Automations, Next Steps, Personal events + more!

Here's a summary of our recent updates.

Updates

• More automations! We've added new automations to auto-confirm packages and send forms after new packages are confirmed. Learn more
  
  
• Personal Events
  Add personal events to block off time in your calendar. Clients will not be able to request sessions during this time. Learn more
  
  
  
  
• Next Steps
  Improve your productivity when booking new sessions and packages for clients. We'll display a list of common tasks you can do after completing these actions.
  
  
  
  
• Rich text bio and service descriptions
  Add rich text descriptions, bullet points and links to your profile biography, service and package descriptions.
  
  
  
  
• Added support for rolling availability times
• Added option to store credit card information for one-off invoices
• Added option to create invoices from programs
• Added column in export for payment source (e.g. Stripe, Square, Cash, etc)
• Added option to change default date format in date picker (American + British format support)
• Added option to make reason for booking mandatory
• Added additional event colors in calendar (Snow, Dark Slate)
• Added client email address to session requests
• PCI-compliance enhancements for Stripe credit card payments
• Security update to TLS 1.2 encryption
• UI/UX updates

Fixes

• Fixed missing form signature in Firefox
• Fixed incorrect sorting of client names (case insensitive)
• Removed unshared session notes and protocol attachments from Shared Documents section