New in Coachspect: May 2025

Last updated on 

🎉 New Features

  • Task Email Reply System
    • Clients can now reply directly to appointment reminder emails
    • Replies are automatically captured and displayed inline with todo items
    • Coaches receive email notifications when clients reply
    • Uses AI to extract and clean client responses from email threads
    • Unique reply-to addresses for each todo item
  • SMS Reminders via Twilio
    • Added SMS text message reminders to complement email notifications
    • Automatically sends to clients with valid cell phone numbers
    • Integrated with existing todo reminder system
  • Auto-Save Draft Functionality
    • Call and in-person meeting notes now auto-save locally while typing
    • Drafts can be restored if user navigates away accidentally
    • Restoration prompt appears below notes section

💡 Improvements

  • Goal Activities Management
    • Goal activities can now be renamed after creation
    • Added edit functionality with inline editing capabilities
  • Program Event Editing
    • Enabled editing of program activity types
    • More flexibility in managing program activities
  • Program Completion Warnings
    • Shows warning for incomplete todo items or goals when completing a program
    • Helps coaches ensure all tasks are finished before program completion
  • Activities Dashboard Enhancements
    • Added coach filter to activities dashboard
    • Coaches grouped alphabetically by last name initial for easier navigation
    • Improved dropdown functionality for better user experience
  • Todo Reminder Reliability
    • Fixed issue where completed todos could still send reminders
    • Ensures tasks have latest state before sending notifications
  • Calendar Date Display Fix
    • Resolved date drift issue in calendar columns

📊 Reports & Data

  • Program Completion Date Filter
    • Added new filter to cases dashboard
    • Allows filtering by when programs were completed
    • Improves report generation for completed programs
  • In-Person Meetings in Coaching History
    • In-person meetings now included in coaching history reports
    • New dedicated section for tracking face-to-face interactions
    • Enhanced export capabilities for meeting data
  • Program Completion Date Filter
    • Added new filter to cases dashboard
    • Allows filtering by when programs were completed
    • Improves report generation for completed programs
  • Reporting Updates
    • Updated Propel report format and filename
    • Adjusted automated reporting schedules
    • Enhanced MWP broadcast consistency for program completions and biometrics reviews