Latest updates from the Dubsado team
Bug Fix
Product update

Bug Fixes Nov 11, 2022

Charis avatar
Shared by Charis • November 11, 2022

⏳ Switch to the new form builder by Jan 31, 2023

We are officially switching solely to the new form builder! That means the old form builder will no longer be accessible starting Feb 1, 2023.

If your forms don’t have any custom code, your forms are not impacted in any way! Switching to the new form builder will not erase your current forms nor will you have to remake them.

If your forms have custom code, check out our help center article for more information.

🎉 Updates

  • We changed our email limits for unverified accounts. To send as many emails as you like, verify your login email address and connect an email to Dubsado. Read our email integration help article for step-by-step instructions.

🩹 Bug fixes

  • Drag form elements to your heart’s content. We fixed the issue where touchscreen devices couldn’t drag and drop within the form builder when a mouse was connected. Now you can use either a touchscreen or mouse at the same time.
  • View mapped fields every time. Mapped short answer fields populated correctly in the contract, but didn’t populate in the contract if viewed after a client submitted the proposal. The mapped fields now populate in both circumstances.
  • See the correct button colors for your brand. Button colors didn’t update when switching between brands.
  • No more time zone mismatch in the client portal. Within the client portal, client appointment times showed in the wrong time zone. The client portal now displays the appointment time in the correct time zone.
  • Client eagerness no longer creates duplicate projects. Lead capture forms with a redirect URL created multiple projects if a client repeatedly clicked the “submit” button before the redirect URL loaded. Clicking the submit button multiple times no longer creates multiple projects.
  • Redirect your clients again. The redirect URL didn’t load after clients submitted a proposal even after removing both the contract and invoice from the proposal. Now, your redirect page appears as expected for your clients.
  • Change client emails without affecting future emails. If you updated a client’s email address, any emails scheduled to send at a later date (either manually or within a workflow) went to the old email address and not the new one. We fixed this so now any scheduled emails will send to the new email address.
New feature
Available on all plans

Divider and Spacer Elements for Forms

Becca avatar
Shared by Becca • October 21, 2022

We’ve got not one, but two brand new form builder elements for you to start using. Say hello to the divider element and the spacer element.

The divider and spacer elements are small but mighty new features that will give you even more creative control when designing your Dubsado forms. Adding a dividing line or extra space wherever you need it is now quick and easy.

Our divider element comes with four line styles and settings for color, weight, width, and padding. Dividers are great for making different sections of your form more clear to your clients.

Our spacer element has an adjustable height from 50px to 200px. Just pop in a spacer wherever you need some extra breathing room between elements.

👋 Heads up! These new features are only available in the new form builder experience with legacy mode turned OFF.

We can’t wait to see what you build! And as always, if you have any questions or feedback, we are only a chat or email away.


Payment Plan Updates

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: September 28th, 2022

You can now make changes to payment plans on your invoices without the worry of reminder emails being unintentionally sent to your clients. With the replacement of autosave with a manual Save button, edits made to your payment plans won’t be applied until you hit Save.

Why we developed it

Our goal is to give business owners more confidence and control when making changes to their payment plans on invoices. Say goodbye to unintentional payment reminder emails being sent off while making changes to your payment plans! By removing autosave and implementing a manual edit and save process, we are ensuring that changes are made with peace of mind and saved with confidence.

In addition to the updates we’re bringing to how changes are saved, we’re making some small UI updates to add clarity and ease of use when viewing and editing your payment plans.

In these release notes

  • Edit and save
  • Save payment plan as a new template
  • UI Improvements

Edit and Save

In order to make changes to a payment plan, you must click Edit on the top right-hand corner of the payment plan.

Once you’ve clicked Edit, you will be able to:

  • Edit installments
  • Add or remove installments
  • Add additional payment plan templates
  • Save your payment plan as a new template
  • Create and edit reminder emails

After making your desired changes, clicking Save will apply all the changes you’ve made to your invoice.

💡 Unlike payment plans on your invoices, your payment plan templates under Templates >> Payment Plans will still autosave when changes are made to them.

Save payment plan as a new template

The option to save your payment plan as a new template has been placed within the Save split button. After naming your new template and selecting Save and apply this template can be found under Templates >> Payment Plans.

💡 Saving your payment plan as a new template will also apply these changes to your invoice.

UI Improvements

Changes have been made to the UI to improve usability and consistency in design patterns.

  • Relative date parameters are now visible next to the due dates for installments that use relative dates.
  • In order to better identify the order of installments, the Due Date column is now furthest to the left while the status column is now furthest to the right.
  • The row for editing Amount Due within an installment is now aligned as a column underneath Amount Due.


Do these changes affect how my clients see or pay their invoices on my current projects?

No. These changes only give you more control over editing your payment plans and does not affect the process for your clients.

What happens if a client makes a payment while I’m editing a payment plan?

If a client makes a payment on an invoice while you are editing its payment plan, the payment will successfully go through, although, you will not be able to save the changes you were making to your payment plan. You will have to refresh your page and redo your changes. Clicking Save will prompt an error that says “New client payment: Please refresh page”.

New feature
Available on all plans

Container Text Color Settings

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: September 12th, 2022

New Form Builder Setting: Container Text Color

We heard that you love setting background colors on our new container element, and we wanted to make it easier for you to quickly set a font color for all the text in the container as well! The new text color setting on containers will help you do just that.

Just click on a container to edit its settings. You'll find the text color setting right below the background color!

This is a shortcut for quickly setting one color for all of the text inside of a container, including question text.

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The text color setting will apply to any nested containers as well. We designed this feature to make it easy for you to move elements between containers with different background colors. If you have a container text color set, any new elements you add with text to the container will adopt that color.

This is the first of many great customization features to come. Let us know what you think!


Can I still set custom text colors inside the text box element?

Yes! You can still select custom text colors inside text box elements using the formatting toolbar if you’d like.

Setting a container text color will permanently override any color changes you made in the text box element.

Why don’t I have access to this setting?

All form builder features and updates going forward will only be available in our new form builder experience. If you are using the new form builder, but still can’t access this setting, go to the Form Settings panel (gear icon), scroll to the bottom, and ensure Legacy mode is turned OFF.

New feature
Available on all plans

The New Form Builder Experience

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: July 12th, 2022

Welcome to the new form builder experience!

When we began the journey of redesigning our form builder, we had a couple of important goals. First, we wanted to create a more powerful foundation for our form builder that would support many more features and customization options in the years to come. Second, we wanted to give everyone the ability to create beautiful forms without the barrier of needing custom code. So let’s jump in and take a look at what’s new.

With this release we have added:

All-new form builder design and layout
Breadcrumbs for easy navigation
Preview mode
"Sticky" save button for easier saving on long forms
Inline element adding
Inline text editing
Improved performance with easy dragging of elements
Click to edit settings
Form style panel (plus general form padding options)
Dedicated CSS editor
New sharing panel with one-click copy embed code and link
"Columns" are now called "containers"
Full-width containers
Container background colors and images
Improved image uploader
Container background image opacity
Container padding and margins
"Yes/no" field changed to "Multiple choice" and now allows more than two options
"Private" forms changed to "password-protection" setting
Toggle for the new form builder
Legacy mode option for forms with custom code

These changes give us the stronger foundation we needed to add more of the features and customization options you’ve been asking for.

You can view our keynote webinar all about the new things in this feature release plus a sneak peek at some features coming soon:

In this keynote, we mentioned we were going to share a proposal with you to get you started. Click here to access the form. It might look a little weird on that first screen, but once you click "copy to account" it will show correctly. (Note: You must be logged into Dubsado first before clicking this link)

All-new form builder design and layout

First, we’ve got a brand new layout. We took advantage of the full width of the page to give you more space to focus on building your form. Also, over on the left, you’ll find the element library. You can drag and drop elements from the element library onto the form, or click an element to add it to the bottom - just like in our old builder.

Breadcrumbs for easy navigation

In the top right we have some breadcrumbs that will take you back to your form templates.

Preview mode

We also redesigned our preview mode so that you can preview your form just as your clients will see it, without exiting the builder. It’s easy to toggle back and forth while you’re editing.

"Sticky" save button for easier saving on long forms

The save button will now stick to the top of the page, so you’ll be able to access it more easily when editing long forms.

Inline element adding

Now there’s a new way to add elements to your form. Hover over any existing element and click the + icon to add a new one right inline.

Inline text editing

You can edit text inline, too. Just double click any element with customizable text and you can start making your edits right away. Click the checkmark or click outside the element when you’re finished to save your changes. It works on text boxes, packages, and even question elements.

Improved performance with easy dragging of elements

Dragging elements around the form is still super easy, especially now with our improved performance. Just click anywhere on an element to pick it up and you can drag it around the form. A green bar indicates exactly where the element will land.

Click to edit settings

Clicking on an element will open its settings in the side panel. This is where you can map your short answer and date select fields, mark a field as required, and adjust other settings as needed.

For general form settings, click on the gear icon in our new side navigation panel. This is where you can adjust all the settings specific to the type of form you are editing.

Form style panel (plus general form padding options)

We have added a brand new form styling panel, which you can access by clicking the palette icon. This is where you’ll find the question styling settings and our new form padding settings that let you control the space at the top and bottom of the form. This is especially useful when you plan to embed your form on a website, and don’t want any extra space above your elements. We can’t wait to add more settings and customization options here!

Dedicated CSS editor

For those of you who love getting creative and styling your forms with custom CSS, we added a dedicated CSS editor in the styling panel! Now, there’s no need to have an invisible code block floating around on your form. Don’t worry, HTML and Javascript are still supported as well. You can add that code to an HTML block element and preview your form to see it in action.

New sharing panel with one-click copy embed code and link

For forms that can be shared publicly, you’ll find the new share panel here on the left-hand side. We made it super easy to copy your embed code or sharing link with a single click!

"Columns" are now called "containers"

Along with our new form builder, we are so thrilled to launch a very exciting update to the old columns element.

The container element is the same as the columns element you already know - it has a new name and some amazing new settings. Select from one, two, three, or four columns, then use the plus icons to add elements directly into your container, or drag them in.

Hovering your mouse over a container element displays a green toolbar. Just click and hold on this toolbar to pick up your container and move it around the form.

Full width containers

But here’s where the real fun starts. You can adjust the width of your container and the width of the content inside.

Container background colors and images (with the new image uploader)

You can now make the container take up the full width of the page, allowing you to create beautiful, colorful sections on your forms. The width of the container is a percentage, so it’s completely responsive. A slider adjusts the width of the content inside your container. It’s also a percentage, so it will adjust automatically based on the size of the container and the screen.

With our new image uploader, it’s even easier to bring an image into your Dubsado form. For a full-width element, we recommend an image 2500px or wider for best results. And the results are so fun. 🎉

Container background image opacity

You can now blend a background color with your image. In the example below, we selected a dark background color and adjust the background image transparency to blend the two together really making the image over it pop!

Container padding and margins

Our new padding and margins allow you to do just that. Adding padding will give some space around our content and show more of the background image. Below you can see we are adding bottom margin to this container to create a little space between the elements below.

"Yes/no" field changed to "Multiple choice"

Previously, this field could only have two options. With this addition, you can add more than just two options for your clients to select from. But they can only select one option on this list.

"Private" forms changed to "password-protection" setting

Same functionality, now with a new name. We changed this to ease any confusion around this feature and make it more clear what it is doing.

Forms with custom code

Custom code, including HTML, CSS, and Javascript, is still supported on new Dubsado forms. However, we had to make a few adjustments behind the scenes to support our new features, which might have an impact on your custom code.

If your form does NOT have any custom code on it, head to the form settings panel and turn legacy mode off so that you can start using our new features right away!


Why did Dubsado update their form builder?

At Dubsado, we want your brand to be front and center. By redesigning our form builder experience from the ground up, we were able to create a more powerful foundation for adding new customization and design options that will allow you to create beautiful, branded forms.

I’m editing a form, but I don’t see the new form builder. How do I turn it on?

Head to Templates > Forms and use the toggle at the top of the page to turn on the new form builder experience! This toggle will turn the new builder on for the whole brand, so be sure to coordinate with your multi-users if you have them.

Does turning the new form builder on change how my forms appear to my clients?

No, simply turning the new builder on will not make any changes to how your forms appear to your clients. That's why we created legacy mode!

Can I turn the new builder off if I need to?

Yes! We added the toggle to give you flexibility as you test and adjust to the new builder. If you ever run into any troubles, or just want to get a form out quickly while you're still learning your way around, you can always turn the new form builder off using the toggle on the Templates > Forms page.

Heads up! If you decide to turn the new form builder off, all of your forms will revert to legacy mode while you are using the old form builder. Turning the new form builder back on will restore your changes.

If I have multi-users on my brand, will they be able to see the new form builder?

Yes! The toggle on the Templates > Forms page will turn the new builder on or off for the whole brand. Be sure to give any multi-users on your brand a heads up.

Is custom code still supported on Dubsado forms?

Yes, absolutely! We are blown away by the amazing forms we’ve seen created with the help of custom code, and we want to support your creativity.

Custom HTML and Javascript can be added to your form with our HTML block element (formerly known as a code block). And we added a dedicated CSS editor in the form styling panel for you to manage all of your styles!

To keep Dubsado safe and secure for all, we have implemented additional security measures. While JavaScript is still supported on Dubsado forms, we no longer allow it to run while you are editing your form in the form builder. All you need to do is Preview your form to see it in action.

If I have custom code on my forms, will I need to update it?

In order to have access to all the latest form builder features, and for the best compatibility with the new form builder experience, we do recommend updating your custom code to work with legacy mode turned OFF. You will only need to do this on your form templates. Forms already added to projects can remain in legacy mode and do not need to be updated.

This article will help you decide if and when to turn legacy mode off on individual forms and our updated CSS cheat sheet will help you get started.

If you purchased code from a third party, we recommend reaching out to them for guidance. Please note that Dubsado’s Customer Success team is not able to assist with specific questions or troubleshooting regarding custom code on forms.

Bug Fix

April - June Bug Fixes

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: July 8th, 2022


  • Updates were made to our Yahoo connection. Yahoo is now requiring users to use an “app” password instead of their usual email password when trying to connect through SMTP. Steps can be found below on how to do that and we’ll be updating our help article shortly. Steps to connect a Yahoo email via SMTP with an app password: In your Yahoo email inbox, click on your account name at the top right of the page. Select “Account Info” Navigate to the “Account Security” tab Scroll down til you see “Other ways to sign in” Select “Generate app password” Enter in a name for the app you want to connect Select “Generate Password” Copy and paste the generated password into the password field when signing in via SMTP through Dubsado’s email settings.


  • We had a bug where the scheduler sent via email was not logged in the emails tab of the project. We’ve updated it to now be stored in the associated project’s email tab.
  • In Dubsado’s general inbox, there was a bit of confusion when archiving/deleting emails because there wasn’t any visual confirmation that an email was removed. Because of this, we’ve added auto refresh functionality that occurs after a user deletes an email to show that the email has been removed.
  • Any user with an errored calendar connection broke Cronofy connection for other users. Events didn't export as a result. Cronofy would stop sending events to all working calendars if one calendar failed to send. So if a multi-user calendar got disconnected, other users’ calendars would also stop exporting events. This bug fix prevents the disconnected calendar from interfering with the other calendars in the brand that are still working.
  • Error when trying to send a form from the address book. An error was being thrown when attempting to send a form from the address book. You should no longer encounter this error when sending a form.
  • We had a bug where the brand owner seeing different form statuses than multi-users. It should now show the same form status for all users in a brand.
  • The checkbox selection on the reporting>>invoices was not working correctly. With this fix, the top left selection will select all invoices on the current page. It can then be clicked again on the following page to combine the selection of both pages and so on. The top left selection is not intended to select ALL the invoices in the brand.
  • We sped up loading times while signing contract as client. The submit button on a contract used to take a while to load because it would wait for the “contract completed” email to be delivered. Now, the signature will happen right away and the client should see the success message immediately after submitting.
  • We had a bug where the send Reminder button on Dashboard Calendar opened an empty email window. Using the Send Reminder email link found on either the Overview or Weekly Calendar view should now populate the correct information that is associated with that event’s invoice and payment plan.
  • Before, appointments were disappearing on Calendar before “attempting” to cancel through the calendar. When attempting to cancel an appointment through the calendar, the appointment disappears off the calendar before clicking “Submit” on the cancellation modal. Now, the appointment will remain on the calendar going forward.
  • When pressing COMMAND and clicking on a project in Safari it opened the project in 2 tabs instead of 1. We've updated it to only open 1 tab.
  • Users were able to drag and drop project statuses even with projects assigned to them. This resulted in projects showing up under the incorrect status. Our update disables that functionality and keeps statuses separate between the lead and job categories.
  • Tag color options were different when viewing them from the Projects >> Customize page and from within a project itself. We’ve updated it to now display the same set of tag colors for both views.

New feature

Automatic Affiliate Payouts

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: June 14th, 2022

Enroll in our new monthly affiliate payout. With this new feature, you’ll be able to receive a “cash” payout of your affiliate credit every month automatically instead of receiving it as credit towards your subscription. 🤑

Note: this feature is on a slow roll out. If you do not have the feature yet, please check back every few weeks. The roll out is randomized and we do not have an ETA on when specific users might have it.

How to enroll in automatic payouts

To enroll in automatic payouts:

  1. Go to Settings > Affiliate Dashboard
  2. An affiliate code must be created.
  3. Click Connect with PayPal.
  4. Enter the PayPal email twice.

Once you are enrolled, you will automatically receive any credit in your account at the start of each month. Enrolling does not initiate an immediate payout. The payout will be sent at the start of the next month.

When the payout is process within 1-2 days from the first on the month, you will receive an email from PayPal, letting you know how much you received and how to add it into your PayPal account. That email will look a little something like this:

Frequently Asked Questions

I do not see the option in my account, how can I get it?
This feature is a slow, rolling release. This means we are releasing to a random set of users over a specific period of time. This is a completely randomized process and we do not have specific dates or ETA's on who will be getting this feature when. To check if you have it, head to Settings > Affiliate Dashboard and refresh your page. If you see a connecting with PayPal option, you have the feature. If not, hang tight just a little longer. We also will be sending out emails to each group of users as the feature gets rolled out so you know for sure, if you have or not.

How do I set up automatic affiliate payouts?
You must opt-in to automatic affiliate payouts to receive the “cash” payout. To set up automatic affiliate payouts go to Settings > Affiliate Dashboard. Here you'll see a new option to “Connect with PayPal”. If you'd like to enroll in automatic monthly payouts, click that button and enter your PayPal email address.

At what frequency do I get the cash payout?
If you have automatic affiliate payouts available and enabled, payouts happen automatically at on the 1st of every month. Payouts take about 1-2 business days to process.

What if I don’t have a PayPal account?
You will need a PayPal account to receive your payout if you decide to enroll. If you do not wish to have a PayPal account or PayPal is not supported in your area, you cannot opt-in and you will continue receiving credits towards your Dubsado subscription.

What happens if I don’t enroll?
Your Dubsado affiliate credit will continue to be applied to your Dubsado subscription. If you have been requesting payouts while on a trial or Forever Plan, you will need to enroll in the new automatic payouts through PayPal to continue receiving your credit.

Can I switch back and forth between payouts and receiving Dubsado credit?
No, once you have opted-in to automatic affiliate payouts, you can no longer switch back to receiving Dubsado credit.

Who will be issuing the tax related documents?
PayPal will be handling any tax related documents that are necessary for reporting any affiliate cash payouts.

For those on the forever plan, will we still be able to get physical checks for our cash out?
No, we will be doing away with the mailing of a check. All new cash payouts will be done via PayPal.

Is there a minimum or maximum we can cash out?
No, there will be no minimums or maximums for cashing out.

I don't have this feature yet, any credits that I receive now, can I use them for future affiliate payouts when I have the feature?
Yes, any credits you are collecting now will be available for cash out once you have the feature (minus any usage of those credits towards your Dubsado subscription within that time)

Once I opt-in to payouts, what happens to the credits I already have?
If you opt-in to automatic payouts and already have credits built up in your account, once opting in, those credits will be part of your cash out balance now.

Bug Fix

Month of March Bug Fixes

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: April 11th, 2022


  • Now you’ll be able to download a form as a PDF directly from your “Forms” tab within a project. ⚡️
  • We heard you, and we added back the ability to copy and paste your client’s answers when previewing the form. 💪


  • Fixed an issue where schedulers weren’t showing the “Add to Calendar” button on the confirmation page.
  • Fixed an issue that allowed a client to book within less than the minimum amount of time in advance needed to book. If a client waited on the scheduler invoice screen until after that buffer passed, they were still able to book. Very sneaky. 😱
  • Fixed an issue where the status search bar was unresponsive when creating a nee project from the dashboard.
  • Fixed an issue where the portal logo, banner, and mobile banner could not be removed. 🚫
  • Fixed a rare issue where the date of a custom mapped field was not being properly saved. 📆
  • On your transactions page, future ACH payments will now be shown as “e-transfer” instead of “credit”.
Bug Fix

Month of February Bug Fixes

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: March 4th, 2022

Security is always important for us. In a recent update, we updated short answer and free response fields to ensure that only the client can fill them out...not, you, the business owner. However, you can still edit information on the contract before you send it to your clients. If you’d like to include additional information for your client on a form or contract, we recommend using a text box. Text boxes cannot be edited by clients as they are just for you. 🔏

Learn how to navigate this change here:


  • Updated short answer and free response fields to ensure that only the client can fill them out, not the business owner. If you’d like to include additional information for your client on a form or contract, we recommend using a text box. Text boxes cannot be edited by clients. 🔏


  • Fixed an issue where the payment plan smart field was showing $0.00 for the amount due when previewing a form. It will now show the correct amount.
  • Fixed an issue where client-specific portal banners were not showing on mobile. It will now adjust and display properly. 🖼️
  • Fixed a rare issue where Microsoft emails were displaying a “viewed” status immediately after they were sent.
  • Fixed an issue where a multiuser’s notification settings were being reset when they were removed from a brand. Now the settings will persist.
  • Fixed an issue where the date selector on a form would move the date one day ahead depending on the brand time and local time. The date will now show correctly.
  • Fixed an issue in the “Receive money” section where a category could not be deselected.
  • Fixed an issue where custom text on a form’s submit button was being removed when the form was sent via workflow. ✅
  • Fixed an issue where tax payments on the “Transactions” page were not showing the correct categories.
  • Fixed an issue with changing form types. If a lead capture form with a workflow was changed to a questionnaire and then that questionnaire was attached to a scheduler, there would be an error. Now it will work properly.
Bug Fix

Month of January Bug Fixes

Becca avatar
Shared by Becca • October 14, 2022

Originally posted: February 7th, 2022


  • 🔒New Security Update🔒
  • Now when you search for a project in the project search bar, you’ll be able to quickly see if a project is archived. An “Archived” status will be shown next to the project name.
  • Now when you edit an email from within a “Send Appointment Scheduler” workflow action, you’ll find the smart fields to send scheduler and scheduler group links. 📤


  • Fixed an issue where the client’s name wasn’t appearing on the invoice when paying a booking deposit. Now it will appear as it should. 🧾
  • Fixed an issue where subtotals were not displaying properly in various places across Dubsado. But we’ve rounded up all the numbers and they’ve agreed to cooperate. Well, we didn’t round up the numbers. You get it. 🤠🐑
  • Fixed an issue where some outgoing emails were being seen duplicated on the receiving side of an email thread. 👯‍♀️
  • Fixed an issue where some users reported seeing a “Customer already exists” error payment info with a tax ID.
  • Fixed an issue where a duplicate client entry would be created in the address book through a public proposal attached to a scheduler.
  • Fixed an issue where you couldn’t remove tags from an “Add Tag” workflow action without applying more tags first. Weird, huh? Now it will work properly.
  • Fixed an issue where applying a 100% discount to an invoice would not mark it as paid. Now it will! Additionally, if a payment has already been applied to an invoice, you will no longer be able to apply a 100% discount. 🧮
  • Fixed a rare issue where the contract status on the Projects page was not updating. 🔃
  • Fixed a rare issue where the signature field on contracts and sub-agreements was allowing clients to select the date. The date will now populate automatically. 📅
  • Fixed an issue where recurring invoices could be edited after they started. Not good. Now if you wish to make any changes to a recurring invoice, you’ll have to stop it and start a new one.
  • Fixed an issue with signature timestamps. Now the date and time will be displayed according to your brand’s locale settings. 🌎