For Coaches
Coaching workflows
Transferring all your athletes to another coach
When you step back, how to hand athletes off cleanly.
When this happens
You are stepping back from coaching: retirement, career
change, sabbatical, health reasons. You want to hand the
roster off to another coach (or several) without losing
athlete data or making the athletes start over.
What stays with the athlete
In any transfer scenario, the athlete keeps:
- Their
Athlete record.
- All
Activity history (FIT files, parsed metrics,
zones, best efforts).
- All
Assessment records.
- All
WellnessLog entries.
- All
Equipment records.
- All
Race records and recaps.
- Their
MetricHistory (threshold trend over time).
- Their account sign-in.
Athlete data is theirs, not yours.
What stays with you
You keep:
- The CoachNotes you authored (subject to the privacy
gate: see
Coach notes privacy).
- The activity notes you wrote.
- Any
Assessment records you authored.
- Your own user account.
What changes in the transfer
- The
CoachAthleteRelationship for each athlete you are
transferring is ended.
- A new
CoachAthleteRelationship with the receiving
coach is created when the athlete signs up via the new
coach's join link or accepts a transfer.
- Your
coach_grant premium for those athletes revokes.
See Switching coaches explained.
- CoachNotes you authored: still readable by you and
admins. Not readable by the receiving coach (the
privacy gate closes when your relationship ends).
The transfer flow
Option A: athletes pick a new coach themselves
- Identify which receiving coaches the athletes might
pick.
- Introduce them (warm intro is the right move).
- Each receiving coach sends the athlete a
join link.
- The athlete clicks, confirms the switch, and the
relationship flips.
This preserves athlete autonomy; you do not pre-decide.
Option B: you assign athletes to a single receiving coach
- Negotiate with the receiving coach (compensation,
capacity, fit).
- Send each athlete a personal note explaining the
transfer and introducing the new coach.
- The receiving coach sends each athlete a join link.
- The athlete clicks.
This is cleaner if you and the receiving coach already have
a working relationship.
Option C: gradual handoff
- Add the receiving coach as an
assistant coach
on a team containing the athletes.
- The assistant coach gradually takes more sessions and
writes more notes over 2 to 4 months.
- After the handoff is complete, you step out and the
assistant becomes the head coach (today this requires
an admin to convert the assignment; the receiving coach
creates a fresh team and athletes re-link via join
link).
This is the smoothest from the athlete's perspective.
What to give the receiving coach
You cannot transfer your CoachNotes to them (the privacy
gate makes them invisible). What you can do:
- Export key context to text and share it directly
(email, doc): season history, key tests, current zones,
injuries, life context.
- Write a fresh CoachNote with the receiving coach
named, marked visible-to-athlete, summarising the
transfer rationale and the current plan. The athlete sees
it; the receiving coach can read it for the duration of
your relationship before it ends.
What the Hub does NOT support
- Bulk transfer of an entire roster to another coach.
Each athlete switches individually via a join link.
- Note ownership transfer. Your notes stay yours.
- Coach account merge. The receiving coach uses their
own account.
After the transfer
- Athletes are on the receiving coach's roster.
- Your roster is smaller.
- Your
free_premium_grants_used_this_cycle count drops
(relevant for the rebate calc).
- Your coach plan continues for whatever athletes remain;
if your roster is now zero, consider whether you want to
pause / close your coach account. See
Closing your coach account.
See also:
Switching coaches explained,
Inviting an assistant coach,
Removing an athlete from your roster,
Closing your coach account.