The CoachAccountable Blog

Okay, so… biz dev.

If you’re like a lot of coaches, that’s the last thing you want to have to work on.  You got into coaching to coach people, not to worry about the business stuff.

But it’s a necessary evil.  And it turns out such efforts can be a little more fun and effective than it might otherwise appear!

How?  Because you’re using CoachAccountable, and therefore you’re offering clients a coaching experience that is more than the conversations themselves.

Predicated on that fact (and thus the stand-out things you’re able to say about what you offer), the CoachAccountable Webinar Series has episodes under the “Running a Better Business” section, and each is full of highly actionable things you can do to shore up your business and win more clients.

This video riff explains how to take advantage of this, and fit these efforts into your week as a series of one-off projects that can each be implemented in a single afternoon:

Much like when we here at CoachAccountable heard early murmurs of Practice.do shutting down from soon-to-be coaching platform refugees, we’re now getting word that Profi.io is in the process of shutting down for good.

I suppose the glaring lack of any “Sign up now!” button is public enough of a smoke signal!

That sinking feeling you get when you learn the coaching platform you chose is closing its doors for good.

(For those of you keeping score at home, this make now THREE coaching platforms that shut down in 2025, Nudge Coach being the first.  This might be a good time to check the funding model and employee count of your platform.  If it’s dumb money itching to get theirs investors who might get impatient, and/or a payroll headcount of anything north of 50, well…¹)

Last time, with Practice.do, we kept it classy and kept our ostensibly insider knowledge close to the vest, and therefore didn’t break the news before they did.  And then they pulled the rug out from under their broader customer base with short notice (our tells came from their larger customers, who presumably merited the courtesy of getting ASAP notice unlike the rest), leaving them precious little time to export data and find a new home (and even then, the final day when their login simply no longer worked was unannounced in advance²).

Our automated mechanism for importing a Practice.do accounts from the export file was ready for prime time exactly one day after they bolted the doors on November 3rd.

So… this time around?  We’re gonna do better for this next wave of coaching platform refugees to be set in motion by Profi’s imminent collapse.

If you’ve been using Profi.io and need an alternative, stat?  Based on those key features named on their home page, here’s what we’ve got for you with CoachAccountable:

Client Portal – Oh yeah.  Sessions, Notifications, Messaging, Programs, Forms?  You’ll find you’re able to do all of that in CA, PLUS bits that are (to us) conspicuously missing from Profi, Actions and Metrics (namely the stuff client participation and tangibly getting results).

Scheduling – Yep!  CA is a full stack scheduler that hangs with the best of ’em.  There is NOT an in-app calendar UI, though.  The idea with CA is you connect your usual calendar that you already know and love (Google, Outlook, or Apple), and CA can thusly sync with that.

Video & Telehealth – Nah, CA never tried to reinvent the wheel of building its own video conferencing platform.  But it integrates REAL NICELY with the ones most coaches already have: Zoom, MS Teams, and Google Meet.  Connect any of those, and CA will create those meeting rooms automatically for your scheduled appointments with similarly easy ways to find and click those join links for you and your clients.

Programs – Yep, in CA we call those “Courses”.  Forms, videos, content, and indeed more than that.  Super comparable.  Agreements and scheduling live outside of the flow of Courses but are indeed supported, and CA Courses have a number of features Profi Programs don’t (e.g. Courses that progress by either timed dispatch OR self-paced completion, Action items with reminders).

Multi-Provider – CA’s Team Edition allows you to add as many coaches (or admin staff) as you like, no extra charge.

Profile Directory – Okay, Profi’s got that one over CA.  Still, there are ways to cook that up with CA Offerings and/or Offering Collections as embedded into whatever page you like on your website.

Reports – Yeah, CA has a lot of reports covering a lot of things.  They’re different and less dash-boardy, so they might bum you out.  On the bright side, though, most all of ’em are downloadable as spreadsheets, meaning the raw data is easy to export out to do with whatever you like with little fuss.

Memberships – Yep, that’s the stuff of Engagements (which can entail automatic recurring billing with a card on file when you connect either Stripe or Square) and/or membership and participation in a CA Group (which is the stuff of doing coaching things at the level of group, completely analogous to 1-on-1).

And those are the broad strokes, again, as taken from their home page, banner features.

Will you be happy with CoachAccountable coming from Profi?  Possibly!  It’s gonna be different.  With some things, Profi probably does it better.  Others, CA has the advantage (and not just the whole “continuing to exist” thing).  And if you’re open to it, you might find a lot of good stuff you didn’t know to want.

To help you find your way and figure out if CoachAccountable could be a viable alternative to Profi, grab a time with one of us and we’ll be happy to help.

Grab a 1-on-1 time with a CA staffer here.

No sales pitch, just a chance to put our minds together to see if CA’s the right place for you to land, so that you may continue to manage your coaching operations.  AND if you’d like some white glove service to get yourself moved over and trained in how to do the things you’re used to doing in CA, the CoachAccountable Experts are available for hire for that very sort of thing.

Getting Your Data Over to CoachAccountable

So, here it seems is where things get awkward.  It seems there is NO WAY TO EXPORT YOUR DATA out of Profi.  No existing functionality, no API for scraping programmatically, not even a “Hey, sorry we’re shutting our doors, sorry…. here’s a big clumsy dump that mebby you can use somewhere else.”

This to us is borderline criminal negligence.  I mean, we’re not even going anywhere, but there are already myriad ways to get your data instantly out of CA with a few clicks, in nice-to-read HTML files, CSV files, and even a machine-readable JSON dump.

I hope we’re wrong.  Maybe we just missed it.  But until we learn otherwise, that means we can’t whip up an automatic import mechanism to get your Profi data into CoachAccountable, like we did for Practice.do.

This might merit asking Profi nicely for such an export³.  Even a big, clumsy dump is better than nothing.

The Practice.do refugees could move their stuff in real easily. We’re hoping we can make such a thing for the Profi refugees.

Any which way, if you do have a sort of export file, send it on over to us with a note about it and we’ll see what we can do.

Wrapping Up

We really feel for all the Profi users who are soon to be left in the lurch.  If we can help make that transition any more workable and less jarring, we humbly submit CoachAccountable as a viable alternative for your needs, and we’ll do what we can to help you make that determination.

“I’m pretty sure some of what I’ve got to say here is going to ruffle some feathers.”
  – from the About page, I Come in Peace.

I’ve been at this CoachAccountable thing a good long while now, having recently celebrated the 13th birthday of the endeavor.  I’ve also spent years + tens of thousands of dollars being coached myself.

And on account both of these things, there are some nuanced, not-quite conventional viewpoints that inform the design of the platform that have been fomenting all along the way.

I’ve been writing these viewpoints up for a while now, and have published them on an all new companion site called The CoachAccountable Perspective.

Think of me as a fellow coach who’s been there, yes, but also think of me as the advocate for your most earnest client who desperately wants the difference that working with you is capable of making.

I’m here to whisper in your ear what they wish you would do, telling you things they don’t specifically know to want, informed by years of powerful and not-so-powerful coaching experiences they don’t yet have.

A shortcut in you knowing how to give them the best possible chance at thriving and becoming your biggest fan.

There are presently 37 essays all ready to go, and with more to come.

37 is a lot, so here are some that I suggest as worthy starting points:

• Openly Willing to Fire Clients
• Harness The Power of Your Client’s Desire to Look Good
• Being a Blank Slate Isn’t Good Customer Service, It’s Lazy
• Coaches, you’re in the Caring-as-a-Service Business
• AI is Either Good Enough for Your Client, Or It Isn’t
• We Don’t Need You to Have More Certifications, We Need You to Hold Us as Big

Find it all at https://perspective.coachaccountable.com/

Subscribe to it here.

Whether you use CoachAccountable or not, I’m good either way.  The ideas presented in these essays (of what us coaching clients wish you coaches would know and do) are generally applicable, and should ring true and worth trying.  I just want to help coaches to help their clients get bananas good results like I’ve been fortunate enough to get.  AND I want coaches to thrive by fomenting those results.

Here’s to your success in 2026, and beyond. :)

Yesterday, November 3rd, Practice.do closed its doors for good, abruptly locking out all users from their accounts.

It was about two weeks earlier that folks logged into their Practice.do accounts were greeted with this banner at the top:

Red is nature’s danger color!

So if you were a Practice customer, you are probably looking for an alternative platform for managing your coaching. CoachAccountable might be a fitting new home for you.

And if you did manage to export your data prior to that final shut down, you might have a very elegant transition indeed!

CoachAccountable can take the ZIP file you got from Practice and automatically import its contents in seconds.  This includes:

• Clients
• Families (as Companies)
• Package Templates (as Engagement Templates)
• Package Instances (as Engagements)
• Appointments
• Client Notes
• Client Worksheets
• Client Files
• Library Files
• Worksheet Templates
• Invoices
• Payment Cards (from Stripe, when you’ve connected the same Stripe account)

And you can do this all on your own, no need to email us and wait to hear back, no need to make any sort of pre-paid commitment.  You can grab an account, run the export, and see how your business could look within CoachAccountable with no waiting involved.

You’ll find the friendly prompt to do this when logged in, under your My Account >> Import Data area.

Just choose that ZIP file from practice and you’re on your way.

After clicking the “Upload it!” button, you’ll be presented with a summary of what CA found that is ready for importing, like so:

Choices, choices!

From there, choose which types of items you wish to import and you’ll be on your way.

In seconds.

There are a few limitations (for example, the Practice.do export file simply doesn’t contain key information for e.g. multiple choice questions, meaning those will have to be manually typed back in), but all in all, it’s a GREAT head start on getting your existing setup from Practice.do all ready to go in a new platform.

My heart goes out to everyone who was left in a lurch amid the Practice.do shut down.  Again, if you’re looking for a Practice.do alternative, grab a CoachAccountable account and give that import a whirl, and see how quickly you might once again be all set to continue on.

Update: For the next few days, we’re offering live sessions to acquaint yourself CoachAccountable and explore how it stacks up as a Practice.do alternative.

No pitch. No pressure. Just help getting you re-grounded and back to doing what you love…coaching.

If you’re feeling at all stuck, we’ve got you covered.

Sign up to join an upcoming session here.

It’s a real simple theme with today’s new version of CoachAccountable: the addition of TWO new integrations, MS Teams and Google Meet.

These virtual meeting platforms join the ranks of (long-supported) Zoom, enabling CA to now create virtual meeting rooms for your Appointments within these two in the exact same fashion.

The setup for all of this lives in the new Settings >> Appointment Config >> Virtual Meetings area:

You can go down the line, connecting (or not!) like 1-2-3.

Here you can connect any or all of the now-supported virtual meeting providers: Zoom, MS Teams and Google Meet.

Connecting works like connecting the respective calendars: a quick bounce over to either the Microsoft or Google side of things (to be told CA wishes to have permission to create these meetings on your behalf), and you clicking to grant as much.  Takes less than 60 seconds, closer to 5 if you’re already logged in and a quick reader.

(Important caveat: the MS Teams API is ONLY supported for Work and Business accounts with Microsoft.  If you have a Personal account, neither CoachAccountable nor any other app is allowed to create MS Teams meetings for you.)

Once connected, you’ll find suitable options for each of your Appointment Types in the Preferences tab:

You can also set these preferences for a given Appointment Type when editing that type.

When scheduling an Appointment of a type that supports several choices, you (and your clients!) will be given the option to choose the preferred one:

Same deal when clients schedule as part of an Offering, too!

Like with Zoom meetings, the join link for MS Teams meetings and Google Meets display in-app with Appointments, automatically when it’s upcoming and soon to be relevant, or with a click of the calendar icon when looking further ahead:

Sharing Connections

This one goes out to all the CA power users in the house, namely those who maintain multiple accounts for operating in different contexts.  I see you!

There’s… let’s charitably call it a “quirky” thing about connections between one app and another (such as connecting Zoom to a CoachAccountable account): Zoom (and some, but not all others) will go out of its way to prevent multiple connections to the same app.  Namely if you connect to a second account, Zoom will immediately and deliberately sever/invalidate the first connection.  This is well-documented for Zoom, but this is not unique to Zoom nor to CoachAccountable.

To get around any such issue for all three providers, there’s now a way for the owner of a given connection to share that single connection with others (including him- or herself in a separate account).

To do this, click the “Connection sharing…” button for a given connected provider and you’ll see the following:

Click that copy button and you’re on your way!

The share token is the key: with it, another user (or yourself in another account) will be able to add and use that connection too.

And for you as the owner, if the share token ever falls into the wrong hands, you can click the “Change this share token…” link to rotate it to something else.  You will also see a list of any users with whom your connection is presently shared, with controls to rescind that sharing whenever desired.

And that’s all there is to it!  Connect your providers, choose which Appointment Types should have which types of meetings, and schedule as usual.  CA does the rest by setting them up, and making it super easy for both you and your clients to find the join link in notifications, reminders, synced calendar events, and in-app displays.

Usually I’d pack more into a .point release, but with this pair of integrations being far and away the most consistently requested integrations, I’m delighted to honor these requests sooner rather than later.

Enjoy!

PhotoShopped cakes with a text layer for the candles 4eva.

The number 13 has a bit of a reputation.  But from a longevity standpoint of this enterprise, I’m feeling pretty lucky.  In these last 365 we here at CA got a whiff that, yes, even coaching platforms die.  Meanwhile, CoachAccountable keeps merrily humming along.

CoachAccountable’s 13th year saw the addition of numerous quality of life enhancements in the December release of Version 5.1.1, and in smaller releases sprinkled throughout (such as last week’s addition of appointment series scheduling for clients).  All told, there were 32 bug fixes and 66 such tweaks and enhancements added.  If you’re curious what you might have missed, go check out the Release Notes!

In October, I launched and subsequently ran a highly effective Bug Bounty Program, inviting the internet at large to take a stab at finding vulnerabilities in CoachAccountable.  $26,500 in bounties awarded later, I feel better than ever about the security of the platform and you should too.

On Sunday March 2nd, CoachAccountable had its only notable downtime this year, and it’s one I’m very proud of.  It was for 6 minutes while I moved CoachAccountable out of its server environment of the last 7 years, and into a shiny new one with far beefier machines.  Fun fact: in the week leading up to the migration, the old server setup had an average execution runtime of 0.1966 seconds across 294,963 requests.  In the week following, the new server setup’s average was 0.1009 seconds, i.e. just a hair over a half that of the old.  That is a nice gain in app responsiveness that you can feel!

In April, I had a blissful 3 weeks of not checking my email a single time while traveling abroad (thanks Jaclyn for so thoroughly taking the reigns!)  It was the longest stretch of not being in email since getting my first address as a freshman in college.  On the heels of that I thought “You know what?  A fella could get used to that.  Maybe it’s time to hire again and grow the team a little so that I may do this more often.”

Now then, anyone familiar with the trappings of management probably recognizes that as a rather naive sentiment.  I hear it, too!

I still figured I’d try.  This time I got smart and posted the roles just to the CoachAccountable community, rather than on general internet job boards.  And what a difference that made.  The result (thus far!) is Noah, who joined the team in early July.  Please do take a beat to get acquainted and say hello!

It’s already going very well.  And so now, bolstered again by having a team behind me, I’m feeling quite free to truly step away for weeks at a time.  And lest you think I’m going soft, I’m also feeling inspired and supported to take on what we might call more ambitious projects, to shift the very definition of coaching itself to include more than the conversations.  This of course is a drum I’ve been beating in our little corner of the internet for quite some time now; more on that another day. :)

And that’s a wrap on year 13!

My many thanks to the CoachAccountable community, without which this party would hardly be a party at all.  Thank you all for coming.  I appreciate and remain honored as ever to be your coaching platform guy.

Happy Birthday, CoachAccountable!

Hi everybody!

I got a kick out of telling you all about bringing Noah on to the team, and now I’d like you to hear from the man himself.

– John

Make no mistake: he is every bit as friendly as he looks in this photo.

Hello CA Family! I’m Noah, and it is a huge blessing to be here! My story of arriving at CA is one that I would have never imagined. It all started with a book.

During the winter break of my Sophomore year of college, I went to a local book store and walked down the non-fiction aisle. That day I discovered the self-help genre, and I was instantly obsessed with the idea of learning from others’ wisdom and life lessons. I clearly saw how these authors were living life very differently than anyone I had encountered, and that made me want to share what I was learning with the world.

By the middle of my junior year of college, I was promoting myself as a coach. I had no idea what I was doing, but I believed that helping others apply what I was learning would also help me integrate it more deeply. At the same time, I was also interning as an engineer.

Truthfully, I wanted to change my major to psychology. I decided that I was too close to graduation to make a change, so I completed my engineering degree. Two weeks after graduation, I started working as an engineer. Months later, I bought a house and got married. At this point, the idea of coaching was completely out of my mind.

As an engineer, I was in charge of rolling out a Workforce Management software system to 130+ locations during the middle of Covid. I was overwhelmed with my job, and shaken to my core by the loss of several family members. To help me through this season, I asked my new friend from church, David Limiero, to be my mentor. David’s current position was leading a software support team, and he was also coaching. The company he was coaching for used CoachAccountable. That is how I was introduced to this amazing platform.

I later decided to receive some coach training myself. I knew that my intentions in college were pure, but at the end of the day, I wanted to help people with real tools and strategies. Right after I finished coach training, David gave me the opportunity to blend my experience of rolling out software platforms and my coach training to help several CA users get up and running with their own accounts.

When John posted the role for my position, I was nervous to apply. I have always worked as an engineer, and my last company had 300,000+ employees. As I considered the potential impact on my wife and two daughters, it was not easy to  leave a very stable but life-draining career for a new opportunity in the field of my “hobby.” Thankfully, as I learned more about how John has built the CA culture and business model, I had a sense of peace and excitement about joining the team.

Now, I couldn’t be more grateful to be here! The vast majority of this work is in my Desire Zone¹, and the work couldn’t be more meaningful to me. Helping coaches help their clients live better lives; it doesn’t get more value-driven than that for me.

I look forward to helping each of you however I can, and if you are ever traveling through East Tennessee, send me an email. I would love to connect with you over a cup of coffee.

I did something a little different when hiring this time.

Instead of putting a job notice out to a general purpose remote jobs board, this time I got smart and actually put it out to the CoachAccountable community itself.  I started with the CA User’s Group, figuring I’d give those folks a head start and then soon put the notice out to the whole of CA customers.

And my, what a difference!  Don’t get me wrong, I’ve had some nice wins posting CA openings to the wider internet.  But out there, the median applicant doesn’t give a lick about coaching, let alone CoachAccountable.  So there would be a LOT of sifting and winnowing to be done.

Here?  Signal-to-noise ratio was WAY higher.  Refreshingly higher.  Delightfully higher!  The applications I got for the roles were overwhelmingly high-caliber and promising.

And this was even before I put the notice out to all CA customers.

Turns out I didn’t bother.
Because I didn’t need to.
Because Noah.

You can feel the engineer/caring coach vibes. 🤩

Noah immediately impressed.  Yes, his credentials were rock-solid for the support job.  He’d been in charge of rolling out a workforce management software system to a 130+ locations.  He’s completed a coach training certification.  He’d already been helping a team of coaches set up their own CoachAccountable accounts.  He even did a thorough job answering the sample support questions as part of the application.

And I won’t deny, I felt a definite “game recognizes game” energy when he could relate to a tale of my studying for a Differential Equations exam.  For he, too, has taken Differential Equations.

But what really sold me on Noah was his drive and (credible!) vision to rise up and really make a difference playing the CoachAccountable game.  When he was my presumptive candidate for the support role, I was sharing with him the overall landscape for the several roles I had in mind to hire for.  About that he said to me the following, roughly verbatim: “Well John, how about this.  You’re able to handle support in a few hours a day, so I bet I can get there, too.  So what if you hired just me for now, let me get up to speed with support, then grow into the outreach and the sales roles.  That way you and I could really figure it out, and get our way of doing it well established before we bring more people into the mix.”

That’s some serious moxie, and I love it.  I let him know that yes, customer support does tend to bleed into customer success (consultative teaching and hands-on guidance), and that tends to bleed into sales.  And I let him know that I love the idea of being able to hammer out what we’ve been calling “the CoachAccountable way” of doing things with him, he having already proven himself as a delightful co-creator of culture and vision.  Heck, I couldn’t even deny the allure of growing the team just one at a time, rather than hire several at once and hope that we all actually gel (which is tough enough in general, and doubly so as an all-remote team).

Though I often espouse in these parts “We’re playing for mastery”, Noah’s counter to that is “Let’s see what we’re capable of.”  YES.  Let’s.

After an unhurried period of winding down his role at his previous employer while learning the CA staffer ropes in the margins, Noah started full-time early last month.  Not even two months in, he’s able to field most of what comes his way and is already doing outreach and getting on customer calls solo to show folks around.  AND he and Jaclyn got along swimmingly when I was off for two weeks.  Gelling for the win, and I am delighted.

All told, Noah is a fine addition to the troupe CoachAccountablers who Know How to CoachAccountable™.

Please help me in welcoming Noah!

As of April 30th, Nudge Coach ceased all operations.  These last few weeks, we’ve had several soon-to-be refugees of another platform approach us, looking for an option to move to on the quick (this is apparently not yet public knowledge, so we’ll keep it classy and not name which one).

Wow.

So, coaching platforms can go out of business, just tell everyone “Sorry folks, show’s over.  We’re not gonna charge you anymore.  You don’t have to go home but you can’t stay here.”

Yeah, y’all remember the late 90’s, right?

To me this is super odd, downright foreign.  From our posture here at CoachAccountable, it is an utterly bizarre decision to close things down and tell all of your paying customers to go away, figure out something else.  To me, such a business has already done the hardest work of (1) getting the platform built, (2) finding the customer, and (3) having them still want to stick around.

Haven’t they already won?

This is of course, a naive take.  In the broader world, of course there are businesses whose operating state is some combination of the following:

• Big staff / high payroll
• High effort to support
• High effort to maintain / keep operational
• Impatient investors
• Low or negative margins

Realizing as much makes me proud of a simple but seldom-guessed fact:

CoachAccountable is a 7-figure business that can be run single-handedly.

To do it at the level of being awesome with our customers that I’m committed to, that person has to be pretty well trained.  But it doesn’t have to be me, the founder.

I share all of this not to brag (though admittedly it is a bit of a flex), but out of sympathy for enterprise buyers, whom we’ve seen a rash of, lately.  (And indeed parties of all sizes, who are looking to find a platform that they can depend on for running their coaching business.)  Because even though I’m tempted to look at someone sideways when they ask questions probing the long-term viability of CoachAccountable (or even roll my eyes: to be fair, they don’t know what I know about the waters we swim in here), they’re trying to make a big decision that will shape so much of the trajectory of their business for the years to come.

So I get and honor the thoughtful care that those questions come from.  And I wish everyone success (and luck!) in choosing the right platform, because it can’t be fun to get the notice that operations will be shutting down and you’ve got X months (or days) to pack it all up and find something else.

For our sake, CoachAccountable has cockroach-like staying power.  It’ll keep on running for so long as anyone is depending on it.

I remember cooking up the functionality for coaches to schedule a regular series of Appointments long ago.  It was in CA’s first year of the (commercially viable) 2.0 release.  I was in Bali at the time.

Lotta flexibility here for scheduling a regular series.  Reads like a nice sentence, marching orders to be carried out for you!

I thought for a beat about adding this to the client side of things, but I thought “Nah”.  There are a whole lot more constraints that clients are subject to when picking from specific date and time options and lookout windows, and back in those days I had LOTS of things to focus on to evolve the relatively nascent platform.  It was well enough to keep that scheduling one at a time!

And of course these days the rules for client scheduling come with more constraints, thanks to the allocations and duration rules provided by CA Engagements.  Great power for coaches to control and regulate how and when they can be scheduled with, but again, all the more at odds with letting a client willy-nilly choose to take the next 8 Tuesdays at 10:00am: there could be a dental appointment somewhere in there to break the streak!

So I figured the UI of having someone choose yet potentially often have some reason why the whole series is not be on offer made that feature perhaps more gnarly and unwieldy to use than it was worth.

Then we got this email to support yesterday from Kirsten Chong of Building Champions, emphasis added:

Hello,

I wanted to reach out and ask if you thought the ability for clients to schedule recurring sessions would ever be an option in CA?

The reason I’m asking is because we are getting this question more and more often from our clients and so I thought I would check.

I know internally we can do this and override blocked time, from the client’s side it would be great if they are told of the conflicts, and book everything BUT those dates.

Just an idea

Thanks!

Huh.

That’s elegant.

Yes.

It could give a little alert as needed, letting ’em know if there are some that are a no go, and in so many words just ask “You want the other ones?”

Why didn’t I think of that?

So today I spent about 3 hours and cooked up that functionality, deployed all tested and ready to go with 25 minutes to spare before my 11:00am.

I even made a nice little pop up that pops up if and whenever needed, letting the client choose what to do:

Can’t get the whole series? Then you get the full story of what’s so, and the power to choose.

I wrote back:

Ah, that’s a fine idea! I originally decided against adding the ability for clients to schedule series because of the possible conflicts and the difficulty it might be with the back and forth for a user who can’t override, e.g. if you want a series of 8 but only 6 are available, it gets tricky.

But you’re right, giving them the option to book what IS available in case there are any conflicts is an elegant way to manage this, balancing both the power and ability to manage when that power falls short.

This is now in place! Clients will now see the option to schedule series just like coaches do.

Enjoy!
John

I can’t deny, I relished in the reply I got 19 minutes later:

This is AMAZING!!! You rock John. Seriously. Thank you!!!!!

Thank you, Kirsten!  That little bit of insight that made things come in to clear focus, and here’s to a slightly better CA for all!

Some folks (looking at you, enterprise buyers) get a little nervous about our size as a tiny team, but this to me is the delight of running things a bit unorthodox.  I would be having way less fun (and CA wouldn’t be nearly as good) if I had to coordinate across several teams with disparate priorities to make this sort of thing happen as a Tier-3 Priority™ for next quarter’s Roadmap Release Initiatives®, or whatever.

I’ll take my means and manner of delightful collaboration with customers any day. :)