Learn more about what's changed with Coach Dashboard by reviewing the release notes below, organized by date.
Current Version: 2.2.5
September 23th, Version 2.2.5
Manage PQ Programs and Grow Pods Easily
You can now manage both your PQ program and Grow pods directly from the Coach Dashboard. Use the "Seats" page to create new Pods and invite clients instantly. The new Pods view allows you to see all your pods in one place, making it easier to keep track of and manage them.
- PQ Program Pods: For clients actively participating in the PQ Program.
- Grow Pods: A new feature for clients who have graduated from the PQ Program, allowing you to communicate to them and continue supporting their growth and continuous progress.
New Program Support
- Enroll Clients into the New PQ Program:
Coaches can now enroll clients into the latest version of the PQ Program. - (For Cohort 1 to Cohort 18) Program Flexibility for Existing Clients:
For clients waiting for their original PQ program to start, actively in the original PQ program, or in Grow, coaches can still change their program type (new or original), offering greater flexibility in client management. Simply go to the "Seats" page, click "edit" next to the client’s name, and choose the new PQ Program and start date.
August 2nd, Version 2.2.4
New Personalized Home Page Experience
We're excited to introduce a more personalized experience on your home page, tailored to your membership level! Here's what's new:
- Personalized Home Page: Enjoy a unique home page view, customized to your membership level (i.e. Wealth Builder), ensuring you have quick access to the most relevant information.
- Important Announcements: Stay informed with critical updates, program changes, new events, and general announcements, all conveniently displayed on your home page.
New Features Added:
- Beta Program Sign-Up: Be the first to experience upcoming changes! Sign up for our new beta program as an individual and preview new features before they are released to all clients.
- "Give Feedback" Form: We value your input! Share your thoughts and suggestions through our new feedback form, accessible from the main navigation under "Give Feedback."
June 20th, Version 2.2.3
New Home Page
We've added new features when coaches log into the home page.
- Welcome Message: Greeting message and date for a personalized experience. Coach labels are displayed to indicate coach membership roles
- Event Management: Added upcoming events section which allows coaches to keep track of their schedules and plan accordingly. They can subscribe to the PQ Calendar as a whole or follow individual events. Events are also marked in different colors to distinguish between types of activities.
- Comprehensive Resource Access: Coaches can quickly access essential tools, guidelines, and educational materials from the quick access menu.
May 30th, Version 2.2.1
Seat Manager mini enhancements
- We updated the filtering capabilities for the Seats page, that way you can filter for subscription type, active programs, and registration status
- B2B Coaches have the ability to filter for B2B clients and Pod Leaders
- Maintain and Client pages are deprecated. To manage client subscriptions, go to Seats page and click on the action icon button (...) for each client record to view options
- Updated tables column formatting for increased readability
- Updated date to American format (Month, day, year)
- Refreshed login experience
April 25th, Version 2.2.0
New Look and Feel in Client Program Tracking page
- New look and feel when you click into the client record under Seats or Client tab
- Module Progress can be tracked for PQ Program, Grow, and Teams
- Progress can be tracked for daily activities (Daily focus, challenges and reflections)
- View last login history in Client's details page
- Move clients between Grow subscription and Maintain and ability to customize subscription options when client's PQ program ends
- Track saboteur assessment results including the client's saboteur focus selection
- View saboteur descriptions in the Client Tracking page
- View PQ muscle score and metric breakdown
- Maintain and old Clients page will be depreciated on May 30th, 2024. Users can manage client subscriptions and access program tracking details under the Seats page
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Minor updates:
- Updated email content for PQ Program enrollment invitation through Coach Dashboard
- Added mobile header navigation animation
February 28th, Version 2.1.0
Global In-app and email notifications
- Receive email notifications for client registration and Client Community activity; including posts, comments and likes
- Ability to customize email notifications related to client registrations and Client Community Activities
- In-app notifications for client registration and Client Community Activities
- Updated navigation menu and header in Mobile to consolidate space
- Coach Dashboard Logo added to header
January 10th, Version 2.0.0
"Groups" Page redesign
- New look and feel of the "Groups" page in Coach Dashboard. This tab is now renamed to "Seats" in the navigation menu.
- Ability for coaches to have the option to send an enrollment invitation within the system as they add new clients into the PQ Program.
- Filter and search for clients.
- Understand when clients last logged in so coaches can optimize their seat usage.