Changelog

When someone mentions you or reacts to your message in a thread reply, View in the email and the notification in your inbox now open that thread. For a message in the channel itself, you land on the message. Links in emails you already have open the same way.

Owners and admins can now choose how members are notified before inviting anyone. Open Admin Area > Brand & Settings > Notifications and set the defaults for your members: email on or off, the email frequency (upcoach recommended, Daily or Weekly), and which kinds of notifications are on, such as comments, reactions, new posts and event reminders.

• For new and existing members: the defaults apply to everyone in your workspace who hasn’t changed that setting themselves.
• Members stay in control: anyone can still change their own settings in their profile, and their own choice always wins.

Read Manage your notification preferences to set them up.

When Claude, ChatGPT or another AI assistant is connected to your organization through MCP, you can ask it to “Move Thursday’s group call to 4pm and cancel next week’s”. It lists a program’s events with each one’s time zone, changes an event’s title, time or location, for one event or the rest of a series, and cancels events. Members who said they’re going are notified and their calendar invites update, just as when you make the change in the app, and the assistant tells you who it notified. See Connect AI tools to your organization with MCP.

When you connect Claude, ChatGPT or another AI tool to upcoach, the authorization page now names the workspace you’re connecting and lists what the tool will be able to do there, including the invitations, posts, messages and event notices it can send as you. Organization Owners, Admins and Implementation Admins click Authorize as before. Anyone with a program-level role, such as a Program Facilitator, sees that the connector needs an organization Owner, Admin or Implementation Admin before anything is connected, and AI tools show the same sentence to them.

A category groups programs in the main sidebar, and adding one now says so. The setup asks only for a title and whether to hide it from members, and its button reads Add Category. If you add a category while you’re inside a program opened from Admin Area, you’re taken back to Spaces, where the new category is waiting in the main sidebar.

When someone types an email address at signup, when asking for a sign-in code or a password reset link, when changing their email in their profile, or on a checkout page, upcoach now checks that it’s an address email can be sent to, with a domain such as example.com. One that isn’t gets “Enter a valid email address, like [email protected].” right on the form.

An event or schedule’s meeting link now has to be a web address. Type it with or without https://, such as meet.google.com/abc-defg-hij, and it opens in a new tab from the event, the participant’s Join button, emails and calendar invites as before. Anything that isn’t a web address is refused with “Use a link that starts with https://”, in the app and from AI assistants, so the Join button always takes participants to the meeting.

On the Events and Appointments tabs of Space Reports and Participant Reports, the Value, Guidance, Content and Engagement stars stay inside their tile on tablets and smaller laptop windows. When a tile is too narrow for all five stars in one row, the rest continue on a second line.

When you connect Google Calendar and leave one of the calendar boxes unticked on Google’s screen, upcoach now brings you back to the page you started from and tells you to connect again with both calendar boxes ticked. The next Connect Google works straight away. Google and Outlook connections that don’t complete always bring you back to upcoach with a short message.

When a list in the Invite dialog reaches your seat limit partway, upcoach now names the people it already invited before showing the limit prompt. The dialog keeps only the people not invited yet, so once you have a free seat you can send the rest without anyone getting the same invitation twice.

On phones, list and table pages leave room below their last row, so the + button no longer covers it.

A module you add goes to the bottom of its section, and you can drag it anywhere straight away. Every drop saves, even when you hold the module for a moment before letting go, so the order you set is the order you and your participants see after a reload.

Owners and admins who connect an AI assistant to upcoach can now ask it to manage who is in a program, for example “invite [email protected] to Leadership Accelerator”.

• Invite by email: invite up to 20 people at a time as participants or coaches. Each one gets the same invite email the Users page sends, and your plan’s client and seat limits apply as usual.
• Remove a member: take someone out of a program. Their account stays active, and they get a notice that they were removed.
• Change a role: make a member a participant or a coach. They get a notice of the change.

Your assistant tells you who it emailed or notified each time. Read Connect AI tools to your organization with MCP for the full list of tools.

Ask your AI assistant “who hasn’t done Week 2’s lesson in Wellness Program?” and it now answers with names. Through the upcoach MCP, it lists the participants who completed an activity, with the date they finished, and the ones who haven’t yet. People who were added to the space but haven’t joined yet are listed separately, so you know who still needs to sign in first.

When Claude, ChatGPT or another AI assistant is connected to your organization through MCP, you can ask it for only your live programs or only your drafts, such as “List all my live programs”. It returns the same programs your programs list shows when you filter it by Live or Draft. See Connect AI tools to your organization with MCP.

When you delete a program, its upcoming events now leave the Google Calendar and Outlook calendars of members who connected one, so nobody keeps an invite for a session that won’t happen. Events that already ended stay on their calendars.

Notifications about a new, changed or cancelled event now show its time in each member’s own timezone, with the zone named, for example Tue, Nov 3 · 2:00 AM (Sydney). A member in Sydney and a member in Toronto each see the right day and time for the same event, including around daylight-saving changes. This applies in the notification inbox, in push notifications and in the email digest. Notifications sent before this change keep the time they were written with.

When hundreds of members’ notification emails are due at the same moment, upcoach now sends them one after another at a steady pace. In a workspace with a few hundred members, everyone’s email arrives within about a minute of the first.

When you pick a day in a ritual, you get that day. Resuming a check-in opens the day you chose, and the Responses overview and the Check-ins tab list and count check-ins for that same day. That holds for rituals set to any time zone, from America/Toronto to Australia/Sydney.

A ritual now starts on the day you choose, from midnight in the ritual’s time zone, and every day after it follows that same zone. A ritual in Australia/Sydney opens check-ins first thing on its first morning, and a ritual in America/Toronto lists its days from the chosen start, including around daylight-saving changes. Missed-day counts, document labels and the Responses overview count the same days, and a check-in you started today opens where you left off. Rituals that are already running switch over on their own and keep their check-ins from the first period.

However many programs you run, the one you open stays in sight. The sidebar scrolls only as far as needed to show that program, marked as current, with its apps. It does the same when you move between the program’s apps, and when you reload the page or open a link straight to one of them.

Program admins and facilitators can now copy an event instead of setting it up again.

• Duplicate from the event’s menu: choose Duplicate in an event’s ⋯ menu. The new event opens with the same time, duration, timezone, location, visibility, hosts, reminders, and feedback setting, and the title ends in “(copy)”.
• Pick the date: the copy is set to the same weekday next week, and you can change the date and anything else before you save.
• Description and attachments come along: the copy gets its own description, featured media, and attachments. The recording, host notes, and RSVPs stay with the original.

Read Create and manage events to duplicate an event.

When you invite people by email, an address that differs from one you’ve already entered only in capitals, such as [email protected] next to [email protected], now counts as the same address. It isn’t added twice, even within one pasted list. When you type it, the Invite Users dialog tells you it’s already added, so your list goes out in one click.

When you choose a plan during your free trial, you now keep the rest of your trial. Your card is saved, and the first payment is taken on the day your trial ends.

• See it before you pay: the plan picker shows the date of your first payment and your plan’s monthly or yearly price. Stripe shows the same line next to the button.
• A clear confirmation: once your card is saved, upcoach names the date of your first payment, and the Billing page shows it too.
• Your first payment follows a move up: move up to a bigger plan during your trial and your first payment moves up with it, at the same monthly or yearly interval. The Capacity reached window shows the new amount before you confirm. If the plan you chose already costs more, your first payment doesn’t change.
• Still free to change: pick a different plan before your trial ends, or cancel from the Billing page and your card won’t be charged.

Read Manage your subscription and billing for the steps.

Each schedule now has a Start times every setting, so participants can book sessions that start every 15, 30 or 60 minutes; schedules stay at every 30 minutes until you change it.

A coach’s schedule can now be used in several programs without the coach losing control of it.

• The coach and the schedule’s creator always keep it: whoever hosts a schedule, and whoever created it, can see and edit it whichever programs use it, as a package’s schedule or under More coaches.
• Share coaches across programs: program admins and facilitators can add a schedule they can edit under More coaches, even when another program already uses it.
• No one else gains access: a program admin of a program that uses the schedule can see it but not change it, unless they run every program it’s in. Admins of unrelated programs and participants still can’t see it.

When you open a link to a Get Started step while signed out, such as Invite Your First Participants in a trial email, signing in takes you to Get Started with that step open and in view. This works with a login code and with a password.

After you create your organization’s first program in the app, you land on Invite your first participant. It shows once, so later programs take you straight to the new space.

• Publish and invite: a new program is a Draft, and the step says so. One button publishes the program and its registration page, then sends your invites, or copies the join link if you haven’t typed an email.
• Invite by email or link: type addresses, or copy your program’s registration page and send it anywhere.
• Preview the join page: open that page in a new tab to check what people land on.
• Invite later: go straight to your new space. You can also send invites without publishing.

Saved a card during your free trial? upcoach now stops asking for one. The trial banner reads “Your [plan] plan starts on [date].” instead of the countdown, the plan picker says the same, and the trial emails that ask you to add a card stop.

If you haven’t saved a card, nothing changes: the banner still counts down the days left in your trial.

Read Manage your subscription and billing for details.

If your free trial ended before you added a card, you can now choose a plan on the “Your free trial has ended” screen, pay, and go straight back into your workspace.

Your card is charged for the first month or year of the plan you choose, and your billing period starts that day. If a payment can’t be finished, you see a short message, the workspace stays locked, and you can try again or contact support.

Started adding a card during your free trial but left checkout before it was saved? About an hour after that checkout closes, upcoach sends you one email with a link that opens the plan picker again, so you can pick up where you left off.

The email goes out once per workspace, and never after you’ve added a card, canceled, or unsubscribed from our trial emails.

Read Manage your subscription and billing for details.

Files you add to Resources read well right away, and you can re-file them without losing their numbers.

• Readable titles: a file is titled after its file name without the extension, with dashes and underscores as spaces, so “Week-3_Workbook.pdf” lists as “Week 3 Workbook”. The file name shows under the title once you rename it.
• Move to folder: choose Move to folder in a file’s or link’s ⋯ menu to move it to another folder. It keeps its views and downloads.

Read Share files and links with the Resources app for the details.

Participants now find the newest Resources at a glance, in the order you choose.

• Your order: drag folders, and the files and links in them, into place, or use Move up and Move down in their ⋯ menu. Participants see the same order.
• New for 7 days: a file or link is marked New for a week after participants can see it, counted from its release, so a recap that releases with Week 3 is New when Week 3 opens.
• Added date: each file and link shows the day it appeared, in the participant’s own time zone.

Read Share files and links with the Resources app to set the order.

A session package can now have several coaches. Participants see one combined list of free times, pick a time, and the session goes to a coach who is free then. Coaching teams can offer one booking page instead of a package per coach.

• Each coach keeps their own schedule: their hours, connected calendar, buffer times and notice period apply as usual.
• Fair assignment: when several coaches are free, the session goes to the one who was booked the fewest times in the last 30 days, across all of their packages.
• No double bookings: two participants can’t land on the same coach at the same time.
• Coach names: participants see their coach once the session is booked. Tick Show coach names before booking to show them earlier.

To set it up, edit a package and add coaches under More coaches. Every coach’s schedule needs the same session length. A package with one coach shows no free times while that coach’s calendar can’t be read, so no one books over the coach’s meetings.

When you cancel from the Billing page in your Admin Area, you now see one option that fits the reason you picked, before anything is canceled:

• Too expensive: switch to the next smaller plan that fits your workspace. You see its price and what it includes, and the switch happens at the end of your billing period.
• Not using it enough: pause for 1, 2 or 3 months. Your plan runs to the end of the period you paid for, then the workspace pauses and you aren’t billed. It turns back on by itself on the date you picked. Until the pause starts you can undo it with Don’t pause on the Billing page; while the workspace is paused, Resume now on the paused screen turns it back on and starts a new billing period that day.
• Missing a feature: tell us what you needed. It goes straight to our product team.

If you’d rather cancel, choose No thanks, cancel and your subscription cancels at the end of the billing period, as before.

Programs have a new app for the material participants come back to: workbooks, slides, recordings, recaps and useful links. Add Resources from the app picker, create folders, and fill them with files and links participants can view and download. Resources never count toward progress, so a recap doesn’t show up as an unfinished lesson.

• Folders of files and links: upload files or pick them from your Media Library, and add links to anything on the web.
• Shared with the right people: show a folder to everyone in the program, or only to the sub-groups you choose.
• Released when it’s time: a folder can appear right away, on a date, or with a section or module of your curriculum, so “Week 3 recap” appears with Week 3. A single file can wait for its own section or module too.
• Views and downloads: see how many times participants viewed and downloaded each file and link.

Participants only ever see what’s shared with them and released, including when they follow a direct link to a file in upcoach. Read Share files and links with the Resources app to set it up.

You can now show Resources right inside a curriculum module. Click + Activity on a module, choose Resources, and pick whole folders or single files. Participants view and download them next to the module’s activities, and they never count toward progress.

• The same files, not copies: edit or delete a file in the Resources app and the module shows the change.
• The same rules: participants see a folder or file in a module only when they could see it in the Resources app, and only once the module is released.

Read Share files and links with the Resources app to set it up.

When a session is rescheduled, everyone who gets the update email gets the same version of the calendar invite, and a cancellation carries a newer version than any earlier invite or update.

This applies to people who haven’t connected a calendar and get session invites by email.

Coaches can now let participants move or cancel a booked one-on-one session themselves, without asking. It’s off by default: turn it on per schedule.

• Reschedule: open the session, click Reschedule and pick a new time from the same package. The new time is booked before the old one is cancelled, so nobody loses their slot, and the session count stays the same.
• Cancel: the session goes back to the participant’s package, so they can book another time.
• The coach stays in the loop: a cancel sends the coach an email and a notification. A reschedule sends two: one saying the session moved, and the confirmation for the new time. Calendars update.

To turn it on, open a schedule and tick Participants can change bookings, then choose how late changes are allowed (24 hours before the session unless you change it). When it’s off, or after the cutoff, participants see a note to contact their coach.

When a new section is released in a program, the email about it now follows each person’s email frequency. With upcoach recommended, it’s grouped with other updates into one email within about 15 minutes. With Daily or Weekly, it’s in that person’s daily or weekly email. Participants get fewer emails, and the in-app notification still shows right away.

When someone joins a Private Space offer, free or paid, the facilitators of the template space are now added to their private copy as facilitators. Coaches see each new client’s space in their spaces list and get its notifications right away, without adding themselves by hand. The client is still the only participant.

There’s a new space role for stakeholders who need to see how a program is going, but shouldn’t read what participants write. A Reporting Sponsor sees the program’s content and reports, and none of the answers, journals or conversations.

• Content and reports: Reporting Sponsors see every section, module, activity and event, plus Space Reports and Participant Reports, overall and per participant. They can open a participant’s activities from the Progress tab and export Space Reports to CSV.
• Participants’ words stay private: worksheet and check-in answers, journals, comments, the feed and channels never appear for a Reporting Sponsor. The export’s Response submitted column only says whether a response was submitted, never what it said, and Impact Reports, whose themes come from answers, aren’t available to them.
• Read-only and quiet: like Program Sponsors, they can’t post or interact, don’t receive program notifications, and use one seat.

Pick Reporting Sponsor when you invite someone or add them to a program. The existing Program Sponsor role doesn’t change. Its description now says plainly that it reads everything participants write, so you can choose the right one.

People who haven’t connected a calendar now get sessions as real calendar invites. Outlook and Gmail show Accept and Decline and add the session to the calendar, with no file to open.

• Bookings and events: booking a 1:1 session or attending a group event sends an invite for that session.
• Reschedules: when a session moves, the next email moves it in the calendar too.
• Cancellations: when a session is cancelled, the email removes it from the calendar.

The invite is still attached as an ICS file for other calendar apps. The Connect your calendar article also explains what to send your IT team when your Microsoft 365 organization asks for admin approval before Outlook can connect.

Getting ready for a check-in is quicker. In Space Reports, click a participant on the Progress tab to open their activities in a side panel, without leaving the space.

• Curriculum order: activities are grouped by section and module, in the order participants meet them.
• Viewed and completed, with dates: see when the participant first opened each activity and when they completed it.
• Section and Released only filters: look at one cycle at a time. The panel’s progress matches the Clients table, and its views and completions match the CSV export.

Participant Reports gets the same focus. The participant picker has a Space filter and shows each person’s spaces, and the Activities tab has Space, Section and Released only filters, with the same numbers as the panel and the export for one space.

Space Reports now have an Export CSV button, so you can share participant progress outside upcoach without building the report by hand.

• Per activity: one row for each participant and activity, with the section, module and order in your curriculum, whether the participant viewed and completed it and when, and whether they submitted a worksheet or check-in response.
• Per participant: one row for each participant, with how many activities are released, viewed and completed, the percent complete, and when they were last active.
• Filters: choose a section and a module, and include activities that aren’t released yet when you need them.

The file opens in Excel and other spreadsheet apps, with dates in your own time zone.

The Activities tab in Space Reports now follows your curriculum. Pick a section, such as “Week 1”, and see its activities in the order participants meet them, with their completion rates and a total for the section.

• Section and Module filters: show one section’s activities, or one module’s.
• Released only: on by default, so activities in sections that haven’t opened yet stay out of the numbers.
• Curriculum order: activities are listed section by section and module by module. Name, Completion Rate and Views sorting are still there.
• Summary line: the number of activities that match your filters, their average views and their average completion.

The Progress tab gets the same Section and Released only filters, so each participant’s progress percentage counts only the activities you’re looking at.

Program operators can now turn a program’s results into a report for a sponsor, a client organization or their own team, straight from Space Reports.

• AI-written summary: a short narrative and themes from participants’ reflections. Every statement points to the figure it rests on.
• Review before sharing: the report opens as a draft. Edit the narrative, switch sections off, then publish.
• Private, expiring links: links last 7, 30 or 90 days, can be turned off or replaced at any time, and show how many times they were opened.
• Group totals only: no names or individual rows. Any figure that could point to one to four people, or to the few it leaves out, is never shared.
• Monthly allowance: your plan sets how many impact reports you can create each month. AppSumo plans include 1 a month.

Three updates from October 12 and 13:

• Open activities from the Admin Area: admins who also hold a participant or sponsor role in a space can open that space’s activities from the Admin Area.
• AppSumo Boost workspaces: Boost add-on workspaces can add participants and admins.
• Transaction fee on the 3.0 plan card: the plan card on the “Activate 3.0” page shows the transaction fee as a percentage.

Organizations on the current self-serve plans, or still on the February 2026 self-serve plans, can now upgrade, change plan or subscribe from the Billing page. Enterprise, AppSumo, custom and upcoach 2.0 plans continue through the help center.

• Change plan: upgrades take effect right away, and downgrades are scheduled for the end of the billing period. A plan can’t be selected while your current participants, team seats or storage exceed it.
• Subscribe from a trial: trials, paused trials and ended subscriptions that can be reactivated subscribe through Stripe Checkout.
• Start a subscription: an organization with no subscription and no upcoach 2.0 plan can start one through Stripe Checkout.

Two updates from October 13:

• Microsoft 365 admin consent: when a Microsoft 365 organization requires an admin to approve calendar access, upcoach shows an Admin consent required dialog with a copyable admin consent link. After approval, a success message appears once the Microsoft calendar connection is active.
• View As sessions: when no View As preview session remains, upcoach clears the leftover View As state in your browser the next time the app loads.

Signup and the Account tab on 3.0 include an optional checkbox, left unchecked: “Email me product updates and the occasional newsletter from upcoach.”

• Your Details: on this signup step the checkbox starts unchecked, and the person can opt in.
• Account: on their own account, a signed-in person can change the same choice. While it is checked, the page adds “Uncheck to unsubscribe.” Unchecking the box withdraws that consent.
• Your choice is saved on your account: checking the box records consent. Existing accounts stay opted out until that person checks the box. That consent syncs to the marketing audience when an audience is configured.

Two updates on the upcoach 2.0 app:

• Drip schedules: a drip-schedule change shows a warning before it resets participant progress.
• 1:1 chats: 1:1 chats are kept when a removed member still shares a program.

Owners with an active paid subscription on Stripe can cancel or resume it from the Billing page.

• Cancel at period end: the confirmation shows the date access lasts until. When you cancel, you pick a reason, and you can add a comment.
• Resume before then: one click undoes the cancellation while the billing period is still open.
• Still through support: trials, past-due subscriptions, and AppSumo lifetime plans.
• Email confirmation: you get an email when you cancel and when you resume.

A batch of improvements across spaces, Sell, worksheets, attachments and invites:

• Duplicated spaces keep their setup: each app instance is copied with its own name and settings, and module prerequisite locks and ordering carry over.
• One-time offer coupons: the coupon is applied before checkout, so the platform fee is calculated on the discounted price.
• Coupon redemption caps: the cap sits on the promotion code, so a forever discount keeps applying on later invoices after the code reaches its redemption limit.
• Checkout feedback: when a checkout doesn’t complete, the buyer is shown a message.
• Long worksheet answers are readable in the response overview.
• PDF attachments: downloads skip the image optimizer, so PDFs open from their download link.
• Invites: blank email rows are ignored, and an invalid address shows a validation message.

For organizations with a paid upcoach 2.0 plan and no active 3.0 subscription, 3.0 now recognizes the active 2.0 plan.

• Participant limits are based on your 2.0 plan: they’re never set below the active participants you already have, unless a custom limit is set on your account.
• Your team is counted: the team-seat limit is never set below the seats you bought on 2.0, or the owners, admins, coaches and team members already on your account, unless a custom limit is set on your account.

Program operators who host video on Livid can paste Livid links into lessons, the media library, feed posts and comments, checkout galleries, chat messages, and the welcome step. The links play inline, the same way YouTube, Vimeo, and Loom links do.

Owners and admins open support from the Support button in the header. A chat bubble appears only when a reply is waiting. A conversation started there, or an email to [email protected], lands in one ticket system and threads correctly.

• In-app widget: realtime replies, an unread badge in the header, and attachments, including screenshots and screen recordings.
• Email threading: replies to [email protected] stay on the same ticket.

If a paid subscription has ended, the owner can restart it from the app through Stripe Checkout. The new subscription uses the current plans, and it starts paid. There is no second trial.

• Who can restart: organizations on the current self-serve plans, and organizations still on the retired February 2026 self-serve plans. Enterprise, AppSumo, and custom plans still go through support.
• Owner-only: other members do not see the reactivation flow.

The upcoach MCP server grew from creating a space into a program builder. Owners and organization admins can ask an AI assistant to build a curriculum step by step, edit it later, and run day-to-day engagement. Events, feed posts, and channel messages use the same permission as that action in the app.

• Granular curriculum tools: create, update, and reorder sections, modules, and activities (lessons, worksheets, task lists, and check-ins), and search the activity library.
• Safe edits: omit a field and it stays as it is. Renaming a lesson leaves its body and cover in place. Renaming a worksheet leaves its questions in place when you do not send a new question list.
• Engagement tools: create events, including a recurring series, publish feed posts, and send channel messages.
• Discovery tools: look up app instances, members, and groups in a space.
• Guided prompts: the MCP settings page lists ready-made prompts, including “Build a 6-week program”, “Summarize worksheet responses”, and “Improve low-engagement content”.

Events now hold what happened in the session, not just when it was. Hosts see two new tabs next to Description in the event panel.

• Host Notes: private tab for the event’s hosts. Organization admins and owners can open it too unless they are in that space only as a participant or sponsor. Other participants never see it.
• Transcript: hosts always see it. Organization admins and owners can open it on the same terms. Other participants see it once it has content.
• Post-event reminder: the switch on the Host Notes tab emails hosts when the event ends. It turns on automatically the first time notes are added, then keeps the choice.

Two small changes that remove friction for participants on their first day.

• Locale-aware booking slots: 1:1 booking time slots now follow the participant’s locale. A US locale shows 05:30 PM. A UK or German locale keeps 17:30.
• Invites land in the invited space: when an invitation is for exactly one space, accepting it takes the participant straight into that space instead of the home screen. Someone who still needs to finish organization setup goes to onboarding first.

Existing users can now spin up a second (or third, or fourth) organization without signing up again. A “Create new organization” item lives in the user dropdown — click it, pick a plan, and you’re sent straight to checkout for the new tenant. The old behavior forced you to log out and re-register with a different email, which made running multiple programs under separate brands painful.

• One-click from the header — the user menu now exposes the create-org action alongside the existing organization switcher
• Skip the email step — when you’re already authenticated, the signup flow detects it and jumps you to plan selection and checkout instead of asking for the email again
• Independent billing per org — each new organization gets its own subscription, so you can run a paid program in one and a trial in another without mixing them

A round of correctness and reliability improvements across messaging, rituals, worksheets and onboarding:

• Pinned message banner: concurrent pin requests are serialized, so a channel shows at most one pinned message, and anonymized messages stay out of the banner.
• New-message sound for thread replies: replies inside a message thread play the channel notification sound, matching top-level messages.
• Ritual documents: ritual documents in PROCESSING can self-recover, and a retry uses the generation job for the session type.
• Print dialog feedback: when the browser blocks the print popup (popup blockers, mobile Safari and similar), you see a clear toast message.
• Client onboarding redirect: when the original destination space or app has been removed, the redirect after completing the onboarding checklist falls back gracefully.
• Version update banner: the “new version available” refresh button keeps working even when an outdated bundle is loaded.

Every Sell offer now has its own analytics tab — page views, sessions, conversion funnel, geography, top referrers, and UTM breakdown — so you can see exactly how a checkout page is performing without piping data into a third-party tool. The old checkout pageview tracking was replaced with a unified ingestion + daily rollup pipeline, and existing checkout history is backfilled into the new tables on upgrade.

• Conversion funnel — page view → checkout started → purchase completed, with drop-off rates between each step
• Sessions and visitors — unique visitors over time, plus session-level detail for diagnosing spikes or drops
• Geo and tech breakdown — country-level traffic and device/browser splits to see who is actually landing on the offer
• Referrers and UTM tags — top sources sending traffic, and per-campaign performance for paid or partner pushes
• Date range scoping — drill into a single launch week or roll the view out to the full lifetime of the offer

Worksheet responses now support the same threaded comment experience that already exists on check-ins. Open any submitted worksheet response and a comment sidebar slides in — leave feedback on someone’s reflection, ask a follow-up, or reply inline on a single answer. Comments stream live, support @mentions and replies, and respect the worksheet’s visibility settings so peer feedback only shows up where it’s appropriate.

• Per-response sidebar — click a worksheet response to open comments next to it; no context-switching to a separate review screen
• Threaded replies — reply to a specific comment instead of starting a parallel thread, mirroring the check-in comments UX
• Realtime updates — new comments, edits, and deletes broadcast over the existing realtime channel, so reviewers and participants see them as they happen
• Visibility-aware — when a worksheet’s responses are admin-only, comments stay admin-only; peer-visible worksheets unlock peer feedback automatically
• Notifications and mentions — @mentioning a participant or operator pushes them a notification the same way check-in comments do

Channels now support pinned messages. Program admins can pin any message — an announcement, a kickoff brief, the link to this week’s call — and it stays visible in a banner at the top of the channel for everyone, no matter how far the conversation scrolls. Click the banner to jump straight to the original message in context.

• Admin-only pinning — pin/unpin lives in the message actions menu and is gated by channel permissions, so participants can read pinned content but can’t change it
• One pin per channel — pinning a new message auto-unpins the previous one, keeping the banner focused on what matters right now
• Inline system message — every pin and unpin leaves a small system note in the channel timeline, so members see when the focus shifted and who changed it
• Live across sessions — the banner updates in real time for everyone in the channel via the existing realtime stream; no refresh needed
• Jump-to-message — clicking the banner scrolls and highlights the original message, even if it’s hundreds of messages back

Completed worksheets now have a Print / Save as PDF button. It opens the OS print dialog with the worksheet rendered cleanly, so participants and program operators can send it to a physical printer, “Save as PDF,” or any installed virtual printer without leaving upcoach. Useful for client files, sharing reflections with sponsors, or keeping a personal copy of the work.

• One button, every output — appears on completed worksheets and read-only worksheet views; the native print dialog handles the rest
• Answers preserved exactly as filled in — text, textareas, selects, checkboxes, and radio responses all snapshot to the printed page (live value/checked state, not blank fields)
• Page-break aware layout — each question tries to stay on a single page, so the printout reads like a structured document instead of cutting mid-question
• Custom title support — the print/PDF title defaults to the worksheet name and can be overridden where the panel is embedded

Another round of correctness and polish improvements across the platform:

• Checkout for V2 users: buyers with a legacy V2 account can complete checkout on public offer pages, and their tenant record is created when the purchase succeeds.
• Locked module attachments: when a module is locked behind prerequisites, its attachments (files, videos, links) are dimmed and gated like the rest of the module. Clicking one opens the required-modules modal.
• Trial billing display: while a subscription is trialing, the billing page shows “Trial Ends” with the trial end date.
• Dropdown menus: long dropdowns, such as language or option pickers, scroll within the viewport on shorter screens.

Picking a client or space to report on is now a type-to-filter search instead of a long dropdown list. Program operators running accounts with dozens or hundreds of participants can jump to the right person or space in a few keystrokes rather than scrolling through every option.

• Client Reports picker — start typing a name and the list filters live; full names display without mid-label truncation
• Space Reports picker — same treatment for space selection, useful when a program has many cohorts or groups running in parallel

A round of reliability and correctness improvements across the platform:

• Appointments list: loads when filter conditions return an empty result set.
• Comment attachments: the comment input stays open when you click the attachment button in feed posts.
• Chat message ordering: messages in live chat streams arrive in the order they were sent.
• Offer duplication: duplicated offers set copied prices to inactive, so a copy doesn’t create live pricing conflicts.
• Subgroup membership: removing a member from a parent group also removes them from its subgroups.
• Number inputs in worksheets: comma-formatted numbers are sanitized, so calculations work in locales that use commas as decimal or thousands separators.
• Check-in locale formatting: dates and numbers in check-in responses follow the participant’s locale.
• Check-in file uploads: file types are validated on the server, and unsupported formats are rejected before they reach storage.
• HTML embed shortcodes: shortcode values with special characters render safely in embed blocks.
• File uploads: filenames with special characters are normalized on upload, keeping media links on the CDN intact.
• Private browsing and embedded views: improved handling when the platform runs in private browsing mode or loads inside an iframe.
• Profile locale settings: users with region-specific locales that include script subtags (e.g. zh-Hant-TW) can save their profile.
• Check-in trend charts: trend graph tooltips render unit labels that contain special characters.

All emails from upcoach now display your organization’s name as the sender. Participants see “Acme Leadership Academy” in their inbox instead of a generic sender — making every notification, reminder, and update feel like it’s coming directly from your program.

HTML Embed blocks now support dynamic shortcodes that resolve to the current participant’s data. Drop *|user.name|*, *|user.email|*, or *|user.id|* into your embed code, and each participant sees their own values rendered live. URL-encoded variants (*|URL:user.email|*) are available for passing participant data through query strings to external tools.

• Participant-aware embeds — pre-fill Typeform fields, pass user context to Calendly booking pages, or personalize any third-party widget with the participant’s name, email, or ID
• URL encoding built in — use the *|URL:...|* prefix to safely embed participant data in URLs without breaking query parameters

Participants whose timezone was set to the default UTC now get it automatically corrected on login. upcoach detects the browser’s timezone and updates the profile silently — so event times, schedules, and timestamps display in the right local time without anyone needing to dig into settings.

Two improvements to event emails and names across the platform:

• Event notification emails: attendance confirmations, cancellations and update emails all send reliably.
• Profile names everywhere: member lists, the view-as feature and invitation emails show each person’s profile display name.

Check-ins now support a number question type and visualize response trends over time with line charts. Program operators can track quantifiable metrics — hours practiced, confidence scores, revenue milestones — and see how each participant’s numbers change across submissions.

• Number question type — ask for numeric input with optional min/max bounds, prefix, and suffix formatting. Works alongside the existing text, select, scale, and file upload question types
• Trend line charts — number and scale questions now display a line chart of each participant’s responses over time, making it easy to spot patterns and track progress visually

You can now duplicate any offer from the Sell module. Hit the duplicate action on an existing offer, give it a new name, and a full copy is created in draft — pricing, program access rules, checkout page, and media all carry over. No more rebuilding offers from scratch when you need a seasonal variant or a new cohort pricing tier.

• Full copy — prices, space assignments, sub-group access, and checkout page content are all duplicated
• Starts in draft — the new offer is created as a draft so you can review and adjust before publishing
• Fresh enrollment window — enrollment deadlines are intentionally cleared so you set the right dates for the new run
• Stripe-ready — new payment products are synced to Stripe automatically when you publish

Dates and times now respect each participant’s language and region. Instead of hardcoded US English formatting everywhere, upcoach detects the browser locale on first login and formats all dates, times, and relative timestamps accordingly — “Mo., 15. Jan., 14:30” for German users, “Mon, Jan 15, 2:30 PM” for American English.

• Automatic detection — your browser’s language setting is detected on first load and saved to your profile. No configuration needed for most users
• Manual override — a new “Date & time format” dropdown in Profile settings lets you pick from 80+ locales, or reset to auto-detect
• Full coverage — feed posts, messages, events, rituals, notes, calendar sync timestamps, and package expiry dates all use locale-aware formatting
• Native hour format — 12-hour (2:30 PM) or 24-hour (14:30) is determined by your locale, not hardcoded

When a participant purchases an offer that creates a private program space, the space is now automatically named with their first name — “Sarah | Leadership Program” instead of just “Leadership Program.” Program operators managing multiple participants no longer need to manually rename each space to tell them apart.

Event reminders now show their timing in the most natural unit: minutes, hours, days or weeks. A 2-day reminder reads “2 days”.

The content editor now has an HTML Embed block — type /html in any page to drop in external content. Calendly booking widgets, Google Forms, Typeform surveys, interactive maps, video players — anything you can paste as an HTML or iframe snippet renders live alongside your program content.

• Quick to add — type /html in any editor, paste your embed code, and see a live preview before inserting. Edit or remove it anytime by hovering over the block
• Works everywhere — the embed block is available in every content editor across your programs, including lessons, worksheets, and the feed
• Auto-sizing — embedded content automatically adjusts its height to fit, so participants see the full widget without scrolling inside a tiny box
• Fullscreen support — participants can expand embedded content to fullscreen for interactive tools that need more space
• Secure by default — embeds run in sandboxed iframes on a separate domain with cross-origin protections, so external content never touches your program data or participant sessions

Check-ins now support file uploads as a question type. Program operators can ask participants to submit screenshots, documents, or progress photos alongside their regular responses.

• Drag-and-drop or click to upload — participants can drop files directly onto the upload area or browse to select. Supports images, PDFs, and common document formats up to 50 MB
• Inline preview — uploaded files display with filename, type, and size directly in the response. Images get a visual thumbnail

Check-in responses are now a conversation, not just a submission. Participants can react to and comment on each other’s responses, and program operators can do the same — turning recurring check-ins into a lightweight accountability loop.

• Reactions — add reactions to any visible response. Same interaction pattern as the feed
• Threaded comments — click a response to open the comment sidebar. @mentions, replies, and reactions on comments all work
• Visibility-gated — social features follow the existing visibility setting. “All Members” enables full peer interaction; “Admins + Self” lets operators react to and comment on individual participant responses; “Only Admins” keeps it private

Programs needed a way to collect the same structured input on a recurring basis. Weekly reflections, accountability updates, progress self-assessments, pre-session prep. Worksheets handle one-time submissions. Check-ins handle everything that repeats.

• Recurring submissions — participants respond as often as needed, each entry timestamped and stored individually. One check-in, many responses over time
• Four question types — open-ended text, single-select, multiple-select, and linear scale. Up to 10 questions per check-in
• Visibility control — three levels determine who sees responses: admin-only, admin plus self, or all program members. The same check-in can have different visibility per placement
• Response data & export — aggregated statistics, individual submission histories, CSV and JSON export for external analysis
• Pause & resume — stop accepting responses when needed, restart when ready. Option to clear response data on stop

Programs got operational polish — structured checklists that guide setup, explicit publishing workflows, and the tools to manage a program’s lifecycle from draft to live.

• Program checklists — type-aware setup checklists with nested sub-items, customized per program format. The platform tells you what to configure, not just how
• Publish/unpublish flow — explicit state management replacing the old draft toggle. Clear control over when a program goes live and when it comes down
• V2 to V3 migration — a dedicated migration page for existing upcoach users transitioning to the new platform

We built program types — the feature that turns “what kind of program are you building?” into a structured, format-aware starting point. Group coaching, mastermind, bootcamp, certification, challenge, and seven more. Each with the right structure and operational mindset built in.

• 12 program types — Group Coaching, Mastermind, Cohort-Based Course, Bootcamp, Certification, Challenge, Transformation Journey, Workshop Series, 1:1 Coaching, 1:1 Program, Self-Paced Course, and Membership. Each one pre-configured with format-aware scaffolding
• Global Quick-Create — the + button (desktop) and floating action button (mobile) for instant creation of posts, messages, events, and content from anywhere in the platform
• Custom domains — connect your own domain for a fully white-labeled participant experience. Your program, your brand, your URL
• Brand & settings — centralized branding controls applied across the entire organization

This is where upcoach stopped being “another platform” and became something no competitor combines: structured delivery with real accountability. We built a notification system designed for follow-through, not noise — and the commerce engine to sell programs directly.

• Notification system — a unified accountability pipeline spanning events, content, channels, feed, and offers. Three signal classes (Accountability, Conversational, System) with “Silence is Default” — not every action generates a notification, only the ones that matter for follow-through
• Offers & checkout — create program offers with pricing, coupons, and Stripe-powered checkout pages. Participants go from “interested” to “enrolled” without leaving your brand
• Full signup flow — email capture, checkout, profiling, provisioning, program access. End-to-end, from stranger to active participant
• Task lists — structured to-do activities that make between-session work visible. Who completed what, who’s behind, what needs attention

A program platform isn’t real until people can sign up, pay, and get oriented. December was about making upcoach a place you’d invite real participants into.

• Billing system — Stripe-integrated subscription management with plans, trials, and payment processing. Program operators can charge for what they deliver
• User invitations — invite participants by email with branded login pages and acceptance flows. The first touch feels like your brand, not ours
• User onboarding — guided first-run experience with profile setup and program orientation. New participants know exactly where to start
• Rituals maturity — one-time and daily rituals, structured form inputs, AI-generated documents, combined document views. The accountability engine got serious
• View-as — program operators can see programs exactly as their participants see them. No guessing what the experience looks like

Programs need more than content and scheduling — participants need to talk to each other. We built the communication layer directly into the program, not as a bolt-on or a link to Slack.

• Channel messaging — real-time conversations with reactions, file attachments, and audio/video messages. Threaded discussions within program channels
• Feed — a program-level activity stream for announcements, updates, and member posts. The pulse of the program
• Rituals engine (v1) — structured check-in workflows with admin creation, a ritual library, and AI-generated conversation previews. The first step toward between-session accountability
• Interactive media — video embeds, GIF support, and rich media inline within messages and content. Communication that feels modern, not clinical

Programs became real — with structure, scheduling, access windows, and a full events system. This is when “I’m building my program” stopped being a concept and became something participants could experience.

• Space creation wizard — choose your format, get a pre-structured program. No blank canvas — the right sections, the right pacing, the right operational mindset from the start
• Events system — calendar events with ICS invites, timezone handling, and session packages. Book-a-call scheduling for 1:1 programs
• Space access control — early access dates, countdown timers, and section release scheduling. Drip content on your terms
• Space duplication — duplicate any program with date recalculation, enrollment settings, and access offsets preserved. Run the same program for a new cohort in minutes
• Space & event reporting — program-level and per-participant progress data, plus event attendance tracking

Before you can deliver a program, you need the building blocks. We spent the first months building the content engine that everything else sits on.

• Activity Library — create, organize, and reuse content across programs. One activity, many programs — update it once, it updates everywhere
• Worksheets — structured input types (text, scales, choices) with validation, ordering, and rich text. Participants fill them out; program operators see the responses
• Media Library — centralized video and file management powered by Bunny CDN. Upload once, embed anywhere — no file size limits, no third-party hosting
• TipTap editor — rich content editing with embeds, media, and formatting throughout the platform. The same editor powers every content surface

We started rebuilding upcoach today. Not a refresh — a full rebuild. New architecture, new frontend, new data model, new everything.

The current platform works, but it wasn’t designed for where programs are going: structured journeys that adapt, communities that connect, and outcomes you can actually prove.

upcoach launched in 2020 as an all-in-one coaching platform. Over five years and thousands of users, we built programs, habit trackers, smart documents, courses, CRM, scheduling, and online payments. We learned what works and what doesn’t when people try to deliver structured programs at scale.

The biggest lesson: giving people a box of tools isn’t enough. They need a clear starting point, a structure that matches their format, and visibility into whether their participants are actually making progress. V2 gave them components. V3 would give them a program.