Coach Catalyst

How to create and manage clients, and edit client welcome emails.

Clients

How to add clients manually, in bulk, or automatically using integrations

How to Add Clients ➕

How to edit the welcome email and text message sent to new clients (and how to resend the welcome email)

Editing Welcome Email and Text 👋

A quick overview of clients, including compliance, filters, segments, bulk actions, and messaging.

All About the Client Index Page 📋

Client Vault: Notes & Goals

How to create, manage, assign and use client tags

Using Client Tags to Organize Clients 🏷️

How to archive clients, reactivate clients, and permanently delete client accounts.

Managing Clients (Archive, Delete and Reactivate) 🗑️💤

A complete guide to adding, organizing, and managing your clients within the platform.

Clients: Client Management

Drag and drop actions, lessons, messages, or workouts on a client journey without deleting.

How to move an element or workout on a client's journey

How to dig into your client's recent check-ins and see their streak.

Client's Recent Check-Ins

Preview as a Client

Resources are any PNG, JPG, GIF, or PDF that you want to share with your clients to have easy access.

Add a resource

All About Streaks ⚡️

Clients: Client Dashboard

Find answers and get help from Intercom Support and Community Experts

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