CoachAccountable Release Notes

See the pace of evolution and refinement over the years.

We've been logging and catagorizing every notable release since October, 2019.

See what's new, and what's changed over time.


These Releases:

Aug 21, 2025
Group Items:  Make it so that private client items shared with the Group can be removed by Group coaches
Aug 21, 2025
Appointments:  Clients are now able to schedule series of appointments
Aug 16, 2025
Form Worksheets:  Better handling of date picker dates when not of this century
Aug 16, 2025
Coach Actions:  Fix reply to reminder emails functionality
Jul 30, 2025
Engagements:  Fix Company Engagements not showing in "Closed Out" report when "All clients" is chosen with Basic accounts
Jul 30, 2025
Client Invoices:  Make invoices for Companies visible to coaches who are the primary liason and generally can invoice their clients
Jul 28, 2025
Client Pages:  Hide Overview >> Activity for Personnel lacking the Client Activity Reports permission
Jul 15, 2025
Embedded Videos:  Canva support added
Jul 14, 2025
Media Embeds:  New support for Gumlet
Jul 14, 2025
Appointment Notifications:  Fix it so that client-scheduled, auto-approved Appointments show the Zoom link in the [location] magic tag
Jul 10, 2025
Client Invoices:  When sent to 3rd parties via email, now inlcude a working magic link for the [clickHereToView/PayOnline] magic tag that allows an un-logged in 3rd party to view and pay
Jul 9, 2025
Metric Templates:  New ability to reassign ownership
Jul 8, 2025
Invoicing:  Accounts table now has sortable column for cards on file
Jul 8, 2025
Offerings:  When editing, search of options added to Engagement Template dropdown
Jul 7, 2025
Reports:  Worksheet Answers Report can now be run by date completed, in addition to date assigned
Jul 7, 2025
Invoicing Accounts:  Card on file icon no longer appears for cards that are now expired
Jul 7, 2025
Magic Tags: If a value HAPPENS to be a valid URL (e.g. [appointmentLocation] that is a Zoom URL), recognize the "::" syntax to make a link and cusomize the clickable text
Jul 2, 2025
Courses:  Added a glowing alert color to items that would be deleted when deleting a Day or Step
Jul 2, 2025
Actions:  Prevent completing of Coach Actions from erroneously affecting the Current count
Jun 30, 2025
Client Invoice Payments:  New ability to add a memo for "Other" payments
Jun 27, 2025
Happenings Reports:  New ability to include Client Messages
Jun 25, 2025
2FA:  New control in "Add Ons" for account owners to make 2FA mandatory for all coaches and/or clients
Jun 20, 2025
Engagements:  Fix issue wherein no Engagements were listing in Business Center for coaches who could only manage their own Engagements
May 30, 2025
Group Metrics:  With "Visible including aggregate performance" setting, clients now able to click the little arrow icon to see just their own graph just below the aggregate graph
May 21, 2025
Appointment:  When client reschedules, coach can now freely comment via reply to rescheduled notification email that will be relayed to client
May 15, 2025
System Message Templates:  Fix buggy search of template options
May 15, 2025
Client Overview:  Remove Coach Actions from "What's New" listing
May 1, 2025
Metrics:  Newly added support for tracking on a quarterly cadence
Apr 24, 2025
Client Invoicing:  When manually sending an invoice that's overdue, new option to use Overdue Notice template
Apr 23, 2025
Companies:  Added ability to use Custom Message Templates when messaging Personnel
Mar 27, 2025
Client Page:  Added country to address as displayed in Contact Info card, when different from that of the user
Mar 24, 2025
Client Exports:  When downloading files, fix issue where Library Files might not be included
Mar 21, 2025
Appointments:  Ensure updateSequence is incremented even if start date and duration didn't change
Mar 21, 2025
Offerings:  Load suitable on-screen and confirmation email content based on whether the Offering entails an Appointment or not
Mar 19, 2025
Appointments:  new setting to ALWAYS allow clients to reschedule their already-scheduled Appointments
Mar 14, 2025
Folders:  Prevent "Delete..." option when folder contains files within (even when only deeply nested)
Mar 5, 2025
Journal Entries:  Clients may now freely edit all past items that they themselves originally authored
Mar 5, 2025
Group Appointments:  Fix issue whereby deleting a client who is an active member would cancel future ones for the coach
Mar 5, 2025
Calendar Sync:  Remove coach attendee from event data that clients gets about Group Appointments (to prevent possibility of cancel notices from client getting back to coach)
Feb 27, 2025
Course Builder:  Properly sort by dispatch time an item that was nested by isn't after drag/drop onto a day
Feb 26, 2025
Engagements:  New warning when creating an Engagement that entails an immediate invoice
Feb 25, 2025
Group Appointment Reminders:  Fix it so that other coaches tied to Group Appointment get the when details in their respective timezone
Feb 20, 2025
Computed Form Values: New support for ternary conditionals in formulas (e.g. myValue > 1 ? 5 : 0)
Feb 18, 2025
Invoicing:  New download CSV button for Invoicing >> Accounts >> View Account
Feb 14, 2025
Offering Collections:  Hover text with full Offering details when adding Offerings to a Collection
Feb 12, 2025
Client Listing:  Preserve scroll position when deactivating or reactiving clients
Feb 11, 2025
Course Participant Listings:  Display end dates for Day-based Courses
Feb 6, 2025
Appointments:  New ability to filter out Appointments by name in Coaching Hours Log
Feb 6, 2025
Offerings:  new ability to send a preview email for the Confirmation Email
Jan 29, 2025
Offering Collections:  Properly reset the steps for a given Offering when navigating back to the collection menu
Jan 28, 2025
Client Messages:  Add inline styling in email as sent to coach when they opt to self-CC
Jan 23, 2025
Appointment Availability:  New checks to detect overlapping or nonsense splits
Jan 22, 2025
Session Notes:  New Session Notes date/time defaults now to that of nearest Appointment, if any within a few days
Jan 21, 2025
Journal Entries:  Clients now able to delete all old Journal Entries that they composed
Jan 20, 2025
Offerings:  New ability to add tracking code/data to the end of an Offering URL/embed code and get it back out for signups at that URL via new API function Offering.getSubmissions
Jan 15, 2025
Group Session Notes:  New ability to email completed items to group members after initial completion
Jan 13, 2025
Journal Entries:  Added ability for clients to modify and delete their own private items indefinitely
Jan 2, 2025
Group Files:  When deleting, ensure the corresponding file is unshared from ALL Group Client members
Dec 24, 2024
Key Insights:  Group Session Notes now support Key Insights
Dec 23, 2024
Branding:  New ability to set caption for Login Page
Dec 19, 2024
Outlook Calendar Sync:  Correctly indicate HTML in desciption field
Dec 6, 2024
WYSIWYG Editor:  Newly added support for drag-and-drop images
Nov 20, 2024
Appointments:  new option to include Engagement in Past reports
Nov 15, 2024
Offerings:  new [appointmentLocation] magic tag for confirmation email and on screen welcome
Nov 11, 2024
Offerings:  Ensure appointmentAddToCalendarButtons appears in On-Screen Welcome, even when not sending confirmation email
Nov 7, 2024
Group Worksheets:  Clients may now work further on the Worksheet from the Group Page when quick edits revisiting is allowed.
Nov 5, 2024
Calendar Sync:  Appointments as added to client calendars now include Cancel and Reschedule links in the event description
Oct 21, 2024
Payment Cards on File:  New ability to transfer a client's Payment Card to their respective company (for paying company invoices)
Oct 19, 2024
Sending to System Emails:  Replies must now be a match for the user email on file to be processed. Mismatches will be sent back a friendly notification.
Oct 18, 2024
Email Updating:  New user emails must be validated (proof of ownership) before going into effect
Oct 18, 2024
Course Pages:  Hide "Just me and the client" Worksheets from non-assigning coaches viewing a given participant's Course Page
Oct 16, 2024
Outlook Sync:  Newly added Calendars.ReadWrite.Shared to OAuth scopes (in addition to Calendars.ReadWrite)
Oct 7, 2024
Group Worksheets:  If a client hasn't yet done theirs, clicking on it from Group Page brings the editor right up
Oct 1, 2024
Group Whiteboards:  When emailing by coach, new autosuggest options of group member emails
Sep 26, 2024
Engagement Invoices:  Fix issue of drifting time for recurring invoices of hours equal to server-to-manage coach time zone difference
Sep 26, 2024
Appointments:  Fix broken scheduling from Client Page when Overview section was hidden
Sep 26, 2024
Worksheets, Journal Entries and Session Notes:  Ctrl+S keyboard shortcut added that saves the work in progress
Sep 26, 2024
Offerings:  Added search filter to signups report
Sep 26, 2024
Engagement Listing:  Added at-a-glance invoicing summary
Sep 25, 2024
Engagements:  Closed Out report now shows date closed, not just the explicitly set end date
Sep 25, 2024
Stream:  Remove all "View More" selective hiding when printing
Sep 23, 2024
Loom Embeds:  More reliable fetching of Loom video thumbnails
Sep 23, 2024
WYSIWYG Editor:  Can now click images to edit their properties (styles, alignment and size)
Sep 19, 2024
Client Scheduling:  Prevent issue of chosen time validation failing on account of browser translation
Sep 16, 2024
Course Builder:  Skip rendering implicit items on timeline for Courses with over 500 items
Sep 14, 2024
Gallery:  When choosing a gallery image to insert, click on the image in the right side preview pane to view full size
Sep 14, 2024
Gallery Images:  New max width of 1400px plus click to show full size for images larger than containing width
Sep 13, 2024
Company Agreements:  Fix erroneous error message when issuing to a company with a single Personnel
Sep 12, 2024
WYSIWYG Editor:  Remixed prompt for entering a URL when linking content
Sep 11, 2024
Invoice:  Actually filter Xero export by coach when selected for admins with full access
Sep 11, 2024
Key Insights:  Remove from Session editor when disabled EVEN WHEN for client that has one or more Key Insights on file
Sep 11, 2024
Appointment Invites:  New controls for sending all future Appointment invites via email
Sep 11, 2024
Offerings:  Fix problems when chosen Worksheet isn't actually Form-Based
Sep 5, 2024
Offerings:  Remove inactive Groups from consideration as part of Offerings
Sep 5, 2024
Media Embedding:  Added support for end timestamps for YouTube videos
Sep 1, 2024
Actions:  New ability to reschedule the due date by replying to an email or text reminder
Aug 31, 2024
Appointment Reminder Replies:  Always relay client responses to coach, even if not a valid cancel command
Aug 31, 2024
Worksheets:  Added "Er, neither!" option to Worksheet uncomplete pop up options.
Aug 24, 2024
Client Courses:  Ensure Past tab shows for clients when there are only past Group Courses
Aug 15, 2024
Fixed client page Engagement pop up main menu area +Engagement button on mobile
Aug 13, 2024
Appointments:  Now set dateCanceled for Appointments that are canceled retroactively.
Aug 6, 2024
Calendar Sync:  Fix issue wherein client removed from Group Appointment would not remove from client's sync'd calendar
Aug 1, 2024
Worksheets:  Auto-purging rules and new abilities for clients to resume work on completed ones
Aug 1, 2024
Stream:  Pinning Stream Items
Aug 1, 2024
Clients:  Default landing pages
Aug 1, 2024
Reflections
Aug 1, 2024
Metrics:  Metric Templates
Aug 1, 2024
Session Notes:  Key Insights
Aug 1, 2024
Version 5.1 Released
Jul 26, 2024
Group Appointments:  When a given coach is included as an "other coach" in a Group Appointment, that Group Appointment now appears in their home >> Appointments listing
Jul 22, 2024
WYSIWYG Editor:  Set a min height of 300px always
Jul 19, 2024
Invoice Numbers:  Ensure that next suggested invoice number is unique, rather than just one beyond the most recent one
Jul 15, 2024
Metric Editor:  Fix display of frequency rule when a single day of the week is chosen for a weekly cadence that DOESN'T match the starting date day of the week
Jul 6, 2024
WYSIWYG:  Preseve spacing for content pasted from sources in which paragraphs have implied bottom margins
Jul 2, 2024
Metric Adder Wizard:  Added "Fine Tuning" step
Jun 27, 2024
Course Page Preview:  New ability to step through time when previewing Day-based Courses
Jun 24, 2024
WYSIWYG:  Text alignment buttons consolidated into one with sub-menu
Jun 13, 2024
Session Emailing:  When emailing draft Session Notes to other coach who could manage it, new magic link in email takes them right to it
Jun 13, 2024
Session/Worksheet/Journal Emailing:  "To email" field now offers dropdown menus for other coaches, when relevant
Jun 11, 2024
Course Builder:  New control for setting the Group Item visibility setting for all items in the Course
Jun 11, 2024
Course Builder:  New ability to set a default visibility for Group Items as part of Group Courses
Jun 5, 2024
Whitboards:  Now able to share individual client Whiteboards with a Group
Jun 3, 2024
Client Invoices:  When viewing an invoice, history of past send offs is now visible
May 17, 2024
Course Pages:  New Option to have Page Content show in page side navigation
May 15, 2024
Resource Packages:  Reload to show what's new when installing from the Business Center
May 8, 2024
Client Invoicing Accounts:  Fix erroneous ability to issue invoice to inactive clients
May 2, 2024
Appoinments:  New UI control for setting verified state (when applicable to Engagement) from Past listings
Apr 24, 2024
Appointments:  When canceling a past Appointment, no longer automatically remove it from counting towards any Engagement it had counted towards.
Apr 18, 2024
Offering Courses:  Ensure that Courses set up by Offerings are set as delivered by an existing client's Primary Coach, and not the coach that new clients are assigned to
Apr 16, 2024
Form Validation:  Fix issue wherein system was failing to scroll to the input wherein a validation error message was showing.
Apr 15, 2024
Client Export Files:  Make comment bubbles on items match branding colors
Apr 15, 2024
Google Calendar Import:  correctly handle explicit sets of multiple EXDates
Apr 15, 2024
Course Dispatch: Fix issue wherein Day 1 items set to dispatch at 12:00am were being skipped over
Apr 3, 2024
Group Files:  Make it so that the ClientFile.manageAll admin super power extends to Group Files
Apr 3, 2024
Embedded Media:  YouTube embeds now support initial jump to time stamps
Apr 2, 2024
Group Courses:  New option to automatically add newly added Group Clients to in-progress participtions
Mar 29, 2024
Group Worksheets:  Enabled coaches with Worksheet.manageAll permission to modify those assigned by other coaches
Mar 27, 2024
Form-Based Image Uploads:  Properly render the absence of any uploaded image when option.
Mar 26, 2024
Zoom Meetings:  Fix bug wherein checking the box to create a Zoom meeting for a newly scheduled Appointment might still not do so.
Mar 20, 2024
Offerings:  New magic tags available for On-Screen Welcome, including appointment add-to-calendar buttons
Mar 15, 2024
Group Files:  Fix issue where things would hang when Client newly added an externally hosted file prior to sharing with the Group
Mar 9, 2024
New Client Agreements:  When adding a new client and issuing an Agreement, new control to indicate who the Agreement should be issued by (when relevant)
Mar 1, 2024
Course Pages:  Prevent horizontal scrolling of content on mobile displays
Feb 26, 2024
Group Metrics:  Metric wizard now in place when creating a new Group Metric
Feb 9, 2024
Group Appointments:  New ability to include other group coaches as invited (for calendar sync and reminders)
Feb 8, 2024
Company Invoicing:  New option for Companies, "Allow invoicing of individual company clients"
Feb 8, 2024
Library Files:  When sharing a given File from the Library, clicking the "Who is this already shared with?" link now reveals when that file was last accessed by a given shared-with Client
Feb 2, 2024
Outlook Sync:  When posting CA Appointment to Outlook calendar as event, now set isReminderOn to false to prevent Outlook-native reminder
Feb 2, 2024
Agreement Deleting:  Fix issue wherein Basic Account coaches could not delete completed Agreements from the Business Center
Feb 1, 2024
Group Messages:  When rendered in-app in the Group Stream, login links now shown rather than outright stripped out
Jan 31, 2024
Group Item Comments:  When sent via email, include a note of when a given comment is a reply to someone else's comment
Jan 29, 2024
Client Page Profile:  New Engagement icon near avatar allows access to Engagement setup from Client Page
Jan 29, 2024
Group Files:  Make file descripiton part of the searchable text from the Group Page Files area
Jan 18, 2024
Client Invoices:  Clients & Company Personnel who haven't registered their account yet can now view and pay a given invoice that they've been emailed (without needing to create an account)
Jan 14, 2024
Library Files:  Ensure all Course Items that are for a given Library File are deleted when the original Library File is deleted
Jan 8, 2024
Appointment Location:  Max length changed from 200 to 500 characters (to support longer online meeting URLs)
Jan 8, 2024
Course Builder:  Prevent save of one item from breaking WYSIWYG editors of any other items currently open in same Day/Step
Jan 6, 2024
Image Gallery:  Slide selected image into view when overall chooser is narrow (rather than always taking a column)
Jan 4, 2024
Release Notes:  API changes now split out into their own category of releases
Jan 4, 2024
Account Migrating:  Present a detailed account of what will happen when migrating from a Team to Basic account
Jan 4, 2024
Course Participant Details:  Added edit buttons for coaches, progress meter for all
Jan 4, 2024
Course Pages:  Page Content can now be configured to be marked complete by client participants
Dec 20, 2023
Coach Permissions:  New permission, "Issue invoices to secondary clients"
Dec 20, 2023
Offerings Display: Prevent wrapping of "*" in "Street Address:" on "Your Info" step
Dec 18, 2023
Video Embedding:  Added support for ScreenPal
Dec 18, 2023
Client Merging:  Prevent multiple memberships in same group for merged client
Dec 18, 2023
Freebie Client:  Top right user menu automatically adds the "Switch accounts..." sub-menu upon adding a freebie client
Dec 15, 2023
User Logins:  Automatically logout other logged-in devices upon changing password or email address
Dec 14, 2023
Client Page Appointments Sidebar:  Remix of "Next" display to be less ambiguous
Dec 14, 2023
Client Export Files:  When printing, allow multiple items to go on each page when they will fit without breaking
Dec 13, 2023
Emailed Worksheet Answer Comments:  Slightly prettier layout and spacing
Dec 13, 2023
Reactivating Inactive Companies:  Fixed bug by which clients deactivated and then reactivated by way of Company were not themselves fully reactivated
Dec 6, 2023
Course Availabilities:  Allow a Course to be made available to a given client subsequent times (provided previous availability has already been used)
Dec 1, 2023
Appointment Accept/Decline:  Ensure Zoom link is included in email invite to client upon coach accepting
Dec 1, 2023
Metric Viewing:  When set to show only a limited past, new toggle to view all
Nov 29, 2023
Subscription Billing Info:  Now stored on a per-subscription basis, rather than per-user, meaning a user who owns multiple subscriptions can now set different cards for each
Nov 28, 2023
Agreements:  Prevent mere drafts from being presented to clients and remove from the Client Manager Agreement listing
Nov 27, 2023
Metric Display Settings:  New ability to limit how far back in time the graph should show
Nov 27, 2023
Media Embed Pop Up:  added search ability to embeddable Library File dropdown menu
Nov 27, 2023
Offering Purchases/Signups:  New ability to delete record of a given past sign up
Nov 27, 2023
Course Builder:  Prevent overlap display between long actions and projects
Nov 27, 2023
Offering Restrictions:  New ability to restrict number of sign ups per client
Nov 21, 2023
Client Pages:  Prevent coach's contact information from displaying to according to Coach Profile settings
Nov 20, 2023
Appointment Rescheduling:  Added prevention of rescheduling Group Appointments by way rescheduling magic links
Nov 20, 2023
Embedded Offerings:  Fix display of message when Restriction + show message applies
Nov 13, 2023
Client Page Menu:  Fixed missing Group menu items in V5 when left side was minified from lecacy V4 functionality
Nov 6, 2023
Group File Sharing:  Fix issue by which group members erroneously got 2 notification emails when exactly 1 file was shared
Oct 30, 2023
Offering Widgets:  Make On-Screen Welcome message scrollable when tall enough to warrant it
Oct 26, 2023
Media Embeds:  Embeds from MS OneDrive now supported
Oct 25, 2023
Engagement Notifications:  Skip sending to inactive coaches
Oct 24, 2023
Group File Sharing:  Clients now have UI option to notify other group members when sharing
Oct 24, 2023
Projected Revenue Report:  Fix failure to load Engagement-based projected revenue when generating for a specific Company
Oct 9, 2023
Business Center:  Added lazy loading of certain sections for faster overall page loads
Oct 2, 2023
Client Page Appointments:  Added reload icon to sidebar listing
Sep 29, 2023
Group PM Replies:  Fixed bug wherein replies were not relayed to the other party
Sep 26, 2023
Group Client Membership Listing:  Display fully inactive clients that were members when there are no active clients are among members
Sep 26, 2023
User Deactivating:  Make it so that past Group Appointments remain in the newly deactivated clients record
Sep 26, 2023
Appointment Rescheduler Page:  Fix incorrect parsing of dates when client is set to DD/MM/YYYY date format
Sep 24, 2023
Course Availabilities:  New way to make Courses available to clients such that they can commence them whenever they choose
Sep 13, 2023
Embeddable Media:  Added support for videos hosted at Komodo Decks
Sep 12, 2023
Client Page Arrangement:  Restore ability to set for newly added coaches in Version 5 Team Style
Sep 12, 2023
Invoice Date Due Editing:  Fix erroneous "min date" when in D/M/Y date formats
Sep 7, 2023
Appointment Notification Emails:  Make cancelLink and rescheduleLink magic tags work when client schedules
Sep 5, 2023
Client Invoice Search:  fixed the broken edit icon in the listing items
Sep 4, 2023
Emailed Comments:  New, more minimalist design
Sep 4, 2023
Engagement Invoicing Deferal:  New ability to specify which level (request, accepted, or verified) counts as usage for the rule
Aug 25, 2023
Appointments:  new [cancelLink] and [rescheduleLink], enabling assistants to do on client's behalf
Aug 18, 2023
Course Builder Preview:  Properly factor in items that can be skipped for showing "Continue to next section" button
Aug 18, 2023
Client Roster Export:  Company now included when relevant
Aug 1, 2023
Version 5. :  )
Jun 28, 2023
Coach Touchpoints Report:  New option to include only clients in an active Engagement
Jun 28, 2023
Group File Sharing:  New ability to choose folder location of newly shared files
Jun 14, 2023
Invoicing Report:  New Projected Reveue Report
Jun 12, 2023
Group Item Commenting:  fixed issue in which inactive group clients could comment via email
Jun 12, 2023
Offering Submissions Report:  Properly display which currency a given sign up entailed when not just the main one
May 26, 2023
Engagements:  new ability to add an Engagement to a client who is already currently in one (plus suitable warnings against accidental overlap!)
May 26, 2023
Course Page Preview:  make it so that non-owners of the Course can also play things through with following items
May 26, 2023
Embedded videos:  Fix issue wherein allowfullscreen attribute was stripped away over multiple saves
May 2, 2023
API:  ClientData.getActivityStats can now be filtered by Group and Company
May 2, 2023
Appointment Stats Report:  New "Include inactive" checkbox
May 2, 2023
API:  Added EngagementID to Appointment.getAll
Apr 28, 2023
Appointment Reports:  New "Scheduling By Clients" report tells exactly which clients are allowed to schedule and why
Apr 28, 2023
Client Groups in side menu as seen by clients are now collapsed into a sub-menu when there are 3 or more
Apr 17, 2023
Worksheet Templates:  Now non-owning coaches can also Preview the Form-based functionality
Apr 14, 2023
Embeddable Media:  Metric from CA itself can now be embedded into Whiteboards, Worksheets, etc. (via embed codes found in the respective Metric editor)
Apr 11, 2023
Nicer display of Appointment Type durations when expressing in minutes is awkward
Apr 3, 2023
Client Paring:  On updating a client's Primary Coach, new options to transfer assigning status of outstanding Actions and Worksheets to that of the new Primary Coach
Mar 31, 2023
Alt-Shift-P Printing:  Expand to work for report pages
Mar 30, 2023
Client Appointment Resheduling:  Make it so that clients who are out of allocation for their Engagement can still reschedule their existing Appointments
Mar 24, 2023
Offering Restrictions:  Stop sign ups for Offerings that were originally legit to load but since became restricted.
Mar 24, 2023
Offerings:  New ability to skip payments when signing up (when logged in as coach) for testing purposes
Mar 23, 2023
Appointment Canceling:  New bit of UI to allow coach to choose whether or not the Appointment should still count towards any Engagement's allocation, when relevant
Mar 20, 2023
Optional Course Items:  Correctly advance accounting for optional items when previewing Course Pages
Mar 17, 2023
API:  For Engagement.getAll, added optional endDateFrom and endDateTo parameters
Mar 17, 2023
Invoice Editing:  New ability to retroactively tie a manually issued invoice to an Engagement when fitting by date
Mar 16, 2023
Message Composing:  Fixed a bug in which pasting a lot of content when toggled into WYSIWYG mode's viewer HTML hid the WYSIWYG tool bar buttons
Mar 10, 2023
Issuing Agreements:  New ability to specify an alternate title to that given by the Agreement Template
Mar 7, 2023
Invoicing Reports:  New controls for including/removing certain columns from Payments and Line Items reports
Feb 26, 2023
Course Power Tools
Feb 24, 2023
Date Picker:  Darker gray on disabled days for greater contrast
Feb 24, 2023
Client Import:  New ability to specify one or more Agreements to be automically issued to a given imported client
Feb 24, 2023
Inactive Clients:  Trash icon now visible for Files making them deletable
Feb 22, 2023
Engagement End Dates:  Prevent clients from scheduling appointments that are beyond the end date of an Engagement, when not indefinite
Feb 21, 2023
Groups:  Fix erroneous verbiage around deleting a group
Feb 17, 2023
Embeddable Media:  Added support for Vidyard
Feb 17, 2023
Calendar Sync:  New ability to view state of pulled events for synced calendars, and easily reset the read of events for a given calendar
Feb 15, 2023
Library Files:  New note displays in editor pop up indicating how the file is part of any Course Items, when relevant
Feb 10, 2023
Course Participant Details:  When paused, added note about when it was paused, and when it will resume (if date set)
Feb 9, 2023
Engagement Report:  Added view button to bring up details of an Engagement
Feb 8, 2023
Happenings Report:  New search bar to filter the listing
Feb 8, 2023
Offering Collections:  New ability to clone
Feb 7, 2023
Client Appointment Rescheduling:  Disallow for appointments of a Type that clients can't schedule for themselves in the first place
Feb 7, 2023
Client Overview:  Prevent client from seeing Metrics marked private
Feb 7, 2023
Group Appointment Worksheets:  Once assigned per schedule, update the "date of" for the item as appears in the Group Stream to that assigned date
Feb 6, 2023
Engagement Reports:  New controls to filter by and display the primary coach (in addition to the managing coach)
Feb 5, 2023
Client Listings:  Added pagination for listings over 200 clients
Feb 3, 2023
Appointment Updating:  New ability to modify an entire series at once
Feb 1, 2023
Client Roster Export:  Added the date clients were first added
Jan 31, 2023
Embedded Videos:  Added support for videos hosted at publit.io
Jan 30, 2023
Engagements API:  New parameter in Engagement.addForClient, allocation to override template value
Jan 30, 2023
Action Follow Through Report:  New ability to download & print listing of Actions for a specific client
Jan 30, 2023
Personnel Inviting:  Fix how opted for CC was not sent to sending coach
Jan 30, 2023
Step Based Coures:  New "Can be skipped over" for completable items, making them are optional for advancing to the next Step
Jan 24, 2023
Printing Stream Item:  Fix missing printing contents when summoned from Overview >> What's New
Jan 19, 2023
Groups:  Fix issue with adding Action Project plus Action Projects and Whiteboard showing for coach when disabled
Jan 18, 2023
Newly added to the top right user menu:  Help >> Get Connected
Jan 16, 2023
Worksheet Deleting:  Remove misleading trash icon from cards as seen by clients for non-deletable Worksheets
Jan 16, 2023
API:  Added Appointment.cancel and Appointment.delete
Jan 13, 2023
Whiteboards:  New ability to clone any Whiteboard, button shows on card hover
Jan 13, 2023
Worksheet Answer Comments:  New reminder to email comments to client if not already done (can be disabled in Settings >> System >> Notifications)
Jan 13, 2023
Client Page Arrangement:  New option to hide Session Notes secton from clients when it's empty for them
Jan 4, 2023
Past Metrics:  Fix issue of missing graphs when view by coach with no direct pairing with client yet view all admin super power
Jan 4, 2023
Coach Management:  New ability for team admins to enable Coach Actions for other coaches
Jan 3, 2023
Schedule Links:  Now automatically reroute a recipient who clicks it to the proper client context (when multiple linked accounts could have it be otherwise)
Dec 29, 2022
Session Notes:  When starting a new one, properly pre-populate the default visibility based on the Session Template setting.
Dec 29, 2022
Client Message Sending:  Use the Coach Profile Email "From Name" in CC, not just in email that client gets
Dec 28, 2022
Bulk Client Import:  New column for indicating an Engagement (by template name) that should be started immediately for a new client
Dec 21, 2022
Computed Values:  Properly handle larger numbers with comma separators
Dec 19, 2022
Client Agreements:  When adding new Client, ensure that default Agreement template (if any) is pre-selected
Dec 19, 2022
Metric Listings:  Add download as CSV button for read-only access
Dec 19, 2022
API:  Added OfferingCollection.getAll
Dec 17, 2022
Emailed Worksheets:  Make placeholder text render as grey rather that blue, like in-app
Dec 16, 2022
Wistia Embeds:  Updated handling for automatic extraction of suitable video thumbnail image
Dec 16, 2022
Client Invoice Creation:  Tweak suggested line items to only include ones issued in the last 90 days
Dec 14, 2022
Appointments:  New ability to (re)send email invites to clients for individual appointments
Dec 13, 2022
Coach Home Side Menu:  Add + buttons to Course and Whiteboard menu items
Dec 9, 2022
Worksheet Reminders:  Remix of reminder setting interface to tucked away style for clients working on a Worksheet
Dec 8, 2022
Emailed Comments:  Translate date/time of posting into recipient's time zone, rather than showing server time.
Dec 8, 2022
Current Engagement Report:  Added option to include Next Invoice as one of the output columns
Dec 8, 2022
Company Adding:  New ability to import Companies via spreadsheet
Dec 7, 2022
Outstanding Invoices Listing:  Added due date column
Dec 7, 2022
Sharing Files from Library:  New option to choose destination folder for clients that are shared with
Dec 1, 2022
Deferred Engagement Invoices:  Fix bug of niche condition of repeated notification of deferral
Nov 30, 2022
Square:  Fix issue wherein clients could not add a new card stored on file
Nov 29, 2022
Metric Reminder Emails:  [loginLink] magic tag now jumps client to the specific Metric in app
Nov 28, 2022
Stripe Payments:  fix issue of stalled out transaction when 3D Secure step required.
Nov 22, 2022
API:  Added Offering.getAll, and Coach.getAll now returns avatarURL
Nov 16, 2022
Current Engagement Report:  Change filter select to full on scope chooser (by group, company, etc.)
Nov 16, 2022
Client Invite Emails:  New "CC Me" option
Nov 16, 2022
Appointment Worksheets:  Update Stream Item "date of" for Worksheets that are changed based on appointment rescheduling
Nov 16, 2022
iCal Sync:  Fix issue of deleted CA appointments not removing from inbound synced calendar events
Nov 15, 2022
New Report:  Past Engagements
Nov 15, 2022
Password Helper:  Add new message of how long the entered password might take to guess
Nov 15, 2022
Past Appointment Reports:  Add filter by coach, remix to tuck away inclusion controls.
Nov 15, 2022
Worksheet Deleting:  delete icon now found in hover for Assigned and Scheduled Worksheet cards
Nov 15, 2022
Updating Client's Primary Coach:  Give option in UI to automatically update managing coach for any in-progress Engagements
Nov 9, 2022
Worksheet/Session/Agreement Templates:  Show folder location in hover text in cards listing
Nov 8, 2022
Engagement Invoicing Plan:  fix truncation of invoice line items at 50 chars to allow full 200
Nov 7, 2022
"About CA..." released, including Release Notes
Nov 5, 2022
Inbound Email Parsing:  Avoid artificially introduced line breaks from plaintext content by reducing HTML content
Nov 4, 2022
Client Roster Export:  Properly scope for Company clients when generating from Company Page
Nov 3, 2022
Offerings on Mobile:  Fix for scrunched display of Offerings in listing
Nov 3, 2022
Client File Share Notifications to Coach:  More elegant handling to view the shared file online
Nov 2, 2022
Appointment Scheduling:  When scheduling on behalf of another coach as admin, new option to send notification email to that coach
Nov 2, 2022
Engagement Viewing:  Make display of next invoice more readily visible in Invoices section
Nov 2, 2022
Templates and Note Content:  Increase max size from 200KB to 400KB
Oct 31, 2022
Metrics:  New ability to clone a past Mertic to do another round of tracking the same thing
Oct 31, 2022
Happenings Reports on Metrics:  Added Completion and "Tracking period ended" as included happenings
Oct 31, 2022
Group Appointments:  Modify attached Group Worksheet dates (for group item, individual ones already fine) when appointment date changes
Oct 29, 2022
Current Action Project:  Collapse Completed sections when > 2 action, plus click to reveal.
Oct 29, 2022
Square Payments:  Remix to new Web Payments SDK
Oct 28, 2022
Appointment Reminder Setting for Clients:  Fix bug when it would fail to display on account of client's primary coach having Appointments turned off entirely
Oct 27, 2022
Appointment Editor:  fix erroneous showing of "Notify client..." checkbox being pre-checked (only actually applies when date or time of Appointment changes)
Oct 26, 2022
Course Actions for Coach:  Remove erroneous display of those from Course Page side nav sub menus
Oct 24, 2022
Group Worksheets:  Fix to actually update the "late notification" date of individual Worksheets when Group Worksheet's due date is changed
Oct 24, 2022
Engagements:  fix issue that caused scheduled invoices to not send when Engagement was started by Offering
Oct 21, 2022
Engagements:  Fix issue with deferral rules conflicting for new Engagement with immediate first invoice
Oct 21, 2022
Offering Collections:  new search filter for picking Offerings when more than 6 options
Oct 19, 2022
Per-Client Appointment Type Restrictions:  new ability to specifically grant clients access to Appointment Types that are generally not available to clients
Oct 19, 2022
Upcoming Appointments listing:  new search filter
Oct 19, 2022
WYSIWYG content pasting:  preserve font-size and text-align attributes.
Oct 18, 2022
Client Invoicing:  New ability to configure automatic sendouts of overdue invoices
Oct 18, 2022
Client Invoicing Config:  now broken out into separate sections with left menu nav
Oct 17, 2022
API Access:  Switch from tabs to side menu items
Oct 17, 2022
New Report:  Appointments >> Calendar Connections, quickly view how each client is set to have appointments show up in their calendar
Oct 16, 2022
Wistia Embeds:  more direct automatic fetch of file thumbnail
Oct 14, 2022
Engagements:  New deferring rules available for automatic invoicing
Oct 14, 2022
Stream Item Comments:  Enable line wrapping of long URLs
Oct 13, 2022
API:  New Engagement functions (getTemplates, addForClient, complete, cancel, reopen, delete)
Oct 12, 2022
Messaging Coaches/Team Members:  Added support for loading Message Templates (just like when messaging clients)
Oct 11, 2022
Appointment Request Responding in-app:  remove option to notify by text (because problematic when client relies on email invites!)
Oct 11, 2022
Appointment Request Response Notifications:  now always send to client via email, so that calendar invite can be included.
Oct 11, 2022
Course Item Dispatch:  Ensure sort order of dispatched items matches that shown in Course Builder, even with ties on sortOrder
Oct 11, 2022
Client Page Arrangement:  New button and ability, "Set for all coaches"
Oct 7, 2022
Client File Visibility:  Allow non-owning coach to actually update visibility when permissions allow.
Oct 6, 2022
WYWISYG HTML filtering:  refine MSO garbage filtering regex to accommodate observed new "---->" with FOUR dashes.
Oct 6, 2022
Course Page:  turn back button into link to client page when coach is viewing
Oct 5, 2022
New Feature:  Company Agreements
Oct 4, 2022
Course participation adding:  ensure that UI start date for a course that must start on a specific day of the week is NOT some day in the past.
Oct 1, 2022
Group Files:  make Group Files added by other coach members rightly deletable by group owner from Files section listing
Sep 29, 2022
Loom embeds:  support for query string params to customize display of video controls
Sep 28, 2022
Offering Descriptions:  Bump up max length from 5000 to 10000 characters
Sep 28, 2022
Stream view controls:  fix transparent background for when they slide in on mobile
Sep 27, 2022
Embedded Files:  Now automatically fetch thumbnails for Loom embeds
Sep 27, 2022
New Admin Permission:  Appointment.viewOthers. Allow coaches to see appointments of their clients that are with other coaches
Sep 26, 2022
Client Invoices:  Display country as part of [clientAddress] when different from that of the issuing organization.
Sep 22, 2022
Appointment Config:  New option to revert approved requests to pending when client reschedules
Sep 21, 2022
Client Listings:  New option to sort by last name
Sep 20, 2022
Company Pages:  Added support for iterating among previous/next companies + persistence of visible section
Sep 19, 2022
Group Appointment Editing:  When adding new client, DON'T send notification unless opted for by user OR client relies on email invites for calendar sync
Sep 18, 2022
Engagements:  fix broken summon viewer for Personnel
Sep 16, 2022
System Message Templates:  allow use of coach name magic tags in Worksheet templates (handy when buiding courses for others)
Sep 16, 2022
Client Pairing:  New prompt to message other coach who has been newly paired with one or more clients.
Sep 14, 2022
WYSIWYG:  swap ordering of indent & outdent buttons in toolbar
Sep 11, 2022
Stream Item comment editing:  Ensure edit pop up appears when summoning from a standalone "View comments" pop up.
Sep 8, 2022
Adding Personnel:  New option to make account out of existing Company Client
Sep 8, 2022
Appointment Scheduling:  remove restriction on choosing past dates, automatically uncheck certain options for past appointments
Sep 8, 2022
Past Appointments:  new ability to more freely modify, cancel, and delete past Appointments (individual and group)
Sep 7, 2022
Whiteboard search:  make functional when folderization is in list view (and not just card)
Sep 7, 2022
File Listings:  search now includes matching in file description
Sep 6, 2022
Course Action Notification Messages:  make Course Builder verbiage more clear around who will be getting the notification when for Coach.
Sep 6, 2022
Fix wrong styling (extraneous whitespace) for formatted Course Item notification messages
Sep 2, 2022
Course Builder:  new ability to swap adjacent Days/Steps
Aug 31, 2022
2FA:  Sidestep entirely when cell number on file is detected as non-send-to-able
Aug 29, 2022
Zoom Integration:  notify coach when system detects connection is severed
Aug 29, 2022
API / Course.addClientParticipant:  relax requirement that supplied coach must already be paired as coaching the indicated client
Aug 28, 2022
Group Membership side listing:  no longer list inactive members
Aug 18, 2022
Offering Signups:  Idempodency check to prevent duplicate sign ups within 5 minutes
Aug 17, 2022
Offering Worksheets:  now support magic tags like [dateOf] and [clientFirstName]
Aug 16, 2022
Login Widget:  avoid loading errors by indicating corrent Content-Type header (text/javascript)
Aug 16, 2022
Group Appointments:  New ability to cancel past ones (performs outright delete)
Aug 10, 2022
Group Whiteboards:  new + button from Group Page left menu
Aug 8, 2022
Ensure cache for client active/inactive status is fresh for later lookups when toggling it.
Aug 8, 2022
View Only Mode of Course Timeline:  no longer erroneously hide page elements when Course isPaged
Aug 8, 2022
Media Embedding:  added support for Adilo video embeds
Aug 8, 2022
Company Invoice Sending:  prevent inactive invoicing contact personnel from being emailed invoices
Aug 4, 2022
Group Session Notes:  Now have their own section on Group Pages
Aug 3, 2022
Help Articles:  public-facing display of full knowledge base, ability to pop out in-app article view to own window
Aug 3, 2022
Date range picking for reports:  new star button to choose common date ranges
Aug 2, 2022
New Client Registration:  properly mark Agreement complete when new client links user to existing account
Aug 2, 2022
Metric reporting via text:  Now accepts "yes" and "no" for reporting binary metrics
Aug 1, 2022
Search inputs:  make the X button line up vertically in Safari.
Aug 1, 2022
Paused Course Scheduled resuming:  advance day of by 1 upon resuming so there isn't a day's lag
Jul 27, 2022
Calendar Sync:  to avoid redundancy, auto turn-off calendar invites via email when client designates calendar to post to
Jul 26, 2022
Calendar Connect Report:  add differentiation for both enabled (direct + email invites)
Jul 25, 2022
Published listing of Office Hours
Jul 22, 2022
Action Follow Through Reports:  Added filter for Action Project name
Jul 22, 2022
Scheduling Appointments for other coaches:  added timezone hint for other coach when different timezone to scheduling user
Jul 22, 2022
Groups:  New ability to deactivate; settings moved from Group Pages to gear icon in listings; new search for Client Members listing; new listing sort options
Jul 19, 2022
Branding Logos:  Clean up Top Logo / White Logo / Dark Logo confusion amid bright top bar being on or off
Jul 19, 2022
Inbound emails:  catch and convert niche 3-char encoding of apostrophes
Jul 18, 2022
Group File Sharing:  Ensure files shared with Group in root directory are ALSO placed in root directory for Client Members
Jul 18, 2022
Calendar Sync:  New display of posted appointments, controls for deep resync and deep clear of posted Appointments
Jul 15, 2022
Offering Listing:  preserve sort order on load
Jul 13, 2022
Companies:  Designate domains for automatic association with Company of new client signups based on email
Jul 13, 2022
Reports:  Enabled suitably scoped Appointment Reports for all coaches, no longer require Appointment admin permissions
Jul 12, 2022
Notification Settings:  Added send method preference for client Worksheet Notifications
Jul 12, 2022
Offering Courses:  Ensure Day 1 earlier-in-day items are dispatched
Jul 12, 2022
Form Input Builder:  UX for alerting and filtering out tags from select, checkbox, and radio options
Jul 7, 2022
Calendar Sync:  When CA detects a severed connection, notify owner of the sync (so they can reconnect)
Jul 6, 2022
Course Whiteboard:  fix broken "View Whiteboard" for in-app notification of new Course-dispatched Whiteboard
Jul 6, 2022
Follow Through Reports:  new option to include (or exclude!) self-assigned items
Jul 6, 2022
Follow Through Reports:  self-assigned items no longer erronously missing
Jul 5, 2022
Happenings Reports:  Client avatars now clickable to go visit that client's Client Page in-app
Jul 5, 2022
Group Messages:  Enact email client-nomalizing styling for outbound emails sends
Jul 4, 2022
Client Message Templates:  Fix bug wherein extra whitespace can be introduced at load in
Jul 4, 2022
Migrating to Team:  Fixed bug where indicated item types were NOT all shared with team. Also added "Agreements" as item type for quick sharing
Jul 4, 2022
User Manager Basics tab:  fixed avatar overlap when content requires vertical scrolling
Jul 4, 2022
Resource Packages:  Fix bug where non-account owners couldn't uninstall
Jul 1, 2022
Group Course Files:  Fix folder of dispatched items to actually copy in from the file's Library folder location, rather than "*COPY*"
Jul 1, 2022
New:  the Metric Adder Wizard
Jun 29, 2022
Group Action Project Action editing:  fix bug where Action Project was getting cleared upon update from the Client Page
Jun 28, 2022
Coach Actions on Client Page:  Fixed issue wherein coach action Projects weren't appearing when no standalone actions existed
Jun 28, 2022
Client Activity Report:  Added display of client names
Jun 24, 2022
Account cancellation:  Deactivate companies upon cancellation to prevent scheduled invoices
Jun 22, 2022
Binary Metrics:  more tailored display of "Yes/No" nature of data
Jun 22, 2022
WYSIWYG:  New keyboard shortcut (Ctrl + Backslash) to remove formatting from selected text
Jun 21, 2022
SMS sending:  smarter break up into 160 character chunks to include newlines
Jun 21, 2022
Worksheet Template updates:  weave in magic tags to already scheduled Worksheets for clients based on Appointment Type
Jun 10, 2022
Admin appointment cancellation:  fixed issue of non-sending of notifications
Jun 9, 2022
Comments In Streams:  Added "View more..." functionality for long threads on items over 72 hours old
May 30, 2022
Group Files:  When adding new Library File (to share with group), now place new Library File in same folder as new Group share will be located
May 29, 2022
Group Message CC Me:  insert magic tags for CC's party, too.
May 27, 2022
Copying Whiteboard to Journal Entry:  Visibility setting now copies in as well.
May 27, 2022
Stream:  Show all (remove "View more...") for items posted in last 24 hours
May 25, 2022
Stream comment deleting:  added confirm dialog instead of single click to delete.
May 24, 2022
Groups with directories:  Clicking on a member avatar in Stream will pop up member's directory profile, when present.
May 23, 2022
Course Actions:  added support for Coach Actions
May 23, 2022
Coach Profile:  remix of My Profile UI, now allowing rich content in Biography.
May 20, 2022
Follow Through Reports: added new date filter option: date completed
May 19, 2022
Stream Item Comments:  new ability for authors to edit for 30 minutes
May 18, 2022
Coach Actions:  Added support for Projects
May 16, 2022
Admin permissions:  ensure Team Dashboard appears based on Company access
May 12, 2022
Appointment Client History Report:  added ability to filter clients by Group or Company
May 12, 2022
Embedding media:  tweaks to verbiage, relax requirement to preview
May 11, 2022
Group Stream Item Comments:  a more prominent reply button
May 10, 2022
Emailed Group Session Notes:  switch the position of the comment to be before the notes rather than after
May 6, 2022
Group Files:  fully disallow renaming of folders by client members
May 3, 2022
Follow Through Reports:  Added Groups to client scope filter
Apr 29, 2022
Course Participants:  Fixed bug in canceling a participation that was merely scheduled
Apr 29, 2022
Group Whiteboards:  Auto-update the Stream to reflect added and updated items
Apr 26, 2022
Cumulative Metric:  more precise calculation of number of week days that apply for a given date range
Apr 26, 2022
Appointment Publishing:  New ability to customize template for details published to both coach and client calendars
Apr 25, 2022
Stream Comments:  Textarea now dynamically grows as longer comments are composed.
Apr 23, 2022
Course Whiteboards:  New ability to set a folder location that the Whiteboard will be dispatched into
Apr 23, 2022
Spotify Embedded Media:  automatically extract thumbnail
Apr 23, 2022
Appointment Modifying:  Admins who have access to manage all team appointments may now do so from Client Pages
Apr 23, 2022
Embeddable Media:  Added support for Spotify playlists
Apr 22, 2022
Embedded media:  added support for Castos audio files
Apr 22, 2022
Course Pages Preview:  ensure "nextSectionJump" button appears when a completable item applies but in a Day Based course
Apr 22, 2022
Left menu on mobile:  fix bug wherein Group menu items would disappear with toggling top left menu icon
Apr 21, 2022
Client Note Emailing:  Default subject line now treats client first name as a magic tag
Apr 21, 2022
Library Files:  When moving a Library File into a new folder location, that new location will be reflected for instances of that Library File already shared with clients and groups (so long as their previous folder location matched the original in-Library folder location)
Apr 19, 2022
Deleting Course Participants:  explicit confirmation warning when opting to delete all items from it thus far
Apr 19, 2022
Lightbulb icons:  fixed a few broken help article links
Apr 12, 2022
Profile Extra on Client Page:  now hide more than 6 lines in a "View more" link
Apr 12, 2022
Admin permissions:  newly added "Manage Session Notes written by other coaches, even in draft"
Apr 11, 2022
Freebie jump:  properly log it when coach & freebie client are already linked by user
Apr 9, 2022
Group Messages:  now avoid adding extraneous HTML whitespace (problematic for inbound HTML email message posting)
Apr 9, 2022
Happenings Reports:  when sent to coach, now include items with "Visible only to team coaches" visibility
Apr 8, 2022
Stream Message Rendering:  remove extraneous HTMLWhiteSpace when not needed
Apr 6, 2022
WYSIWYG:  fix unintentional stripping of attributes
Apr 5, 2022
Group Stream Commenting:  added support for nested comments
Apr 5, 2022
Whiteboards:  Added lazy loading on section click for listings that have > 20 items
Apr 4, 2022
Happenings Reports:  in-app preview now respects "Skip sending when no new happenings" setting to filter out clients with nothing new
Apr 4, 2022
Happenings Reports:  newly added support for including new added and updated Whiteboards
Apr 2, 2022
Coach Courses:  when >20 in listing, lazy load only on tab reveal
Mar 31, 2022
WYSIWYG:  Enabled nesting of bulleteds lists within an numbered list
Mar 29, 2022
Stream Item comment notifications:  alter to allow around inactive clients
Mar 25, 2022
Client Present Mode:  Properly hide files that are not for client to see
Mar 25, 2022
Deactivating coach:  proper transfer of owned shared Library Files and Courses to account owner, moving files and thumbnails as necessary
Mar 24, 2022
Browser translation fix:  prevent translation when it would mangle Form Input parameters
Mar 23, 2022
Appointment Config:  new ability to set per-day limits for appointment scheduling
Mar 23, 2022
Offerings:  when viewing a single one (widget or standalone page) that is restricted and set to hide fully, now shows "This Offering is currently not available." instead of blank.
Mar 23, 2022
Appointment Type cloning:  Zoom preference is now copied over as well, when relevant.
Mar 23, 2022
Stream search:  on cicking "Load more" when a filter is set, will keep loading (25 at a time) until a matching item is found
Mar 23, 2022
Stream search: "Load more" now respects changes made to the "Show:" item type checkboxes state
Mar 23, 2022
Offering Courses:  new ability to designate the delivering Coach for each Course
Mar 22, 2022
Coach deactivation:  can now deactivate/delete a coach that only has their own freebie client
Mar 22, 2022
Appointments:  past appointments can now be canceled up to 30 days post, rather than merely 14.
Mar 22, 2022
Resource Packages:  new display of summary post install, including new "Take me there..." buttons
Mar 22, 2022
Anchor windows:  universal handling of ensuring a newly anchored window (either from float or minimized) is immediately visible by tab swapping to the holding section from left menu
Mar 19, 2022
Company Engagements:  have them default to "include all clients" when created while there are no clients in the company
Mar 18, 2022
Resource Packages:  New admin permissions, ResourcePacakge.install and ResourcePackage.create (so now no longer restricted to account owner)
Mar 18, 2022
Resource Packages:  added welcome message to first time visitors who MIGHT benefit from knowing about Courses
Mar 18, 2022
Resource Packages:  Ability to designate to-be-installed items as shared with team
Mar 18, 2022
Resource Packges:  Course descriptions will auto-fill into the "about...." of a given item when present
Mar 18, 2022
Appointment availabiliity checker:  explicit call out when "not available" is based on manually blocked out time
Mar 17, 2022
Offering Widget:  when scheduling and choosing time zone for display, can now choose "Show all..." to reveal worldwide time zones.
Mar 17, 2022
Updating Group Appointment:  prevent unexpected sending of notification email to group members when not exlicitly opted for
Mar 15, 2022
New Admin Permission:  Group.manageCourses
Mar 15, 2022
Library File Uploads:  added support for multiple files at a time
Mar 14, 2022
Group adding item:  new "Add members..." button in alert when you have none.
Mar 14, 2022
Client Present Mode:  hide Groups from left menu that are non-participatory
Mar 14, 2022
Group Listing:  show "Admin only" sash for groups that are non-participatory
Mar 14, 2022
Section filters:  Added slick x out action for Metric, Session, Worksheet, and Journal listing search
Mar 14, 2022
Adding Coaches:  New ability to do a bulk import via CSV
Mar 14, 2022
Team Member Permissions:  Hide irrelevant "Accessing Team Resource" permissions when team member is a coach
Mar 14, 2022
Team Member listing:  Added button to download team member roster as CSV
Mar 8, 2022
Marketing site:  launched Enterprise page
Mar 2, 2022
iPad:  fix offscreen overflow issues for certain displays when NOT atMiniUI
Mar 2, 2022
Getting Started:  selectively hide sections that don't apply to current coach
Feb 28, 2022
API: Engagement.getAll: added includeAppointments flag to get back the Appointments that are part of the Engagement
Feb 24, 2022
Prevent notifications being sent to coaches that are no longer active
Feb 23, 2022
Zoom Integration:  one can now uncheck "Set passwords for meetings"
Feb 21, 2022
Offering Collections:  More spacing for menu items that are long on title and blurb
Feb 15, 2022
New:  Group Activity Digests
Feb 15, 2022
Account owners who didn't originally sign up now prompted to agree to CA TOS and Privacy Policy
Feb 15, 2022
Engagements:  immediately send whatever notifications should be sent upon updating an Engagement
Feb 10, 2022
Light remix of sign up and orientation flow
Feb 9, 2022
"View online" Group Item links will give you the chance to login in as someone else IF the person you're already logged in as can't view that Group Item
Feb 7, 2022
Added ICS invite to client email notifications that coach has accepted a pending request
Jan 31, 2022
Group Item Notifiction email:  "View this conversation online" links will now automatically switch user contexts to match one that can view that group, when possible.
Jan 31, 2022
Exploration Map:  fix to correctly detect when freebie client has agreed to issued Agreement
Jan 31, 2022
Fixed login issue for Personnel that should no longer exist because Company has been deleted
Jan 24, 2022
iCal sync:  correctly interpret mixed case "Opaque" for TRANS event attribute
Jan 23, 2022
Client Messaging:  New option in Client Manager >> Settings >> Preferences, "Allow client to message coaches in-app"
Jan 19, 2022
New Admin Permission:  MessageTemplates.share
Jan 18, 2022
Resources Packages:  Message Templates are now a supported item type
Jan 18, 2022
Calendar Sync:  coaches may now sync with up to 3 calendars
Jan 15, 2022
Engagement Schedule Nudges:  now can specify recipient of either managing coach or primary coach (for Client Engagements)
Jan 15, 2022
New:  Custom Message Templates
Jan 14, 2022
Offering Worksheets:  image prompts now supported
Jan 11, 2022
System Message Templates:  new ability to customize SMS template when relevant
Jan 10, 2022
Fixed issue of orphaned following Course Items when preceding LibraryFile was deleted.
Jan 4, 2022
Added support for embedding GIF files (so that animations may be preserved that would otherwise be cleared by gallery image resizing)
Jan 4, 2022
Coach Permissions: Added Master Coach::Move folder location of not-owned team resources
Dec 20, 2021
API:  Added location and description to Appointment.getAll
Dec 20, 2021
Stream:  More robust "Load more..." duplicate prevention when 20+ items were dispatched at the exact same time.
Dec 14, 2021
Search inputs:  now have clickable X button that clears a filter, makes it more obvious when a filter applies
Dec 13, 2021
Folderization:  Items that are not owned can no longer be dragged (thus no longer giving the false impression that they were moved to another folder)
Dec 13, 2021
API:  Appointment.getAll and Worksheet.getAll now have offer a CompanyID filter
Dec 13, 2021
API:  For Client.getAll, added CompanyID as filter, CompanyID and companyName to return values
Dec 12, 2021
New Report:  Data Lab >> Worksheet Answers
Nov 30, 2021
Course Item Notifications: loginLinks for Actions, Metrics & Whiteboards now much smarter: take you to Course Page if fitting, otherwise jump to specific item
Nov 27, 2021
Appointment Config:  Added ICS Calendar feed enabling controls for coaches
Nov 22, 2021
Media Embeds:  added support for Vimeo showcase (playlists)
Nov 20, 2021
Calendar Sync for clients:  new options to do it via email ICS invites
Nov 20, 2021
Offerings:  New Offering sign up confirmation emails include ICS invites for appointments, when relevant
Nov 15, 2021
Comment icon button added to Group Whiteboard cards
Nov 12, 2021
Clicking outside of a floating pop up mellows out the background muting effect
Nov 10, 2021
API:  Added Coach.get
Nov 10, 2021
Offerings:  new option to make round-robin scheduled coach the primary
Nov 10, 2021
Appointment Type config:  new Cancellation control, "Not allowed at all"
Nov 10, 2021
API:  Added Client.get
Nov 5, 2021
Whiteboards:  Moved editability controls into tucked controls
Nov 1, 2021
Folderization:  added right-click functionality for card viewing mode
Oct 28, 2021
Prettier login page
Oct 27, 2021
Updated marketing site screenshots to reflect new design
Sep 21, 2021
New admin super power:  Agreement.notifyAll
Sep 17, 2021
Appointment Availability:  new ability to add as many splits as desired when defining for a given day of the week
Sep 6, 2021
Adding clients:  new guardrail when adding client with already on-file email address.
Sep 6, 2021
Support emailer:  now allows attaching of up to 5 files
Sep 6, 2021
Bulk Client Importing:  Company and Timezone can now be part of the import
Sep 1, 2021
Form Input Builder:  added elegant way to designate input as comment for another named input
Aug 31, 2021
Emailing Client Notes: Can now set subject line for email, and system remembers two flavors: regular and for worksheet answer comments
Aug 23, 2021
Course Builder:  Coaches can now define whether or not a Course Metric should be editable by clients (rather than it being always a no)
Aug 23, 2021
New:  Scheduled Client Messages
Aug 17, 2021
New:  Coach Actions
Aug 14, 2021
Enhanced password setting UI:  strength meter and visibility toggle
Aug 13, 2021
Adding new team coaches:  added ability to choose collection of Appointment Types to pre-load
Aug 10, 2021
New:  Worksheet Answer Comments
Aug 3, 2021
Team Edition:  Client Invoice notifications now go to account owner WHEN client's primary coach has no invoicing permissions
Jul 23, 2021
Client Messaging:  messages for inactive clients can now be saved to the stream, AND both parties can post comments to those messages
Jul 17, 2021
Terms of Service:  added mutual indemnification clause (General Conditions section 16)
Jul 14, 2021
Client Adding:  Coach now given heads up when adding client and their Gravatar is found
Jul 14, 2021
Agreements:  now support Image Prompt Form Inputs
Jul 6, 2021
Actions:  Search now includes Action Project names
Jul 6, 2021
Courses:  Added numeric % complete display to Course progress bars
Jun 22, 2021
Offerings:  the sign up notification email now includes the content of the filled-out Worksheet, when present
Jun 22, 2021
API:  Added Company.getAll and Personnel.getAll
Jun 18, 2021
Added ability for team account owners to transfer ownership to other team members
Jun 7, 2021
Reports:  Added Actions Follow Through report
Jun 4, 2021
Reports:  Added Worksheet Follow Through report
Jun 2, 2021
Login helper:  magic links bring you right to a Reset Password pop up.
Jun 2, 2021
When emailing an assigned Worksheet to your client, the email now includes a magic link for client to go work on the worksheet in-app
May 31, 2021
Course Pages:  Added ability to customize the "Continue to next section" button text
May 31, 2021
Course Pages:  the section and scroll position that a client is at is now preserved across page loads
May 28, 2021
Courses:  "Back to home" nav button on Course Pages, "All done, close this" button for Course Page Whiteboards
May 28, 2021
Courses:  Jump to Worksheet from email magic link now puts you in Course Page, when fitting
May 25, 2021
API:  Added Engagement.getAll
May 18, 2021
Course Builder:  drag to sort is out, up/down mini-arrows for swap sort is in!
May 17, 2021
Courses:  new progress meters, remixed card display
May 11, 2021
Courses:  Sub menus added to Course Pages
Apr 20, 2021
Reports:  Added column sorting for Data Lab >> Single Field output
Apr 17, 2021
New feature:  Client Present Mode
Apr 12, 2021
API:  Added Invoice.get, Invoice.add now offers collectPaymentIfPossible parameter.
Mar 26, 2021
Extra UI to confirm timezone upon invited account registration
Mar 11, 2021
Courses:  Added support for individual clients to see their own Course Pages for Group Course Participations
Mar 5, 2021
Appointments:  Expanded post-Appointment cancel window from 7 days to 14
Mar 2, 2021
Appointment Config:  Alternate Appointment Availability by week now starts on Mondays instead of Sundays
Feb 19, 2021
Courses:  Unit-based now labeled as Step-based
Feb 19, 2021
Courses:  Course Pages released
Feb 16, 2021
Resource Packages:  Whiteboards are now an includable item type
Feb 4, 2021
WYSIWYG:  Inline popup makes links easily clickable from within WYSIWYG editing mode
Jan 27, 2021
Added new click to view details about where from a given Worksheet is linked to
Jan 21, 2021
Added My Account access for inactive clients
Jan 13, 2021
Offerings:  Added time zone select to Info sign up step for new clients when no Appointment pertains
Jan 13, 2021
Appointment Config:  Changes to Appointment Type padding now propagate to future appointments based on that Type
Dec 29, 2020
Offerings:  Added Offerings Restrictions
Dec 23, 2020
Added folder hierarchy to Embed Media Library Files select
Dec 23, 2020
System will hide left scroll bars automatically if you use your wheel to scroll it on 3 pages
Dec 16, 2020
Fix to overzealous save protection past draft offer up for WYSIWYG fields
Dec 11, 2020
System will default the time due for a new Action to whatever you set for the last new Action
Dec 11, 2020
Permissions broadening:  Coaches who are coaching a given client may now modify all their actions, even those assigned by other coaches
Dec 8, 2020
Auto-suggest invoice line items now auto-fill in line item price as well
Nov 27, 2020
Branding:  Added inline preview for Login Page
Nov 27, 2020
Coach Management:  Prompt to easily reassign ownership of any shared resources when deactivating a coach
Nov 25, 2020
Course Builder:  Added sorting for Course items that share the same dispatch time
Nov 19, 2020
Appointments:  Added ability for clients to directly reschedule for themselves
Nov 19, 2020
Appointments:  Ability for coaches to modify duration for already-scheduled appointments
Nov 3, 2020
Appointment Config:  Ability to define Alternate Availabilities that apply over select date spans
Oct 29, 2020
Course Builder:  More flexible drag and drop, can now rearrange item following structure
Oct 28, 2020
Added auto scroll action when dragging an item near the edge of a scrollable region
Oct 28, 2020
Made drag and drop play better with scrolling during the drag
Oct 27, 2020
Invoice Payments:  Added ability to designate PayPal as allowed payment alternative to credit card for paying client invoices & purchasing Offerings
Oct 23, 2020
Companies:  +Clients button from a Company Page now offers option to add existing clients to company, when relevant
Oct 20, 2020
Resource Packages:  Added settable "about" blurbs for items (displayed in the installer preview)
Oct 19, 2020
Added "view template..." links to Worksheets and Agreements in Offerings editor
Oct 19, 2020
Added "view template..." link for Worksheets in Appointment Type editor
Oct 16, 2020
Added prevention of likely-erroneous cloning Metrics in Courses
Oct 15, 2020
Engagements:  New Client visibility options for their own Engagements
Oct 11, 2020
Engagements:  added new Appointment Schedule Nudge notification type
Oct 10, 2020
Appointment Config:  New ability to set minimum hours advance notice required for appointment scheduling
Oct 8, 2020
Client Invoices:  Added suggestion to use Engagements for invoice sequences, and a warning when making an invoice when Engagement invoices are in play
Oct 8, 2020
Message Templates:  New ability to set a given template's content for all coaches
Oct 1, 2020
Updated Privacy Policy and DPA to include Standard Contractual Clauses amid the Schrems II decision
Oct 1, 2020
Client Management:  Added Per-client setting of which Appointment Types a given client may schedule self for
Oct 1, 2020
Notifications:  New option to be notified upon Client Agreement completion
Sep 25, 2020
Courses:  New double confirmation when deleting to prevent accidental
Sep 23, 2020
Newly released:  Companies
Sep 16, 2020
Happenings Reports:  New ability to specify client inclusion according to Group Membership
Sep 10, 2020
System now warns user when reminders are set that for sending out in the past (Actions, Worksheets and Appointments)
Sep 9, 2020
Help System:  In-app Help now has forward & back nav buttons
Sep 9, 2020
Brighter V4 style for standalone login page
Sep 9, 2020
Groups:  Added "Download Files" option for Group exports
Aug 31, 2020
API:  Invoice functions tweaked to recognize Invoice Number for InvoiceID.
Jul 27, 2020
API:  Added ClientData.getActivityStats
Jul 23, 2020
Happenings Reports:  Clients available for inclusion now extended to all clients that are visible to a given coach
Jul 23, 2020
Suggest options added for Media Embed "Link to an already-shared File" from Course Builder
Jul 23, 2020
Client Overview:  New and not-yet-accessed Files appear in the "What's Next" listing
Jul 23, 2020
Better options for users registering their accounts when chosen username is already taken
Jul 21, 2020
Client Management:  Option to grant read-only access to clients who are deactivated
Jul 20, 2020
Courses:  New ability to designate the intended starting day of the week for a given Course
Jul 16, 2020
Prettier display of subscription plan stats on My Account >> Subscription
Jul 13, 2020
API:  Session.getAll now returns answerSet
Jul 13, 2020
New coach-level permission:  "Manage Engagements for his/her clients"
Jul 9, 2020
Zoom integration:  Display plaintext Zoom meeting password when not part of join URL
Jul 7, 2020
Offering Appointments:  new ability to set multiple coaches for availability
Jul 7, 2020
API:  Session.getAll now supports querying across all Clients and filtering out drafts
Jul 6, 2020
More elegant handling of image upload fails that are too big, memory-wise.
Jun 25, 2020
Engagements:  Added time-based notifications
Jun 25, 2020
Offerings:  Remix "Preview..." button to open new window
Jun 25, 2020
Resource Pacakges:  Added Offering Collections as an includable part of a package
Jun 23, 2020
Journal Entries:  Ability for coaches to delete past Journal Entries that were written by clients
Jun 10, 2020
Added Whiteboards to Group Stream
Jun 4, 2020
Client Note Listings:  New ability to do deep search for a given filter in past Worksheets, Session Notes and Journal Entries, by hitting enter in search box and clicking "Load more..." card
Jun 4, 2020
Offerings:  Hide "Your Info" section of Offerings fill out when no new info is being collected for established clients
Jun 3, 2020
Appointment Worksheets:  Change primary coach with appointment transfer now updates assigning coach for pre- and post- Worksheets.
Jun 3, 2020
Client Invoices:  New "Search All Invoices" area
Jun 2, 2020
Fixes to click-to-sort in Course Participants listing
Jun 2, 2020
Course Builder:  Bulk updating of similar Course Item dispatch times
Jun 2, 2020
Ensure that client email address is always passed as part of Stripe transaction
May 31, 2020
PayPal support for disallowing partial payments
May 31, 2020
Notifications:  New setting, the option to NOT include Worksheet content in worksheet complete notifications
May 29, 2020
Added helpful note for users bounced to the login page, indicating why their magic login link didn't work.
May 29, 2020
Login remix to better support loginKey persistence, "welcome back" for login widgets
May 12, 2020
Offerings:  Offerings Bundles option to list for established clients, established clients can pay with cards on file
May 12, 2020
Offerings:  Offerings Bundles renamed to Offering Collections
May 3, 2020
Client Invoicing Config:  Visual remix of payment processor selection
May 2, 2020
PayPal support reinstated, works with Offerings
Apr 27, 2020
Resource Packages:  remix to support previews, partial installs, and uninstalls
Apr 23, 2020
Resource Packages:  New Installable Resource Packages section
Apr 21, 2020
API:  Added Account.me
Apr 17, 2020
Magic Tags: Parameterized magic links allowing the setting of link text (e.g. [loginLink::Click here to log in!])
Apr 17, 2020
Client Messages:  New magic tag, [scheduleLink]
Apr 14, 2020
Zoom integraion:  Option to have CA set, or not, Zoom meeting passwords
Apr 9, 2020
Client Management:  Added notice of what specifically will be cleared away when deactivating a client, when applicable
Apr 9, 2020
Resource Packages:  newly added into side settings menu
Apr 8, 2020
Group Session Notes:  Added "coaches only" visibility setting
Apr 6, 2020
Zoom integration:  added new option, waiting room on or off for scheduled meetings
Apr 3, 2020
Whiteboards:  New ability to copy a coach Whiteboard to other coaches and clients
Apr 2, 2020
Offerings:  A custom Client Page Arrangement can now be set
Mar 26, 2020
Helpful offer to setup freebie client when adding yet out of capacity.
Mar 26, 2020
Client Invoicing:  New support for multiple currencies per organization
Mar 24, 2020
Appointments:  Added related Session Notes icon to past Appointments report
Mar 24, 2020
Group Course Whiteboards:  New option for either single shared Group Whiteboard OR individual copies to all client member participants
Mar 12, 2020
Groups:  New option to unshare group files upon delete or deactivate of client member
Mar 10, 2020
Client Invoicing:  New option to disable partial invoice payments
Mar 10, 2020
Branding:  Updating system name now propagates to all email templates
Mar 10, 2020
Permissions:  New admin super power, ClientFile.manageAll
Mar 7, 2020
Metrics:  Added "monthly on the last day of month" frequency option
Mar 5, 2020
Group Metrics:  Added client page visibility setting
Mar 5, 2020
Search by status labels (e.g. "private" or "just us") to filter Sessions and Journal Entries
Mar 5, 2020
New public facing webinars page for direct linking to a given webinar recording
Feb 23, 2020
Configure branding bits as part of new sign up orientation sequence
Feb 21, 2020
Enable admin scheduling of Group Appointments on behalf of other Group Coaches
Feb 20, 2020
Course Builder:  "edit this template" link added for Worksheet Templates
Feb 19, 2020
Fix broken links to clients from Group Membership listing when coach isn't allowed to see.
Feb 19, 2020
Getting Started Wizard content remix
Feb 14, 2020
Extend "See and manage Worksheets" super power to include unmarking Worksheets complete.
Feb 10, 2020
Re-move pre-Appointment Worksheet to "assigned" status when appointment time is pushed back.
Feb 6, 2020
Session Notes:  Fix to respect dd/mm vs mm/dd date format of items as shown in listings
Feb 5, 2020
Stream:  Item visibility sashes added to item rendering
Feb 4, 2020
Group Appointments:  Add click-to-show details for Appointments in Upcoming listing
Feb 3, 2020
Fix to improper rendering of file thumbnails in Group Export
Jan 30, 2020
Appointments:  Added [loginLink] magic tag to notice and reminder emails
Jan 29, 2020
Smart alpha-based fill in to get exact aspect ratio for uploaded branding images
Jan 29, 2020
Smart fill of background option, prevent awkward black bands on non-square app icon upload
Jan 24, 2020
Reports >> Data Lab >> Activity Stats:  Added totals, averages, and percentage stats to report.
Jan 23, 2020
Apple Calendar full on sync released.
Jan 21, 2020
WYSIWYG:  whitewashing of pasted content now preserves style attribute based bold, underline, and italic
Jan 20, 2020
Course Builder default suggested timeOf for new items persists from last saved.
Jan 20, 2020
Don't render Offerings for inactive Organizations.
Jan 17, 2020
Client Invoicing:  new invoice data export for Xero
Jan 16, 2020
Client Invoicing:  Added at-a-glance display of card on file status for Accounts listing
Jan 16, 2020
Reports:  New Current Engagements report
Jan 14, 2020
Offerings:  Capture updated address and user fields when exiting Client signs up
Jan 9, 2020
Offerings:  Added sorting for Offering listing
Jan 9, 2020
Client Invoicing:  Added notifications about auto bill failures
Jan 9, 2020
Client Invoicing Config:  hide online payment processor choice from NON-account owners.
Jan 5, 2020
Fix to imperfect advanceMonthsByWeekDay
Dec 30, 2019
Added SMS support for users in Australia
Dec 30, 2019
New:  System Email Addresses for Groups
Dec 22, 2019
Image Gallery:  Sufficiently small uploaded animated gifs now retain their animation
Dec 22, 2019
Fix issue with floating/anchoring form builder input controls
Dec 20, 2019
Engagements:  Added invoice payment effects on Engagement allocation
Dec 17, 2019
Remix of user menu to collapsible sections
Dec 17, 2019
API:  Added includeInactive parameter to ClientData.getByField
Dec 15, 2019
Group Whiteboards no longer editable by coach from client context (confusing!)
Dec 15, 2019
Client Activity stats report:  fix to use dateDoneClause for Sessions
Dec 15, 2019
Fix to prevent Actions tied to no-longer-existing Action Projects upon Group deletion
Dec 14, 2019
Fix for erroneous non-setting of autoVerifyDate for client-scheduled Appointments.
Dec 10, 2019
Client Invoicing:  Added client invoice due dates and ability to lock out clients with overdue invoices.
Dec 5, 2019
New report:  Data Lab Activity Stats
Dec 4, 2019
WYSIWYG:  fix to preserve contents for floated windows on UI mode transition
Dec 1, 2019
WYSIWYG:  change default vertical alignment for table cells from baseline to top.
Dec 1, 2019
Hide in-app viewer from iOS for Library File PDFs
Nov 29, 2019
WYSIWYG:  remix order of align buttons to left-center-right (was left-right-center)
Nov 27, 2019
Allow CA to recognize Outlook event data showAs=='oof' as busy, in addition to 'busy'
Nov 27, 2019
Whiteboards:  folder location now properly set upon initial creation
Nov 22, 2019
Course Cloning:  when cloning a Days-based Course to a Unit-based one, all empty Units will be removed automatically.
Nov 21, 2019
Added helpful pointer for folks looking to set their Offering confirmation email from Message Templates.
Nov 20, 2019
Client Invoicing:  Coaches can now enter credit cards to a client account for use in paying future invoices.
Nov 20, 2019
Fixed issue wherein canceling individual client appointment as part of Group Appointment erroneously deleted the Zoom meeting for all.
Nov 18, 2019
Appointments:  Added ability to cancel past appointments made within last 7 days, EVEN IF date of greater than 7 days ago.
Nov 18, 2019
Fix Webinars page navigation to work in mini UI mode
Nov 15, 2019
Proper character limit on file descriptions, limit bumped from 1000 to 2000 characters.
Nov 15, 2019
Client Overview:  Client comments can now be included in the "What's New" listing
Nov 15, 2019
Appointment Types:  added ability to clone
Nov 12, 2019
Group Messages:  Enable coaches to delete group messages posted by clients
Nov 12, 2019
Values from NON-completed Worksheets are no longer erroneously piping in to Metrics upon Metric update.
Nov 11, 2019
Team Members:  Added option to choose coach or admin only when adding. Jump right to permissions after adding.
Nov 11, 2019
Team Member Permissions:  Admin permissions broken up into sections
Nov 11, 2019
Preview appointment availability:  helper to identify why you're not available for a given day/time.
Nov 8, 2019
Set standard sized iPads to show mini-UI mode when in portait orientation
Nov 7, 2019
Note Template emailing:  Helpful notice when merely emailing a Template to a client's email address.
Nov 7, 2019
Resource Packages:  Search filtering for package name in pop-up title when editing.
Nov 6, 2019
File Thumbnails:  fix for proper aspect ratio handling for manually set file thumbnails
Nov 6, 2019
Fix to Worksheet lateNotifyDates getting out of sync with dateDue
Nov 6, 2019
clyp.it added as supported embeddable media
Nov 4, 2019
Notifications:  Added client-specific notification setings
Nov 3, 2019
Added support for manually choosing location for Square payment processing when multiple exist.
Oct 31, 2019
Offering price controls responding to Engagement state
Oct 31, 2019
Appointment Notification:  clients can now reply to original notification email to cancel.
Oct 31, 2019
Stripe Client Invoice payments:  added nicer description for charges, capturing customer name.
Oct 30, 2019
Fix for iPad display issue on welcome page (client registration bottom truncation)
Oct 30, 2019
Added ability for Team Admins to see past appointments with ALL coaches from Client Page Past Appointments report.
Oct 25, 2019
Client Overview:  choose "What's New" filter date from recent appointments
Oct 24, 2019
More robust pasting of WYSIWYG Form Inputs
Oct 23, 2019
Zoom integration:  added autorecord setting
Oct 23, 2019
Added missing support for DD/MM/YYYY format of Client Note [dateOf] magic tags
Oct 23, 2019
Team Member Permissions:  New Library.view and Course.view permissions for admin-only Team users
Oct 22, 2019
New subscription plan:  Team Edition Starter Mini
Oct 18, 2019
Fixed missing timezone translation of due dates in Worksheet notification emails
Oct 15, 2019
Fix timeout issue in massive Group Appointment adding/canceling
Oct 14, 2019
Proper handling of restricted Client File visibility for client-added files.

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