Coach Catalyst

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

How to Add Clients ➕

How to edit and manage the welcome email and text message sent to new clients

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 🗑️💤

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

Clients: Client Management

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