What's new in CoachTide.

The CoachTide website now invites coaches to the beta from the top of every page.

• Improved
  GeneralPages across coachtide.com now have a gold bar at the top inviting coaches to join the beta, with a link to the beta page, and the main button on the home page is gold so it is easier to spot.

My coaching is now My growth: your practice goals, the coaching you receive, your commitments and your next session in one place. Pasting notes written in Markdown also keeps their formatting.

• New
  GeneralMy growth, under My Development, brings together your practice goals, your latest session notes, the commitments you made and your next session with a list of things to bring.

  More

  Edit at the top manages your practice goals, including their order. Each session you log can say what kind it was (coaching for you, mentor coaching or supervision) and carry a few tags, which show up as themes. The old My coaching and My goals pages now open My growth, and the Dashboard shows one line about your goals that links there.

• New
  ICF hoursOn a mentor coaching or supervision session, tick "Also add this to my CCEUs" and the matching CCEU entry is added for you and kept up to date when you change the session.

  More

  My growth also shows your mentor coaching, supervision and other coaching hours. Entries added this way say "From My growth" on the CCEUs page, with a link back to the session.

• Improved
  GeneralPasting notes written in Markdown into any notes box now keeps their headings, lists, quotes and paragraphs instead of showing "#" marks.

Deleting a client now tells you why when it cannot go ahead, and the public pages show prices in one currency.

• Fixed
  ClientsIf a client cannot be deleted because they have paid invoices, you now see that reason instead of a general error.
• Improved
  AccountThe CoachTide website and Pricing page show prices in one currency: Canadian dollars for visitors in Canada and US dollars for everyone else.

CoachTide now has a free plan, so there is no trial and nothing is ever locked for not paying. You can also change your password from Settings.

• New
  AccountCoachTide is free while your practice has up to 3 paying clients, and Account and billing shows how many you have had in the last 30 days.

  More

  A paying client is one you sent an invoice to in CoachTide in the last 30 days. Nothing ever stops working if you go past 3. While the beta runs your practice stays free, and you keep 40% off for life once it ends. After the beta, the paid plan is one flat monthly price, billed in the currency of your practice's country (the prices are on the Pricing page), and the first 100 paying practices keep a lower founding price for life. You always get the better of your discounts, never two at once.

• Improved
  AccountThere is no trial any more: a new practice starts on the free plan, and if a paid subscription ends, your practice goes back to the free plan instead of being locked.
• New
  SecurityYou can change your password under Settings, Security, by typing your current password and then the new one.

The two booking page buttons at the top of Sessions now say exactly what they do.

• Improved
  SessionsThe booking page buttons on Sessions now read View live booking page link, which opens your booking page in a new tab, and Copy live booking page link.

Every page of CoachTide has a new, calmer look. Your clients, sessions, invoices and settings are all where they were, and every link you saved still works. The public site at coachtide.com has a fresh look too.

• New
  GeneralThe whole app has a new look, with a simpler menu that you can shrink to icons and the same pages and data as before.

  More

  Settings is now one link at the bottom of the menu, opening a page of cards. A few things moved: Google Calendar is under Settings, Calendar; your package catalog is on the Catalog tab of Packages; and updates for a group of clients are under Clients, Share with a group. Ask the Guide where anything is: its answers describe the new pages.

• Improved
  GuideThe Guide's help articles now describe the new pages, with the new names for buttons and settings.
• New
  Generalcoachtide.com has a new look, at the same addresses, so any link you shared still works.

Refunds you send yourself now have their own clear steps, invoice numbers run as one count for your whole practice, and Needs Rebooking lists only the sessions that need you. CoachTide also runs in Montreal now, close to where your data is stored, so pages answer faster.

• New
  InvoicesRefunding a payment you took outside Stripe now has its own steps: send the money back yourself, then record it, and CoachTide can email your client that the refund is on its way.

  More

  A card payment taken through Stripe still has Refund through Stripe, which moves the money. For an e-Transfer, cash, cheque, PayPal or a card taken elsewhere, Record a refund says what to do first, then asks for the amount, how you sent it and an optional note. The email to your client is ticked to start with, and you can change its wording under Templates.

• New
  InvoicesInvoice numbers are now one running count for your practice, like HCC-0043, and your existing invoices keep their numbers.

  More

  Under Settings, General, Invoices, the prefix starts as your practice initials and you can change it or leave it empty. The card shows what your next invoice number will be. The count carries on from your highest existing number, so nothing is repeated.

• Improved
  SessionsNeeds Rebooking now lists only the sessions that need you: a client's own cancellation, a late cancellation or a no-show, not the ones you cancelled yourself.

  More

  Sessions you cancelled with nothing owed, sessions you moved, and sessions from a package you ended are cleared from the list, including older ones. Resolve all clears every listed session for one client at once.

• Improved
  SettingsLight and dark mode can now follow your device with Match my device, the new starting choice, and the client portal starts that way too.

  More

  Pick Light, Dark or Match my device under Settings, General. A choice you already saved is kept.

• Improved
  ICF hoursYour ICF credential now sits at the top of ICF Hours, and your CCEU targets on the CCEUs page, where you use them.
• Improved
  PackagesOnly active clients can be enrolled in a package, so make a prospect or past client active first.
• Improved
  GeneralPages and saves are quicker, because CoachTide now runs in Montreal next to your data, and marking a session completed takes fewer steps.
• Improved
  SettingsLinks that point to a setting now open that exact setting and highlight it, instead of the top of the page.
• Fixed
  SessionsA session now counts as past once it ends, not only the next day, so a morning session no longer shows as upcoming all afternoon.

A campaign can now go to several mailing lists at once, and only to the clients you pick: active, past, prospects, or a package. And when a client books with you, their confirmation lets them add the session to their own calendar in one click.

• New
  OutreachSend one campaign to several mailing lists at once, and narrow it to Active clients, Past clients, Prospects, or the clients in a package.

  More

  On New campaign, tick every list it goes to; someone on two lists still gets one copy. Under "Only send to these clients", tick who it is for, or leave it blank to send to everyone on the lists. Ticking only narrows the lists; it never adds anyone who has not subscribed. "This will go to N people" updates as you tick, leaving out anyone unsubscribed, bounced, or whose consent has ended.

• New
  BookingWhen nothing has put a session on your client's calendar yet, the first email about it now has Add to calendar buttons for Google Calendar, Outlook, Microsoft 365 and Yahoo, and a booking confirmation with no calendar file also offers an Apple or other calendar download.

  More

  The buttons show only in the first email about a session, and only when no Google invitation or emailed calendar invitation already added it, so your client never ends up with the same session twice. If the session is moved or cancelled afterwards, the Apple and other calendar download stops working, and the change email does the rest.

• Improved
  PackagesEnrolling a client in a package, cancelling a package and un-enrolling now feel quicker, because the page redraws once instead of twice.

You can now send a campaign as a plain letter with no design to build, and Outreach keeps track of when someone's implied consent runs out. A client's email and phone number copy with one click, and a few colours are easier to read.

• New
  OutreachSend a campaign as a Letter: write it right in the campaign, with no design needed, and it goes out as a simple, personal-looking email.

  More

  Pick Letter under "What are you sending?" when you start a new campaign. A preview beside the form shows exactly what people will get. Your logo and practice name sit at the bottom, then your address and the unsubscribe link. You can edit the words until sending starts, and Duplicate keeps it a letter.

• New
  OutreachA subscriber added without a clear yes now stops getting campaigns once Canada's anti-spam time limit runs out, and you see it coming 60 days ahead.

  More

  For a client, that is two years after your last session together, their last package ended, or their last paid invoice, whichever came last. For anyone else, it is six months. Your list page shows when each one ends, and Ask them to stay on sends a short "Stay on my list?" email. Anyone who says yes stays on for good, until they unsubscribe.

• New
  ClientsA Copy button beside a client's email, billing email and phone number, so you never have to drag to select an address again.

  More

  It is in the Client details card on the client's page, and beside the email on the session prep page on a phone or tablet.

• Improved
  GeneralTeal, green and pink accent text is easier to read on its light background, and the count badge in the sidebar is clearer in every accent colour.
• Fixed
  SettingsThe Export page now says correctly that only the ICF client coaching log includes client details; the renewal summary has none.

Your Outreach campaigns now lock their content once sending starts, can be duplicated or retried, carry a one-click unsubscribe and your postal address, and share the daily sending fairly. Session times typed on a clock-change day are now right, and group session reminders go out on time.

• Improved
  OutreachOnce a campaign starts sending, its email is locked, so every person on the list gets the same version.

  More

  If the daily limit pauses a campaign partway, the rest goes out later exactly as the first batch did, even if you edit or delete the design in between. The campaign page shows when the content was locked.

• New
  OutreachDuplicate a campaign to start a new draft with the same design, list, subject and sender.
• New
  OutreachRetry failed sends the campaign again only to the people whose email did not go through and who are still subscribed.

  More

  Nobody who already got it, or who has since unsubscribed, is emailed again, and an email that may already have arrived is never sent twice.

• New
  OutreachSend a test to me shows you exactly what a campaign will look like, sent only to your own sign-in email.
• Improved
  OutreachEvery campaign email now has a one-click unsubscribe that email apps like Gmail show at the top, and ends with your practice name and postal address.

  More

  Anti-spam law asks for a postal address on marketing email, so a campaign cannot be sent or scheduled until you add your address under Settings, General. A scheduled campaign without one goes back to a draft and tells you why.

• Improved
  OutreachSomeone who unsubscribes or reports your email as spam stays off every one of your lists, and someone who unsubscribed can only join again themselves, through your website signup.

  More

  A temporary bounce no longer removes anyone; only an address that bounces for good does, and a corrected address can be added as a new subscriber. Erase removes a person from a list for good, keeping only a note that they should not be emailed.

• Improved
  OutreachEach practice now gets a fair share of the day's campaign sending, so one busy practice can no longer hold up everyone else's campaigns.

  More

  If your campaign reaches your share or the daily limit, it pauses and finishes by itself after the day resets. The campaign page says which one it reached and when it will carry on, in your own time zone.

• Fixed
  SessionsA session time typed on the day the clocks change is now saved at the right hour, so reminders, calendar invites and booking times are no longer an hour off.
• Fixed
  ProgramsGroup session reminders now go out at the right time in your time zone, instead of several hours early.

The small print in your app, your clients' portal and your booking page is now larger and easier to read.

• Improved
  GeneralSmall text across CoachTide is now larger: labels, dates and table text are a little bigger, and hints and notes under buttons bigger again.

  More

  Nothing you read in the app is set in tiny print any more. The only smallest text left is on count badges and short labels. Where bigger text would have been cut off, the layout makes room, so the coaching nudge on session prep now wraps onto a second line instead of shrinking.

• Improved
  Client portalText in your clients' portal, and on the pages they open from your emails to pay an invoice, sign an agreement or fill in their intake form, is easier to read.
• Improved
  BookingThe small print on your public booking page, such as the note under the email field, is easier to read.
• Improved
  AccountThe sign-in page now has a Light, Dark or System switch at the top, and System follows your device.

Your clients' portal sign-ins now expire sooner, our trust and help pages say plainly what support can see, and gold text is easier to read.

• Improved
  Client portalA sign-in link in an email to your client now works for 72 hours instead of 14 days.

  More

  If your client opens an older link, CoachTide emails them a fresh one straight away, as before, so nobody gets stuck. Shorter links mean a forwarded or forgotten email cannot open their portal weeks later.

• Improved
  Client portalA device stays signed in to the portal for 30 days after your client's last visit, and every sign-in ends after 180 days at most.

  More

  Before, a device stayed signed in for about 90 days. When a sign-in ends, your client sees a short note and can email themselves a new sign-in link.

• Improved
  GuideSend to support now shares only that one Guide conversation, and the option to let support sign in to your account is gone.

  More

  CoachTide has no tool for our team to look inside your practice. Support works from a shared screen, screenshots, or a conversation you choose to send. Our Trust and security page, privacy policy and help now say this in plain words.

• Improved
  SettingsWith the gold accent colour, gold text on light backgrounds and status labels is now easier to read.

A reminder to protect your account with two-step verification, public pages on how we keep your practice safe, and a few smaller fixes.

• New
  SecurityIf two-step verification is off, your dashboard now shows a short card asking you to turn it on.

  More

  Your clients' notes are only as safe as your password. Turn it on takes you to Settings, Security, where setup takes a minute with an authenticator app. Not now hides the card for 30 days.

• New
  GeneralOur Trust and security, Report a security problem, and Sub-processors pages are now public on coachtide.com.

  More

  They explain in plain words how your clients' information is stored and protected, which companies help us run CoachTide and where, and how to report a security concern to security@coachtide.com. You are welcome to link them from your own website or share them with clients who ask.

• Improved
  InvoicesOnline card payments are now confirmed directly with Stripe before an invoice is marked paid.
• Improved
  GeneralThe Search button at the top of the menu now stays in place while you scroll the menu.
• Improved
  SettingsWith the gold accent colour, button text is now easier to read.

  More

  The gold is one step deeper so white text on it meets accessibility contrast, and in dark mode the small badges and ticks on your accent colour now use dark text.

• Fixed
  GeneralA page that updates on its own now reconnects by itself if its connection drops, instead of quietly stopping until you reload.
• Fixed
  PackagesThe discount codes list fits a narrow window, and clicking Enroll twice no longer shows an error.

Open pages now update by themselves, clients get one short summary instead of an email for every small thing, and the payment keys you save are better protected.

• New
  GeneralAn open page now updates on its own within a second or so when something on it changes elsewhere, in your app and in your clients' portals.

  More

  This covers a client's record, messages, invoices and payments, sessions and bookings, documents, forms, and the dashboard, Clients list and pipeline. If you are in the middle of typing when something changes, your words stay put and you see Updated elsewhere while you were editing.

• New
  Client portalWhen you share a note, file or link, or add a goal, your client now hears about it in one New in your portal email the next morning instead of a separate email each time.

  More

  Anything they need to act on, like a message, an invoice, something to sign or a session change, still emails straight away. When something cannot wait, tick the Email now box as you share it. You can set the summary to daily or weekly under Settings, Automations, and each client can choose their own in the portal.

• Improved
  SecurityThe Stripe and PayPal keys you save are now kept encrypted in a separate vault, and once saved they are never shown again.

  More

  Settings, Integrations now simply says a key is saved. To change one, paste the new key in its place. Your Google Calendar connection is protected the same way.

Features some of you have been testing are now on for everyone: Takeaways, choosing what each client sees in their portal, booking from the portal against a package, receipts, a lighter portal for prospects, and small dots in the menu.

• New
  ClientsTakeaways: short lists you and your client share, like their core values or key learnings, on the client's Goals & Takeaways tab.

  More

  You set up a list and can ask your client to fill it in, with a note they see in their portal. The items are theirs: they add, reword and reorder them in the portal, and you read them. What they changed since your last session is highlighted on session prep.

• New
  Client portalChoose which portal sections new, active and past clients see, and share a note, file or link with a group of clients at once.

  More

  Settings, Client Portal has a tab for each stage where you switch sections on or off and put them in order. Shared items show how many clients opened them. An invoice link always opens, and Billing stays on while a client has automatic payments so they can always stop them.

• New
  BookingClients with a package can book and rebook their sessions from their portal, using what is left in the package.

  More

  Turn on Booking from the client portal in Settings, Booking Types, and tick the booking types they can use. They see what is included, used and left, can cancel or move a session within your rules, and you get an email each time.

• New
  InvoicesYour client is emailed a receipt whenever an invoice is paid online, and Mark as Paid can send one too.

  More

  Receipts go once per payment and follow your invoice signature setting. A refund sends a short note that it is on its way. If your Stripe account also sends its own receipts, you may want to turn those off so clients do not get two.

• New
  Client portalA prospect who books a call now gets a lighter portal with just their upcoming calls and your contact details.

  More

  They can join a call, and pick a new time or cancel within your rules. The moment you make them a client, the full portal appears.

• New
  GeneralA small dot in the menu now points you to pages that changed in a recent update, and to setup steps worth a look.

  More

  The dot goes once you open that page, on every device. Each person on your team has their own dots.

• Improved
  ClientsChanges on a client's record, like ticking off a commitment or reordering a list, now show at once instead of reloading the page.

A new standard intake form with its answers on your prep page, one place in the portal for what you post to a group, quicker status changes, clearer packages, and faster saves everywhere.

• New
  DocumentsThe standard intake form is now Before our first session, written for after your fit call rather than before it.

  More

  It asks what has changed since your call, what to cover in the first session, what will be different by the end, what is going well, what gets in the way, and how they like to be supported, with only two questions required beyond contact details and no address. If you saved your own questions, you keep them. The earlier questions are the Original form template under Start from a template, and switching templates never replaces an intro you wrote yourself. Reset to defaults now puts back the standard intro as well as the standard questions.

• New
  SessionsYour client's intake answers now show on the session prep page, and any written answer can become a goal in one click.

  More

  Before a first session the prep page opens on their answers; on later sessions an Intake answers toggle brings them back. Add as a goal opens the goal form filled in with the answer, and nothing is saved until you save it.

• New
  BookingYour booking page can ask how someone heard about you, and their answer fills in the client's lead source.

  More

  Each booking type has Ask how they heard about you: Automatic (only on a type that adds people to your pipeline), Always, or Never. The question is optional for the person booking, and an existing client's lead source is only filled in when it was blank.

• New
  Client portalAnything you post for a group of clients now shows in their portal under Updates from your coach, and Messages is just between you and one client.

  More

  Updates holds the notes, files and links you share with a group, and your messages to a group program, newest first, each saying who it went to. There is no reply box; it points clients to Messages if they want to answer you. In Settings, Client Portal, the group section is now called Updates for a group of clients. Group program messages you sent before today stay where they are.

• Improved
  ClientsYou can change a client's status straight from the badge on their record or on the Clients list.

  More

  Changing someone to Active shows the Send the welcome email box right there. After you mark a discovery call complete for someone who is still a prospect, CoachTide asks whether they became a client: Yes makes them Active, Not yet leaves them as they are, and No marks them Inactive.

• Improved
  SessionsThe Sessions calendar now updates as soon as you change a session, and a moved session says where it went.

  More

  A rescheduled session reads "Moved to" with the new date and time, greyed out, on the Sessions list and on the client's record. If you belong to more than one practice, the calendar now shows only the practice you are signed into.

• Improved
  PackagesWhen you enroll a client with weekly sessions, CoachTide now shows any weeks that clash with another session first and lets you skip them.

  More

  A skipped week gets no session and its session stays in the package to book later. If the sessions still cannot be saved, nothing is created and you are told why, and pressing Enroll twice can no longer enroll a client twice.

• Improved
  PackagesPackage actions are easier to find: one row of buttons on the client's package card, and a menu on each row of the Packages list.

  More

  The buttons name the client, for example Pause Alex's package, so it is clear only their package changes. A package paid by automatic card payments now has one Pause, on the package, which moves its payments with it.

• Improved
  InvoicesPay-as-you-go card payments set up from today are charged within the hour after you mark a session complete, with the usual receipt.

  More

  Clients already on pay-as-you-go keep exactly what they agreed to: the charge a few hours later, the heads-up email, and the link to stop it. For every plan, if you change a completed session back or delete it before its payment has gone through, that payment is cancelled and noted on the client's record.

• Improved
  InvoicesWhen an unpaid invoice cannot offer a pay link, it now says why and where to fix it.
• Improved
  GeneralSaving now loads the page once instead of two or three times, and pages, the client record and the portal open faster.

  More

  The emails a save sends, like the confirmation after a booking or the copy of a signed agreement, now go out a moment after you get your answer instead of before it.

Small fixes to rescheduling, past-client check-ins, and who can change your brand.

• Fixed
  SessionsWhen you reschedule a missed session for a client who turned off email reminders, CoachTide no longer sends them a Google Calendar invite or update for the make-up.

  More

  This matches how every other session email treats that choice. If a fee applies to the missed session, its invoice still goes to them, since invoices are always sent.

• Fixed
  ClientsFor a past client, a group session they attended in the evening now counts on the day it happened in your time zone when CoachTide works out when their check-ins stop.
• Improved
  SecurityYour brand settings now have an extra layer of protection: only you and teammates you have given Settings access can change them.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

• 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.

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.

• 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.

• 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.

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.

• 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.

• 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.

• 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.

• 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.

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.