Release Notes: September 2023
Notable Changes
- 🔥New: Book resources for appointments:
- Can book one or more resources for client, personal, and group appointments
- Checks to ensure a resource can only be booked once per appointment slot to prevent double bookings
- Shows available resource items to be booked for that time
- 🔥New: Find available times for resources:
- Resources added to the existing time finder to help find an available appointment time for a particular resource
- Time finder added as a button to the calendar for easy access
- 🔥New: Filter referrer list by Referrer Type in the advanced search
- 🔥New: Can print and export of client appointments from their profile
- 👍Improved: Log in the invoice activity log when an invoice payment is updated
- 👍Improved: Option to group the Statistics report by columns
- 👍Improved: Updated terminology throughout the app
- The free Telehealth service is now named Telehealth Lite
- We’re using Practitioner in place of calendar or diary when referring to the person taking on bookings (each practitioner has a calendar)
- The Setup menu is now named Settings
- The Roster is now named Availability
- 🛠️Fixed: Data Export presents as ‘XML’ file instead of CSV
- 🛠️Fixed: Image not uploading for users signature, calendar image, or to communications
- 🛠️Fixed: Portal shows available time when roster override has online availability disabled
- 🛠️Fixed: See availability for all Providers showing incorrect available days for rosters with only one day of availability
- 🛠️Fixed: Screen shakes/stutters when viewing a practitioners appointment info
- 🛠️Fixed: Canceling the resizing of an appointment changes not reflected until the page is reloaded
- 🛠️Fixed: Statement date incorrect
- 🛠️Fixed: Time Finder not showing availability for some accounts
- 🛠️Fixed: Client portal merge field generates incorrect domain in URL in system sent messages for some accounts
- 🛠️Fixed: User able to select another template and send the email after sending an email from the client profile
- 🛠️Fixed: Selected recipient is not saved when saving emails as a draft and reverts to client
- 🛠️Fixed: Clicking on an attachment sent through an email template via bulk send generates a redirect notice page and images do not load
- 🛠️Fixed: Deleted Appointments report fails with personal appointments
- 🛠️Fixed: Users are able to manually pay for subscription invoices twice by clicking twice
- 🛠️Fixed: Bulk Sends not appearing in marketing log report
- 🛠️Fixed: Portal activation code not sent for accounts using a dedicated number
- 🛠️Fixed: Saving changes on communication setup display error page
- 🛠️Fixed: The panel for sending SMS/Email to the group participants not loading any data
- 🛠️Fixed: Inactive saleable categories shown for services when viewing categories
- 🛠️Fixed: Internal error when sending letters
- 🛠️Fixed: Internal Error when saving character