Updates
- We've made some major updates to your Invoices & Payments page! Easily track your revenue and pending payments on your Invoices page. You can also filter invoices by payment status, date, and product. Get started
- Automate Journal Access. You can now provide clients with access to the Food + Mood and Lifestyle Journals when they are added to the system, or when they book a service or package. Learn more
- Added option to set up defaults for journals created for new clients from the Portal Preferences page. Learn more
- Added auto-complete support when creating invoice line items. The auto-complete list allows you to choose from services, packages, programs, and supplements.
- Added option to save prices for custom created supplements. These supplements can now be included when creating invoices:
- Added option to link a session to an active package when booking a session from the Calendar page and other areas of the Practitioner Portal.
- Added %DATE% placeholder when creating Form consent text blocks. Learn more
- Added text snippet support when creating Invite to Book reminders for sessions and packages
- UI/UX improvements
Fixes
- Fixed issue updating client email addresses when importing data from forms. The email address will be replaced as long as it is not associated with another client.