Changelog
What's new in MentPass, newest first.
- Fixed
More reliable agenda replies, prep briefs and recaps
Clients can open agenda links from email without signing in, save a reply and return to edit it. Prep briefs pick up later agenda changes, and approved recaps stay available to share while mentors retry pending email delivery. Email preferences are also applied more consistently.
- Fixed
More accurate analytics and progress evidence
Custom reporting dates now carry through to saved reports, and partial account results show a warning. Progress comparisons use complete, comparable readings and correctly treat a lower cost per lead as an improvement. Recaps and proof documents keep their evidence within the selected period.
- Fixed
Smoother signup and billing recovery
Improved recovery from interrupted signup, checkout and invoice processing. Failed payment attempts keep invoices available for follow-up, and existing invoices and subscriptions remain manageable after a plan downgrade. Clients with outstanding billing cannot be deleted until it is resolved.
- Fixed
Recording imports recover from temporary failures
Fireflies recording imports now retry after temporary failures. Imported meetings, suggested actions and notifications are saved together, reducing incomplete meeting records.
- Fixed
Larger attachments upload successfully
Fixed question attachments and resource uploads that failed before reaching their advertised size limits. Files now upload directly to storage, supporting question attachments up to 10 MB and resources up to 15 MB.
- Fixed
Content previews preserve published posts and drafts
Previewing a post no longer changes its live content or clears its publication schedule. Returning from a preview preserves unsaved edits, and creating a post with an existing URL slug shows a clear error.
- Fixed
Sign-in links return you to the right place
Signing in from a link now preserves the destination page and its selected filters. Also corrected account selection when an email address belongs to more than one workspace or role, and made password requirements consistent across account setup and reset.
- Improved
Progress takes the lead on the client dashboard
The client dashboard now opens on Progress, bringing sessions, completed actions, metric movement and upcoming work into the first view. Clients can switch reporting periods without leaving the dashboard.
- Improved
A shared action-item workflow with clearer ownership
Unified action-item management across mentor and client views, including editing, deadlines and completion. Mentors choose an assignee when approving imported tasks, and clearer labels distinguish who a task is for from who is responsible for doing it.
- Improved
A clearer introduction to MentPass
Refreshed the homepage with a walkthrough of how sessions, actions and progress fit into one client portal. Updated navigation, pricing explanations and calls to action make it easier to explore the product or book a demo.
- New
Connect multiple Google accounts for client reporting
Connect more than one Google account and select multiple GA4 properties, Search Console sites and Google Ads accounts for a client. Google Ads reports include account tabs and preserve each account's currency. Mentors can manage these connections on a client's behalf.
- New
Review subscription proposals before checkout
Clients can review a subscription's amount and billing interval before choosing to continue to checkout. Mentors can resend proposal emails and track their delivery status, while clients can view and cancel their subscriptions from Settings.
- New
Add missed sessions and import a Fathom recording by link
Mentors can add an unplanned session directly to a client's history. Paste a Fathom recording link to import the matching meeting from your connected account, including its title, date, transcript, summary and action items.
- Improved
Deeper Google Ads and Meta Ads reports
Expanded reports with campaign, ad group or ad set, and individual ad performance. Google Ads adds keywords, search terms and Performance Max assets; Meta Ads adds audience and placement breakdowns plus creative previews. Status filters and daily spend charts make reports easier to explore.
- Improved
Review your Google Calendar access
Added a Review Google access action in integration settings. Mentors can reopen Google's authorization flow to review or refresh Calendar permissions while their account is connected.
- New
Fireflies joins your meeting workflow
Mentors can connect their own Fireflies account to import meeting transcripts, summaries and suggested action items. Added manual sync, automatic imports through configured webhooks, and recording lookup from calendar meetings.
- Improved
Connect your own Fathom account
Fathom connections now belong to individual mentors, with connection status, manual sync and disconnect controls in Settings. Imported recordings feed the existing meeting history and action-item workflow, and remain readable after disconnecting.
- Fixed
A working booking calendar inside the client portal
Corrected the TidyCal embed so clients can choose a session time inside the portal. An Open booking page link remains available if the embedded calendar cannot load.
- New
Choose which mentor emails you receive
Mentors can control email notifications for chat messages, new questions, prep briefs and recap alerts. Set preferences for the whole workspace or mute individual notification types for a specific client.
- New
Review suggested tasks from the mentor dashboard
Added a task approval queue to the mentor dashboard. Review suggested follow-up work with its client and meeting context, then approve it into active action items or dismiss it.
- Improved
Email replies reach the right person
Replies to client-facing notifications now go to the workspace's mentor. Replies to platform-level account messages go to the platform support owner, so conversations can continue from the original email.
- Improved
Keep prep briefs after a session ends
Past prep briefs are now available from a client's profile after the meeting has finished. Mentors can revisit earlier prep notes alongside the client's session history.
- New
Proof documents and a clearer mentor workspace
Added proof documents for mentees and regrouped mentor navigation so daily work, records, content and business tools are easier to scan.
- Improved
More control over briefs and recaps
Mentors can dismiss prep briefs, see upcoming briefs in one place, preview recap drafts, and skip recaps that should not be sent.
- Improved
White-labeling on every plan
Made the white-label client portal available on every package tier, including Starter.
- New
Help clients connect their analytics
Mentors can connect and assign a mentee's analytics integration on their behalf.
- New
Progress insights, prep briefs and value recaps
Added progress views, session prep briefs, value recaps, supportive statements, reusable templates and mentor nudges.
- New
Billing, plans and guided setup
Added packages, self-serve checkout, subscription management and invoices, alongside guided setup checklists for mentors and mentees.
- New
Action items and Meta Ads support
Refined the action-item workflow and added Meta Ads connection and account setup.
- New
Preview the mentee experience
Mentors can now view the portal as a mentee, making it easier to check the client experience before sharing it.
- New
Branded communication and curated news
Added custom portal branding, mentor-editable email templates and a tailored Latest News feed for each client portal.
- Improved
Smoother mentee onboarding
Added email invitations with one-tap account setup and refined the mentee dashboard, settings, analytics, profile and resource experience.
- New
Announcements and richer mentee management
Added scheduled broadcasts, mentee lifecycle statuses, favourites, private notes and contextual question previews for mentors.
- Improved
A smoother, more accessible portal
Added dark mode, improved keyboard navigation and responsive layouts, and polished loading and empty states.
- New
Financial management and resource uploads
Added a financials workspace with subscription management and currency conversion, plus richer resource uploads and detail previews for mentees.
- New
Attendance and unified meeting history
Added attendance tracking, a unified view of recorded and calendar meetings, and recording imports.
- New
Analytics workspace and client onboarding
Added deeper analytics views, Google Ads connection, improved admin and mentee dashboards, and a self-service account setup flow for mentees.
- New
More ways to connect client analytics
Added Google Analytics, Search Console and Google Ads connections for client reporting.
- New
Meetings, calendars, resources and questions
Added Fathom meeting details and action items, Google Calendar sync, resource uploads, universal questions and file or Google Doc attachments.
- New
The mentor and mentee workspace
Introduced the first workspace for mentors to manage clients and for mentees to stay on track.