December Product Updates: Automated Invoice Generator, Copy Appointments, Scheduling Link To Go and MORE
Duplicate Appointments: Set Follow Up Meetings in Two Clicks
Had a great appointment with a client? Keep the party going with our brand new ‘duplicate’ feature for appointments! Use duplicate to copy an appointment and create a clone with the same participants and agenda, set for another date. You can even set it as recurring to create a series.
Simply click on any appointment in your calendar, hit the 3-dot icon and duplicate.
Scheduling Link Shortcut: Bring in The Bookings
New shortcut to share your calendar with your clients straight from your calendar page. Simply click on the 🔗 icon on the top of the right pane in your calendar page, grab a link and deliver it anywhere to invite your clients to book an appointment. Working with staff? Use the new shortcut to bring your staff and clients closer together, and let each staff member share his own calendar with his assigned clients.
Tags Management in Bulk: Edit Client Tags En Masse
Tag management has never been easier! Select multiple clients and click "Manage Tags" on the top menu to add or remove tags all at once. Use tag management to create client groups, send targeted campaigns or export lists.
Automated Invoice Generator: Keep Your Accounting Crisp
This new feature brings us a step closer towards the future of invoice automation - the 'automated invoice generator for recorded payments', that is! Now you can automatically generate an invoice for recorded payments - simply check the “issue an invoice” checkbox when recording a payment, and let us do the rest.
Drag-to-Expand an Appointment: Easily Reserve That Extra Time
Need some extra time with a new client? Planning a special event and want to reserve a longer time-slot? No Problem! Use the new “drag״ feature to expand or collapse an appointment’s time-slot.
Invoices Documentation Enhancements
You asked and we listened! Check out the new enhancements for Invoices documentation:
- Invoice email sent to your client will now include your business name in the subject line.
- Exporting your billing report? Tick the “issued by” field to track and filter invoices per sender.