The CoachAccountable Blog

Alright, so CoachAccountable is now entering the tween years, so it might start to get a little awkward celebrating its birthday as it grows up and starts wanting to get more out of the house.

But like any bordering-on-obnoxiously proud parent, I’m gonna enjoy doing so while I still can.

Got a new ribbon this year to go with the Version 5 redesign. #6c9c31 is out, #68a921 is in!

Certainly the primary stride forward of CoachAccountable this past year is Version 5, a full-on aesthetic overhaul and major remix to make things both more beautiful and intuitive.  Judging by the overwhelmingly positive response, I’d say it worked.

I took my sweet time to build, polish, and perfect Version 5 before even mentioning it to anyone (with very few exceptions, one’s first awareness that I was even working on Version 5 came the very day it was launched and fully ready to go).  So while it may have looked from the outside like I was coasting or asleep at the wheel during that year long process, if that was all that got done in CA land this past year I’d call it a rousing success.

But Version 5 WASN’T the only thing to ship!  All told, the release notes reveal 111 entries from the last 365 days, detailing new features, enhancements and UI tweaks.  And that number swells to 168 entries if you include bug fixes¹.

Speaking of which, one of those releases was Release Notes themselves: a detailed, publicly visible account of CA’s continued progression that can be seen in-app from the top right user menu under About >> Release Notes.  You can even subscribe to email updates, if you’d like to follow along.

This past year saw a growing both interest in and availability of what I affectionately call CoachAccountable experts, folks independently available for hire to help you go as far down the “do it for me” route as you like when it comes to setting up and even managing things in your CA account.  It has been nice on sales calls, especially with larger organizations having more complex needs, to be able to point to the existence of these CA experts to give comfort and a clear path to getting going fast.  You can find those experts here.

I only did one webinar this past year, but it might be my favorite.  “Sessions Where Things Get Created” is the distillation of LOTS of experience around the difference having a platform makes, namely making coaching more impactful.  If you’re already using CoachAccountable but haven’t seen this one yet, 30 minutes spent watching it might have you get a LOT more bang for your buck.

Oh man: the difference between sessions where things get created versus not? Formidable.

Now that Version 5 is out and done and I’ve had a good rest, I’m excited to circle back to projects that AREN’T months-long affairs.  Last week I launched an enhancement to Appointments, and I’ve got another spiffy new feature that’s nearly done (one that I’d hoped to get out before CA’s 11th, but it’ll have to wait a few days more!).  All of which is to say it’s nice to be back on a more regular clip.

And there you have it!  A shiny new version, a burgeoning community of experts, and a whole lot of polish towards my aim of making some coaches’ definition of the Perfect.  Coaching.  Platform.

Eleven years in, it remains an honor and delight to help you coaches do the difference-making work that you do.  Here’s to the year and road ahead!

Another fun thing about being done with Version 5 is coming up for air and circling back to invitations I had previously declined on grounds of the need to focus.  To that end, it was my pleasure recently to sit with and be interviewed by Jaclyn Stripling, CoachAccountable staff alum, for the ANBRWY Podcast.

It was a fun recap of the long arc of CoachAccountable’s existence and way of doing things, doubly so as mediated and probed by a third party who herself was there for two years of it.  If you’re curious about what motivates the way and workings of CoachAccountable as a business, including why I run it the way I do and the ostensibly curious decision to run solo of late, you’ll find that and more.

Specific to the CA story, this includes:

• Going from contract work to making a product
• Humble beginnings of growing one customer at a time
• The slow, relaxed pace by which I made Version 5
• CA’s destiny if I die or get bored or otherwise go away
• Experiences of being coached that led to CA as a way to make those better

We also covered more universal themes of entrepreneurship, including:

• Letting customer interactions be the guide
• Empowerment through betting on yourself as able to figure things out
• Overcoming “should” and the tyranny of goals
• Sidestepping the hustle by favoring and focusing on creative output

Enjoy!

Now that Version 5 is done and launched, I’ve been having fun getting down with programming projects that AREN’T a massive, under-wraps operation!  To that end, earlier this week I got a support question asking:

A pet peeve of mine is clients cancel an appointment by deleting the calendar invite you send via CA.com.

Is there a configuration I’m overlooking to integrate a “cancel / reschedule” link into the calendar invite?

A fine question!  Because all parties to an Appointment in CoachAccountable have their own login (which is not typically the case while a general purpose scheduler), the usual way to cancel or reschedule is from within the app, while logged in.

But by that very same token, general purpose schedulers offer, out of necessity, something like “Need to cancel this?  Click here.  Need to reschedule this?  Click here.”

These allow easy to access to modify an already-scheduled Appointment, and though they’re certainly not needed with CA (wherein everyone can log in to handle all their business, including appointment modifications), I figure that’s a nice addition for two reasons:

1. This will indeed make it more likely that clients will cancel or reschedule in a way that will be picked up by CA for all the beyond-mere-event setting functionality that that entails¹ (meaning coach won’t have to do it as a separate step).
2. This makes it possible for a client’s assistant, who may be charged with managing their appointments, to make those changes (and WITHOUT requiring the full login credentials of that client, which would reveal potentially sensitive information about the coaching itself).

So, these sorts of links for managing appointments are now a thing!

» Continue reading “Appointment Cancel & Reschedule Links”

CoachAccountable Version 5 has now been out for a few weeks, and it’s been quite heartening how overwhelmingly positive the response has been.

A lot of folks have kindly shared their feedback in the comments of the announcement, and I’ve had the delight of getting even more through other channels.

For anyone feeling still on the fence around making the switch, I’d like to share a few of my favorites:

It’s so great! The searchable library files have already saved me so much time today!! Thank you for all the continued improvements. I’ve recommended CA to about a million other coaches, and this is why.

I love it, John! I can’t wait to mess around with it and get acquainted with this new beautiful version. Well done!

Version 5 looks really great John. Clean and much easier to see the big picture, having items intuitively grouped together. LOVE the widgets! Nice to see and experience the fruits of your refocused creativity.

It seems as though the intention of beauty has really come through:

It’s so beautiful and intuitive.

Absolutely beautiful!!!!

Love the new look/feel/vibe of v5.

Version 5 looks beautiful – congratulations on all your hard work. Love CA!

I’m definitely tickled to see the “L” word thrown around, in all caps no less!

Thanks a million, John! I’ve been slammed with new client season activity and having this simplified was fantastic! BTW – LOVE, LOVE, LOVE the new GUI!

I can only imagine the work you put into these changes. Looking forward to exploring and making the conversion. LOVE the business dashboard by the way. 🙏🏽

Hey, John, the updated style is fantastic and I LOVE that the appointment scheduling isn’t buried any more. Great Job!!!!

One theme that is especially meaningful to me is the implications for giving clients a better experience:

Wow! Congratulations 🎉 This looks amazing. I have just signed a new client and look forward to providing an upgraded experience.

Wow, well done, well done! This is such an incredible enhancement for us coaches and for our clients. Glad we all get to benefit from your creative journey in the studio!!!

I love it! It’s way more intuitive, elegant, and easy to use. I can’t wait for my clients to experience this!

This one in particular I’m touched by…

Now that I’ve started to use Version 5.0, I’m very impressed. :) I usually take a while to adapt to a new interface, but this one felt even more intuitive, streamlined, and efficient than before. It works well with my brain immediately, without any adjustment period.

…for it captures the more subtle level of what I was going for: a system that is just plain easier to use through a combination of right layout and appealing aesthetics.

This one tickled me with it’s nod to my aforementioned return to my studio:

I LOVE the new update. Great job. You should have gone back to creating art a long time ago. :)

Perhaps I should have.  It’s unconventional business advice, but focusing on creative output is a tack I’d happily recommend to any business owner over the more common “hustle” side of running things.

And finally, a play in two acts that really brings home the dilemma of migration.  One longtime user commented within MINUTES of Version 5’s launch:

“Ah! I’m scared!  LOL  I’m so used to this version.”

And that’s quite understandable, change can be scary!  Especially for the prevalence of botched launches of new versions to be found out in the wild, wherein it’s (far too often) safer to sit back and wait a few weeks while significant kinks and other artifacts of sloppiness and rushing get worked out.  So I was very glad when, 16 days later and from said user, I got this:

I did it. I pulled the trigger finally.  My jaw hit the floor.  It’s GORGEOUS!!!!

All of which is to say:

1. Thank you all for the kind words, it is delightful to be of service to you in making art, and
2. If you haven’t yet pulled the trigger to experience the new, you might find yourself well rewarded for your bravery in doing so. :)

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!

» Continue reading “Version 5”