Log in TracklerPro    • login    •    About us    •    Help center    •.   Blog    • .   Contact


2026|08

It’s been a while, but despite the holidays, plenty has happened. This edition is mainly about rest and polish: forms and schedulers that have received a major update, and a substantial stack of smaller bugs that we have cleaned up under the hood.

Additionally, a nice addition for anyone who works a lot with notes: you can now add a document to a note.

Below is the overview.

Tom

Start a Track from a Scheduler

We would like to highlight one update: in the scheduler, you can now set a new track to be created automatically as soon as someone books an appointment. No more manual intermediate step after a booking; the track is already ready by the time the call takes place.

[Read here how it works

🚀 New

  • Scheduler: Create track after booking — automatically link a new track to a scheduler booking, without a manual intermediate step. Read here more.
  • Media: Crop dialog on uploads — when uploading a workspace logo, track logo, or avatar, a crop dialog now appears that automatically generates a square thumbnail.
  • Notes: Add documents to private notes — upload a PDF or Word file directly into a note, just like with images. Read here more.

⚡️ Improvements

  • Notes: Summary limit — the summary of a note now has a clear maximum length, visible while typing
  • Widgets: Swipe indicator hidden when empty — no more confusing swipe hint when there is nothing to swipe
  • Roles: All permissions documented — clear explanation per permission
  • Workflows: Attachment selection configurable — for the “send tracking message” action, it is now possible to explicitly set which attachment is used.
  • Workflows: Duplicate conditions — an existing condition in the workflow builder can now be copied
  • Institutions: Breadcrumb navigation — all settings pages now show where you are in the hierarchy
  • Forms: The forms list now shows chronologically when a form was shared, instead of randomly.
  • Forms/Onboarding: Separation line between page list and preview is now draggable
  • “More information” links: now consistently found on all pages
  • ONION: Reusable skeleton loader instead of blank screens during loading

🐛 Fixed bugs

  • Tracks: Unread messages now open in the correct track, even from another workspace.
  • Forms: Duplicate question titles during import resolved
  • Tracks: Removed excess whitespace in mobile tracktabs
  • Workflows: Time zone in emails for external scheduler bookings now shows the correct time
  • Tracks: Sender name in outgoing tracking emails no longer displays the wrong name
  • Programs: Hidden milestones are now truly hidden from trackees.
  • Scheduler: URL in embedded scheduler card displays a readable link
  • Calendar: Searching for events now also works across multiple weeks
  • Notes: Fixed cut-off tooltip for “Add block”
  • Roles & Permissions: Scrolling in the user list by role is working again
  • Schedulers: Untranslated validation text resolved
  • Meetings: Creating a meeting on mobile works again
  • Scheduler: Year selection in month selector fixed
  • Forms/Onboarding: An onboarding no longer accidentally turns into a regular form after the back button.
  • Settings: Validation error with empty date of birth/phone number resolved

Leave a Reply

The best tips for coaches and companies every month

Receive the best tips and tricks to automate your coaching processes, radiate professionalism and streamline your business.

For coaches:
More customers, without selling

A free online training course that teaches you how to build a steady stream of customers in a personal way, without sales tricks or funnels.