Our team was busy between the cocktails on a beach, and this magnificent combo brought magnificent platform updates, such as:
🗓️ Event notifications update
Events are added into your clients’ calendar automatically when the email notification is received, and in case of updating or deleting an event you will have the option to send an email notification to all the program members letting them know about the changes.
↕️ SmartDocs Filters are added
Now users can filter all their documents by assignee, status, template, and also sort them alphabetically or by the latest updates made.
📌 "Add a task to all program members" action is now available!
We have updated Actions in Zapier, so you can create an automation workflow that will create a new task to ALL Program members when a specific trigger occurs.
🎥 New Video Blocks Layout is here!
Now you can add two, three or more videos per block inside your Programs, Courses or SmartDocs and Templates. Check out this video.
🎫 Rename Labels
Admins can rename labels for "Members" and "Coaches" on the right sidebar of the Program, by going to their Program Settings area.
📩 Inviting clients to your upcoach organization got a makeover!
You don’t have to share Program invite links anymore (only if you want to). Now, when you invite clients to a Program they will receive an invite email! Also, bulk invite is possible - if you have a list of clients in a spreadsheet just copy the emails and paste them in the invite window to send the invitation to ALL of them. Learn more.
💬⛔You can enable or disable Chat
Admins now have the option to enable or disable Chat for existing programs and also for new programs that are yet to be created. Super convenient! :)
This is our favorite part - it is where we get to surprise you with the new features. :)
Here’s just a few:
🔗Lessons are now shareable
Your clients (and yourself) can share links with their program peers. Simply copy the link and send it. This will make collaboration and communication so much easier. :)
💨Continue where you left off automatically
When you open any Course on your Dashboard, you’ll directly jump to the last lesson you started watching or need to watch, or that needs any actions (such as tasks). Very convenient!
Of course, there are many more small changes to make your experience smoother. ;)
What do you think about these features? What would you like to see next? Do you need more information?
Ping us through the chat in your upcoach organization, or email us at firstname.lastname@example.org.
The upcoach team was super productive last month and now, it's bragging time!
Here are some of the best and most important changes we brought to you:
💬 Chat for all organizations: You can now start a 1-1 or group conversations with your program members by clicking on the right corner of your upcoach screen.
📪 Chat Conversation Archive: Keep your communication clutter-free by archiving old or unwanted chats.
📅 Easy-Access to all the event in your organization: See them all in one place, just one click on the top right corner, next to your Tasks.
📌 Weekly Notifications Summary: You now have less junk to scroll through as we clumped together all of your less important notifications.
✐ Edit Members’ SmartDocs in the ongoing programs: Easily edit and change your clients' SmartDoc - no need to delete the docs that your clients are already using or to assign them new copies.
Knowing that the value is in the details, we also did a bunch of other small tweaks we hope you’re already experiencing and loving!
Need more info? Ping us through the chat in your upcoach organization, or email us at email@example.com.
The wait is over! The Chat feature is finally here!!! 🙌🏻
You and your clients can now start a conversation with a single program member, or start texting group chats with all program members.
There is a chat icon on the top right corner of your upcoach screen, click on it and start chatting with your clients!
We are also super happy to announce that for the past month we had been working really hard on improving one of the stars of our platform - the Events block. 🎉🎉
After getting so much good feedback about how to improve and what our users need, we listened and created a new and upgraded Events block.
What is new and different:
No need to sync your Google Calendar before scheduling the meetings
Scheduling repeating events is super easy and very similar to settings in some popular calendars
Syncing upcoach events and your personal calendar is improved and easy to do
Editing and updating the events is easy and that is also reflected on your calendar
For the whole guide on the new Events Block visit our knowledge base center.
The old Events block will still be available for the upcoach users who have used it before, but we will discontinue updating and improving that block.
It was a long and very productive month for our team here at upcoach! We’ve been working really hard on a couple of important features that are almoooost ready to see the light of day! Bear with us a little longer, we promise it will be worth it 😊
Here’s what’s new:
📈 Platform optimizations - we continued with improving the platform and optimizing speed and responsiveness
✅ Lesson todos are now editable - now your clients can edit the todo assigned to them through a course. They can add a due date to it and edit the contents (in case there is something to add to the todo)
🎦 New video platforms supported - Searchie and Muse are now supported for embedding in our video blocks in all designers
⏯ Audio block - you have the option of embedding an audio file to Programs, Agendas, Smart Docs, and Courses. To learn more you can check our knowledge base article
💬 Forum post pinning - you can now pin most important posts in the forum, so they are always front and center.
👤 CRM client profile update - you can add or remove a program for your clients, right from their Option in CRM to remove a client from a program.
❇️ Button block in smart docs - need to add a CTA to your smart docs? Now you can do it by dragging and dropping the new Button block into your smart docs.
This month we bring you:
⚡️ Platform optimizations - upcoach is faster than ever! We improved the speed of the system so it runs faster and smoother for you
✅ Redesigned to-do's - this is a really great improvement that we had this month! All todos can now be organized into different projects and filtered really easy based on an Asignee, due date, status or a project. A really great thing is that now you can assign bulk todos to your clients. Woot woot! You can check this out in the latest video that Todd Herman recorded about this feature
⛳️ Course improvements - we added buttons so your clients can easily navigate to the next and previous lesson within a course.
📹 More video embed options - you can now embed videos from searchie.io and muse.ai (let us know if there's any other video hosting platform you'd like us to add)
We had a lot of bug fixes, polishes, and improvements, but also some new features that will help you run your coaching programs better 🎉
⚙️ Program HQ - we moved all program-related settings to the client-view so you can manage members and Kanban, edit and manage the program all from one page. This feature removes all unnecessary clicks and makes your experience in upcoach better. Or at least we hope so
🔧 New create program flow - with this new flow creation of programs is easier and faster, since it gives our users the option to choose which main block will their program have. These are:
Right after you pick the name for the Program, your coach or program leader, you are taken to the Program client view. This feature makes program creation easier so you and your clients can start the program sooner, rather than later.
🔌Third-party blocks - you can now add more value to your programs by adding Airtable and Google Data Studio blocks or any other embeddable tool with the HTML block.
All these new blocs are available in all our Editors - Programs, Agendas, Courses, and Smart Documents.
⚡️Zapier integration - this feature is almost a year old now, but our team worked on improving it and adding different flows and automation that you can use to connect upcoach with all other tools that you are using.
🗓Past Meetings - Even if you delete the event from the program, all past meeting agendas will still be visible in the event calendar. To see any of the past meeting agendas, just click on the desired date and you will see it.
✅ New and improved filtering for to-dos - we are simplifying the todos block, and we are introducing a filtering option so you can filter all todos based on the user they were assigned to and their status. Stay tuned :)
Teamwork is the dream work! We are so proud of our great team here at upcoach! Everyone worked hard in the past month to bring you some new features, improvements, and bug fixes.
Here’s what we’ve been working on in October:
🗂 Kanban Boards update
We've made Kanban Boards easier to use by simplifying the design and adding an all-new Board selector.
ℹ️ Info Block
With this new Block, you can show additional information you want to stand out inside your Programs, Courses, Agendas, or Smart Docs.
❓Questions & Wins inside CRM profile
All entries from Wins Block and Q&A Block inside Agenda are now visible inside the Client's CRM profile. This way you can see all of their Wins and Questions in one place.
🗓 Calendly integration
Now you can embed your Calendly page inside upcoach and allow your Clients to schedule a call without leaving the platform.
Another very productive month is behind us and we brought you a lot of new features and improvements, but we also worked on some big ones that are yet to be released!
So, the updates:
⚙️ Custom domains - a long-awaited feature is finally live. So you can customize your organization in upcoach with any custom domain you want.
🔧 Block settings - easily edit the block inside the Program without even leaving the page. One-click is all it takes to get you to the settings mode of the program block.
✅ Todo block improvements - assigning todos to clients had a facelift, so now it looks prettier but it’s functionality is also improved.
📹 We support Loom videos now - aside from the existing platforms that we supported, now you can embed Loom videos inside any video-related block inside Programs, Smart Docs, Agendas and Courses.
🖼 Images and Videos inside Forum posts - yeap! You and your clients can upload images to the forum posts and embed videos from the supporting video hosting platforms (YouTube, Vimeo, Wistia and Loom).
🕹 New Program switcher - the subgroups are now included in the dropdown Program menu.
💬 New Notifications slipover - Notifications and Todos tab now slide in from the right of your screen, it’s not a crucial update, but you have to appreciate how fancy it looks.
Summer break is over, but I can assure you we weren't sitting on our hands the whole month of August. 😃
Our Product and Dev teams worked hard to improve your upcoach experience and bring you some cool new features and improvements!
Here’s what’s new:
🖼 Image block in Programs, Courses, Agendas, and Smart Docs
Add more context to your coaching Programs with the image block. Simply drag and drop the block to your Program, Agenda, Smart Doc or Courses and upload the image from your computer.
📊 Program Kanban Boards
When you create a new program a new Kanban board will automatically be created and all program members will be added to the board as well. This is super useful if you want to track how much your clients are engaged, and maybe reach out to the ones that are slipping a little.
📈 CRM metrics for the new courses and lessons
You can track your client’s course v2 (modules and lessons) progress inside their client profile.
🎨 Smart Docs get their own color makeover
Now you can color code your Smart docs! Add a splash of color to create separate areas inside the document. It’s great for navigation and also nice to the eye :)
⚙️ Projects - our special “Easter egg” feature
If you’d like to group your tasks into categories, or Projects, just type in #nameoftheproject and the task. Once you save it, your project will be created in the Todo list. To see how the projects work, check out this video
Improvements that we added over the past month:
Improvements on the “all available” drip type on Courses v2
Navigation in CRM profile pages between clients
New courses progress tab on CRM profile pages
Client search option on the courses progress report
Inline editing for asset notes in the admin area
Lots of other bug fixes and small improvements
Behold! Here’s what’s new:
📚 Courses v2
Now you can have multiple Modules AND multiple Lessons inside those Modules 🤯
AND you can also completely customize what each Lesson contains with the same Block-driven approach as with Programs, Agendas, and Smart Docs.
Want to have 15 videos inside a Lesson, or just Text field saying “Hello”? Now you can!
⚠️ Note: This is still in Beta version, so expect some polishing, and updates in the upcoming weeks. Feel free to test out some Courses, use the Designer, but we recommend you to keep using the old Courses with your Clients for a few more weeks.
You can learn more about Courses v2 here.
📊 Google Sheets Block
Embed important Google Sheets right into your Program or Agenda, so you and your Clients can easily access it without adding bazillion tabs.
You can learn more about Google Sheets Block here
📃 Google Slides Block
Have a presentation that might be useful for your clients? Instead of sharing the link to the document, you can embed the Google Slides document to your Program or Agenda.
🖍 Miro Block
Have a mind map that you created with your Program Members? Or any other project created in Miro? You can embed it inside both your Programs and Agendas. For us, we love to see our super secret Product roadmap inside the Miro Block in the team Agenda.
Here’s a guide to show you how to do it.
🤸🏻 Activity tab inside Client CRM profile
See what's happening with your Clients in their CRM profile. You'll see what they've been doing in their Programs all in one place, and keep track of how engaged they are.
We’d also like to invite you to send us any suggestions or feature requests that you might have 😃
What we're working on:
Here's a quick sneak peek of what we're working on.
NOTICE: We don't promise anything here, it might come to the platform soon, or it might be forever lost in our backlog.
Multiple admin roles
We're working on adding Admin roles with limited rights and viewing permissions. More coming soon!
We're working on adding integration with Stripe that will allow you to charge your Clients through upcoach too. This is a big one, so no promises!
As always, there are also a few secret projects that might come sooner or later. We don't want to spoil all the surprises.
Here's the new stuff we added in June:
👤 See the progress of your Clients in their CRM Profile
See how your Clients are doing with their Todos, Habits, and Meetings in the selected timeframe. To see that, just go to the Admin Area, click on Clients in the Menu, and select the Client you want to check.
📝 Global Custom Fields inside Client CRM Profiles
You can add additional information to your Clients by using the Custom Fields, which are now global for all your Clients.
Once you create a Custom Field, it's automatically added and ready to be filled in all your Clients' profiles.
🎥 Videos and Headings inside Smart Docs
Three new Blocks inside Smart Docs Designer now allow you to embed a Video and add H1 & H2 Headings.
Use this to share instructions, and add more context or structure to your Smart Docs.
🏆 Wins and Q&A Blocks inside Agenda
Start your Meetings on a positive note with Wins Block, where all your Clients can share the good news. These Wins won't carry over between Meetings so that you can start fresh with the next Meeting.
Create a Q&A section inside your Meetings where your Clients can ask questions. These questions will carry over between Meetings until they're answered (checked off) or deleted.
⚙️ See where your Blocks can go in Designer
When dropping a Block inside your Program, Agenda, or Smart Docs, we highlight where you can put that Block, so it's easier and faster to build your assets in upcoach.
We added an option to add a custom color to Block headers inside Programs and Agendas.
You can customize the background and text colors. Use this to add context, prioritization, or just make it pretty.
PS: Please don't abuse the power we gave you... 😃
What we're working on
We decided we wanted to share what we're working on with you as a part of this email.
NOTICE: We don't promise anything here, it might come to the platform soon, or it might be forever lost in our backlog.
📚 Big update for Courses
We are working on an all-new version of the Courses, with many exciting new features. More info on that is coming soon.
🔒More Admin roles
We want to add more roles for you to use with your sub coaches, editors, etc. We're still researching this, so any feedback or input is welcome :) if you want, you can respond to this email with your idea of how this should work. Thank you!
🤫 Few secret projects
I would tell you more, but I'm already in the danger territory with telling you about the previous two. Stay tuned for more!