Coach Catalyst
Created by: Emma Johnston
Last Updated: March 04, 2026
Connecting Coach Catalyst
CONNECT COACH CATALYST APP
Before you begin this process, log in to your Coach Catalyst account.
1. In SuperCoach CRM, go to App Marketplace > Installed Apps and click on Coach Catalyst.
2. On the next screen, click Connect Coach Catalyst.
3. Lastly, in the pop up window, click Authorize to finish.
Workflow Action
COACH CATALYST WORKFLOW ACTION
Once connected, you can then use the Coach Catalyst workflow action to automatically add a client to a program. You can also add them to a Community and Resource Folder.
1. Click on Automation > Workflows and either create a new workflow or open an existing workflow.
2. Open the workflow trigger in the white box at the top of the workflow. For paid programs, choose Order Form Submission as the workflow trigger. In Filters, choose the required funnel/website and set the submission type to Sale.
For free programs, choose Form Submission as the workflow trigger. In Filters, select Form Is and choose the correct form.
3. Click on the + icon to add a workflow action and search for Coach Catalyst. Select Add/Update client.
You can also clone one of our template workflows, which has everything set up and ready to go! In Workflows, open the Template Workflows folder and go to Program Delivery. Click on the ellipsis menu (three vertical dots) and select Duplicate Workflow. Once cloned, move the workflow out of the templates folder.
Add Client to Coach Catalyst
ADD CLIENT TO COACH CATALYST
1. In the Client Information section, use the tag icon on the right-hand side of each box to select the custom values for First Name, Last Name, and Email.
2. Select your Time Zone from the drop-down list. You can only assign one time zone for all clients, but they can adjust this later in their own settings, so choose the time zone that most of your clients will use.
ADD CLIENT TO COACH CATALYST
To add a client to Coach Catalyst, the only required fields are First Name, Last Name, and Email. This allows you to add someone to the system without assigning them to a program (for example, if you want to add them so you can message them or include them in the general community).
The remaining optional fields allow you to assign a program, add them to a resource folder, add them to a specific community, or assign them to a specific coach.
Add Client to a Program
ADD CLIENT TO A PROGRAM
3. From the drop-down list, select the Program you want to add the client to.
4. Next, choose when the program should start. There are four options: Today, Tomorrow, on a Set Date, or on a specific Day of the week. You must only select ONE of these options.
If you are selecting a set date, the format must be YYYY-MM-DD, as indicated in the instructions above the box.
Additional Options
TAGS
5a. In the Additional Options section, you can optionally add a Tag.
Note that Coach Catalyst client tags are completely separate from SuperCoach CRM contact tags.
Click here for more information on using tags in Coach Catalyst.
COMMUNITY
5b. In the Additional Options section, you can optionally assign the client to a Community.
You do not need to add clients to the General Community, as this is automatically applied to all new clients.
Click here for more information about using Communities in Coach Catalyst.
RESOURCE FOLDER
5c. In the Additional Options section, you can optionally add a Resource Folder.
You do not need to add clients to Auto-Assign Folders, as these are automatically applied to all new clients.
Click here for more information about using Resources in Coach Catalyst.
COACHES
5d. In In the Additional Options section, you can optionally assign the client to a Coach.
If a client is not assigned to a specific coach, they will automatically be assigned to the Primary Admin.
Click here for more information about Team Management in Coach Catalyst.
Send a Program Invite?
PROGRAM INVITE
6. Finally, select whether you want the system to send the Program Invite. This invite gives the client access to the specific program you are adding them to. All new clients will automatically receive the Coach Catalyst welcome invite regardless of this setting. If you are already sending a confirmation email within this workflow, we recommend selecting No to avoid duplicate messages.
EDIT WELCOME EMAIL AND TEXT
You have the ability to edit the email and text message a client is sent. In Coach Catalyst, click on your initials/photo in the bottom left corner of the sidebar, and go to Settings > Notifications. In the Email or Text tab, select the Notification Type. (welcome email, program email, or welcome text). Make the required changes (being careful not to change of the dynamic fields) and press Save to finish.
Click here for more information on managing clients in Coach Catalyst and click here for more information about the MyCoach client app.
Important Notes
TEST NAMES
When creating test contacts, always include both a first and last name. Coach Catalyst anchors clients by email rather than name, so if you enter a real email address with a test name, the system will keep the original contact details. This is expected behavior, not an error.
WELCOME EMAIL/TEXT
Coach Catalyst does not send the welcome text to clients who are already in the system. This is intentional and not an error. The purpose of the welcome text is to prompt a new client to create their login details. If the client has already been added before, they will already have their login details, so sending the message again isn’t necessary.
PROGRAM CHECK
If you want to confirm whether a client has been added to a program, open their contact in Coach Catalyst, go to the client page, click the program tab, and then select Future Programs. If the program is showing there, they’ve been added successfully.
Troubleshooting
Troubleshooting Coach Catalyst Errors
1. WHAT DOES THE CONFIRMATION EMAIL SAY?
Every time a client is added, Coach Catalyst always sends a confirmation email to show whether the client was successfully added or not. Checking this message will usually point you straight to the fix.
Does the email say successful? Then the client was added correctly. If they didn’t receive a welcome text, that’s expected behavior. Coach Catalyst does not send the welcome text to clients who are already in the system.
Does the email say unsuccessful? The email will explain why — for example, if required information was missing such last name.
No email? That means the workflow didn’t run. Go to steps 2 - 5 to check the workflow status, trigger, and errors.
2. IS THE WORKFLOW PUBLISHED?
Go to Automations > Workflows and check the workflow is published. If the workflow is still in test mode, click on the ellipsis menu (three vertical dots) and select Publish Workflow. Complete a second test.
3. DID THE WORKFLOW FIRE?
Go to the workflow and click on the Enrollment History tab to see if that contact was added to the workflow. If not, then there is an error with your workflow trigger.
4. WERE THERE ANY WORKFLOW ERRORS?
Next, click on the Execution Logs tab and check if the Coach Catalyst action step was successful. If it has failed or been skipped, click on More Details to learn more.
5. IS THE COACH CATALYST APP CONNECTION ACTIVE
Go to App Marketplace > Installed Apps, click on Coach Catalyst and check the status is Active.
SUPPORT
After working through steps 1–5, run a second test to check whether the issue has been resolved.
If the client is still not being added to Coach Catalyst after this second test, and the workflow is published, the execution logs show success, and the Coach Catalyst connection is active, please contact the Coach Catalyst support team.
COACH CATALYST
Coach Catalyst Support
COACH CATALYST SUPPORT
If you have any questions about using Coach Catalyst, you can contact their support team by either emailing [email protected] or by clicking on the question mark icon in the left hand menu bar of the Coach Catalyst desktop app.
If you have a quick, system-specific "how-to" question, you can chat with our L1 Technical Support Team using the purple chat bubble in the bottom corner of the software. This team offers live chat 24/7, giving you instant access to help at any time of day.
If you have a more complex or outcome-specific “how-to” question, or a query about project requests, done-for-you resources, you can email our L2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT).
For Coach Catalyst questions, email [email protected].
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