Coach Catalyst

How to to track client data, monitor progress, and generate reports

Metrics and Reports

How to create a report, export them to graph them and the benefit of running reports.

How to use Reports

Reports

How to Use Metric Categories

How the default settings work for a metric, it defaults on or off for all new clients.

Metric Default Settings

Upload a Photo within Metrics

Delete a Metric Data Point

Bulk add metrics for a client

Sort by metric categories

Enter a Metric Data Point

Create a metric category

Add your own metrics for your clients to track

Creating Your Own Metrics

Turning metric on/off for a particular client

How to Change the Default Weight Unit from LBS to KG

Metrics

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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