Introduction

Coach Catalyst, a platform designed for coaches, simplifies client management and accountability. By integrating IdentityCheck, you can enhance your client onboarding process with seamless ID verification. This combination ensures secure and efficient identity checks, tailored for busy coaches and their diverse clientele.

Why Connect IdentityCheck to Coach Catalyst

Integrating IdentityCheck with Coach Catalyst offers significant benefits, particularly in onboarding and Know Your Customer (KYC) compliance. With the ever-increasing need for security, IdentityCheck ensures that client identities are verified quickly and accurately, reducing fraud risks and promoting trust.

In one example, Guardian Tax Solutions managed to reduce their onboarding time by 90% after incorporating IdentityCheck into their process. Read more about this success story here.

Setting Up the Integration

1. Log into your Coach Catalyst account.
2. Navigate to the integrations section in your settings.
3. Select IdentityCheck from the available options.
4. Follow the on-screen instructions to connect your IdentityCheck account.
5. Configure your verification settings to meet your specific needs.
6. Save changes and start using the integration immediately.

How It Works in Coach Catalyst

Once integrated, using IdentityCheck in Coach Catalyst is straightforward. For instance, when onboarding a new client, simply initiate an identity check from within the platform. Clients receive a notification to complete their verification, and you can track the status in real time. This process is handy for coaches who need to verify a client’s identity before sharing personalized workout plans.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored and compliant with industry standards.
• Can I customize the verification message? Yes, you can personalize the messages sent to clients during the ID check process.
• What if someone doesn’t complete the ID check? You can send reminders to clients, or contact them directly to ensure completion.

Final Thoughts

Integrating IdentityCheck with Coach Catalyst streamlines your client onboarding with quick, secure ID verification. Whether you’re verifying new clients or existing ones, this integration offers the smart way to verify identities within Coach Catalyst.