Move your coaching business to Trainzilla by chatting with AI

How it works

1. Step 1

   1. Connect Claude to Trainzilla (or use the built-in AI Assistant)

   Either add the Trainzilla connector in Claude (Settings → Customize → Connectors, custom connector, https://api.tzilla.live/mcp, then sign in to Trainzilla), or open the AI Assistant inside your Trainzilla dashboard, which needs no setup. Bulk invites need Coach Pro; the 30-day trial is limited to one client.

2. Step 2

   2. Say you are switching

   Type something like "I am moving my clients from Trainerize to Trainzilla" and say what you can share. If your Claude lists connector prompts, you can pick the switch_to_trainzilla prompt instead; the result is the same.

3. Step 3

   3. Hand over what you have

   Any of these work: a CSV or Excel export, a table copied from the old app's client list and pasted into the chat, a screenshot of the list, an export from your payment tool or phone contacts, or just a typed list. Partial is fine. Email is the only required detail per client; name, phone, goals and injuries are picked up when present. Program and meal-plan PDFs can come along too.

4. Step 4

   4. Check the table AI builds

   It maps the columns itself, joins first and last names, lowercases and de-duplicates emails, and builds one private note per client from goals, injuries, tags or start date. It lists clients with no email (they can join from an invite link you share) and anything it could not read. Anything read from a picture is shown back so you can fix typos first.

5. Step 5

   5. Try two or three clients first

   AI asks whether to start with a small test batch. It runs a dry run of the invites and shows exactly who would be emailed. Nothing is sent until you reply yes.

6. Step 6

   6. Send the invites

   After your yes, invites go out in batches of up to 200. You get every row's outcome: sent, already invited, duplicate, invalid email or failed. Running the same list again is safe, because duplicates and pending invites are skipped.

7. Step 7

   7. Bring over plans

   From PDFs or pasted text, AI builds workout and nutrition templates in your wording, rep ranges such as 8-10 included. It previews each one and saves only what you confirm. You assign them to clients once they have joined.

8. Step 8

   8. Add history when clients have joined

   For clients who accepted, AI can add back-dated weights, measurements and photos, and past check-ins with their answers, but only data you actually gave it, with the exact dates. The private note you attached to an invite is saved to your client notes the moment the client connects.

9. Step 9

   9. Wrap up

   AI summarises what moved, which invites are still pending, what could not move, and the next step: ask clients to open the invite email and install the free app.

What’s included

• Works from whatever you have: CSV, Excel, pasted text, screenshots, plan PDFs or a typed list. Nothing assumes a particular platform's export layout
• If the old platform has no export, you can copy the client list from its screen, send screenshots, use the same people from your payment tool, phone contacts or a WhatsApp group, or type up to about 30 clients
• Optional, only if your Claude has a browser: you sign in to the old platform yourself, and AI reads just the client list on screen. It never sees your password, never clicks anything that edits, deletes or sends, and stops at any sign-in, 2FA or CAPTCHA
• Every write is confirm-gated: a plain-language preview first, your explicit yes second. Invites send real emails, so the preview matters
• Invites carry an optional private note per client, kept off the invite and saved to your coach notes when the client connects
• Plans become editable Trainzilla templates, not locked files. Rep ranges and your exercise wording are kept
• Back-dated progress and past check-ins can be loaded for clients who have joined; progress for a client who has not finished setup waits and attaches automatically
• What cannot move: anything you cannot export, paste, photograph or type. Old workout logs and progress photos come across only if you have them as files or text, so keep the old account read-only for a month. Payments and subscriptions with the old platform are not touched; you cancel those yourself
• Clients exist in Trainzilla only after they accept the invite

Questions