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Version 3 new interface improvements (launching this summer)

The new version of the Coaches Console is coming soon and we just can’t wait anymore so we want to give you a peek of what’s been developing under wraps for the past year.

To start with, here’s a screenshot of how the interface looks like for viewing a client:

version-3-1

The new design bears in mind the way technology has evolved in the past 5 years, most notably: the screens getting bigger and bigger (and wider!) and the rise of mobile usage for both business and personal use.

As you see in the screenshot above, the primary menu (1) gives you fast access to the big areas of TCC: clients, calendar, website, communication, billing, etc.

Accessing your account settings (5) has moved to the bottom along with the customer support button and a new add button that will allow you to quickly add a contact, open up a message or set a new appointment (all without leaving the current page.)

Once you select the CLIENTS primary menu for example the secondary menu (2) opens up next to it, displaying the full list of clients by groups.
To keep navigation through the clients cleaner we have removed the client submenu (7) and you’ll see it at the top of the page under the clients name and brief info.

After you select the client you want to view, at the top of the page  you can easily see which groups and autoresponder series he is subscribed to; you can also quickly login as the client from here (4).

Then you have the client info menu (7) from where you select which details you want to view about your client: the profile, appointments, client logs, etc…

Last but not least, in the screenshot below is an example of how the same page will display on an iPad/tablet: the primary and secondary menus are hidden and clicking on the menu button at the top left will reveal them.

version-3-2

We are so excited to share these screenshots of what’s to come. We will be launching this new version this summer. We’ll be revealing more each month until then so stay tuned. If you have any questions or feedback please post them to our private Facebook group. We always love to hear from you and we can’t wait to bring you the new version 3!

 

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Upgrade launched: Autoresponders and unsubscribe feature

We have just launched a short update that affects the email, newsletters, autoresponders features on the admin interface along with an update to the unsubscribe process for your clients/prospects.

Here’s a short overview of what has changed:

PRIVATE WEBSITE

When clients/prospects click the unsubscribe link in an email/newsletter/autoresponder, they now have the option to unsubscribe from one, some or all types of communications.

COACH ADMIN INTERFACE

    • Admin > Communicate > Email – on the top right corner you’ll see the total number of contacts that are subscribed to receive emails from you.
    • Admin > Communicate > Newsletter – on the top right corner you’ll see the total number of contacts that are subscribed to receive newsletters from you. Also when you select the groups of contacts to receive your newsletter at the bottom of that page you will see a count of how many people will receive it.
    • Clients > Client name > Personal info – The New client and Optin autoresponders have been included in the overall list of autoresponders. 2 new dropdowns will show you if that contact is subscribed or not to receive emails and newsletters from you.

For more details see the FAQ’s and Youtube videos below:

When does a contact receive autoresponders automatically?

The only situation where contacts receive autoresponders automatically is when they subscribe as prospects via the opt-in form on your Console website or a custom opt-in form on your external website. In this scenario, the system will subscribe them to the Opt-in Autoresponder and they will start receiving the messages setup by you in advance. Also, on your coach end, in CLIENTS TAB > PROSPECT NAME > PERSONAL INFO > Autoresponders section, you will see the Opt-in Autoresponder checked and also the date when the prospect subscribed.

No other autoresponders are sent automatically to a contact. In the other case scenarios (contacts added manually by the coach, imported or registered by themselves via the Register menu), the system will not send them autoresponders automatically. You would need to manually subscribe them to the Opt-in, New Client or any custom autoresponder by checking the box in front of them in the Personal Info page > Autoresponders section and click on the “Save” charcoal button.

How can I un/subscribe my contacts to/from my communications?

SUBSCRIBE TO EMAILS & NEWSLETTERS:

In CLIENTS TAB > CLIENT/PROSPECT NAME > PERSONAL INFO, you have a section called “Subscription Settings” where you can subscribe your client or prospect to your newsletter and emails. Depending upon the case, select “Client is subscribed to newsletter” and/or “Client will receive emails” and click on “Save”.

Important note: This only means that the prospect/client will be eligible for being sent these types of communications. When sending the actual messages, you need to select the names of the specific contacts (emails) or the group they belong to (newsletters).

SUBSCRIBE TO AUTORESPONDERS:

In the case of autoresponders, below the “Subscription Settings”, there is an “Autoresponders” list with all autoresponders (Opt-in, New Client and the custom autoresponders created in ADMIN TAB > COMMUNICATE). Check the boxes in front the autoresponders you want the contacts to be subscribed to and click on “Save” to implement the changes. To the right of the autoresponders, you will then see the dates when the contact was subscribed.

UNSUBSCRIBE:

In the Personal Info page of the contact > section “Subscription Settings”, choose “Client is NOT subscribed to newsletter” and/or “Client will NOT receive emails” and click on “Save”. To the right of the settings, you will see when the client was unsubscribed from newsletters and emails.

As for autoresponders, un-checked the boxes in front of the autoresponders you want the contact to be unsubscribed from and click on “Save”.

Can my contacts unsubscribe themselves from my communications?

Yes, at the end of each message (emails, newsletters, autoresponders), there is an “Unsubscribe” link that your contacts can click on and, in a new “Manage Subscriptions for {Contact Name}” summary screen, opt out of certain communications from you by un-checking the different types of messages and clicking on the button “Update my subscriptions” or opt out of all communications by clicking the button “Unsubscribe from all types of emails”. When a recipient unsubscribes from any communication in your system, under the CLIENTS TAB> CLIENT NAME > COMMUNICATION LOG > Subscription Settings, you’ll see a RED notification message indicating what the client is or is not subscribed to receive.

Note: When a contact unsubscribes from your emails or newsletters, you will receive an email notification. This does NOT happen when a contact unsubscribes from your autoresponders of all types.

Tutorial videos:

Managing Contact Communication Subscription Settings:

When contacts receive the opt-in autoresponder automatically:

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