2026|05 Discover Discovery!
This month we launched Discovery: a library of ready-made templates for forms, workflows, and programs. Install what you need, and you are ready to go immediately.
In addition, April was dominated by Schedulers, Forms, Workflows, and a significant number of fixes.
Tom
It is May and Discovery is here!
It is May, and most coaches have by now switched to TracklerPro. Well done! Now that the foundation is in place, it is time to further configure your workspace with what is new: Discovery.
From a single overview, you browse templates, view the details, and install them directly in your workspace. Dependencies such as forms and workflow onboardings are automatically included and linked.
One of the templates you can install immediately: Welcome to your coaching program. An onboarding process that personally welcomes new participants via a welcome video, introduces them to how Trackler works, and allows them to agree to the terms and conditions. Ready as soon as the participant is matched, without you having to do anything.
👉 [your workspace name].tracklerpro.nl/discover/onboarding-with-welcome-video-and-general-terms-and-conditions-gx5JAg
The Coaching Process
Phase 9: Follow up
A coaching process ends, but the relationship doesn't have to. Good follow-up keeps the coachee motivated, prevents a relapse into old patterns, and shows that you, as a coach, are truly committed to sustainable growth. In this article, Trackler discusses when to reach out, which forms of follow-up work, and what benefits it brings for both you and your coachee.
Trackler Platform
Over the past two sprints, the Trackler team focused on bug fixes reported by our users. Thank you for that!
New
- Discover: Library with ready-made templates for forms, workflows, and programs, ready to be installed directly in your workspace
- White-label login: Each workspace can now customize the login page with its own branding: logo, background, and color. Read the help article here.
- Scheduler embed: Embed your public scheduler on an external website. Choose a fixed embedded view or a floating button that opens a booking panel. Read the help article here.
Improvements to existing features
- Schedulers: Scheduler automatically navigates to the first available date
- Schedulers: Minimum booking period is now set to hours by default instead of minutes
- Schedulers: Closing with Escape now asks for confirmation so you don't lose your work.
- Schedulers: Description column hidden in the standard overview
- Schedulers: Adding images to a scheduler description is now possible.
- Workflows: Better guidance in the blank editor
- Workflows: Action “Enable app on Track” — automatically enable the correct apps when creating a Track
- Forms: Submitted forms are now sent as an attachment in the workflow message to Track Leaders, whereas previously it was the button to fill out the form.
- Forms: Manage options via modal in the form editor
- Forms: 1–10 rating scale now fits on one line
- Forms: Table features standardized (sorting, filtering, tags)
- Tracks: Paste multiple email addresses into the invitation field at the same time
- Tracks: Visibility permission — coaches only see the tracks they are members of
- Tracks: Status column and status filter in the route overview
- Tracks: App-specific columns in the route overview (on/off via View)
- Tracks: Track Export — download all track data as a ZIP with separate CSV files per module
- Workspaces: Add Super Admin as role for invitations
- Onboarding: Table features standardized
Resolved bugs
- Integrations: Microsoft users received incorrect reconnect emails
- Forms: Uploading a file on public forms led to the login page.
- Forms: Deleting the form did not work
- Forms: Scrolling in the options panel did not work.
- Forms: Form submission attachment did not work on iOS
- Forms: Uploaded file could not be opened from the submission overview
- Meetings: Calendar sync showed no availability or events (Microsoft)
- Meetings: Sender name in booking confirmation showed the scheduler owner instead of the booker
- Meetings: Cancelled meeting not visible as cancelled in the app
- Meetings: Outlook changes were not fed back to Trackler
- Schedulers: Booking failed on public schedulers without integration
- Schedulers: The appointment was sometimes created three times.
- Tracks: The tag filter in the route overview did not work.
- Notes: Pin icons were upside down
- Onboarding: Action button not visible with long titles
