Software can be super confusing even for the most tech savvy.
At Coach Catalyst, we’re all about making things simple. That’s why we offer plenty of opportunities to connect with our team and get the support you need.
One of our favorites? New Coach Calls—live group walkthroughs of the best coaching platform on the planet. Schedule a live call here.
But hey, we get it—sometimes the timing just doesn’t work.
If you’d rather watch a recording of the call, I’ve got you covered.
Here is a little summary of each section to make it a little easier on you.
Overview of Coach Catalyst platform @ 0:00
Trevor provided an overview of the Coach Catalyst platform, explaining that it is a multi-platform system with web and mobile apps for both coaches and clients. He highlighted the key features, including lessons, actions, messages, workouts, and forms that coaches can use to deliver content and track client progress.
Bulk actions and client management @ 3:31
Trevor demonstrated the coach dashboard and explained the bulk action capabilities, allowing coaches to easily send messages, assign tags, and manage clients in batches. He also discussed the importance of the "recent" column to quickly assess client engagement and progress.
Notifications and follow-ups @ 7:49
Trevor covered the notification center, which allows coaches to track completed and missed client tasks, as well as the ability to easily message or follow up with clients directly from the notification view.
Workouts and exercise programming @ 18:28
Trevor walked through the workout creation and assignment process, highlighting the ability to build and save workout templates, as well as the "global" feature that allows changes to be propagated across all clients assigned to a particular workout.
Forms, metrics, and data tracking @ 24:12
Trevor explained the form builder and its integration with the metrics system, allowing coaches to collect client data (e.g. weight, body measurements, biofeedback) and visualize trends over time through graphs and charts.
Payments and client onboarding @ 43:23
Trevor provided an overview of the payment features, including the ability to create one-time purchases, subscriptions, and free offerings. He also discussed strategies for building automated client onboarding programs to streamline the new client experience.
Support and resources @ 45:29
Trevor highlighted the various support resources available to coaches, including the in-app help section, knowledge base, and direct support channels. He also mentioned the feedback feature that allows coaches to influence the product roadmap.