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Delightful Collaboration XIII: Client Links from Happenings Reports

This is a flavor of feature request that I absolutely love.

Meet Sho! He’s an outspoken fan and has been for years. CA is better for it.

During an exclusive hangout between me and the kindly folks who heeded the call amid our online review problem (more on that later), Shorombo Mooij gave me a little window into his workflow.  It was approximately to the tune of:

…So I love the Happenings Report, being able to go through each day and seeing what my clients have been up to.  I do that, and it’s great to be able to click the little comment icon to comment on specific items, but sometimes what I really want to do is just go on into their client page, so I can easily get caught up and do a bunch of things.

The request here was simple.  Can you make it so that I can click right from the Happenings Report to get in to a client page in-app?  A fair ask!  Because otherwise it was cumbersome to bounce between that summary across all clients and carefully clicking to visit them each in turn within the app.

Well yes, yes I can!

I modified the output of Happenings Reports (as sent to coaches) to make client avatars clickable, a direct link to that client.

It took all of 4 minutes to do, and I LOVE that that little bit of insight, that tiny little feature of being able to quickly jump from a Happenings Report in one’s email to full-on client access in-app, turns a powerful ritual (namely, being interested in and offering feedback on the progress of clients between sessions) into an elegant and convenient one.

Why am I so fond of this type of feature request?

Because it amounts to bridging the gap between how someone uses CA, and how CA can be tuned JUST SO to make that usage slick and enjoyable.  When we get it right of one person, there’s easily a dozen or more who will be delighted, and more still that may come to enjoy more of the power that CA offers BECAUSE a given workflow works well.

Am I hungry for more of this perspective?  Absolutely.

Getting acquainted with people’s habits around using CA to do better work with their coaches is always a treat; and when that exchange of ideas reveals ways in which CA can be tweaked to better serve?  Well, I just might do such tweaking in very short order, like in this instance.

I suspect a forum to discuss this sort of thing might well be called for.

On this matter, my thanks to Sho for sharing!


  1. Shorombo Mooij

    Thanks, John, and I can attest to his speed of implementation. Within a day I received an email that he had implemented my suggestion. Where do you get that kind of service?!

    July 7, 2022 @ 1:48 pm

  2. Peter Button

    This is really useful John and an effective write-up that gives an insight into your approach to user feedback.

    Thanks Sho for the idea!

    +1 for the idea of “a forum to discuss this sort of thing”

    July 14, 2022 @ 2:16 pm