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

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