Every update, newest first, in plain language. Coaches see the same notes inside the app, and the version number here is the one shown in their sidebar. Currently v0.027.
v0.027Latest
A clearer message when you invite one of your own clients
A small change to Settings, Team, and what happens when one of your clients starts coaching on CoachTide.
Improved
TeamIf you try to invite one of your own clients as a teammate using the email they sign in to their client portal with, Settings, Team now says exactly that and asks you for a different address.More
One email can be a client portal login or a teammate login, not both, so the invite still cannot go ahead on that address. Any other address that cannot be added gets one message that tells you to ask the person for a different email.
Improved
Client portalIf one of your clients joins CoachTide as a coach on the same email, you keep their client record and everything in it, and your emails to them carry on with plain links instead of portal sign-in links.More
Their client portal switches off only when they confirm it themselves after setting a password from a link emailed to that address. Until then nothing changes for you or for them.
v0.026
Your client journey, step by step
Automations now read in the order your clients meet them, packages can welcome and thank your clients, your website can collect newsletter signups, and Make it yours shows which wording is still the default.
Improved
SettingsSettings, Automations is now laid out in the order your clients meet things: getting started, around each session, and staying in touch, then billing, then notices for you.More
Each card says whether it goes to your client or to you, names the template it sends with a link straight to it, and your pipeline stages are listed on the same page with their automations. A short note at the top explains what CoachTide does on its own, for example that a booking already sends its own confirmation and does not run a pipeline stage's automation. Every switch works exactly as before.
Improved
ClientsYour welcome email now goes out however someone becomes your client, including a brand-new person who books a type set to add them as an active client.More
When a prospect becomes a client, the Send the welcome email box now starts ticked whenever your welcome switch in Settings, Automations is on, so you can still untick it for one person. It goes once per client. Someone you have already worked with (welcomed before, with an agreement, or with a completed session) is never sent one automatically, and a paused, inactive or past client set back to Active starts unticked. Imports and merges never send it.
New
PackagesWhen you enroll a client in a package, you can now email them a welcome that explains what it includes, how payment works, and how to book.More
Tick Email the client a welcome to this package on the enroll form. The email lists the sessions included, the use-by date, how they pay for the plan you chose, and a Book a session button. It never changes or sends any billing on its own. Whether the box starts ticked is set in Settings, Automations, and the wording is yours to edit in Settings, Templates.
New
PackagesYou can now send clients a thank-you email on the day their package ends.More
It is off until you turn on "Thank-you email when a package ends" in Settings, Automations. The email thanks them, says how many sessions they used, offers a way to book again, asks for a few words about working together, and lets them know their portal stays open. It is never sent for a cancelled package or to a client who still has sessions or another package with you. Your own end-of-package email lists who got one.
New
BookingEach booking type can now have its own reminder and follow-up email, or send none.More
Open a booking type in Settings, Booking Types and choose, under its confirmation email, whether the reminder before the session and the follow-up after it use your standard wording, their own wording, or nothing at all. A follow-up can have its own timing too. Types you leave alone keep sending your standard emails, and a follow-up setting on a single client still comes first.
New
DocumentsClients can now save the intake form part way and finish it later, on any device.More
Answers save as they type, and a Save and finish later button tells them how to come back. In their portal the saved answers return on any device. If an intake link is forwarded, it never shows a client's saved answers; it offers to email them a sign-in link to their portal instead. On the client's Documents tab you see when the form was started and last saved, and the answers once they submit.
New
SettingsYou can now start your intake form from one of five templates, including one for neurodivergent-affirming coaching.More
In Settings, Templates, the intake form has Start from a template: general, life and personal, career and leadership, executive and business, and neurodivergent-affirming coaching. You see every question before anything changes, your intro text is kept, and your clients' past answers stay on their records.
New
ClientsTry it as your own client walks you through what your clients experience, using a test client you can delete after.More
Find it with the Try it as a client button on Clients, or as a step on Get set up if you are still setting up. Add a test client on an email that is not your CoachTide sign-in, then book from your booking page, send the welcome email, fill in the intake form, open the portal, and delete the test client, each step ticking off as you go.
New
SettingsSettings, Make it yours lists every piece of wording your clients see and shows which are still the CoachTide default and which are your own.More
It follows the same order as Settings, Automations, then billing and your public pages, and covers your email templates, agreement, consent, intake form, reminders, follow-ups, invoice emails, privacy policy and each booking type. Every line links to where you change it, and a count at the top says how many are already yours.
New
DashboardGet set up has a new Gather your materials step: a short checklist of what to have ready, from your logo and headshot to your fees and cancellation policy.More
Each item links to where it goes and ticks itself when CoachTide can tell it is done, and you can tick any item yourself. You can skip the step, and it never brings the setup card back once you have finished setting up.
New
WebsiteYour website can now have a newsletter signup that adds people to one of your mailing lists once they confirm by email.More
In the website editor, choose Add section, then Newsletter signup, and pick the mailing list it feeds. A visitor enters their email, then confirms from the email we send them, so only people who said yes twice are added. They are not added as clients, and every campaign you send them carries your usual unsubscribe link. The section stays off your live site until you pick a list.
Improved
WebsiteOn a phone, your website now has a menu button beside Book a call that opens the links to each section of your page.
New
AccountCoaches on the beta when it ends keep 40% off for life, applied for you when paid plans start.More
Your Account & Billing page shows your discounted price once it applies, and it stays for as long as your subscription stays active. There is nothing to enter.
Improved
ClientsA past client's check-ins now count the group sessions they attended, so the check-ins keep going while they still come to a group.
Fixed
ClientsMerging two client records now keeps which shared documents each one opened.
v0.025
Package prices, discount codes, pausing, and past clients
You can now set a package price for each client, offer discount codes, pause or extend a package, and keep in touch with past clients.
New
PackagesWhen you enroll a client in a package, you can now set a different price for that client.More
The enroll form shows the package price and a Price for this client box that starts at it. The invoices are built from your figure, and the package price is still kept on the enrollment. A price of 0 makes the enrollment pro bono: no invoices, and its sessions count as pro bono coaching hours. Teammates need billing access to change the price.
New
PackagesYou can now create discount codes for your packages and see how many enrollments and how much revenue each one brings.More
Find them under Packages, Discount codes. A code takes off a percentage or a set amount, and can be limited to one package, a last day, or a number of uses. Pick a code when you enroll a client and the price drops to match; you can still type a different final price. Cancelling an enrollment frees its use, and changing or archiving a code never changes past enrollments.
New
PackagesYou can now pause, resume, and extend a client's package from the Package card on their Billing tab.More
Pausing is free: when the package resumes, its use-by date moves out by the days it was paused, and unsent installment invoices wait and move out too. Sessions already booked stay on the calendar. If the client books while paused, the package resumes from that session. Extend works up to the extra months you set on the package in Packages & Pricing.
New
PackagesThe day after a package's use-by date, it ends on its own and you get one email listing the packages that ended and any sessions left unused.More
Your client is never emailed about it. You can turn the email off in Settings, Automations, under "Email me when a package ends". An ended package with extra months left can be reopened from the client's Overview.
New
ClientsPast client is a new client status, with an optional check-in email every 3 or 6 months.More
CoachTide never sets it for you. When a client's last package has ended and nothing is booked, their Overview asks "Mark as past client?", and you can say Not now. Past clients have their own filter on the Clients page, are not counted as active, and keep their client portal. Every check-in email, to a prospect or a past client, now ends with a link that lets them stop the check-ins, and a past client's check-ins stop on their own two years after their last session or package.
v0.024
Replies that reach you, and see which content brings bookings
Replies to your emails now come back to you, you can see where your bookings come from, and adding your photo to your website is easier to spot.
Fixed
EmailsWhen a client replies to an email CoachTide sends for you, the reply now goes to you: your business email, or your sign-in email if you have not set one.More
Your business email is the Email field in Settings, General. A test email you send yourself replies to you too. CoachTide never sets one of its own addresses as the reply address.
New
BookingYou can now see which of your posts, pages and emails bring bookings, without tracking anyone.More
In Settings, Booking Types, "Link for a specific place" makes a booking link for wherever you share it, such as your Instagram bio or a podcast page. When someone books through that link, the booking remembers where it came from, and "Bookings by source" shows the last 90 days, including how many were new clients. Links to your booking page in your email campaigns are tagged for you, and each campaign shows its bookings. The place is only noted when someone books, and there are no tracking pixels and no links routed through a tracking address. Campaigns sent before today show none. Your new-booking email also says where a booking came from.
Improved
WebsiteIn the website editor, an empty Hero or About section now shows an "Add your photo" box that opens straight to the photo field.More
The box only shows while you edit. Your published site looks exactly as it did until you add a photo.
Improved
GeneralThe CoachTide icon in your browser tab and on your phone home screen now matches the CoachTide logo.
v0.023
One place for your brand, and one choice for invoices
Your logo, colours and social links now live on one page, invoices after a session follow one clear choice, and your look follows you to every device.
New
SettingsSettings, Brand identity is now the one place for your business name, your logo, your brand colours, your fonts, your button style and your social links.More
The one logo you set there is used everywhere: invoices, agreements, your booking page, your client portal, your client emails and new campaign emails. There is no separate campaign logo any more. Outreach, Brand Kit now opens this page, so an old bookmark still works. Your social links also fill in a new social block in the email designer. Teammates with access to Workspace settings can edit it.
Improved
InvoicesWhen a session is completed, one setting now decides what happens with the invoice: don't create one, create a draft for you to review, or create it and email it to the client.More
Find it in Settings, Automations, under When a session is completed. The draft choice is new: the invoice is made and the session is marked invoiced, but nothing is emailed until you send it, and your dashboard shows how many drafts are waiting. If you had the old Auto-send switch on, you are on Create it and email it, so nothing changes for you. Package and group program instalments still send on their own schedule, and a client on automatic card payments is charged instead. Overdue after is now set only on this page too.
New
PackagesWhen you enroll a client in a package, you now see a note if the fees in their signed coaching agreement don't match the package.More
The note shows both in plain words, for example the hourly rate in the agreement beside the package price and how it is paid, with a link to send an updated agreement after you enroll. You can still enroll either way. A client with no signed coaching agreement gets a gentler reminder to send one. Agreements signed before this change did not record their fees, so for those the note says it cannot compare them.
Improved
SettingsYour appearance choices (light or dark, brand accent, spacing and contrast) now follow you to every computer and phone you sign in on.More
Each person on a team keeps their own look. The first time you open CoachTide after this change, the look you already chose is saved for you, so nothing on your screen changes.
Improved
SettingsThe Settings headings now run Connections, Account, Clients, Practice, Brand, and help text that pointed to Booking & availability now says Booking Types, matching the menu.More
Every page kept its name and its address, so your bookmarks still work.
Improved
SessionsThe Coaching nudge on session prep now sits on a solid band in your brand colour, so it is easier to read at a glance.
Improved
DashboardIn light mode, the Up next card on your dashboard is now a soft panel in your brand colour instead of a dark block, so it sits more calmly on the page.
v0.022
Links inside sentences now look like links
A small fix so you can tell which words in a sentence are links.
Fixed
GeneralLinks that sit inside a sentence, such as "Create one", "Settings > Templates" or a shared document link, now show in your brand colour and underline when you point at them, instead of looking like plain text. The same goes for links in your client portal.
v0.021
Your goals on the dashboard, tidier Settings, and easier booking setup
Set a few goals and watch them fill in on your dashboard, find your way around Settings by topic, send clients a link that opens their portal, and set up booking with a preview beside you.
New
DashboardSet up to five goals of your own, and watch them fill in on your dashboard as the weeks go by.More
Press Add goal on the dashboard. Pick Filled in for me (coaching hours, active clients, new clients, sessions booked, or revenue collected), I update the number (a +1 button on the card), or No number (a Mark done switch and a short check-in note). Choose 30 days, 90 days, 1 year, or your own dates. A reached goal gets a small celebration and offers Set your next goal. Only you see your goals, Past goals keeps the earlier ones, and Hide puts the row away until you want it back.
Improved
SettingsSettings pages are now sorted under five headings: Account, Practice, Brand, Clients, and Connections.More
Every page kept its name and its address, so your bookmarks still work. Teammates only see the headings that hold pages they can open.
New
EmailsPut {portal_link} in any email to a client, and it becomes an Open your client portal link that signs them straight in.More
Type it in the wording under Settings, Templates, or pick Link: Open your client portal from the list of fields. Every email gets its own fresh link, and each one works once, for 14 days. A payment reminder that goes to a separate billing email links to the portal sign-in page instead, and so does a test you send yourself. In an Outreach campaign, {{portal_link}} links to the portal sign-in page.
Improved
BookingThe booking type editor now shows a live preview of what people will see, beside the form as you type.More
It shows the card on your list of booking types and the top of the type's own page. One line on the menu and What to expect, on the booking page each explain where the words appear and carry an example, and a bar under the length shows the session with its buffer before and after.
Improved
BookingYour calendar is now called Calendar Connection, under Connections in Settings, and Booking Types has a How booking works card with the steps in order.More
The steps are: connect your calendar, set your hours, create a booking type and switch it on, then share the link. The page address did not change, so any link to it still works.
Improved
BookingOn your booking page, the Confirm button now says Booking... the moment someone presses it, so nobody wonders whether it worked or presses it twice.
v0.020
Packages that count down, a portal for every client, and signatures
Packages now show what each client has left and count down on their own, every client has a portal they open straight from your emails with no password, and your emails can carry your signature.
New
PackagesA package can now list exactly what it includes, such as 6 coaching sessions of 60 minutes and a free intro call, and your client's Billing tab shows what they have left.More
Set it up under What's included on each package. When you enroll a client, leave Schedule them now ticked to book the sessions one per week as before, or untick it if they book as they go. Packages > Enrollments has a Left column. Your existing packages were set up for you as one weekly session for the term, so nothing changes until you edit them.
New
PackagesSessions now come off a client's package on their own, whether they book on your booking page or you add the session yourself.More
Your New booking email says how many are left, and so does your client's confirmation. If nothing is left, the booking still goes ahead and bills at your standard rate, and the session says so. Cancelling with notice gives the session back, a late cancel or no-show counts as used with no fee, and No-show, give it back records it without counting it. Adjust on the client's Package card adds or takes one away, with an optional note. Packages from before this change work exactly as they did.
New
Client portalEvery client with an email address now has their own private portal, and they never need a password: the button in each email from you signs them straight in.More
There is nothing to invite or turn on; the portal is ready the first time CoachTide emails that client. An invoice button lands on that invoice with Pay right there, and an agreement button lands on the agreement, ready to sign. Each link works once, for 14 days, and an old link emails them a fresh one. Their device remembers them for about 90 days, and they can tick This is a shared computer to be signed out when the browser closes. Invoices sent to a separate billing email keep the plain payment link and never open the portal. On the client's page, Email a sign-in link sends a fresh one, and View client portal still shows you what they see.
New
EmailsAdd your email signature, with your name, a title, your logo, and your contact links, to the bottom of the emails CoachTide sends your clients.More
Open Settings, Email Signature: the boxes start filled in from your business details, so check them and save. The preview shows exactly what clients see, Send a test to me shows it in your own inbox, and Where your signature appears lets you switch it off for any kind of email. Teammates each set up their own, and an email about a session is signed by whoever runs that session.
New
SessionsWhen you schedule a session yourself, you can email your client the same confirmation your booking page sends, with a calendar file they can add to Google, Apple, or Outlook in one tap.More
Leave the box that says Email (your client's name) a confirmation ticked when you save, or untick it to tell them yourself. Whether the box starts ticked is set by Confirm sessions you add in Settings, Automations. If you later move or cancel the session, let your client know, because a calendar entry they already added does not update on its own.
New
PackagesWhen you enroll a client and schedule their weekly sessions, you can send them one email listing all of their coaching times, with one calendar file that adds every session at once.More
Times show in your time zone, and in theirs too when their record has a different one. You can reword it in Settings, Templates, Your coaching times email. Inviting them on Google Calendar is a separate box, off unless you tick it.
Improved
WebsiteA message from the contact form on your website now emails you straight away, and someone new appears on your Pipeline in the first column.More
Someone you already know is not moved; the message is simply added to their record. Every message also shows on the person's Communications tab. You can turn the email off in Settings, Automations, and the person is still added.
Fixed
ClientsNew clients from your booking page, your website, or an import now start in your practice's own currency instead of always Canadian dollars.More
A currency column in an imported file still wins. Existing clients are not changed.
Improved
AccountFewer sign-ins: while you are signed in on a device, going to coachtide.com takes you straight to your dashboard, and a link that asks you to sign in brings you back to the page you were opening.More
To see the public website while signed in, use coachtide.com/?site=1. Signing out stops the forwarding on that device.
Improved
SecurityTwo-step codes are easier on a phone: you can paste a code with a space or a dash in it, and it checks itself as soon as all six digits are in.More
A wrong code clears the box so you can type the next one. Two-step verification works the same way it always has.
v0.019
More control over booking, and a confirmation email for your clients
Booking types can now be private to a link, run any length, and say whether they count toward your ICF hours. Your clients also get a confirmation email the moment they book.
New
BookingTurn off Show on my booking page to make a booking type link only: anyone with its link can still book it, but it is not listed on your booking page or your website.More
Handy for something you only offer to certain people, like a free sample session. In your list of booking types it shows a Link only badge, with its link and a Copy button in the same row. A type switched off entirely still cannot be booked by anyone.
Improved
BookingA booking type can now be any length from 5 minutes to 8 hours, and can offer start times on the hour, every 30 minutes, or every 15 minutes.More
Pick a quick length or choose Custom. The session is recorded at exactly that length, so your ICF hours add up to the minute. On the hour stays the default, so nothing changes until you pick something else.
New
ICF hoursEach booking type now says what a booking counts as: a coaching session, which counts toward your ICF hours and can be invoiced, or a free intro call, which does neither.More
This is separate from whether a new person is added as a prospect or a client, so a paid discovery call can still count as coaching. If you never choose, each type keeps working exactly as it did.
New
EmailsWhen someone books on your booking page, they now get a confirmation email right away with the date, time, length, and a Join button when there is a video link.More
It is on for every workspace, and you can turn it off in Settings, Automations. Change the wording in Settings, Templates, or give one booking type its own wording. It goes to the client's main email, never a billing email, and clients who have turned off emails from you do not get it.
Fixed
WebsiteThe website editor no longer opens squashed into a thin strip after you have used Full screen, and an Exit full screen button now sits in the top bar.More
Full screen is in the editor's Settings menu on a computer, and the editor remembers it for next time. Press Esc or click Exit full screen to go back to the usual layout.
v0.018
Typing in the middle of a line no longer jumps to the end
A small fix to editing text in any list you can drag to reorder.
Fixed
GeneralEditing text in the middle of a line in a list you can reorder, such as booking types, packages, pipeline stages, follow-up steps, or program sessions, now keeps the cursor where you put it instead of jumping to the end as you type.
v0.017
Work in more than one workspace, and a calendar for each teammate
You can now belong to more than one workspace and switch between them from the sidebar, and each teammate can connect their own Google Calendar for the booking types they host.
New
TeamYour workspace name in the sidebar is now a menu: switch between the workspaces you belong to, or create another one you own.More
Each workspace keeps its own clients, sessions, invoices, and settings. Nothing changes if you have only one and are not its owner. Each workspace you own is billed on its own after the beta; one account can own up to five.
Improved
TeamInviting a teammate who already uses CoachTide as a coach adds them straight away, with no new account, and they can leave your workspace themselves from Settings, Security.
New
BookingEach booking type can name a host, and the host's own calendar is the one checked for conflicts and the one the booking lands on.More
A type with no host runs on the practice calendar, exactly as before. If the host has not connected a calendar yet, the type keeps working on the practice calendar and shows you a note until they do. The host is emailed about new bookings along with the owner.
New
SettingsSettings, Your calendar: every teammate can connect, reconnect, or disconnect their own Google Calendar without any extra access.
v0.016
Replace a client's card without starting over
A client on automatic payments can now switch to a new card in place. Their plan, schedule, and history stay exactly as they are.
New
InvoicesReplace card, under the card on file on the client's Billing tab, emails the client a secure link (or copies it for you) to save a new card on Stripe's page.More
The link shows them the plan they are already on, the card being replaced by brand and last four, and the same authorization wording they agreed to before. The old card keeps working until they finish, then every later payment uses the new card and the old one is retired. The email goes to the billing contact when there is one. The link is good for 30 days, and the plan shows Copy and Resend while it is out.
Improved
InvoicesA plan that fell behind because a card failed is put back in service the moment the client saves a new card, and the missed payment is retried on it.
Improved
Client portalThe client portal's Billing page now tells a client to ask you for a secure link when they want to use a different card.
v0.015
Paid and pro bono hours, and the ICF exports
ICF Hours now tracks the paid versus pro bono split the ICF application asks for, checks your last 18 months, and exports your log in the ICF format.
New
ICF hoursEvery completed session now carries a paid or pro bono value, worked out for you from the package, the invoice, or your practice default, and changeable in one click on the session.More
A pro bono package makes the session pro bono, a paid package or a paid invoice makes it paid, and anything else follows your default under Settings. The value is saved on the session, so a later refund or package change does not rewrite your history. A complete reciprocal exchange counts as one bartered hour, which the ICF treats as paid. A bulk tool on the ICF Hours page fixes a whole client or a date range at once.
New
ICF hoursThe credentialing page now checks each level the way the ICF does: total hours, paid hours, distinct clients, and hours in the last 18 months.
New
ICF hoursTwo ICF exports: an application log in the columns of the ICF Client Coaching Log, and a renewal summary with your CCEU entries and a plain-language check of the cycle, each as Excel or CSV.More
The application log includes client names and contact details because the ICF asks for them, so it needs the data-export permission. A "Before you submit" list shows anything the ICF would ask about, such as a client with no email or phone on file.
v0.014
Two-step verification setup is easier to scan
A small fix to turning on two-step verification, after a coach scanned the setup code with the phone camera instead of an authenticator app and got a line of text instead of an account.
Improved
SettingsThe setup code is now much larger, sits on a white pad, and the page walks you through opening your authenticator app first and scanning from inside it.More
Your phone camera app cannot set this up on its own. If it only shows you a long line of text, open Google Authenticator, Microsoft Authenticator, Authy, 1Password, or the app your bank uses, choose to add an account, and scan the code from there.
Improved
SettingsYour authenticator app now lists the account as CoachTide instead of a web address, and the type-it-in key is easier to read and has a Copy button.
v0.013
Faster pages, in the app and on the public site
A round of speed work. Nothing changes in what you can do; the pages you use most now load with far less code and fewer trips to the database.
Improved
GeneralThe client page, sessions, prep, templates, and the dashboard load much lighter: the app no longer sends the whole icon library, the notes editor, the Guide, and the search palette until you need them.
Improved
GeneralEvery page in the app checks who you are once per visit instead of several times, and the dashboard and client page gather their information in fewer round trips.
Improved
GeneralThe sign-in page and the public site load lighter too, with the big screenshots served as optimized images.
v0.012
Paperwork in the client portal, and follow-ups per client
Onboarding paperwork now lives where your client already signs in, and the automatic follow-up emails can be turned off for one person without touching anyone else.
New
Client portalClients now sign the coaching agreement and the communications consent, and fill in the intake form, inside their portal under Forms and agreements.More
Each item shows a plain status, so a client can see at a glance what still needs them. Once something is done it becomes a read-only copy of the exact wording they agreed to, with who signed and when, and a button to print it or save it as a PDF. Their overview nudges them while anything is outstanding.
Improved
ClientsActivating a client now sends one portal invitation with their paperwork waiting inside, instead of a set of separate document links.More
Links you have already sent still work, and the copy-link buttons on the Documents tab are still there as a fallback for a client who cannot use a portal account. If you have customized these emails, your wording is kept.
New
ClientsA client's Follow-ups tab now has a switch that turns the automatic post-session follow-up emails off for that one person.More
Everything else for them carries on: appointment reminders, reschedule notices, and group messages are untouched. Their own follow-up wording and timing are kept, so turning the switch back on picks up exactly where it left off, and you can still send a follow-up by hand after a confirm that reminds you the switch is off.
Fixed
GeneralTwo items in the last note linked back to the What's new page you were already reading; they now read as plain text.
v0.011
CoachTide now has a version number and release notes
From now on, every update comes with a note like this one. You will see it once, on the dashboard, when something worth knowing lands; smaller fixes just light a dot beside What's new in the sidebar.
New
GeneralThe sidebar now shows What's new with the version you are on, and a dot when there is an update you have not read yet.More
During the beta the version counts up as 0.001, 0.002, and so on. When CoachTide leaves beta it becomes 1.000. The number is the same for everyone and always matches the newest note.
New
GeneralA scrollable history of every update lives under What's new, with a More link on any change that deserves a longer explanation.
New
GuideAsk the Guide what changed recently, or which version you are on, and it answers from these notes.
New
GeneralThe same history is public at coachtide.com/changelog, so you can share it or check it without signing in.
v0.010
Small fixes from a week of daily use
Fixed
SettingsReset to defaults on the intake form now asks before it replaces your questions, since that reset saves right away and cannot be undone.More
The resets on the session reminder email and the prospect reach-out only change the editor, and now say so: nothing changes there until you click Save.
Fixed
ClientsThe Merge clients dialog now shows a fee schedule as a sentence and intake answers as a count with a View answers toggle, instead of raw data.
Fixed
BookingA wide logo now shows in full on your public booking page instead of being cropped into a circle.
Fixed
AccountSigning out now signs out only that device; your other browsers and your phone stay signed in.More
The same applies when a coach account tries the client portal sign-in by mistake: it is turned away without ending your real session somewhere else.
v0.009
Packages, booking embeds, consent, and duplicate clients
A large batch: more freedom in how you price and package your work, a booking calendar you can put on your own site, a consent document for electronic communications, and real tools for the duplicate client records that creep in over time.
New
PackagesPackages can have any term or session length: pick Custom and type the months or minutes.
New
PackagesA package can be marked pro bono; it enrolls the client with no invoices and shows a Pro bono badge everywhere a price would appear.More
Sessions and ICF hours are recorded exactly as before. No invoice is created up front or in installments, so nothing is ever charged for a pro bono package.
Improved
PackagesThe price field starts blank, package status is a simple Active or Draft dropdown, and draft packages are clearly marked in the catalog.
New
BookingEach booking type can now be embedded on your own website: turn on Embed on your website and copy the snippet.More
The embedded calendar sizes itself to fit its spot on your page. The Booking Types form also puts session length and availability right under the name, and the new-booker setting now reads When someone books, add them as, with Active client or a pipeline stage as the choices.
New
DocumentsA standalone Electronic Communications Consent document records a client's consent to email, text, in-app messages, and AI-assisted handling of notes, signed electronically.More
Send it from the client's Documents tab to anyone on your list, prospect or active client. Signing records their text-message consent for you; Record withdrawal reverses it. Edit the wording, or the request email, in Settings > Templates.
New
ClientsAdding a client who looks like someone already on your list now asks first, showing the match and offering to open the existing record instead.
New
ClientsTwo client records can be merged: choose which values to keep field by field, and sessions, invoices, messages, and portal access move to the kept record.More
Start from Merge with another client on the client page, from the Possible duplicates card on the clients list, or from the banner on a record that looks like a duplicate. A merge is refused when both records have a portal login, so nobody loses access.
Improved
BookingA returning client who books with a new email but the same name and phone number is attached to their existing record instead of creating a duplicate.More
When the match is not certain, the booking still creates a new record, but it carries a possible-duplicate note with Compare and merge and Not a duplicate one click away.
Improved
SecurityEvery password field has a show/hide toggle, including the secret-key fields under Integrations.
Fixed
GeneralSmall polish: the highlighted item in the sidebar and phone menu reads clearly in light and dark themes, and the Client data dialog has its spacing back.
v0.008
Protection that reaches the data itself
Improved
SecurityOnce you turn on two-factor authentication it now protects your data itself, not only the sign-in, so you may be asked to verify before your workspace loads.More
Nothing changes if you have not turned on two-factor. If you have, a session that has not completed the second step sees no workspace data until it does. Turn it on or manage it in Settings > Security.
Improved
SecurityYour Google Calendar connection can now be viewed, connected, or disconnected only by someone with the workspace settings permission.More
Teammates can still schedule sessions that land on your calendar; they just cannot manage the connection itself.
Improved
SecurityFurther behind-the-scenes hardening tightened what any signed-in session is permitted to do with your workspace and account details.
v0.007
A refreshed Guide and stronger protection
Improved
GuideThe in-app Guide was checked article by article against the current product: twelve articles were corrected and three were added.More
New articles cover refunding a paid invoice, the Feedback board, and the Monday weekly recap email. Corrected ones include getting around, the session prep screen and the Complete this session dialog, shared notes in the client portal, automations, weekly availability for booking, and website buttons.
Improved
SecurityProtection around your workspace improved in several places; the one you might notice is that a teammate now needs the workspace settings or billing permission to see your Stripe or PayPal connection details.
v0.006
Invite a teammate
The most requested thing from the beta: someone else working in your workspace at the same time, with their own sign-in and only the areas you choose.
New
TeamYou can now invite up to five teammates to work in your workspace, each with their own sign-in.More
Invite by name and email from Settings > Team (owner only). A teammate gets the day-to-day tools by default: clients, pipeline, sessions, prep, notes, packages, and programs. Removing a teammate stops their sign-in immediately.
New
TeamYou choose what each teammate can reach: invoicing and payments, outreach, the website editor, workspace settings, and data import and export are each a checkbox.
Improved
TeamA teammate without the invoicing and payments permission does not see money: the client Billing tab, dashboard totals, and amounts owing are hidden for them.
New
TeamOwners get a Recent activity record of what happened in the workspace and who did it, such as exports, invoicing actions, permission changes, and client deletions.
New
ClientsClients can carry an optional title or role, shown beside their name on the list and the client page and matched by search.
Improved
GuideThe Guide can now answer questions about inviting teammates and client titles.
v0.005
Prep page fixes and settings clean-up
Fixed
SessionsThe session prep page no longer squeezes its panels on a short window; the layout keeps a sensible minimum height and the page scrolls instead.
Fixed
SessionsThe coaching nudge on the prep page now spans the full width and always fits on one line, so the rows below it stay put while it rotates.
Fixed
SettingsA setting you never filled in now falls back to the default instead of showing up blank in client emails and on invoices.More
Older saves could store an empty company name, due terms, or hourly rate. Those now read as Your Coach, On Receipt, and your default rate. A greeting you cleared on purpose stays cleared.
Fixed
InvoicesDaily overdue-invoice reminders and your morning digest run again for workspaces that had never picked a timezone.
Improved
SettingsAutosave on Settings > General is lighter and quicker, so typing feels more responsive.
v0.004
Settings that save themselves, and website buttons you control
New
SettingsSettings > General now saves itself as you type, so there are no Save buttons to scroll past and forget.More
Edits are written a moment after you stop typing, or the instant you leave a field or make a pick. A quiet Saving and Saved note in each section header tells you where things stand, and an edit still in flight is written when you close the tab.
Improved
SettingsIf a setting cannot be saved, the reason appears right beside the field that caused it rather than off-screen at the top.
New
WebsiteEvery section of your website can carry buttons you add, remove, reorder, relabel, and point wherever you like.More
Each button can open your booking page, jump to a section of the site, go to a web address, or start an email. A new button arrives as a working Book a call button, the editor warns you if nothing on the site reaches your booking page, and existing sites keep their current buttons exactly as they were.
v0.003
New articles on the blog
Improved
GeneralThe CoachTide blog at coachtide.com/blog can now publish new articles at any time, so there is more to read between app updates.
v0.002
Honest beta status on your Account page
Improved
AccountAccount & Billing now says plainly that you are on the free private beta, with no trial end date.More
Earlier the page showed a trial end date that never applied to anyone. When the beta ends, you start a free 30-day trial before any payment is due.
Improved
AccountThe free trial is 30 days everywhere, matching what the website has always promised.
Fixed
GeneralText links across the product are styled consistently, so a link looks like a link wherever it appears.
v0.001
Welcome emails, a clearer Meet setup, and a calmer dashboard
The first numbered release. From here on, every batch of changes you can see gets a note like this one.
New
EmailsWhen you request beta access, you now get an email right away confirming we received your request.More
It is a confirmation, not an approval. Each request still gets a personal look, and you hear back once it has been reviewed.
New
EmailsA welcome email series that walks new coaches through one feature at a time is built and waiting on a final check before it starts going out.More
Twelve short emails, each about one thing the practice can now do for you, paced to your own progress: a step you have already set up is skipped rather than sent. Every email carries a one-click unsubscribe.
Improved
SettingsSettings > Conferencing now links straight to Integrations when Google Meet needs a calendar connection first.
Improved
DashboardDashboard numbers now show their final value at once instead of counting up when the page loads.
Helping you change the tide on your coaching business.
Spend less time on admin, more on coaching.
Booking, prep, invoicing, and ICF hours in one system built for coaches.