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Quick Overview of Coach Catalyst ๐Ÿ—บ๏ธ

How to navigate the platform

Welcome to Coach Catalyst

Coach Catalyst is designed to bring all of your coaching into one place โ€” from delivering content and tracking progress to messaging clients and managing your business.

Once you get going, youโ€™ll find the platform intuitive to use, with powerful features to support both you and your clients.

It gives you one central place to coach, communicate, track progress, and manage the moving parts of your business without needing everything scattered across different tools.

Quick Summary

๐Ÿงญ HOW THE PLATFORM IS STRUCTURED

When you first log in, youโ€™ll land on your client index page, with a menu down the left-hand side that gives you access to everything in the platform.

The left-hand menu is where youโ€™ll spend most of your time. It includes:

  • Clients โ€“ manage your client list and access individual client profiles

  • Notifications โ€“ track activity and follow up with clients

  • Programs โ€“ build and deliver your coaching content

  • Messages โ€“ communicate with clients

  • Communities โ€“ create group spaces for engagement and support

  • Payments โ€“ sell products, subscriptions, and services

  • Metrics & Reports โ€“ track progress and view client data

  • Resources โ€“ share files, guides, and supporting materials

Youโ€™ll also find a help icon (?) for accessing support and guides, and your Account Menu at the bottom left to access your Profile and Settings.

Platform Overview

๐Ÿ‘ฅ CLIENTS

You can view active, recent, and archived clients, track compliance, assess engagement.

You can also perform bulk actions such as assigning programs, sending messages, adding client tags, or organizing clients into communities and resource folders.

Click into a client to access their full profile, including their journey, metrics, forms, photos, notes, goals, nutrition data, and purchases.

Click here to learn more about the Client Index Page

๐Ÿ”” NOTIFICATIONS

Once you start coaching, you can quickly see what clients have completed, missed, or interacted with, including actions, workouts, forms, photos, billing, payments, and exercise comments.

๐Ÿ“š PROGRAMS

Programs are where you build your coaching experience. You can combine lessons, actions, workouts, forms, and messages into structured plans, use global elements to reuse content, or assign content individually within a clientโ€™s journey.

There is also a marketplace of over 30 ready-to-use programs to help you get started quickly.

Click here to learn more about Programs and click here to learn more about Forms

๐Ÿ’ฌ MESSAGES

Communicate with clients through individual, bulk, or scheduled messages.

You can also add messages to programs, use message templates, and organize conversations in your inbox so you can keep track of what needs attention.

Click here to learn more about Messages

๐Ÿ‘ฅ COMMUNITIES

Communities act like a built-in social platform for your clients.

You can share posts, updates, and content, encourage likes and comments, create threaded discussions, and schedule posts in advance.

Click here to learn more about Communities

๐Ÿ’ณ PAYMENTS

Set up one-time payments, subscriptions, or free offers, and connect them to your programs or services.

๐Ÿ“Š METRICS & REPORTS

Track client progress using metrics such as weight, measurements, health data, and progress photos.

Clients can also connect their app with tools such as Macros First, Apple Health, Google Fit, and MyFitnessPal.

๐Ÿ“ RESOURCES

Upload and organize folders of files such as guides, recipes, or onboarding materials, then share them with clients.

โš™๏ธ SETTINGS

Manage everything related to your account, including your profile, notifications, organisation settings, account branding, subscription, team members, client tags, and integrations.

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