Updates
July 12th, 2021
- Reintroduce chat widget
- Add full slack OAuth upfront and onboarding flow for clients
June 18, 2021
- Add full bi-directional slack integration
May 26th, 2021
- Change Conversation Details button to be hamburger icon
- Add Scheduling to services based on personal availability
- Change Upfront Fees to Upfront Holds on the client's credit card to be captured later
May 7th, 2021
- Change registration flow for client to one screen and not require password to begin conversation
- Move onboarding steps to the settings dashboard
- Move stripe integration settings section into onboarding steps
May 3rd, 2021
- Service url can now be set by consultants
- Make Services not require upfront charge or optionally not show ongoing rate
- Update Landing page and move docs link to footer
- Move ongoing rates to services and allow daily and weekly rates displayed
- Allow active consultant accounts without Stripe
April 22nd, 2021
- New landing page
- Add example checkout flow
- New Service Checkout screen that can be linked to directly
- Update Profile Page appearance
April 12th, 2021
- Change onboarding model to Services
- Add Profile Page
- Add Apple and Google OAuth for iOS
- Add Apple and Google OAuth for Android
March 15th, 2021
- Add Require Card Upfront Toggle
- Add Saved Payment methods
February 23rd, 2021
- Move currency selection to add and edit item modal
- Update contact form
- Show chats an account member is not assigned to
- Change email domain to be more recognizable
- Add client onboarding steps
- Edit outbound start conversation form to send email with subject, message and signature to prospective clients
- Fix numerous windows display bugs
- Add message drafts for each conversation
January 25th, 2021
- Add account about field to describe what account does
- Remove logging minutes and conversation hourly rates, the hourly rate is now only for display. Adding invoice items should be used instead.
- Add consultant onboarding steps
January 11th, 2021
- Change /username page and widget to a contact form
- Add ability to change the currency for a conversation
- Add ability to refund invoices
December 30th, 2020
- Enable adding invoice items before Stripe account is attached
- Stripe customers and invoice items are now created when the invoice is sent on Otechie
- Allow disabling of email notifications
- Add new conversation button, enabling consultants to start outbound conversations
- Add ability to mark invoice as paid, void, or uncollectible
December 21th, 2020
December 7th, 2020
This was a massive update and we hope to release much more often then this in the future. The biggest change is that a credit card is no longer required upfront and invoices are no longer automatically charged (consultants now finalized and send an invoice to be paid).
- A credit card no longer required upfront to start conversations
- Add ability to create, edit, delete invoice items instead of only logging minutes
- Invoice improvements including vatIds, invoice pdfs, and payment links
- UI improvements including the conversations sidebar and chat details
- Added ability to edit and delete messages
- Added ability to mute conversations
- Added ability to assign conversations
- Make hourly rate editable per conversation
- Replaced /charge slash command with /invoice
- Added slash commands for adding item by amount, inviting participants, changing the hourly rate, and assigning the conversation
- Renamed internal invoices to internal balances and transactions