What's New:

We've updated how your Email, SMS, and Internal Notification stats look to make them easier to read.

Key Updates:

Numbers First: Your metrics now sit on top with their labels underneath for instant visibility

No More Colors: Removed the text color for a cleaner look

Gray Text: Numbers and labels now use a soft gray that's easier on the eyes

Center Aligned: All stats are now centered for a more organized appearance

Why It Matters:

Your important numbers now catch your eye first. The cleaner design and flipped layout means you see what matters most: your actual performance data before anything else.

What’s New?

Businesses can now assign fine-grained permissions for payment-related operations through updated Roles & Permissions. Instead of one generic “Payments” block, permissions now have additional six dedicated sections related to different Payment Modules:

• Orders – View, export, import, and collect payments (including partial payments).
• Subscriptions – Create, modify, pause, resume, cancel, export, and manage payment method updates.
• Transactions – View, refund, export, import, and download receipts.
• Taxes – View and configure tax settings, add or delete manual tax rates, and enable automatic tax calculation.
• Products – View, create, edit, import, duplicate, bulk-manage, and delete products.
• Payment Settings – Configure receipts, subscription defaults, and other payment settings.

Other key updates:

• Existing 'Payments' permissions like 'Refund Transactions' and 'Manage Subscriptions' are now moved into their respective new sections.
• Each permission action (view, create, update, delete, export, configure) is standardized across areas for clarity.
• Dependencies are enforced in the UI — for example, bulk product actions require create/edit access.
• This gives admins far more control over who can perform sensitive financial operations like issuing refunds, editing subscriptions, or updating tax settings.

Where Can I Find This?

Go to Settings → My Staff → 'Staff Member' Edit → Roles & Permissions.

You’ll now see Orders, Subscriptions, Transactions, Taxes, Products, and Payment Settings listed as separate categories, each with its own permission toggles.

What’s Next?

• Agency-level role implementation and testing for more consistent permission management across accounts.
• Expanded audit visibility for permission change logs.
• Deeper reporting on role usage and impact on workflows.

Visuals:

What's Improved:

We've refined error highlighting on the Contact Changed trigger to display only when configuration is actually needed, creating a cleaner workflow building experience.

Key Changes:

Error indicators now appear exclusively for items requiring attention

Eliminated unnecessary visual alerts during normal workflow setup

Clearer distinction between configured and unconfigured triggers

Why It Matters:

Less visual noise means faster, more focused workflow building. You'll see error highlights only when action is truly required.

No action needed – this enhancement is automatically applied to all existing workflows.

We’ve rolled out several exciting updates to make managing your services and appointments faster, easier, and more flexible. Here’s what’s new:

Duplicate Appointments

A new Duplicate Appointment button is now available in the appointment modal. With one click, you can create a new booking carrying over all the same details, making it much faster to set up repeat or similar appointments without retyping everything.

—

Blocked Slots in Services

You can now add blocked slots directly from the service appointment modal. This makes it simple to quickly mark yourself unavailable right in the booking flow, helping you stay in control of your schedule with less effort.

—

Show Resource in Appointment Modal

The appointment modal now displays the resource that was booked, just like in service calendars. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation.

—

New Custom Values for Service Bookings

We’ve added two new custom values that can be used in communications and automations:

• Service Booking Price
• Meeting Location Name (short label instead of full address)

These provide more dynamic details you can use to personalize confirmations, reminders, and other customer touchpoints.

—

3rd of September, 2025

Earlier, notes functionality on the web dialer on an active call did not work.

Now, this has been fixed and you can take notes when on an active call on the web dialer. These notes will be shown on contact details.