Recurring Forms & Tasks, new automations and more!
- Recurring forms are here! Set up ongoing, recurring forms to be sent to clients on a daily, weekly, or monthly recurring basis. Learn more
- Schedule multiple forms to be sent on a schedule.
- Pause and resume schedules at any time.
- Set up daily, weekly and monthly recurring tasks for yourself and your clients. Learn more
- Added automation to create tasks for new bookings, packages, program registrations and completed forms.
- Added automation to schedule new tasks before or after upcoming sessions.
- Increased the character limit for Bookings Page notes to 2,000 characters
- Refund dates are now included in the invoice and payment history spreadsheet exports
- Added option to transfer resources (e.g. note templates, forms, services) between team members
- UI/UX improvements