# Moving to Session for Golf from CoachNow

This guide walks through bringing your students, lesson history, video, and notes from CoachNow into Session for Golf. Most of the motion can be done in an afternoon.

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## Before you start

Gather these from CoachNow:

- **Student list**: names, emails, phone numbers
- **Lesson history**: the date, student, and any notes for each lesson you want to carry forward
- **Video library**: clips you want your students to keep access to
- **Session notes**: any written feedback you want to preserve

Gather these from Session for Golf:

- A working account (sign up at golf.jkcreative.store)
- Your Square account connected (Settings → Payments)
- Your first Starter, Pro, or Academy plan selected

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## Step 1 — Export your student list from CoachNow

CoachNow doesn't offer a native bulk CSV export, so use one of these paths:

1. **CoachNow Pro/Team contact export** — if you're on Pro or Team, open your roster, tap each student's profile, and copy name + email into a spreadsheet. You can also request a full-roster export from CoachNow support (response time varies).
2. **Email forwarder approach** — if your CoachNow students all email you from the same contact list, pull that list from your email provider's contacts.
3. **Session invitation export** — CoachNow session invites include student emails in the thread history.

Save as a CSV with these columns (header row required):

```
firstName,lastName,email,phone,notes
```

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## Step 2 — Import students into Session for Golf

1. Sign in at golf.jkcreative.store.
2. Go to **Clients** in the left nav.
3. Click **Import from CSV** (top-right).
4. Upload the CSV from Step 1.
5. Map columns if needed (the importer auto-matches common headers).
6. Confirm. Students land in your roster immediately.

The importer de-duplicates on email, so re-running it is safe.

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## Step 3 — Carry forward lesson history (optional)

For each student whose lesson history you want to preserve:

1. Open the student in **Clients**.
2. Click **New Session**.
3. Set the date to the historical date.
4. Paste prior notes into the notes field.
5. Save. The session appears on their timeline.

Shortcut: if you only want summary-level history, create one "Migrated from CoachNow — [count] prior lessons" session with a consolidated note instead of per-lesson entries.

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## Step 4 — Move video content

Video does not transfer automatically. CoachNow-hosted clips stay on CoachNow unless you re-upload them.

Recommended:

1. Download the clips you want to keep from CoachNow (from each student's timeline).
2. On Session for Golf, open the student → **New Session** → upload the clip.
3. The video compresses on your device and uploads to Firebase Storage.
4. If the clip was annotated on CoachNow, use Session's **Review & Annotate** to redraw — the on-frame tools are strictly better (lines, squares, circles, swing-path presets, voice notes).

Tips:

- Session caps clips at 60 seconds and 720p. Clips longer than that: trim to the relevant swing before uploading.
- Old CoachNow comments don't port. Paste important feedback into the session notes.

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## Step 5 — Notify your students

Students need to know where their lessons now live. Template:

> Hey [name] — I've moved my coaching platform from CoachNow to Session for Golf. Your lesson history, package balance, and upcoming bookings are all there. You can access everything at [your booking page URL] — no app download, just open the link in any browser. I'll be sharing video feedback and session notes through Session going forward.

Bulk-send from Session:

1. Go to **Blast** in the left nav.
2. Choose **All Clients**.
3. Paste the template above.
4. Schedule or send immediately.

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## Step 6 — Cancel CoachNow

After you're confident the migration is done and your students have the new link:

1. Export or back up any remaining CoachNow data you want to keep.
2. Cancel the CoachNow subscription from their billing page.
3. Keep a read-only local archive (downloaded videos + a CSV of the roster) for your records.

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## What doesn't migrate

- **CoachNow-hosted video URLs** — re-upload is the only path.
- **In-thread drawings and annotations** — Session's annotation format is different; redraw important ones.
- **CoachNow group "Spaces"** — recreate as group sessions or as individual clients on Session.
- **Reactions and comment threads** — those are conversational, not records; they don't port.

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## Need help?

Email **golf@jkcreative.store** with your CoachNow student count and we'll help with the first batch live on a call. For academies moving 3+ coaches, we do migration calls as part of onboarding at no extra cost.