Coach Dashboard
      Back to home
      1. Coach Support
      2. Coach Dashboard

      Coach Dashboard Release Notes

      Learn more about what's changed with Coach Dashboard by reviewing the release notes below, organized by date.

      Current Version: 2.3.4

      February 13, Version 2.3.4

      Enhancements for managing subscriptions in Coach Dashboard
      • Future Start Dates for Restarted Clients – When restarting a client, you can now select a future start date, giving you more flexibility in planning their journey.
      • Better Billing Filters – Easily filter between included or paid clients and see expiring subscriptions in the billing page, making it easier to track subscriptions and payments.
      • Clearer Subscription Management – We’ve improved visibility for managing subscriptions, especially for included clients and those you previously deactivated, reducing confusion.
      • View Invoice History – Now, you can check invoice history per paid client subscription, giving you better financial tracking and transparency.
      • Old Program Metrics Removed – To keep things relevant, outdated program metrics have been removed from the Coach Dashboard

      January 27, Version 2.3.3

      New Features:
      • Same-Day Client Enrollment: Coaches can now enroll clients on the same day (Fridays). The 14-day grace period from enrollment remains in effect, providing flexibility for program adjustments.
      • Flexible Client Access Options: When adding a new client or reactivating a client, you can now select either included client access or paid access, offering more control over client management.
      Bug Fixes:
      •  Improved Post Creation Experience: Fixed an issue where coaches lost drafts when creating community posts. Now, the post creation window remains open, even if you accidentally click outside it.

      January 21th, Version 2.3.2

      New Feature

      • Client Reactivation with Included Slots: You can now reactivate clients using included client slots, providing added flexibility in managing your client subscriptions.

      Bug Fixes

      • Accurate Renewal Dates: Renewal dates on the Client Details page now display the correct subscription expiry information.
      • Resend Invitations: The ability to resend client invitations is now available again under the Client Record menu options, ensuring clients don’t miss their PQ start date.

      January 8th, Version 2.3.1

      We’ve made significant updates to enhance your experience on the Coach Dashboard, making it easier to manage your clients, subscriptions, and billing. Here's what's new:

      • Streamlined Add Client Journey: A smoother process to add clients and view billing details, all in one place.
      • Quick Search & Filter: Easily search and filter clients based on their subscription status.
      • Updated Tooltips: View a detailed breakdown of your Active Clients, Inactive Clients, and Included Clients Available directly in the dashboard.
      • Self-Serve Subscription Tools: Manage client subscriptions effortlessly with the ability to:
        • Refund subscriptions directly.
        • Deactivate subscriptions with a few clicks.
        • Convert monthly subscriptions to annual plans.
        • Restart client's PQ program
      • Enroll & Purchase Seamlessly: Enroll clients and complete their subscription purchase directly in the system.
      • Subscription Status Simplification: Subscriptions are now categorized as either Active or Inactive for clarity.

      💡 What’s Next?

      These updates are designed to give you more control and insight into your coaching experience. Log in now to explore the new features and let us know what you think! Share your thoughts by clicking on "Give Feedback" in the navigation menu in Coach Dashboard.

      November 1st, Version 2.2.6

      Mini enhancement to pod details

      You can now access a pod's record to view member details at a glance by clicking the pod record in the Seats tab. This includes information on Sage Muscle, top Saboteur scores, and selected pace, helping you better understand each member's progress.

       

      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.