Coach guides

A working Grove account with your intake saved, your first check-in and Daily Pulse behind you, one recommended start waiting on Grove Home, and a few days of your own coaching rhythm logged, so you already know what your future clients will experience before you invite one.

Every client from your old system uploaded from a CSV, matched to Grove's contact fields, and landed as prepared Drafts, so your whole roster is ready to review and invite without typing each client in by hand.

A client in your practice who has accepted their invite, completed the intake you prepared, and landed their first check-in, with their space (goals, habits, first session) already set up, so the coaching relationship starts with real signal instead of a blank slate.

Your Acuity client list and appointment history exported and saved to your own storage, your roster imported into Grove as prepared Drafts, your appointment types rebuilt as Grove session types and packages, your availability, Google Calendar, and Stripe account reconnected, your booking link live on your site, and a cutover date your clients saw coming.

Everything worth keeping exported out of Healthie and saved to your own storage, your roster imported into Grove as prepared Drafts, past-session notes and key documents attached to the clients who are coming with you, and a cutover date your clients saw coming.

Everything worth keeping exported out of Practice Better and downloaded to your own storage before it expires, your roster imported into Grove as prepared Drafts, the history that still matters attached to the clients who are coming with you, and a cutover date your clients saw coming.

Everything Zoee documents as downloadable saved to your own storage, a written request in to Zoee support for the rest, your roster imported into Grove as prepared Drafts, the history that still matters attached to the clients who are coming with you, and a cutover date your clients saw coming.

Weekly Reflections turned on for your practice, a default question set (or your own), and a habit of reading what clients actually write before you open their record, so session prep starts with their words instead of your memory of the week.

A daily habit of turning each client's check-in into a same-day reaction or reply from Grove Home, so check-ins stay a conversation instead of a form that disappears into a database.

A repeatable pre-session ritual, from your morning Daily Pulse through a built agenda, a locked-in plan, shared session notes, and your own private reflection, so you walk into every session already knowing what matters and never leave a loose thread untracked.

Sage turned on for your practice with confidence, a client who has said yes on their own terms, a clear read on what Sage does and never touches, and a plan for reading the Authored by Sage badge and your monthly usage indicator once the output starts arriving.

A Book a session button live on your own Squarespace, Wix, or WordPress site that opens your Grove booking page, so a visitor can pick a time and pay in one step without you touching your inbox. And if you prefer, the whole booking flow embedded right inside your page instead.

A reusable program in your library: habits, actions, agenda items, topics, and resources built once and organized into named phases, assigned to a client as its own independent copy, with each phase turned on in one click so the right work reaches that client right on schedule.

A client whose goals and habits are set up the way that actually holds up over months: outcome goals in their own words, habits that serve those goals at a realistic rhythm, the right mix of Active and Future items, a habit marked Rooted once it's truly theirs, and an archive you can restore from instead of a delete you regret.

An intake form built from the Health Coaching template or from scratch, delivered your way (sent to the client, or entered yourself with their consent), and answers that go straight to work, filed on the Intake tab with their source labeled, flagged to you by email the moment they arrive, and resurfacing as a Watch for note or a suggested move the first time you open session prep.

Stripe connected to your Grove account, a pricing catalog of session types and packages that clients will see on your booking page, your first invoice sent, and a Payments tab that shows who paid without opening a spreadsheet.

A coaching hours log that already holds every session you completed in Grove, plus the clients you coached before Grove, with paid, bartered, and pro bono set per client, session lengths confirmed, and an export file ready for your credentialing body.