May 3 2024
One of the things we’ve heard from many of our users is that they don’t always have their content stored in services that we integrate with, like Google Drive, Dropbox, Zoom, etc. They do have it on their computer, and they’d like to just add it to Heyday.
With our latest update, you can do just that! You can now upload video recordings, PDFs, presentations, etc., straight into a topic in Heyday. So, let’s say you’re doing a 360 review for a coaching client, and you have video recordings of interviews, you can now just upload them straight from your computer and use them just like you would Zoom calls processed by Heyday!
Here’s how:
Here’s a quick demo video of me setting up a “Heyday Guide” topic from uploads:
https://www.loom.com/share/3f47f3a141584b8687864d0e49df775f
April 12 2024
The more calls you have with clients, the more meaningful details you learn about them — their pets, their spouse’s name, what they care most about, and on.
Wouldn’t it be great if your notes reflected those details?
Now they will!
This week, you’ll notice three improvements to your People profiles: