We always try to display the right information at the right times so the coach can take a specific action. You don't want to spend you time digging through the software, looking for a segment of clients to send a message. Or create a group. Or whatever bulk action you want to perform.
Having that segment right in front of you saves you time and makes your life easier.
Filters make this possible.
Using them on the Client Index page is one of the most common practices within Coach Catalyst and the video below will walk you through exactly how to do it.
Take a look and let us know what you think!