- Added option to adjust payment plan installment dates. Learn more
- Added option to set the time of day to trigger installment payments
- Increased maximum payment plan duration to 48 months
- Added option to save search filters. Learn more
- Added activesince filter to search for clients active on or after a date. Learn more
- Added a "Do not reply" autoresponder to SMS text reminders
- Added SMS text reminder support for Ireland numbers
- Added option to specify mobile numbers in national format. Learn more
- Added option to set Country when entering emergency contacts and health care providers
- Added option to embed YouTube and Vimeo videos in service, package, and program descriptions.
- Added option to set an NPI number for an office location. Learn more
- UI/UX improvements
- Fixed issue deleting lifestyle recommendations
- Fixed issue where the last installment of a payment plan may be less than $1 in certain scenarios. Any amount less than $1 is now added to the previous installment.