Services (v2) – Control Image Visibility on Booking Page

We’ve introduced a new setting to control service image visibility on the booking page 🎉

You can now choose whether to display images or switch to a cleaner, text-focused layout.

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📦 What’s Included

  • A global setting to show or hide service images on the booking page
  • When turned off, images are completely hidden across the booking flow
  • The layout automatically adjusts to a full-width, text-first view
  • Service details like name, description, price, and duration get more space and visibility
  • When turned on, the booking page continues to behave as it does today
  • You can continue to use Card or List view layouts based on your preference

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⚙️ How It Works

  • Go to Services > Global settings > Booking Page
  • Select whether you want the booking page with images or without images
  • This setting applies across all services

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🎯 Why This Matters

  • Creates a cleaner and more focused booking experience
  • Helps customers scan services faster and make decisions easily
  • Reduces unused space, especially on mobile devices
  • Gives businesses more control over how services are presented

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This update helps you design a booking experience that best fits your business—whether visual or text-first.

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🚀 Improved Equal Distribution in Round Robin Calendars

We’ve upgraded the “Optimize for Equal Distribution” logic to ensure fairer and more consistent appointment allocation across your team.

Appointments are now distributed intelligently within each month, helping maintain balance and prevent any team member from getting overloaded.

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✅ What’s New

  • Appointment distribution is now calculated monthly, based on the booking date
  • Bookings are assigned to the least-booked team member in that month
  • If a team member gets too far ahead, their availability is temporarily limited
  • Availability updates dynamically to maintain fair distribution across the team
  • Troubleshooting View highlights imbalance with a “ROUND ROBIN” status

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🔐 How It Works

  • This logic applies only when “Any Available Staff” is selected
  • If a specific team member is chosen, the booking will go through regardless of distribution

When a booking is made:

  • The system checks how many appointments each team member has in that month
  • The least-booked member is prioritized
  • If there’s a tie, the system uses the predefined team order
  • If the selected member is unavailable, the system moves to the next eligible member

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📊 Monthly Distribution Logic

  • Distribution is evaluated within the same month as the booking
  • No team member can be more than 3 appointments ahead of another
  • If this limit is exceeded, their availability is temporarily hidden and it is restored once others catch up

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💡 Example

If a customer is booking an appointment for April, the system only considers bookings in April.

  • User A has 3 bookings in April
  • User B has 0 bookings in April

User A will be temporarily hidden until User B receives bookings and the gap reduces.

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⚠️ Important Notes

  • Adding or removing a team member will reset distribution counts
  • Switching between “Optimize for Equal Distribution” and “Optimize for Availability” will also reset counts

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💡 Best Practices

  • Disable “Allow Staff Selection” to maintain true equal distribution
  • Works best when team members have similar or overlapping availability

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🎯 Why This Matters

  • Ensures fair workload distribution across your team
  • Reduces confusion from uneven scheduling
  • Improves predictability and reliability of Round Robin bookings

Opportunity Forecasting

Get a clear, real-time view of your future revenue — without spreadsheets.

We’ve introduced a dedicated Forecast tab inside Opportunities to help you track, predict, and improve your pipeline performance using expected close dates and probability-based forecasting.

This feature can be turned on from Subaccount > Labs

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🚀 What’s New

  • New Forecast tab inside Opportunities
  • Forecast revenue using Expected Revenue (weighted by probability)
  • New field: Expected Close Date
  • Summary dashboard with:
  • Max potential revenue
  • Expected revenue
  • Won revenue
  • Open opportunities

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  • Forecast timeline view to track deals across time (Week / Month / Quarter)

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  • Drilldowns to view and edit opportunities behind every number

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  • Data hygiene insights:
  • Missing close dates
  • Missing opportunity values
  • Overdue deals
  • Risk classification system: High, Medium, Low risk based on slippage

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  • Custom risk settings to define thresholds
  • Advanced filters & grouping (Owner, Status, Close Date, etc.)

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👷 How It Works

  • Go to Opportunities → Forecast
  • Use Summary to understand overall pipeline health
  • Switch to Forecast Timeline to track deals over time
  • Adjust time view (Week / Month / Quarter)

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  • Apply filters to segment your data

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  • Click on any metric (like “Missing close date”) to drill down
  • Drag and drop opportunities to the right month to update closed date

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  • Customize risk settings to match your sales cycle

⭐ Why It Matters

  • Move from basic pipeline tracking → real revenue forecasting
  • Get a more accurate view of what will close and when
  • Identify at-risk deals early
  • Improve data quality and forecasting accuracy
  • Reduce reliance on manual reporting and spreadsheets

⚡ Pro Tips

  • Always fill Opportunity Value and Expected Close Date

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  • Use probability overrides for better accuracy

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  • Review data hygiene cards regularly
  • Tune risk thresholds based on your deal cycle

📝 Notes

  • Opportunities are assigned the highest risk level they meet
  • Deals without close dates are excluded from forecast calculations
  • Forecast accuracy depends heavily on clean and complete data

🔮 What’s Next

  • Deeper reporting integrations
  • Goal setting for agents
  • Enhanced sharing and permissions for forecast views

Services (v2) – Category-First Booking 🎉

We’ve introduced a new way to structure your booking flow with Category-First Booking 🎉

You can now let customers start by selecting a category (like Hair, Spa, Wellness) before choosing a service—making discovery easier and the booking experience more intuitive.

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📦 What’s Included

  • Category-first booking flow — Start the booking experience with category selection instead of services
  • Configurable setup — Enable this from your Global settings > Booking Page based on how your business is structured
  • Services scoped to category — Customers only see services within the selected category, reducing clutter
  • Add another service flow improved — Customers can go back and choose the same or a different category

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🖼️ Category Enhancements

  • Category images — Add images to make categories more visual and engaging
  • Category descriptions — Provide context to help customers understand what each category includes
  • Clean card-based layout — Categories are displayed in an easy-to-browse format
  • Categories without services are automatically hidden

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⚙️ Flexible by Design

  • This is fully optional — your existing booking flow remains unchanged
  • If not enabled, booking continues to start with service selection as before

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💡 Why This Matters

  • Makes it easier for customers to browse and discover services
  • Reduces overwhelm when you offer multiple services
  • Better reflects how businesses organize offerings by categories
  • Creates a more structured and intuitive booking experience

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This update gives you more control over how customers navigate and book your services, helping improve both usability and conversions.

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📢 Carrier Fee Pricing Update – Effective April 1 & May 1, 2026

🗓️ Effective Dates

  • April 1, 2026 → AT&T carrier fee updates
  • May 1, 2026 → Verizon carrier fee increases

Overview

To keep our pricing aligned with current carrier costs and ensure continued deliverability across global destinations, we're updating career fee rates for the following countries.

  1. AT&T Carrier Fee Updates (Effective April 1, 2026)

Key Changes (Standard & Toll-Free numbers)

  • SMS (Outbound & Inbound) : $0.0030 → $0.0035
  • MMS (Outbound & Inbound) : $0.0075 → $0.0090
  1. Verizon Carrier Fee Updates (Effective May 1, 2026)

Key Changes

  • Outbound SMS (Toll-Free) : $0.0040 → $0.0045
  • Outbound MMS (Standard & Toll-Free) : $0.0065 → $0.0070

Applies to US messaging traffic via Verizon network.

🔍 Why It’s Happening

These updates come directly from our downstream carriers in response to changing delivery costs across global telecom networks.

Updating our rates ensures:

  • Continued service quality
  • Reliable message delivery
  • Alignment with global carrier infrastructure

🙏 Thank You

We know how important transparency is when it comes to billing. We’re committed to keeping you informed and making these changes as smooth as possible. If you have any questions, please reach out to our support team.