Originally posted: January 1st, 2019

We recently added the ability to map times in addition to the job dates on forms. This is completely separate to the scheduler and just a simple date question you add on the form. My mapping it to the job start or end date, it will have an option for the client to pick a time. It does not block that time out for others (use the scheduler if you want it to do that). So if you just needed a simple way to ask a client for a date and time and have it map, here you are!

If you wish for that date select to not show a time, change the mapping to just JOB DATE...

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Originally posted: December 20th, 2018

We have added two workflow updates for you today. One action and one trigger.

Archive Project Action

We added the new action of archiving a project a certain point, most likely at the very end of a workflow since archiving a project pauses a workflow.

Conditional Logic in Workflow (Forms)

We will be adding conditional logic to more areas in workflows, but we are first starting with forms. With conditional form logic, you can now trigger an action to happen if a form has not been filled out. The form first needs to be added into your workflow in order for you to look at it and watch for it to not be completed. The form MUST be sent/triggered within that workflow to use conditional logic on it.

Originally posted: December 16th, 2018

• You can now edit packages within a proposal. Before when you added the package, it could not be edited. That's all changed now! ;)
  No more back and forth. You can edit all contents of a package directly within the proposal you’ve applied to a project. There is an “Edit” button on the top right when clicking on the package
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• We have moved where you sync your calendar. Now you can click CALENDAR on the main menu and then sync on that page. Since we moved it, now multi-users can sync their own calendar.

Originally posted: December 11th, 2018

Two great updates for you today!

1. Appointment times are now reflected in the client’s time zone when they are selecting an appointment, on reminder emails, and on confirmation emails. Everything will be geared in their timezone they booked in.
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2. Workflow trigger dates are now adjusted when an appointment is rescheduled. In the workflow, if a client reschedules, any actions that you had looking at the appointment will now adjust in date.

Originally posted: December 4th, 2018

You can now customize your auto email templates for the when the client books an appointment with you, when they cancel, and when they reschedule. Reminder: These 3 canned emails are sent automatically and there is nothing that you need to do to send them.

To customize, head to TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES

Within those canned emails there are the correct smart fields for populating the appointment information.

Originally posted: December 3rd, 2018

Another little update to our Scheduler. We have added smart fields for the Reschedule and Cancel buttons. These are for the use of creating canned emails and adding them in the Scheduler as the reminders. Before the reminders did not have these options...so add them in now if you would like your client to be able to either of these on the reminder emails.

Hope you enjoy this update! :)

Originally posted: December 2nd, 2018

With this update, your brand settings color ( SETTINGS >> BRANDING ) will reflect in your scheduler as well.

So, whatever color you choose here:

Will appear here:

Enjoy this little update! :)

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Originally posted: November 29th, 2018

Little update to add project modal on the PROJECTS page. Just a nice refresh to that pop up.

Originally posted: November 28th, 2018

You now have the option to turn off or on the bullet points in the invoice. Before it was only bullet points when you press enter with no option to turn off. We are excited for this update to give you the flexibility there.

With the bullet point option turned on, every time you ENTER, it will add a bullet point. This will not show in edit mode but it will be there upon adding the item to the invoice.

To have it without bullet points, just be sure that toggle is off and when you click enter, it will just add a space :)

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Originally posted: November 27th, 2018

*Minor Scheduler Updates/Fixes:*

-Scheduler calendar style was fixed for safari browsers, that is now fixed.
-Mobile view for appointment scheduler has improved.
-Reminder emails that were once not working for some are all good to go now.
-Scheduler booking page now is required so it is not missed.
-When booking appointments back to back with 0 buffer time, client can book the immediate time after.
-Client information is new viewable on the calendar overview on the dashboard (similar to clicking on the calendar tab>events)
-Cancel appointment button was moved into the “view appointment” modal
-Entire appointment title is now clickable and the view button was removed
-When user cancels appointment, a new “cancel appointment” modal appears allowing for a cancel reason
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More updates for the scheduler will be coming soon. We've been having fun planning more things for the scheduler.

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