In this article
- What happened to Practice.do
- Step 1: Gather everything you exported
- Step 2: Choose the platform you're moving to
- Step 3: Import your clients
- Step 4: Rebuild packages and payments before inviting anyone
- Step 5: Invite clients in small waves
- A one-week migration plan
- After the move: make sure it never happens again
What happened to Practice.do
Practice (practice.do) was an all-in-one tool for coaches: client portal, scheduling, packages and payments. It shut down on 3 November 2025, which left the coaches who ran their practice on it needing somewhere else to keep clients, session notes and billing.
If you're one of them, the good news is that the move is mostly mechanical. The data you need fits in a spreadsheet, and the hard part is doing it in an order that never leaves a client confused about where to book or how to pay.
Step 1: Gather everything you exported
Before choosing a new tool, list what you actually have. Most coaches end up with a client spreadsheet, some session notes and a record of who paid for what. Put it all in one folder so you can see the gaps.
- Client list: name, email, phone (with country code), start date, package or program.
- Session history: past and upcoming sessions, and any notes you want to keep.
- Packages and prices: what you sell, how often it bills, and in which currency.
- Payment status: who is paid up, who is due and who is behind.
- Forms and intake answers: the questions you ask new clients and their answers.
- Files you shared: worksheets, plans and PDFs clients rely on.
Try it with your own clients
Clients, sessions, payments, check-ins and WhatsApp reminders in one place. Free for 14 days, no card.
Step 2: Choose the platform you're moving to
Pick based on how you coach, not on the longest feature list. A coach who sells fixed packages online needs different things from one who runs ongoing 1:1 coaching with weekly check-ins.
We compare the main options honestly in our Practice.do alternatives guide, including where each one is the better choice. Whichever you pick, check these four things before you commit:
| Check | Why it matters | Question to ask |
|---|---|---|
| CSV import | Re-typing 40 clients by hand is where migrations stall | Can I upload a spreadsheet and review it before anything is created? |
| Client portal | Clients need one place to book, message and see invoices | What does my client see when they log in? |
| Payments | Clients will ask how to pay on day one | Can clients pay me in my currency, and how? |
| Export | You've just learned why this matters | Can I export my data any time, without asking support? |
Step 3: Import your clients
Clean the spreadsheet first: one row per client, a header row, and phone numbers with country codes (+44, +91, +1) if you'll message clients on WhatsApp. Remove clients who finished long ago, or import them as inactive so they don't count towards plan limits.
In CoachevaOS, open Clients, then Import clients, and upload the CSV or Excel file. The importer suggests which column maps to which field; you review it, and nothing is created until you confirm. No invites are sent automatically, which matters for the next step. The import guide walks through it.
- 1Export or tidy your client list into one CSV file.
- 2Open Clients → Import clients and upload it.
- 3Check the suggested column mapping and fix anything that's wrong.
- 4Confirm, then spot-check five clients to make sure names, emails and phones landed in the right place.
Step 4: Rebuild packages and payments before inviting anyone
The most common migration mistake is inviting clients before payments work. Re-create your programs and packages first, then set up how clients will pay you.
CoachevaOS doesn't run a card checkout itself. Instead, you add your own payment details once (a UPI ID in India, or a Razorpay, Stripe, PayPal or Wise link, plus bank details) and every invoice gets a Pay now button in the client's portal that pays you directly. If a client has already paid this month, add the invoice and mark it paid so their history is complete.
Step 5: Invite clients in small waves
Invite five or ten clients first, ideally ones you speak to often. Ask them to log in, book a session and tell you if anything looks wrong. Fix what they find, then invite the rest.
Keep the message short. Clients don't need to know why you switched, only what to do next.
Hi Maya, I've moved my coaching to a new client portal. Here's your personal link to log in. You'll find your sessions, our messages and invoices there. Your next session is still Thursday at 6pm.
A one-week migration plan
Most solo coaches can complete the move in a week of evenings without cancelling a single session.
| Day | Do this | Time |
|---|---|---|
| 1 | Back up your export; list what's missing | 30 min |
| 2 | Try your shortlisted platform with a test client (yourself) | 45 min |
| 3 | Clean and import your client list | 45 min |
| 4 | Rebuild packages, availability and payment details | 60 min |
| 5 | Invite your first 5–10 clients | 20 min |
| 6 | Fix anything they report | 30 min |
| 7 | Invite everyone else; archive your old export safely | 30 min |
After the move: make sure it never happens again
Export your client list from your new platform once a month and keep it with your other business records. It takes two minutes and means the next surprise, if there is one, costs you an evening rather than your client history.
Then get back to coaching. The point of moving was to stop thinking about software.
Frequently asked questions
Practice (practice.do) shut down on 3 November 2025, according to Toolradar and other coaching-software publishers.
It depends on how you coach. For ongoing 1:1 coaching with a client portal, check-ins and an AI daily briefing, CoachevaOS. For selling simple online packages with checkout, Paperbell. Our Practice.do alternatives page compares five options with prices and limitations.
Yes. Upload a CSV or Excel file under Clients → Import clients, check the suggested column mapping, and confirm. Nothing is created until you confirm, and no invites go out automatically.
No. Add invoices for what each client still owes and mark anything already paid as paid. Clients then see an accurate history and a Pay now button only for what's due.