Video Walkthrough of Coach Catalyst 🎥

Hello and welcome to Coach Catalyst 👋

Coach Catalyst is designed to be intuitive and easy to use. Even so, when you first get started, it can be helpful to see how everything fits together.

There are a number of tools and features available, and this walkthrough will give you a clear understanding of how they work and how to get the most out of them.

To get started, you can either book a live call with the team or watch a pre-recorded walkthrough at your own pace.

The recorded walkthrough is broken into chapters so you can jump to what you need, while the live call gives you the opportunity to ask questions as you go.

We regularly run small group live walkthrough sessions where we walk you through how the platform works, highlight key features, and answer any questions.

If the timing doesn’t quite work for you, don’t worry—we’ve got you covered with a recorded version. You can watch it at your own pace, and it’s divided into chapters so you can jump straight to the sections you need.

Here is a little summary of each section to make it a little easier on you. ​​

Get a quick introduction to the Coach Catalyst platform, including how the web and mobile apps work together for both coaches and clients. Learn how to deliver content using lessons, actions, messages, workouts, and forms.

Learn how to manage clients efficiently using bulk actions. Quickly send messages, assign client tags, and update multiple clients at once, while using engagement indicators to track progress at a glance.

Understand how to use the notification center to stay on top of client activity. See who has completed or missed tasks and follow up instantly with targeted messages.

Learn how to create and assign workouts, build reusable templates, and use global updates to make changes across all assigned clients.

Discover how to collect client data using forms and track progress through metrics. Visualize trends over time with graphs and use insights to guide coaching decisions.

Explore how to set up payments, including one-time purchases and subscriptions. Learn how to streamline your onboarding process with automated client journeys.

Find out where to access support, including the help center, knowledge base, and direct support channels. Learn how to submit feedback and influence future features.