Quarterly product updates / Q1 2024
Fresh from
The Pool*
* the Pool is the name of upcoach’s internal product development method.
Scroll to check out new coaching tools released in the last quarter.
Quickly learn to use upcoach’s latest features with our short videos — these new features will save you time on admin tasks and improve your clients’ experience.
NEW FEATURES
BIG NEWS
Coaching Program Design Mastery:
Enhancing Coaching Programs with Pages
Must-See:
- For a more efficient way to design individual, group, and cohort-based coaching programs.
- If you aim to boost the overall client experience in your programs.
Video Sneak Peek:
- Effortlessly add and manage multiple pages for a dynamic coaching program.
- Intuitively create, label, and organize your program pages.
- Move design blocks & building blocks between pages to enhance page layouts.
- Streamline your sidebar navigation for better user guidance.
- Incorporate FAQs, client testimonials, coach spotlights, and feature boxes to enrich your program content.
Event Management Simplified:
New Events Page for Streamlined Administration
Must-See:
- If you need more streamlined event management for coaching.
- If you're juggling multiple coaching programs simultaneously.
- If you’re leading a team of coaches.
Video Sneak Peek:
- Organize and manage events from all your coaching programs on one intuitive page.
- Easily navigate between different coaches' events within your organization.
- Simplify participant management for past events.
- Deploy post-event feedback surveys effortlessly and gather insights systematically.
Worksheet Innovation (Smart Documents):
New Response Types & Course Integration
Must-See:
- If you're integrating worksheets to streamline your coaching process.
- To minimize administrative tasks by reusing worksheet templates.
- To enhance the learning experience.
Video Sneak Peek:
- Build a sample "Initial Coaching Assessment & Goals" worksheet.
- Find out how to integrate a worksheet into a course lesson for enhanced learning experiences.
- See client interaction with worksheets in action and how to track their progress.
- Discover how to apply various response types such as Text, Linear Scale, Multiple Choice, and more for dynamic feedback collection.
- Insert coach notes into your worksheets effortlessly and export them with the PDF feature.
Automation Advantage:
Streamlining Your Coaching Operations
Must-See:
- To streamline your coaching workflow with automation (if you’re aiming to significantly cut down on manual administrative tasks).
- When seamless and uniform client onboarding matters to you.
Video Sneak Peek:
- Uncover automation tactics to minimize admin work for 1-on-1, group, and cohort base coaching programs.
- Learn to replicate and personalize coaching programs with ease.
- Assign tasks and share resources automatically to welcome new clients.
- Find out how to auto-invite new clients to events, enhancing participation.
- Get a glimpse of an automated and superior client experience journey.
Navigation Enhanced:
Tailor Your User Experience with New Homepage Feature
Must-See:
- For coaches managing diverse programs (1on1, Group, Cohort Base Coaching) and seeking a more personalized client interface.
- If you're looking to simplify your clients' platform experience with intuitive navigation.
Video Sneak Peek:
- Unveil the new homepage feature offering a new alternative to the standard upcoach navigation.
- Explore how enhanced homepage navigation can elevate your clients’ experience.
- Learn to enable the homepage feature for your clients for yourself or both.
- Understand the distinctive benefits of the homepage and programs.
- Decide which setup—default or Homepage—aligns best with your coaching strategy.
OTHER IMPROVEMENTS
Weekly Task Planner
A calendar view for your tasks
Community/Forum Improvements
Add a prompt to a forum category
Edit Past Meeting Notes (Agendas)
Streamline your workflow with the ability to effortlessly modify past meeting notes.
What is cooking?
Targeting in late Q2
upcoach Scheduling
Simplify your planning with the soon-to-be-released upcoach Scheduling — your future all-in-one tool for orchestrating coaching sessions. Seamlessly integrating with the entire upcoach suite and your personal calendar.
This scheduler will link effortlessly with meeting notes, agendas, coaching programs, and more, ensuring you and your clients can sync up effortlessly. Say goodbye to the hassle of third-party tools soon. upcoach Scheduling is on its way to streamline your time management in one convenient platform.
Eager to be the first in line?
Leave your email with us, and we’ll make sure you’re the first to know when upcoach Scheduling is ready to take off.