Write the workflow before the feature list
Choose one representative client and describe their week. They need to find a programme, complete sessions, record useful information and receive feedback. If they meet you live, include booking and rescheduling too.
Test both sides of the relationship
Build a short programme as a coach, then open the client view and follow it. Record a missed session and send a question. Review the history as the coach. Notice where either person needs extra explanation.
Calculate the relevant total
Compare the plan that fits your current roster and one plausible growth scenario. Include the capabilities you require, the billing commitment and any payment or branding charges. Note whether a published price is monthly or an annual equivalent.
Check the practical exit questions
Ask how you retrieve records, what happens when a client leaves and whether essential data can be exported in a useful format. Verify the answers with the provider before migrating a large history.
Make the final choice specific
Write down the few requirements that must work and the capabilities you can live without. Choose based on the demonstrated workflow, not the longest list or the lowest headline price.




