Trevor, founder of Coach Catalyst here.
I want to be your Coach Catalyst Coach today!
You might have noticed that when you signed up for CC you had a client account already loaded into your account.
Now, let's put that test client to some good use and get you learning about Coach Catalyst. You will be using the client app to learn about Coach Catalyst which will help you explore the client experience and the coaching experience simultaneously.
Login to your Coach Catalyst account.
Click Programs in the left-hand menu and then click on Marketplace
Search “New Coach Program” and Click Save To My Programs
Save Again.
Go back to your client list (click clients on the left tab)
Click the box next to your Client name
From the blue header at the top select from the program "assign to new program"
Choose New Coach Program and select today as the start date
Click 'Assign to Program'
When that is completed you can click into your client's account and see the program loaded into the client journey. If you have the black MyCoach app downloaded you can refresh the app and see new items are add.
If you DON'T have the MyCoach App follow these instructions.
If you haven't already downloaded the coach app and the client app, click here for instructions.
If you want to experience it fully as a client, click here for instructions on how to resend the welcome email and text or follow the step by step below.
Click into your client account
Click Dashboard
Make sure your number is correct. If not correct, enter your correct number.
Click the dropdown in the top right
Click "Resend Welcome Notification"
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You should receive a text message on your phone.
Follow the instructions in the text message to get the MyCoach by Coach Catalyst app on your phone
Login with the credentials from the text