional is $69/month ($59/month annual) for 300 clients; Plus is $99/month ($89/month annual) with unlimited clients; Team is $155/month ($145/month annual) for two practitioners, with more at $50 each. Trials are 30 days on Team and 14 days on other paid plans, and there are no long-term contracts. Payments run through Practice Better Payments, powered by Stripe; rates are not listed on the pricing page.

Public reviewers on Trustpilot give it 3.8 from 87 reviews (seen October 2026).
Pick it over Coachful if you are a licensed dietitian or clinician who needs charting and a HIPAA-oriented vendor, or if insurance-adjacent record-keeping is part of your work.
5. Paperbell: one flat price for package sellers
Paperbell is all-in-one admin for solo coaches: booking, packages, payments, contracts, a client portal and a simple website. A nutrition coach selling a fixed package (say, eight calls over twelve weeks) can set it up so a client buys, signs and books in one checkout, which is exactly the job contract software is usually bought for.

Its limits show up between calls. Paperbell has no courses, community, or goal and habit tracking (older profile), and no native mobile app, only the mobile browser. Clients tracking meals, macros or daily habits need a second tool.
As listed in October 2026, there is one plan at $97/month ($80.83/month annual) with unlimited clients, sessions, files and packages. Paperbell says there are no additional transaction fees; Stripe and PayPal processor fees apply. The help center described a 7-day trial in July 2026 with the public site offline and client messages off during the trial, and there is a 30-day money-back guarantee. Trustpilot shows 3.5 from 14 reviews (seen October 2026).
If you are weighing it seriously, our list of Paperbell alternatives for nutrition coaches goes deeper.
Pick it over Coachful if you only sell packages of calls, need PayPal as a payment option, and do not deliver meal plans or habit tracking between sessions.
6. Bonsai: for coaches who also freelance
Bonsai is built for freelancers and agencies: proposals, contracts, invoices, time tracking and projects. It fits a nutrition professional whose income is mixed, for instance coaching clients plus recipe development, menu consulting for a café or freelance health writing billed by the hour. One contract library covers both.

Nothing in Bonsai is coaching-specific. It has no courses, community, client habits, check-ins or coaching programs, and a custom domain is marked as expected in 2026 rather than released.
Every plan is priced per user, as listed in October 2026: Basic $15/month ($9/month annual), Essentials $25/month ($19/month annual), Premium $39/month ($29/month annual), and Elite $59/month ($49/month annual) with a three-user minimum. Basic has no invoicing or payments, so a coach who wants clients to sign and pay needs Essentials at least. The trial is 7 days. Payment fees are linked out to the help center; an older profile lists Bonsai Payments at 2.9% + $0.30 per card payment, with a 1% platform fee if you use your own Stripe or PayPal where Bonsai Payments is available. We could not re-read that help article in October 2026, so confirm current rates. Trustpilot shows 4.3 from 641 reviews (seen October 2026).
Pick it over Coachful if most of your revenue is hourly or project work and coaching is a side line you deliver over plain calls and email.
7. Docusign eSignature: signatures and nothing else
Docusign eSignature is the best-known pure signing tool. You upload your nutrition coaching agreement, place signature and initial fields (for the scope clause and the photo consent, for example), send it, and get a signed PDF with an audit trail. That is all it does, which is either its appeal or its problem.
For a nutrition coach it covers one step in the journey. Booking, payment, intake, onboarding and delivery all happen elsewhere, and you file the signed PDF yourself. Its templates do help if you reuse one agreement and one health disclosure form for every client.
We could not verify current prices: the Docusign pricing page we fetched in October 2026 loads its prices dynamically, and the figures were not readable. The page does name Personal, Standard and Business Pro eSignature plans, shows the Personal plan with 5 envelopes per month, and describes higher plans with allowances such as 100 envelopes per user per year. Check the page directly for the price in your currency before you plan around it.
Envelope limits matter more than they look. A coach sending an agreement plus a separate photo consent to each client uses two envelopes per client, so 5 a month can run out after two or three sign-ups.
Pick it over Coachful if you already have a complete delivery stack you are happy with and only need a widely recognized signing step added to it.
How do the features compare?
Here is the side-by-side view of what each tool documents for the jobs a nutrition coach does around a contract.
| Tool | E-sign agreements | Intake on booking | Payments | Nutrition delivery | Client app |
|---|---|---|---|---|---|
| Coachful | Yes, sent before the first call, stored on the client record | Yes | Your own Stripe or Razorpay, 0% platform fee | Calories and macros, meal plans, recipes, barcode scanning, check-ins, habits | Yes, with your branding |
| HoneyBook | Yes | Lead forms | HoneyBook processing only | None | Client portal |
| Dubsado | Yes | Forms; scheduler on Premier | Your processor | None | Companion app; desktop for full use |
| Practice Better | Forms and waivers with consent | Forms and waivers | Practice Better Payments (Stripe) | Programs and charting | Client portal |
| Paperbell | Yes | Not listed | Stripe or PayPal | None | Mobile browser only |
| Bonsai | Yes | Not listed | Bonsai Payments or own processor (not on Basic) | None | No coaching app |
| Docusign eSignature | Yes, envelope limits | No | Not a payment tool | None | No |

What will each tool cost at 5, 15 and 40 clients?
Prices below are monthly as listed in October 2026, on the lowest plan that covers contracts plus payments at each client count. Card processing is extra everywhere.
| Tool | 5 clients | 15 clients | 40 clients | What you still need to add |
|---|---|---|---|---|
| Coachful | Lite: $29/month for up to 5 clients | Solo: $49/month for up to 20 clients | Pro: $99/month with unlimited clients | Nothing for contracts, intake, nutrition delivery, website or email |
| HoneyBook | $29 billed annually (Starter) or $59 monthly (Essentials) | Same | Same | A delivery app for meal plans and check-ins |
| Dubsado | $35 (Starter) or $55 with scheduler (Premier) | Same | Same | Delivery app, website, email marketing |
| Practice Better | $35 (Starter, 10 clients) | $69 (Professional) | $69 (Professional); $99 for branding and evergreen programs | Website and funnels |
| Paperbell | $97 | $97 | $97 | Habit and nutrition tracking app |
| Bonsai | $25 per user (Essentials) | Same | Same | Booking for coaching, delivery app |
| Docusign eSignature | Not verified (Personal: 5 envelopes a month) | Not verified | Not verified | Everything except the signature |
The last column is where the real cost sits. As an illustrative example, a coach on a contract CRM who adds a separate nutrition tracking app, an email tool and a website builder is paying four subscriptions and keeping client data in four places. Add those up before comparing headline prices.
How would a nutrition coach set this up in Coachful?
Take an example: a coach selling a 12-week "Steady Energy Reset" with weekly check-ins, a macro target and a meal plan, paid upfront or in three instalments. The setup runs in this order.

- Write the agreement. Start from the nutrition coaching contract template. Include the scope clause, the health disclosure and referral clause, supplement wording, photo and data consent, the instalment schedule and the refund window. Have a local lawyer review it.
- Create the offer. Set up the 12-week offer with a one-time price and a three-part payment plan through your Stripe account. Add a coupon for past clients if you want one.
- Build the booking page. Create a discovery call with buffers and minimum notice, and add intake questions: goals, current eating pattern, conditions, medications, pregnancy, and a direct question about any history of disordered eating. Our guide to intake form software for nutrition coaches lists more questions worth asking.
- Attach the agreement. Set the coaching agreement to go out for e-signature before the first call, so no advice is given until it is signed.
- Build the program. Lay out twelve weeks with weekly goals, daily tasks and habits (water, protein at breakfast, a ten-minute walk after dinner), a weekly check-in, a calorie and macro target, and a meal plan with recipes. A ready-to-film template can save the outline.
- Add the welcome sequence. A short email sequence triggered on enrollment: welcome, how to log meals and scan barcodes, what happens at the first check-in.
- Test it as a client. Book a call with a test email, answer the intake, sign the agreement, pay, and check that the program appears in the client home.
If you would rather not build it yourself, send your agreement, your program outline and your brand files through the white-glove build request, and the team sets it up in your account.
What red flags and switching costs should you watch for?
The expensive mistakes in this category happen months after signup, when your client list and signed agreements are locked in one place.
- Contracts with no scope clause. A generic freelancer template that says nothing about medical care leaves you exposed if a client with an undisclosed condition follows your plan. Fix the document before choosing software.
- Signatures stored apart from the client. If the signed PDF sits in one tool and the check-ins in another, finding what a client agreed to takes digging, exactly when you need it fast (a refund dispute, a referral).
- Health data in the wrong system. Clinical notes and medical nutrition therapy records belong in a clinical system with a BAA if you are a covered entity. Coaching notes can live in a coaching platform; do not mix the two.
- Locked-in payment processing. Tools that require their own processor make switching harder, since saved cards and active payment plans may not move with you. Keeping your own Stripe account gives you more control.
- Per-envelope or per-user limits. Count envelopes per client (agreement plus consent forms) and users per account before you assume a cheap tier covers you.
- Export gaps. Before committing, check you can export clients, signed agreements, notes and check-ins. Coachful exports full client data as a ZIP (roster, notes, check-ins, goals, habits, sessions, form responses), and imports clients, programs and content for you during onboarding.
- Auto-renewal surprises. If you sell monthly coaching after the 12-week program, make renewal and cancellation terms explicit in the agreement and in the checkout. Rules on automatic renewal vary by state and country; check with an attorney.
Switching cost is mostly time: re-sending agreements to active clients, rebuilding templates and reconnecting payments. Pick the tool you expect to keep at 40 clients, not the one that is cheapest at 5.
Which contract software should a nutrition coach choose?
For most nutrition coaches, Coachful is the strongest choice, because the signed agreement sits on the same record as the intake answers, payments, macro targets, meal plans and weekly check-ins, and the client uses one branded app for all of it. The free white-glove build removes most of the setup time.
Choose Practice Better if you are a dietitian doing clinical work that needs charting and a HIPAA-oriented vendor. Choose HoneyBook or Dubsado if you want a proposal-and-paperwork CRM and already deliver coaching in another app. Paperbell fits simple package sellers who want PayPal, Bonsai fits mixed freelance businesses, and Docusign fits coaches who only need a signing step. For related choices, see our guides to contract software for health coaches and meal planning software for nutrition coaches.
Frequently asked questions
Do nutrition coaches need a signed contract?
Yes. A signed agreement sets scope, payment and refund terms, and records that the client understands coaching is not medical care. It also documents the health disclosures and referral terms you rely on if a client's situation needs a clinician. Have a local lawyer review yours.
Are electronic signatures valid for coaching agreements?
In the US, the ESIGN Act and state laws based on the Uniform Electronic Transactions Act generally treat electronic signatures like ink signatures, and the EU's eIDAS regulation covers electronic signatures there. Some document types have exceptions, and rules vary by country. Ask an attorney if your agreement is unusual.
What should a nutrition coaching contract include?
At minimum: a scope-of-practice clause, health disclosure and referral terms, supplement wording, consent for progress photos and measurements, program length and inclusions, payment schedule, refunds, missed-session policy and renewal terms. Our nutrition coaching contract template walks through each one.
Is Coachful HIPAA-compliant?
No. Coachful is not HIPAA-certified and does not sign a business associate agreement. It suits coaching relationships, not clinical record-keeping or insurance billing. Dietitians providing medical nutrition therapy should keep clinical records in a clinical system.
Can I collect health history before a nutrition client signs?
Yes, and it is a good order of operations. In Coachful, intake questions sit on the booking page, so health history is answered before the discovery call and the agreement goes out for signature before the first coaching call.
What is Coachful's free white-glove service?
From Create, you describe what you want built, such as a website, a funnel, a program, an intake form or an email sequence, and attach up to 8 links and 10 files. The Coachful team builds it inside your account, usually within about 24 hours, without inventing credentials, testimonials or prices. It is available on every plan.
Can I take payment plans for a 12-week nutrition program?
Yes, in most tools here. Coachful supports one-time payments, subscriptions and payment plans through your own Stripe or Razorpay account with a 0% platform fee. Write the instalment schedule and what happens on a missed payment into the agreement itself.
Should a registered dietitian use coaching software or practice management software?
It depends on the work. Clinical care with charting and possible insurance billing points to a practice management tool like Practice Better. Coaching-style programs focused on habits, meal plans and check-ins fit a coaching platform like Coachful. Some dietitians use both and keep clinical and coaching records apart.
How many envelopes or signatures will I need per client?
Count every document that needs a signature: usually the coaching agreement, plus separate photo or data consent if you keep it apart. Envelope-based tools charge or cap by that count, so two documents per client doubles your usage.
Can I move my existing signed contracts into a new tool?
Usually as PDFs. In Coachful you can drop a signed PDF into the client's Agreements tab, and during onboarding the team imports your clients, programs and content. New clients then sign inside Coachful going forward.
Ready to put your agreement, intake and nutrition program in one place? Start a free trial and request your white-glove build.







