upcoach

UpCoach Features Update in May

Product Updates | May 25th, 2020

UpCoach Update in May

We are super excited to announce a few new amazing features on the UpCoach platform! Our development team has been working really hard to implement improvements to our platform and to take your user experience to the next level.

We want to make sure your coaching experience is top-notch and streamlined so you don’t have to think about the logistics and deliver the best service to your clients.

Here is what’s new on the UpCoach platform

Agenda templates and Agenda designer

We know that you probably have a number of different programs and groups so we created a couple of agenda templates. These help you set up each new group with the desired agenda structure. It’s simple to set up, just choose the agenda template that you want whenever you are creating a new group. 

The great news is that each of these templates can be further customized to fit your specific needs. Just click on the three dots on the group card and go to the Agenda designer.

Agenda designer is so powerful now and it has many customization options:

You can edit Sections – add and remove them, edit their titles, and duration in minutes. You can also choose the icon for each section 🙂

You can customize Section blocks. For each section you have a couple of different blocs that you can add:

Here is a short video that shows you how to edit the section blocks:

Workflow automation

We have some automation in place! You can create workflows 

We have 4 different actions that you can set up in the workflow:

  • Send an email
  • Add a delay
  • Send contact to ConvertKit form
  • Send contact to ConvertKit automation

This is how you set it up:

ConvertKit integration

The first integration that we have is with the marketing automation platform ConvertKit. If you are using this tool to stay in touch with your clients you can easily integrate it with UpCoach platform by adding an API key.

In other news 🙂 You can now copy or delete existing programs on the platform:

We are preparing more features in the coming weeks and we’ll let you know as soon as they are live!

If you have any questions or need assistance feel free to reach out to us at hello@upcoach.com

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