The Inbox is the [only] place for client communication. We highly suggest keeping it cleared out once messages with clients have been completed. If you have multiple coaches working in the inbox, we suggest using the Follow-Up tag so other coaches know this message has been read, but still needs attention. If you leave all of your clients in the Inbox it will become harder to know what needs attention and what has been completed.

When you first start adding clients to your Coach Catalyst account, you will find all of your clients in the DONE section of the Inbox. When a client sends a message it will move into the inbox. When a coach sends a message or bulk message, the client will still be found in the done box.

Searching for clients:

If you cannot find a client when you are using the search feature, you will need to check if you are in the inbox or done area of messaging. Switch to the one you are not currently searching in to look for the client.

Best Practices Include:

*keeping the Inbox clear

*moving clients to the done folder when you have taken care of the message

*tagging clients as follow-up if you have not handled the message or another coach needs to jump in

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