The CoachAccountable Blog

I did a demo recently.  While conveying the range of all that CA does and is capable of, for fun I took a moment and rattled off on my fingers the various usually-separate apps it plays the part of.

I was surprised to find my two hands were nearly insufficient for the task!

Here are the nine I came up with off the top of my head:

1. Invoicing

CA Invoicing lets you issue invoices to customers (the individuals or companies that hired you), and they can pay those invoices online.  Scheduled, recurring, broad currency support, lock out options for unpaid accounts, overdue notices, exportable reports.

 2. Scheduling

CA Appointments give you full-stack scheduling that can take the place of dedicated scheduling apps, like Calendly and Acuity.  Reminders, invites, rules, calendar sync, plus some niche functionality specific to coaching (like pre- and post-appointment worksheets) that commodity schedulers lack.

3. Contract Signing

CA Agreements let you draft documents ready for read and sign, type your name here, your initials here, check here to confirm you understand, etc.  Plus date and IP-address time stamping for a courtroom-grade, unfudge-able record of who agreed to what and when.

4. Habit Tracking

CA’s Metrics gently nudge your clients to report on a routine basis their follow through and KPIs, building tangible results and lending coachable insights.

 5. To-Do List

Tailored specially towards turning coaching insights into real-life results, CA’s Actions for tracking to-dos lend power and accountability to the coaching relationship.

6. LMS

I never set out to build a Learning Management System, but CA Courses have power and functionality that rate with the best of them.  With CA’s slant towards active participation by way of Actions, Worksheets, Metrics and Whiteboards, CA Courses bring more than the usual focus on mere content consumption.

7. Group Platform

CA Groups have allowed many to ditch their Facebook, Mighty Networks, and other community platforms.  It’s nice to have it all in one place, nicer to move your coaching out of the crosshairs of ad-driven content scraping, and even nicer still to weave in the coach-centric participatory aspects like Group Metrics and Group Worksheets.

8. Contact Manager

CA is DEFINITELY not trying to be a full fledged CRM, but for the clients you’re actually working with it certainly serves as one, and for many is all the CRM you need.

9. e-Commerce

CA Offerings allow you to sell your coaching packages, courses, and group memberships to your clients, new and established.  CA Engagements let you manage the number of sessions a client has coming to them and set an invoicing plan for automatic recurring billing.  This isn’t the platform for slinging products, but is often everything a coaching firm needs to be well and truly open for business.

 

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And those are the nine I could think of.

Is CA’s take on each of those 9 necessarily at full feature parity with respective specialized apps?  Nah.  For some purposes CA will fall short (take the scheduler, for instance: it’s for your coaching clients, so if you need folks to book you for coffee dates, you’ll wanna keep an external one!).

But there’s never been a problem with folks being oversold on CA’s capabilities and being disappointed.  Quite the contrary: CA routinely has the problem of folks being undersold, in that they often don’t realize it very much already does the thing they wish it did.

Sometimes folks say that CoachAccountable is complex, that there’s a lot to learn and figure out.  When viewed through the lens of it doing the job of no fewer than nine distinct apps, I figure we should expect nothing less!

The seed of this feature started from a simple enough question posted recently to the CA user’s group:

Is it possible to merge two courses into one in CA?

The person asking this question has six courses that are already great as standalone experiences, and she wanted to combine them all in order to offer a membership experience wherein all of that material could be slow dripped over several months.

It’s a cool idea!  And if one could quickly make this happen on the implementation side of things, without having to do a lot of cumbersome copy-and-pasting, one would be much more free to play and experiment with such ideas.

I could have quickly tossed off a utility for appending one course to another and called it a day.  But from that simple notion of merging courses, I came to realize it might be a lot of fun AND enable a whole new degree of creativity (when it comes to CA Courses as both ready-to-offer coaching products and powerhouses of automation) if there were a way to operate on, combine, and generally mix-and-match course content in a more fluid and flexible way.

Voila, the result: Course Builder Power Tools.

Power Tools are available with just a click when in the Course Builder:

 

There are 5 types of operations available:

Click on one, and some pretty controls with intuitive sliders appear.  Here, for example, is what it looks like to import from another course:

The article on Course Builder Power Tools in the CA Knowledge Base goes into full detail of what you can do and how these controls all work.

I’m excited for what this makes possible.  If building courses is more fluid and allows you to quickly change your mind and remix things, creating courses will not only be easier, but you’ll start to create different kinds of courses, ones that are less hampered by inertia and the need to have it all figured out in advance.  The ability to merge in entire segments of other courses, coupled with Resource Packages (which make it possible to share and install courses made by others coaches) opens up a wide range of creative possibilities, drawing from and cross-pollinating with the work of your previous courses as well as courses made by other coaches willing to share.

Here’s to the joy of creation!

When it comes to cross-promoting outside commercial offerings to the CoachAccountable community (requests I get often), I am generally, as a rule, an immediate and hard “no”.  We’re all of us inundated with marketing, and I aim to always keep the relationship with CA customers respectfully pure.

But when Morgan (CA staff alumnus and my Number 2 of four years) shared with me the program she’s cooked up to help CA coaches build and sell their courses online, I figured letting folks know about it was very much aligned with the mission here in CA land: empowering coaches to have thriving practices by elevating the experience they give their clients.

I keep hearing good things from folks who work with her about how they’re getting more out of CoachAccountable for it, so for that, and her years of expertise, she get the exception to that rule.

Take it away, Morgan!

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Greetings, CoachAccountable community!  As many of you know, I’ve created AccountableHero, a boutique setup service exclusively for CoachAccountable users.

Throughout my time at CoachAccountable AND AccountableHero, I’ve learned there’s a real desire in the community for accountability and support around how to build a course.  If you’ve been struggling with building a course, or even where to get started on one, despite all the great CoachAccountable resources available… you’re not alone.

If you’re ready to finally get that course built and launched and making you money, consider joining the small group course building experience I’m offering.  It starts January 18th and we’ll meet weekly for 6 weeks.

We’ll dive into:

• Course Basics (including Metrics)
• Powerful Assignments
• Easy Videos
• Surveys, Feedback, & Testimonials
• Courses Funnel: Upsells & Resources

You also receive a 60-minute deep dive with me, going through all your burning questions and hammering out details one-on-one.

For the first round, I’m offering a one-time discount in exchange for your candid feedback and a testimonial.

This group is open to a maximum of TEN CoachAccountable users, with more opportunities to come.

Will you finally get that course launched in February?  Only one way to be sure: sign up here.

 

While many coaches work with fully independent adults, and others with corporate entities as their customers, many CoachAccountable users work with students. Whether it’s tutoring in a particular subject, college study habits, or ADHD focus points, coaches often ask: how can I involve parents in the coaching process without breaking confidentiality?

Use Companies.

It may seem weird to use CoachAccountable Companies for relationships that aren’t… well… companies. However, the Companies feature is exactly what you’ll need. Each family will be a company. 

Clients and Personnel

In this case, the student is the client within CoachAccountable. They’re the ones doing all the coaching work – completing assignments, viewing files, showing up for appointments, and so on.

The parents, on the other hand, usually have a less direct role. They’re generally paying for the coaching, perhaps with a view into some of the work that’s going on, but not all.

You can use the permissions levels for personnel to allow the parents to:

• View and pay the invoices (or not)
• View and sign agreements (or not)
• View appointment reports (or not)
• View the actual work of their student (or not)

And more. For some parents, it might make sense for them to see Actions but not Worksheets, Metrics but not Whiteboards, and so on. All of that is accomplished with Companies, using the permissions for Personnel users (parents).

Company Engagements for Regular Payments

If you bill the parents on a regular basis, or use package pricing (i.e. 10 appointments for $2500), you’ll want to use Engagements. Company Engagements allow you to automatically bill the parent, rather than the student.

Other Common Questions

What about appointments with both parent and student?

If you plan to do any coaching stuff with parents, including Agreements (contracts), appointments, intake forms (Worksheets) and so on… the parent must be a client as well.

For joint appointments, you’ll put parent and student into a Group, then create a Group Appointment.

What about double-notifications?

If you want the parent to get notified of the student’s appointments, Actions, and so on, the student can set that up using forwarding rules within their email account. It’s not possible to have reminders go to more than one SMS text number or email address UNLESS, like above, you put the parent and student into a Group and create Group Appointments (which, for certain relationships, is exactly the right solution).

What about additional students or family members?

No problem! Use the same Company, add any additional parents/responsible parties as Personnel, and set up different Engagements if desired for additional students in the same Company. You can also add school administrators, therapists, or anyone else who should see part or all of the coaching relationship as personnel, so they’ll have their own login to the system and customized visibility based on how you set them up.

Any other tips?

Like you would with any client, take the time to customize the page for the students and eliminate any unnecessary tabs. That way, you’ll ensure they see only what they need.

And that’s the gist of working with families using CoachAccountable! As tutors, teachers, and independent instructors, rest assured that your business model is well-supported within the system.

Since 2019, CoachAccountable has allowed you to issue and manage Agreements with your individual clients (think contracts and other such documents that beg signatures, initials, time stamps and so forth).

Now you can use CA to manage them with your client companies as well, allowing you to issue contracts to key company personnel to formalize your working arrangements with the companies that hire you.  Let’s see how it works!

Who Can Sign These Company Agreements?

The first step is to be certain you’ve got one or more personnel of the company who are allowed to be party to agreements for that company.  This is done by setting the permissions for a given personnel, like so:

Once you’ve got a personnel who can be on the receiving end of a Company Agreement, you’re all set to issue one.

Because companies are apt to accrue more of a collection of agreements on file than an individual client typically would, Agreements for companies have their own section on a Company Page:

 

Issuing Company Agreements

Issuing an Agreement to a company is about what you’d expect: clicking the +Agreement button brings up the editor, from which you can choose from your Agreement Templates as a starting point:

You’re able to keep a Company Agreement in mere draft form while working on it, perhaps over several sessions.  Whenever it’s ready, click the “Issue” button to actually issue the finalized agreement to the designated personnel.

When you do, CoachAccountable will offer you the option to send a notification:

Want to change the default verbiage of this notification message?  You can!  That’s found in Settings >> System >> Message Templates, under the new “Agreement Notification” template.

That template is just a starting point: you can further edit what appears here prior to sending.

 

Managing Issued Agreements

Once issued, it’s still possible to make last minute modifications to the agreement, including to whom it is issued.  But once the person who you’ve issued it to has logged in (and thus ostensibly accessed it), edits will no longer be allowed.  In that case, you can simply delete and re-issue a new agreement.

Agreements that have not yet been agreed to will remain in the “Issued” tab, and once agreed to they’ll be found in the “Completed” tab.

For agreements that have been issued but not yet agreed to, you can bring up the editor and click the send button (found in the lower right to send) another notification.  This a nice way to gently remind and nudge someone towards addressing the outstanding agreement.

Once completed by the designated personnel, whomever originally issued it will be notified of as much (assuming they’ve opted to receive agreement notifications, as found in Settings >> System >> Notifications).  Other members of the team who are set to receive notifications of all agreements will be similarly notified.

And that’s all there is to it!  Completed company agreements will live in the Completed tab of the Agreements area, visible to both the coaching team as well as the company personnel who have been granted access to agreements (either their just own, or all company agreements).

Enjoy!

Well now, that’s a milestone that many businesses do not meet.

And what a delight to have done so!  Goodness, how time can fly.  I still quite vividly remember taking a deep breath and clicking the button to officially “launch” CoachAccountable from my kitchen table in Cusco, Peru so long ago, wondering if the 2.0 go around would take.

Oh, how it has.

Today I am as honored and humbled as ever that my creation serves the work of thousands of coaches, and contributes to the experience and results of tens-of-thousands of their clients.

A couple of notable things happened in CA’s tenth year:

Overall the lion’s share of coding I did on CA this year was further refinements that make it that much more elegant, intuitive, user friendly, powerful, and perfect.

What’s strange (but perhaps this is just a great sign) is that after such a long time of listening for what would be useful from our community and evolving CA accordingly, there really weren’t many big new features that stood out as worth adding these past 12 months.

Make no mistake, there are still worthwhile advances to be made.  It’s just that with the maturity and completeness that CA has attained over the years, “new features” is now more a matter of chasing a long tail of increasingly disjointed requests, rather than filling in the obviously beneficial-yet-missing pieces that a comprehensive coaching platform should have.  Gone, it seems, are the days of me having a burning desire to build and release X amid a steady stream of requests for it.  Those X’s are already done, launched, and well polished.

But opportunities for still further polish aplenty.

The new, more modern design was well received.

Further refinement to Appointments that further narrow the gap between CA and commodity appointment schedulers, including email invites to events (for folks who haven’t or can’t sync their calendars), more detailed rules for allowing scheduling, and unlimited splits in ones availability.  With these, CA is now truly poised to be the way to wow your free intro call prospects into paying customers in ways conventional schedulers simply can’t.

This year Jaclyn started the official CoachAccountable user’s group, which has taken off as a hub for coaches to ask questions and share ideas and experiences.  Set up as a CA Group itself, it brought with it some great dog fooding of CA’s own Groups feature¹, leading to numerous enhancements like the Group Activity Digest, quick access to group member profiles, and comment replies.

Speaking of Jaclyn, she’s gone off on indefinite maternity leave.  I love that she chose family over work,  but I miss her all the same.  And speaking of team departures, Morgan, my number 2 of four years, went off to start Accountable Hero, a high level consultancy of helping coaching firms setup and better their practices with CA.  I delight in recommending her to folks, knowing they’ll be in very good hands.

Amid those change ups, I found myself in the unexpected position of having no team, and took the opportunity to give myself a break from being a manager of people and instead return to, metaphorically speaking, being an artist rather than art teacher.

My being in no rush to hire again may appear a curious decision².  For now I’m genuinely pleased to be, paradoxical as it may sound, able to do more of the heads down creative work than I was before.

And on that note I’ll say what I always say in these annual missives: CA continues to be for me a thrilling labor of love and I continue to work on making it even better.  Can’t wait to show you what I’ve got in store for the coming year. :)

Here’s to the first decade; it’s been (and remains) an honor to serve you!

Ah, the reviews game, amiright?  That nigh on essential part of a business’s presence online.

This is a tale of our begrudging participation therein.

The reviews we already have around the internet make it clear: CA is well loved by its customers (I won’t link to any in particular here because I don’t wish to feed the machine, but you can find ’em easily enough).

We’ve never hustled much for reviews.  We once sent out an email to a bunch of our customers at the behest of one of the reviews sites (“We’ll give ’em a $10 gift card for filling one out!” they offered… eh, okay, I guess), but beyond that they’ve just organically trickled in over the years with no real prompting on our part.

Then, for better or worse, as a marketing experiment we signed on with TrustPilot.  Became a paying customer and everything with a year long contract for… whatever value doing so is supposed to provide.

We dipped our toes into working with them, but during the first 2 months only ever got around to inviting 3 folks to leave us a review (you could say the endeavor was not managed with vigor).  Anyway, one of those invitees did, and they left us a lovely 5 star missive.  Which is pretty good!

The rub is that, by some curious math, a single 5-star gives you a 3.7 average.

Here’s what it looked like then when you searched “coachaccountable reviews” with Duck Duck Go:

Ouch.

I didn’t want to bother with this any further.  Trustpilot told me “there is no way to hide your page as Trustpilot is a public facing platform”, which is odd, because I’m pretty sure we didn’t have that page out there before becoming their customer.

So there we were, ostensibly committed.

So I asked the CoachAccountable users group for a favor.

I told them 3.7 isn’t consistent with the vibe we generally get.  So it would mean a lot to us for them to take a little time to leave a review about what their experience has been like with CoachAccountable on our Trustpilot page.

And they did!  Within 48 hours we had 36 reviews, overwhelmingly glowing and, as one observed, “they read like love letters”.

So there we had it, problem solved: the notion that CA was a “3.7 star platform” was no longer hanging out on the internet.

Then a funny thing happened a few days later…

Here was a bunch of people, all of them quite real and genuine customers (there are receipts, yo’), moved to share their experiences based on a simple request.  And then this supposed arbiter of truth and authenticity within the reviews game emailed about half of them, subject line “[reviewerName], your review has been removed”, citing “our software has flagged your review for having unusual features”.

Sigh.

Then they didn’t make it easy for my customers to prove the legitimacy of their reviews:

I had my mounting dissatisfaction with TrustPilot amid the circumstances I described above, but making my customers jump through hoops so that their earnest missives remain published was so deeply distasteful to me on many levels.

My deep appreciation went out to those that replied back, supplying evidence of the legitimacy of their review in order to get it reinstated.  And to those who thumbed their nose at the robot-initiated insinuation otherwise? They have my emphatic understanding and support.

So what of it?  Let’s look now to the cheeky silver lining.

If the algorithmic flagging of so many of the community’s generous reviews drives me nuts (and it does), there’s one thing about it that I take serious heart from, and that is this:

The community’s assessment of CoachAccountable is hardly to be believed.

I take great pride in the fact that how they described the platform and their experiences with it (and with us) were SO outside the bell curve that they triggered sophisticated machine learning models to scream “Gah, that can’t be right! Flag it! Shut it down!”

A marketing tagline comes to mind:

CoachAccountable: so good, robots don’t believe what humans say about it.

I’m not saying I’m gonna change the homepage to weave that one in, but I figure it is, at very least, a tale worth telling.

And if TrustPilot doesn’t want those reviews, well then I’m taking ’em back.

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

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!

As we continue to refine and button up elements of CoachAccountable in service of our enterprise customers, we’re now getting inquiries about our SSO capabilities.  Namely: does CoachAccountable support Single Sign On?

The answer is no, not today.

SSO is understandably desirable among IT teams because it allows them to efficiently and powerfully manage the ins and outs of security provisioning for all of their company employees across a multitude of services.  The convenience for employees to simply sign in once and get access to whatever company accounts they need in order to do their job is undeniable.

Here’s why we don’t support it, including what we have in place to close the gap.

 

On Administrative Convenience

Access in CoachAccountable is highly nuanced with fine-grain user access controls, and that’s even before factoring in coach-client pairing, the mechanism by which to grant a given coach access only to those clients they are working with (or ought to have read-only access).  An SSO scheme of user provisioning isn’t going to give you that sort of control over a landscape that fluctuates as client engagements begin and end.  (Ostensibly perhaps it could using SAML, but that would amount to a lot of work just to reinvent in-app functionality.)

And if members of your team come and go at such a scale in your organization that you require automation around that sort of provisioning, permissions granting, and pairing?  Good news: the openly documented CoachAccountable API allows you to do so for whichever parts you need.

 

On User Convenience

“We want our coaches to be able to seamlessly jump from our systems to CoachAccountable.”

Indeed, no one wants to futz with another login when you’re trying to get your work done.  To support this, what we recommend is for companies to put a link to the CoachAccountable app itself right within their company intranet/app/website/whatever, a big shiny button that says “Jump to CoachAccountable”.

Such a link, coupled with CA’s ability to “Keep me logged in” on a given device that has been legitimately authenticated on, makes the transition seamless.

If someone happens to not be logged in, they’ll be bounced to the login screen, and a login helper is there if they forgot their password (no one needs to nag you or your IT team for a reset).

This idea also works beautifully for home screen app shortcuts that your users can easily install on their devices.  It’s just a shortcut: nothing to find, install, download, upgrade, or trust from any app store.  It’s also branded as your company, with your own name and app icon, and not as CoachAccountable.

All of this balances security with convenience pretty much on par with SSO.  Perhaps “keep me logged in” seems fraught for your tastes, but if you can’t trust your employees to keep their devices secured, you’ve already lost the security game and SSO won’t save you.

 

What about for coaching clients?

We were once told by a prospective enterprise customer that SSO was required, not necessarily so much for their own company, but for the client companies they work for, that THEY demand it for THEIR users.

The problem with that is it conflates the notion of who owns the account.  If Company A uses an Identity Provider (IdP) to manage authentication for their employees, they can do so for access into accounts that Company A owns: Company A’s SalesForce account, Company A’s email domain, Company A’s enterprise license of Office 365.

But when you coach clients in CoachAccountable, they are a guest in your account.  It’s your account: you add them when they’re working with you, and delete or deactivate them when they’re not.   You can’t let some other company’s IdP provision their own people into your CoachAccountable account, nor would you want to.  That’s like letting a customer have the key to your apartment with the understanding that they can let in whomever they like, and, worse yet, it’s not your place to kick them out if you want to kick them out.  If you go with a platform that promises SSO, because they promise SSO, you’ll discover this quickly.

Aren’t you conflating authentication with authorization?

If that’s a meaningful distinction for you in the context of wanting SSO, that means you probably only care about the authentication side of the issue.  And if that’s the case, if your concern is to ensure a great client experience by taking login headaches off the table, know that we’re already your ally in that aim.

Making space in one’s life to be coached is already hard enough, and if THEY get distracted from participating fully because of login issues, we already know that as a platform we’ve failed you.

So we’ve engineered CoachAccountable to thoroughly remove all the friction to their participation as mediated by CA.  Alerts and notifications keep things moving, and replying to emails and texts allows them to participate without even needing to log in.  When they need to log in, like for example to do a Worksheet, they get a magic link that jumps them right on in.

In practice, the need for your clients to manually log themselves in is rare if ever.  We can give your clients a great user experience without SSO.

 

Trustworthy Security and Current Events

Identity Providers that make SSO possible have a tremendous amount of power and responsibility as the arbiters of authentication across so many companies, users, and accounts.  So they themselves have to be trustworthy and properly secured.  If not, every bit of access that they control is compromised.

Given that is their entire reason for being, we’d like to think they’ve got their security game on lockdown, and that a breach of the very infrastructure of trust would not occur.

Last month such a breach of Okta, the self-professed “World’s #1 Identity Platform” as provider of IdP and SSO solutions, was revealed.  The breach began over two months prior to that revelation, and they tried (and failed) to keep it swept under the rug.

So no, using SSO is NOT assuredly net-positive for your company’s security posture, and hints of that awareness coming into the zeitgeist can now be seen.  Stripe, for example, is a payments platform that we know and love to process our payments, and it has this alert on its page about its own (still in beta, invite-only) support for SSO:

A visit to the most recent snapshot of this page from January suggests this warning was a recent addition. It was probably added in within days of the Okta breach revelation.

The Hacker News discussion about the breach contains a pertinent observation:

And this is why I would ultimately never trust a centralized company with our authentication infrastructure: because something like Okta is an infinitely more attractive target than we are. Their offering is sweet, and I’m always tempted to just give in, but this confirms me in my decision.

Do I feel that SSO is forever unfit for CoachAccountable in light of this?  No.

But for now, I’m content to forego the added complexity for a very narrow sort of win.  Instead, I prefer to channel those efforts into enhancements that actually make coaching better, even if that decision comes at the expense of failing to make select IT staffers happy.

In light of the Okta hack, I feel good of making a decision that ultimately amounts to what’s best for the security of our users, for there simply are no junior engineers at CoachAccountable to make the sort of rookie mistakes that lead to the sort of high-profile hacks that large companies routinely suffer.

Ultimately, a coaching platform is here to add value to the work coaches do and to the experience of those on the receiving end.  SSO is, apropos of anything, a fine thing to have on your list of checkboxes when vetting the fitness of various solutions under consideration.

But, in practice, it might not be that essential for your coaching platform.

 

Over the weekend we got an email to support that reads as follows:

Hello!

I’m not receiving notifications when my clients create whiteboards. It looks like I have my settings correct but is someone able to please give me a hand and let me know if I’m missing something?

Thank you!

She’s right!  Everything was turned on in her Notification Preferences, but indeed, among those settings there are no switches to opt to receive notifications about new Whiteboards as added by your clients.

On the surface this might seem like a glaring omission, but it turns out this is intentional.

Unlike Actions and Worksheets, which have a clear “This is now done” (that makes an unambiguously fitting occasion to send a notification about), Whiteboards are generally always in a sort of “work in progress” state, admitting numerous drafts over the days and weeks (or even in a single writing session!).

So, by their nature, they’re never really “done” in a way that makes it clear “Okay, this would be a great time to notify coach!”.

They do have a clear starting point, of course.  Actions offer a “Notify me whenever my client creates a new action” setting, and by that logic we could make one for a Whiteboard.  But a freshly created Whiteboard is a blank slate, and so is not terribly interesting to notify about.

But this support request got me thinking: there WAS, it turns out, a good way to keep coaches in the loop of client Whiteboard activity: Happenings Reports.

Adding Support for Whiteboards in Happenings Reports

Since releasing them originally in 2014, Happenings Reports have never included support for Whiteboards as a type of “new happenings” to report on.  Here, 8 years later, that suddenly seems right for a change. :)

So now, as of this morning you, can check the box to include Whiteboards as part of your Happenings Reports into the usual set.

Here’s an example of a creating a Whiteboard that’s perfect for getting a routine summary of all recent Whiteboard activity among your clients:

Note the following key parts of this setup:

• Report on: Choosing to include all of your active clients allows you to get notified when any one of them is active in their Whiteboards.  You can, of course, narrow this down as needed.
• Include: Naturally, Whiteboards must be checked.  This is great for a focused report that’s only to do with Whiteboard activity.  You can, of course, broaden this as desired.
• Schedule: Note how this is set to every day, meaning you’ll always get notice of new Whiteboard activity within 24 hours of it happening.
• Options:  Note how we choose to “Skip sending when there are no new happenings”.  This is key to prevent getting a daily email that might be empty (and thus a mere distraction) for likely-common days when none of your clients have been active in their Whiteboards.

Once created, congratulations!  You’ve just set up your own de facto notifications for new client activity in Whiteboards.

Here’s what Whiteboard activity looks like in a Happenings Report:

Like completed Worksheets and Journal Entries, the complete content of the Whiteboard is included for easy review (no need to log in and find it first).

And just like other items in a Happenings Report, the comment icons allow you to comment right on whatever your client has written, all from the comfort of your own email client.

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And there you have it!  By adding Whiteboards to your already-existing Happenings Reports (or creating a new one similar to the sample shown above), you can now be kept appraised of any work your clients do in their Whiteboards.  Thanks to easy commenting, this allows you to further be a supportive presence in their work with you.

Enjoy!