There are multiple ways to assign a client to a coach.

1. When inviting them to the system

You can assign a client right when you first invite them to Coach Catalyst. To do this, click on the +Client button in the top header.

Clicking this button will open the add a new client page. On this page, you will enter in all of your client information and see a spot to assign to a coach at the bottom of the page.

Start typing a coach name into the Coaches box and click on the appropriate coach(es). Hit create client and you're all set!

2. From the client profile page

You can also assign a client to a coach from that client's profile page. Hover over the client row on the Client Index page and click the pencil on the right side of their row.

This will take you to the Edit Client page.

Scroll down to the bottom of the form and start typing the coach(es) name into the field. Select the appropriate coach(es) and hit Update Client.

3. Bulk assign from the Client Index page

If you want to easily assign multiple clients to a coach, check the box next to each client on the Client Index page and choose Assign to Coach(es).

You'll be taken to a new page where you can add as many coaches to the selected clients. You can also add more clients to these coaches by typing, and selecting, their names in the Clients box.

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