Version 5
It’s here, it’s ready!
(Not that anyone knew to want or expect it; I’m just not much of a hype man and, like in the past, I’ve kept this project very much on the down low.)
So what’s Version 5 all about?
Beauty and joy of using.
And if we’re talking of beauty, I suppose I’ve beaten this drum before in this very space: I just finished rereading the blog posts around the release of 2017’s Version 3, 2020’s Version 4, and 2021’s more modern design. And in each there’s a sort of “Check out how slick it looks now!” proclamation, carrying with it an undertone of throwing shade on the old.
Now to my sensibilities, four rounds of that that feels like some sort of climbing of MC Escher’s endless staircase. Can’t help but feel a little sheepish over what a common refrain this ostensibly is becoming, even if spread out over nearly 7 years.
But DANG, I really do like the pretty pixels of Version 5! Steven Bannachan of Putty Design has done a fab job of defining the aesthetics this time around. And I don’t mean to throw shade on the previous design yet again, but I can’t deny: the look of the last incarnation of CA just doesn’t look so hot under comparison1.
Such is the nature of sustained progress, I suppose. May we all be proud of what we create today, and slightly embarrassed by it a year or two down the road. :)
But enough of waxing philosophical, let me show you the broad stokes of what’s new in Version 5!
What’s New in Version 5
Aesthetics Galore
New font, new icons, news styles, new UI elements. There’s no shortage of changes to find, big and small, which add up to a gorgeous look and feel.
Here is the main screen, Clients listing, in Version 4:
And here it is in Version 5:
Layouts for mobile and tablet sizes have been extensively polished for pixel perfect flowing of elements, and dark mode is looking mighty fine as well:

I kinda dig the lilac color scheme.
After switching you may have reason to revisit your Branding page, for you now have 4 options for styling the app frame to get the look and feel that perfectly suits your branding:

Named Original, Bold, Satin, and Satin Light, respectively. I’m bullish on Satin myself.
More Cohesive Navigation
The settings menu has been moved and remixed.

That gear at the bottom left toggles it in and out.
You might notice there’s a lot less going on in this menu. Business elements of setup have been moved to the new Business Center (more on that below).
My apologies to all the long term CA users who are already super familiar with CA’s menu layout, for breaking their muscle memory! A temporary slog for sure, but I’m betting you’ll find the change up to be, on balance, more than worth the effort to relearn the new.
My Style and Team Style
The new “My Style” and “Team Style” pages consolidate many areas of setup that previously had to be visited and configured one by one. The Team Style page allows authorized team members to manage setup for other coaches, including never before possible parts like Notifications and Happenings Reports.

All sorts of stuff that can be centrally managed for other team members.
Business Center
The new Business Center allows you to view and manage all aspects of your business from one area: Invoices, Engagements, Agreements and Offerings.

Being able to configure Offerings with the configuration of Engagements and Agreements living right next door on the same page is, I daresay, rather nice.
Fully customizable widgets in the new Business Center Offerings area give you a nice overview of how things are going in your business:

Drag to sort, add or remove whichever you like.
Better Drop Down Menus
Have a ton of Worksheet Templates or Files in your Library? You’ll now find it easier to find the right one with a search-enabled drop down menu, which supports filtering by folder and fuzzy, partial matching for ease of use.

Got a ton of files or templates? No problem!
In select places, when picking a coach or client, you’ll now see avatars next to the names.
Remixed Client Page Appointments
The Appointments on a Client Page are no longer relegated to a separate tab in the Overview section. Instead they now live in the left sidebar itself, like so:

Click on Appointments and…

…the next one shows. Click “view all upcoming” and…

…you’ll see all upcoming Appointment with this client.
Also contact info of the coach or client there has been tucked away, accessible by clicking the contact card by their avatar:

Click that little white icon that looks like a name badge to reveal.
Branding Colors in the WYSIWYG
This one’s subtle, but a nice way to craft content that is more fully consistent with your branding: the WYSIWYG color chooser now includes your primary and highlight branding colors.
Client Roster Download Options
When downloading a client roster, you’ve got options now on which clients you want included: active, inactive, or all:

Sometimes, you just want one or the other!
And those are the broad strokes of what’s new in Version 5! Well, that and a completely redesigned marketing website, which does much better justice to the new and improved platform.
Migrating to Version 5
Migrating to Version 5 is easy: click “Enable Version 5…” from the top right user menu, and you’ll be on your way.

Just a few clicks and you’re there, you can even seamlessly preview it!
Fun fact: both before AND after you migrate, you can quickly toggle between the old and the new by hitting Shift + 4 on your keyboard (whenever you’re NOT typing in some text area). This allows you to do a side-by-side comparison of any part in the system: it’s kind of fun to see the differences woven throughout and, if you’re like me, the look of 5 really makes clear what was lacking in 4.
Summing Up
Last summer I wrote about my return to being a one-man shop after 6 years of having employees, and in those missives I mentioned returning to my studio to focus on creating art. THIS is what I’ve been working on. THIS is what I’ve been up to in my studio, taking up the mantle of being artist rather than art teacher. I’ve had a ton of fun making CoachAccountable Version 5, and I hope you and your clients enjoy the result.
Onward and upward. I’ll be updating screenshots in the CA Knowledge Base if you need me.
Actually, you know what? I think I’m gonna take a beat; maybe start a new farm in Stardew Valley. Then I’ll get to those screenshots. :)
- To the ostensible competitors that tout themselves as a “modern” alternative to “dated” CoachAccountable: one, that’s rude, and two, I would say that notion itself is now dated. ↩