Workflow
Documented
One practitioner · base subscription › CoachingPortal
CoachingPortal
Professional · priced at your client count · checked 21 Oct 2026
The ladder, as the vendor printed it
The highlighted row is the one the engine selects for this count.
| Plan | Capacity | Per month | Per year, upfront | Practitioners | Eligibility | Source |
|---|---|---|---|---|---|---|
| Free | up to 3 clients | Free | $0 · currency unconfirmed | 1 | general | 1 2 |
| Grow | up to 10 clients | $19.99 · currency unconfirmed | not printed | 2 | general | 1 2 |
| Professional | unlimited | $49.99 · currency unconfirmed | not printed | 3 | general | 1 2 |
| Studio | unlimited | $119 · currency unconfirmed | not printed$100 shown per month when billed annually; the invoice total is not printed | not printed | general | 1 2 |
- At 0 clients: FreeUses the smallest eligible subscription; no separate zero-client discount established.
- Annual billing at 20 clients: Price not establishedannual invoice not printed
- Unlimited plan: $49.99 per monthcurrency unconfirmed
- Zero clients: Uses the smallest eligible subscription; no separate zero-client discount established.
- Above the published ladder: not published; never extrapolated.
Workflow
- Status
- Documented — Coach assigns recurring habits; clients record completion; coach sees trends. FAQ explicitly includes habits on Free. 1 2
- Free
- Free — Habit tracking included free for 3 clients; paid currency unconfirmed. 1 2
- Client-side charges
- Not established — not in the amount
- Platform
- Not recorded
- Observed in an account
- No. Everything on this page is documented from the vendor's pages and store listings that were read.
What we could not establish
- Paid currency code unconfirmed.
- Studio unlimited coach seats; other annual totals not established.
- No regulatory suitability assessment.
Regulated use — lay reading
Lay reading. What each vendor's own pages say about US HIPAA and Ontario PHIPA, read by habit.report, without legal training. Not legal advice. A vendor's account of the law is not a source for the law. Each feature is assessed separately; evidence for one never covers another.
- US HIPAA-covered activity
- Not assessed — Contractual and operational suitability has not been assessed.
- Ontario PHIPA-subject activity
- Not assessed — Contractual and operational suitability has not been assessed.
Regulatory features — what the vendor's pages state
- Data entry
- Not stated
- Hosting
- Vendor states: Application data is stored on Google Cloud (Firebase) infrastructure in the United States; traffic is encrypted in transit and stored data is encrypted at rest; each coaching business has an isolated workspace with server-side authorization. 3 · checked 21 Oct 2026
- Messages
- Vendor states: Messages are listed among the data coaches own. 3 · checked 21 Oct 2026
- Notifications
- Not stated
- Attachments
- Vendor states: Photos are listed among coach-owned data (with check-ins, messages and analytics). 3 · checked 21 Oct 2026
- Video
- Not stated
- Exports
- Vendor states: The vendor says "CoachingPortal does not currently offer bulk data export"; coaches and clients can self-delete accounts and data from in-app settings, with backups cleared within a 30-day retention window. 3 · checked 21 Oct 2026
- Integrations
- Vendor states: Sub-processors named: Google Cloud (Firebase) for hosting, Stripe for billing, Resend for platform emails, third-party AI model providers for optional features, Vercel Analytics in the logged-in product, a managed identity provider, and Google Analytics 4 on the marketing site only. 3 · checked 21 Oct 2026
- AI features
- Vendor states: The vendor says it does not train AI models on coaching content, client check-ins, messages or progress data; for optional AI-assisted features, third-party model calls are scoped to the specific request and the providers are not used to train shared models. 3 · checked 21 Oct 2026
- US business associate agreement
- Vendor states: The vendor says "We do not currently sign Business Associate Agreements (BAAs)", that medical use is not supported. 3 · checked 21 Oct 2026
- Canada or Ontario
- Not stated
Evidence
- 1. CoachingPortal plans · coachingportal.io/pricing
Vendor page · Read 20 Oct 2026 · No copy saved
Published plan details; see saved PRICING-PASS-4.json. Paid currency code unconfirmed. Studio unlimited coach seats; other annual totals not established. No regulatory suitability assessment. - 2. CoachingPortal habit tracking · coachingportal.io/habit-coaching-software
Vendor page · Read 20 Oct 2026 · No copy saved
Coach assigns recurring habits; clients record completion; coach sees trends. FAQ explicitly includes habits on Free. - 3. CoachingPortal trust and security · coachingportal.io/trust
Vendor page · Read 21 Oct 2026 · No copy saved
Page read 2026-10-21 (plain fetch). Application data stored on Google Cloud (Firebase) infrastructure in the United States; encrypted in transit and at rest; isolated workspace per coaching business with "Authorization is enforced server-side on every request"; "We do not currently sign Business Associate Agreements (BAAs)" and Medical use is not supported; not SOC 2 audited; "CoachingPortal does not currently offer bulk data export"; coaches and clients can self-delete accounts and associated data from in-app settings, removed from active systems immediately and from backups within the standard 30-day backup retention window; messages, check-ins, photos and analytics are coach-owned data; Resend for platform emails; third-party AI model providers for optional features ("We do not train AI models on your coaching content, client check-ins, messages, or progress data"; calls "scoped to the specific request"; providers not used to train shared models); sub-processors listed (Firebase, Stripe, Resend, Vercel Analytics, a managed identity provider; GA4 on the marketing site only).