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Release Notes — The Creators Base v0.3

The biggest release so far: Refine, a new dashboard, the 30-day plan, bring-in, the client portal, client updates, cycles, the Base Intelligence layer and the PRO plan.

Welcome to The Creators Base v0.3

v0.2 gave you the tools. v0.3 gives your Base an owner and a brain.

This is the biggest release so far. Your Base stops being a generic catalogue and becomes yours in two minutes. Your dashboard stops treating everyone the same and starts following your money. Your client gets a page of their own. And the product starts telling you what to do next, instead of leaving you to work it out.

Refine, your Base actually yours

Your services arrive priced from market benchmarks. That is a starting point, not your prices. Refine is a guided session of about two minutes that reprices and reorders your whole Base around your profession, your experience and the service you sell most, with a live panel showing it change as you answer.

It never overwrites a service you edited by hand, so you can run it as often as you like. Read Refine: make your Base truly yours.

A new start, ending with your Base already built

Onboarding was rebuilt end to end. It now asks two things, what you do and where you are today, then builds your Base while you watch and lands you on Your Base is built, with three ways to start: refine it, bring in work you already have, or look around first.

A dashboard built around the money

The dashboard now adapts to where your business actually is. Before your first closed deal it is an on ramp, with Your Road tracking the four steps to the first payment. Once you have a project, it talks about that project's money: invoiced, outstanding, next milestone.

The north star moved. It is no longer the signed document, it is money in the account, and a signature is a milestone on the way. If you prefer the standard console, one button switches, and another switches back. Read Your dashboard: the Launchpad.

The 30-day plan

For creators starting with no clients at all, the hardest place to start. Set what you want to earn in 30 days and TCB composes the specific sales from your own Base that get there, with the price of each one editable, and a checkbox to save your corrected price back to your Base.

No fake clients are created along the way. A planned sale is an empty slot until you have a real name to put in it, and your money KPIs stay honestly at zero until then. Read The 30-day plan.

Bring in the work you already have

Nobody finds a new tool on day one of a project. The new guided flow records work that is already running as it actually stands: what was agreed, what was already paid, which stages are done. Payments you already received are recorded as real payments in Finances, not as a note. Read Bring in work you already have.

Service Types are now Base Services

The name changed to match what they are: the services that make up your Base. More than a rename, they got the piece that was missing.

Every deliverable is now explicitly Included, already covered by the base price, or Optional, an add-on with its own price and days. Your client finally sees what the package delivers, in the proposal, in the PDF and in the portal, instead of one line with a number next to it. Delivery milestones are now editable per project, along with the tasks inside them. Read What are Base Services and why do they matter?

Cycles for recurring work

A retainer does not finish, and it used to look like it did: the progress bar filled up in the first month and stayed there. Recurring projects now run in cycles. Starting the next one closes the current one, leaves unfinished tasks behind where they happened, and opens a clean month with fresh tasks from your Base. Read Recurring projects and cycles.

AI Insights, your business analyzed nightly

Your dashboard now has an intelligence rail that reads the data you already keep, projects, tasks, documents and rates, and turns it into clear guidance, refreshed every night: where you deliver fastest, which services actually earn, deadlines slipping, invoices waiting too long, a pipeline that needs attention.

Every AI card carries an AI badge, and many include a small visualization of the numbers behind it. Act on a card, dismiss it, snooze it for a week, or rate it, and your feedback tunes what comes next. A new Base Intelligence tab in Base Setup controls categories and priorities.

Half of that feed is not AI at all: reminders about deadlines and pending invoices are calculated from your data and reach every account, on every plan. Read How AI Insights uses your data.

The Daily Brief

The same material, read differently. A feed of cards is a warehouse, so the Daily Brief composes the day into one page with a voice and an order: what is due, what slipped, what needs a push. One read in the morning. Read The Daily Brief.

A portal for your client

"How is it going?" now has an address. Each client gets a read-only page, opened with a link and no login, listing their projects with progress, delivery stages and the scope in three blocks: what is in the package, the add-ons they chose, and what is not included. No money ever appears there. Read The client portal.

Client updates in one click

A Send update button on every project drafts an email from the real state of the work: milestones, tasks in the current cycle, deliverables, deadline, progress. Four kinds, from a regular status update to a polite nudge, a Refine field to adjust the tone by instruction, and sending straight from TCB with replies going to your own address. Read Send a client update in one click.

The PRO plan

Everything in Plus, plus the Base Intelligence layer: nightly insights, the Daily Brief and AI-written client updates. €29 / month or €290 / year, £24 / £230 in the UK, VAT added at checkout. Anonymous market benchmarks are next.

During the closed beta the layer is unlocked for every account at no cost. Read The PRO plan and the Base Intelligence layer.

Ink, a new look for your documents

Your proposals, contracts and invoices can now wear a second visual style. Ink joins Origin in the template picker: same structured content, a distinctly different personality. Pick it per document, tune the accent colour, and the live preview shows exactly what your client receives.

Bill a portion

Invoices are no longer locked to the full project value. A Bill a portion control charges 25%, 50%, 75% or 100% of the project total in one click, or any custom amount. The project keeps tracking its full value and shows how much has been invoiced, so your totals stay accurate across several invoices.

Clearer online payments

The Online Payments section in Getting Paid now spells out exactly what you get and what it costs, including the platform fee, before you connect.

Smaller improvements

  • Delivery milestones and tasks can be reordered with up and down arrows, which work on a phone and with a keyboard. Dragging now works in Firefox too.

  • The project scope editor gained the ability to add a deliverable that exists only for this job.

  • The + Custom Service option is back in the document creation flow.

  • Friendlier empty states in Tasks and Finances for accounts that are just getting started.

  • A version badge in the app with a What's new summary.

  • Contract totals always include the base service price alongside optional deliverables.

  • One-off services now sit under One-time services instead of a section called Legacy.

Fixes worth naming

  • The price field means the price, in every billing mode. If you selected "day rate", the number you had already typed as a price could be re-read as your daily rate and multiplied by the delivery time, which inflated the total badly on long projects. The arithmetic now runs the other way: your price is what you tell us, and your day rate only shows you roughly how many working days it covers.

  • A price in a 30-day plan can be corrected without throwing the plan away. The composition step now asks what you charge, and an unnamed sale can be repriced from the dashboard.

  • Editing a project no longer rewrites the value you agreed. A price you negotiated is locked, so saving a title change never recalculates it from your Base.

  • The portal no longer shows add-ons that were not sold. Selection is read from what you actually chose in the document.

  • The usual round of security and reliability hardening under the hood.

What's coming next

The intelligence layer is the direction: anonymous market benchmarks and a weekly digest are already in the works. As always, v0.3 was shaped by your feedback, and several of the fixes above came from a single beta user telling us a number looked wrong. If something is on your mind, tell us in the chat widget. We read everything.

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