Coach Catalyst

How to create and manage clients, and edit client welcome emails.

Clients

Where to find the welcome emails & texts, when each one gets sent to a new client.

How to Update the Welcome Emails

Re-sending the welcome email

How to help clients adjust notification settings in apps and on devices.

Change Client Notifications

This is what the emails clients receive look like.

Emails Clients Recieve

Clients: Welcome Emails and Notifications

Delete or Archive a Client

Bulk Upload - CSV file

Add a Single Client

Reactivate a Client

Stop a Client's Program

Create a Tag to Organize Clients

Clients: Client Management

Drag and drop actions, lessons, messages, or workouts on a client journey without deleting.

How to move an element or workout on a client's journey

How to dig into your client's recent check-ins and see their streak.

Client's Recent Check-Ins

Client Vault: Notes & Goals

Preview as a Client

Resources are any PNG, JPG, GIF, or PDF that you want to share with your clients to have easy access.

Add a resource

All About Streaks ⚡️

Clients: Client Dashboard

How to help your clients reset their password.

Password Reset for Clients

My Client Cannot Access the App

A simple explanation of how to update your client or coach app.

Updating the App

Finding and creating the web portal link for clients.

Web Portal for Client Login

Clients: Trouble Shooting

Find answers and get help from Intercom Support and Community Experts

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