Sending Messages to Clients 💬

Messaging is a core part of the system and is designed to be flexible. You can send individual messages, send bulk messages, or schedule messages either within a program or directly on a client’s journey.

Messages can include text, PDFs, images, GIFs, emojis, and audio messages (up to three minutes). You can write messages from scratch or use pre-created templates, making it easy to reuse common responses or build structured communication into your coaching.

You can send and respond to individual messages using both the desktop platform and the Coach Catalyst mobile app, making it easy to stay connected on the go. Bulk messages, scheduled messages, and program-based messages must be created and managed on desktop.

Clients can be messaged from a number of places within the software including the client index page and client account page in Clients.

Client's can be messaged on any tab that a coach would interact with a client including the Client Index Page, any of the client's account pages, and the message inbox.

Click here for more information on using the desktop message editor.

💡 Clients can also be messaged from any tab where you would interact with their data (including Client Account Page, Notifications, Messages, Forms, and Metrics). Just look for the chat bubble icon.

You can also send a message to a client using the Coach Catalyst coaches app.

Click here for more information on using the app message editor.

You can use Filters and Client Tags to search for clients.

From here, you can write your message (and add files, images, and GIFs). You can use the personalization drop down to add first name or last name.

You can also add or remove clients from the recipient list before sending.

You can choose whether to save new messages to the Global Element Library for future use.

To schedule messages within a program, go to Programs, open the relevant program, then click the plus icon and select Add Message.

You can place messages on specific days (for example, day 3, day 10, or day 28), either by creating a new message or selecting from existing templates.

To upload a file or add a GIF, tap the Plus icon next to the message field, then select the relevant option.

Uploading a file will open your device’s files library, allowing you to select and send a file. Selecting a GIF will open the GIF library, where you can search and send your chosen option.

To send a photo or video, tap the Plus icon and select Choose from Library or Take Photo/Video.

If you select a photo or video from your library, it will send immediately once selected. If you take a new photo or video, you’ll have the option to Retake or Use Photo.

To record an audio message (up to three minutes), tap the microphone icon. Recording will begin immediately. When you’re finished, press stop, then press the send icon to deliver the message.

If you want to play the message back before sending, press the play icon. To cancel the recording, press the cross icon.

To React to a message, Reply within a thread, Copy, or Delete a message, press and hold the message, then select the relevant option.

To attach a file (such as a PDF, video or audio file), click on the paperclip icon.

To attach an image (such as a JPEG or PNG), click on the image icon.

To make your messages more engaging, you can add GIFs or emojis by clicking on the GIF icon or the emoji icon.

To record an audio message, click on the microphone icon. Recording will start immediately.

When you finish, press stop. You can then choose to send, play back, or cancel the recording.

To use messages you’ve saved in your global elements library, click on the messages icon.

This is an extremely helpful feature, allowing you to insert saved messages instead of writing them from scratch each time. Saved messages are particularly useful for messages you send regularly, helping you stay consistent and save time.

To react to a client message, click on the Emoji icon next to their reply and select a reaction. 👍🤣💪🔥❤️👎

To reply within a thread or delete a message, click the ellipses menu (…) next to the message, then select Reply or Delete.

To include a clickable link in a message, you must use the full URL. For example: https://www.example.com

Shortened versions (such as example.com) will not work correctly, and your clients will not be able to open the link from the message.

⚠️ Files must be under 25MB to upload to a message. If your file is too large, you can first compress it using a free tool. You can use smallpdf.com for PDFs or freeconvert.com for videos.

You can reply to client messages, but you cannot delete messages sent by a client.

It is not currently possible to start a group message within messaging. To communicate with multiple clients at once, use Communities to post a message and notify all members using @community.