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