Coach Catalyst + PTminder
Create new Coach Catalyst clients from new PTminder clients
Effortlessly manage your growing client base with this PTminder to Coach Catalyst workflow. When you add a new client in PTminder, this automation takes over and adds the same client into Coach Catalyst. It's an efficient way to ensure that your client information is consistent across both platforms, saving you time on manual data entry and helping you focus more on coaching.
Effortlessly manage your growing client base with this PTminder to Coach Catalyst workflow. When you add a new client in PTminder, this automation takes over and adds the same client into Coach Catalyst. It's an efficient way to ensure that your client information is consistent across both platforms, saving you time on manual data entry and helping you focus more on coaching.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create/Update Client
Creates a new client or updates an existing one
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Class Created
Triggers when a class booking is created.
Try ItClient Created
Triggers when a new client is created.
Try ItClient Membership Assigned
Triggers when a client membership is assigned/purchased.
Try ItClient Membership Ended
Triggers when a client membership ends due to the expiration date.
Try It
