Archive for New Feature Development

New Features: Online Scheduling & Calendar Imports

We’ve released a few new features in CoachAccountable. First, our Premium account holders can now enjoy the convenience of online scheduling. To set up appointment types, your general availability and email reminders, go to MyCA, then MySystem and click on Appointment Scheduling. Once you have enabled this feature, your clients will be able to schedule or reschedule appointments with you directly from their Client Pages. These appointments will show up on your Calendar, which brings us to…

Calendar Imports! Regardless of your account type, you can now import your current Outlook, iCal, Google and other calendars into CoachAccountable. Go to your Calendar and click on the “Import Calendar” button an the bottom of the mini-calendar view. There is inline help there to quickly walk you through the process. You can also export iCal using a private data feed URL. We are exploring other sync options and will keep you posted. Also coming up shortly: day, week and agenda views.

CoachAccountable has acheived lift-off!

Can we get a “woot woot”? Today we successfully completed Beta and launched to the public!

Building this fabulous application has been a long, fascinating and (usually) fun journey. And this is just the beginning. As my mama woould say, “There’s no rest for the wicked.” We are working out the technical details for our Affiliate program and should be launching that soon. We are working on some new solutions to some of our Beta coaches’ feedback. We are also working on a major revamp of the Calendar so that it will sync with your other calendars and will feature online scheduling for Premium accounts. Whew!

We’d like to extend our heartfelt gratitude to all of our Beta coaches who tested the system and got their clients on board and gave us such great feedback and positive support.  You guys totally rock! We couldn’t have done it without you.

2009 is going to be a whirlwind year full of innovation.

We know we have been promising BETA launch for months now. Unfortunately/Fortunately, some really great jobs came in that have allowed us to stay off the streets this winter. We’ve mostly wrapped those up and, as I type this, my team is feverishly doing final tweaks and touches to the CA system. Can you hear the drum roll off in the distance? Stay tuned.

In the meantime, for those who are new to us, here’s the background story of CoachAccountable:

Playground is a small web development and design company. We have all had training in personal transformation technologies as well and a few of us have been trained as coaches but haven’t pursued it full time. In talking to many of our coach friends, we realized there was a great need in the market for a really good, affordable client relationship and business management system designed specifically for coaches. We interviewed a bunch of coaches to get their feedback on what kind of tools would be useful and we got to work. That was back in March or so.

Since then, we’ve built the system once, scrapped it and re-thought it from the beginning based on additional coach feedback and utilizing new technologies. We’ve rebuilt the system – bigger and better. (It’s taking a little while longer than we had anticipated because we’re building it without funding in-between other design/development jobs that keep the roof over our heads. Once we’ve launched, however, we will be doing this full time.)

As a small group of designers & developers with lots of experience, we are very quick and responsive to system needs. (Seriously, we are. When there aren’t other jobs in the queue.) We know that the system as it stands will undoubtedly lack features that people will want and we’ll need to refine or remove some of existing features. We tried to make the core of the system as versatile and intuitive as we could so that it’s very useful from the word “Go.” But we’re itching to get it out there, hear what our coaches need and sort out the best way to continue crafting a great product. Technology and the coaching industry are changing so fast; we’ll keep evolving the system to reflect that indefinitely. (We love this stuff, really!)

So basically, we are terribly excited, a bit nervous, and very focused. Working into the night, eating shrimp burritos from the corner shop and week-old casseroles. Making lists and checking things off trying to make sure we are crossing all the major “T”s and dotting the important “I”s. Hold tight, friends,  CoachAccountable is almost there.

Closing in on BETA

Alright, folks. No one is as anxious as we are to get this bad puppy up and running. We can’t wait to get our BETA testers plugged in. And it’s coming…very soon.

November was a bit crazy. Much-needed vacations, cross-Atlantic visits from family, and a lot of outside work kept us from launching Beta last month. However, that turned out to be a really good thing. We’ve been getting some great feedback from coaches (thank you! please keep it coming, every bit is super useful.) Looking at these pearls of real-life wisdom, we realized we needed to rethink some of the design and functionality to make it more intuitive and versatile.That led to a major re-think and redesign, which is complete as of today. Woot!

Included in the changes are a more customizable system to that coaches can truly set up their business any way that works for them. Drag-and-drop widgets allow you to choose which things you want to be able to see at a glance, such as to-do lists (for you or your VA) outstanding invoices, your upcoming appointments, etc. A brand new template system lets you to input your intake forms, questionnaires, and worksheets easily into the system and have your clients fill them out on-line, where they can always be accessed in a moment by both of you or emailed as a pdf. There’s also a great Library for uploading and sharing newsletters, audio files, anything you want. We’ve been working on the Billing system and think we’ve found a great intuitive way for coaches & clients to manage their financial agreements and clients can even pay online from within their system. All in all, it’s looking fantastic. We sure hope you’ll agree.

Final development has begun (and knowing John, it’ll go QUICK – particularly if we bring him hot meals occasionally!) With the holidays coming up, we are aiming for a late-January Beta launch. There’s still space for testers, so sign up and tell your coaching friends to do the same. There’s no long-term commitment, you get early access to a fully-functioning system and you’ll get 6 months FREE upgrade once we’ve released to the public. Sweet!

Coach’s Calendar Now Under Construction

The design and layout work is all in place and it is now time to build the calendar and schedule manager component of CoachAccountable. I’m excited by the challenge. We have it worked out to be an elegant work of cutting edge user interface widgets featuring drag-and-drop, zero-latency loading of key info, and not a page reload to be seen. With homage to the experts who have gone before us (such as the team behind google calendars) we are excited to be creating something of a comparable caliber.

After we get the basics built, we will gather feedback from coaches on specific features they would like to see for their online scheduling system. Looking forward to it!