Getting Started
Set up your Coachful account, brand your space, and launch your coaching business.
The complete Coachful platform guide
A practical tour of all 50 Coachful features, with what each one does, how the pieces connect, and the pro tips that help you set up faster.
Best practices for your first 30 days on Coachful
Follow this week-by-week 30-day plan to configure your Coachful workspace, launch your first program, set up billing, and enroll paying clients fast.
Choosing the right Coachful plan for your business
Compare your account-assigned Coachful plans using client capacity, team needs, features, and the actual renewal terms shown to you.
Coachful free trial: what you get and how to use it
Explore Coachful during your account-assigned trial, check your own billing terms, and make a practical plan for evaluating the workspace.
Coachful onboarding checklist for new coaches
New to Coachful? Follow this step-by-step onboarding checklist to set up your profile, connect Stripe, build your first program, and book your first client — all in one day.
Connecting your calendar to Coachful
Learn how to connect Google Calendar or Outlook to Coachful in minutes — eliminate double-bookings, automate client scheduling, and keep your availability always accurate.
Customizing your Coachful brand colors and logo
Learn how to upload your logo, set brand colors, and add a favicon in Coachful — so your coaching portal looks polished and professional from day one.
How to add team members and assistants to your account
Learn how to add coaches, virtual assistants, and team members to your Coachful workspace — with the right roles, permissions, and access controls set up from day one.
How to import clients from a spreadsheet
Prepare a client spreadsheet, review field mapping, and import contacts into Coachful in batches that respect your plan capacity.
How to invite a virtual assistant to your coaching workspace
Learn how to invite a virtual assistant to your Coachful workspace, assign the right org role, and set up your VA to manage scheduling, clients, and programs on your behalf.
How to invite your first clients to Coachful
Learn every method to invite your first clients to Coachful — from direct email invites to self-enrollment offer links — and get them active inside your program fast.
How to migrate your existing coaching business to Coachful
Plan a safe move to Coachful by inventorying clients, content, billing, and access rules before changing live subscriptions.
How to set up your first coaching offer
Learn how to create, price, and publish your first coaching offer on Coachful — including Stripe setup, program linking, and offer page tips that convert.
How to sign up for Coachful as a coach
Create a Coachful coach account, choose a workspace address, review your assigned trial and price, then set up your first workflow.
How to switch from spreadsheets to Coachful
Switching from spreadsheets to Coachful? This step-by-step guide shows coaches exactly how to migrate clients, programs, billing, and scheduling in one focused weekend.
Launching your first coaching program in 7 days
Launch your first coaching program in 7 days with this step-by-step plan — covering curriculum design, scheduling, pricing, landing pages, and client enrollment on Coachful.
Setting up Stripe for client payments in Coachful
Learn how to connect Stripe to your Coachful account in under 10 minutes, accept client payments, and set up offers, subscriptions, and payment plans.
Setting up your coach availability for the first time
Learn how to set up your coach availability in Coachful for the first time — from working hours and calendar sync to booking rules and session types.
Setting up your coaching business profile
Learn how to set up your coaching business profile on Coachful — from your headshot and bio to your subdomain, niche tags, and Marketplace visibility.
Understanding Coachful user roles and permissions
Learn how Coachful's two-layer role system works — platform roles vs. org roles — and how to assign the right permissions to coaches, clients, and VAs in your workspace.