Notable Changes

🔥 New: Option to De-identify Google Calendar Sync (AU environment only) – choose to send only client initials instead of full name to Google Calendar

🔥 New: Limiting services and products by location – ability to link a service or product to one or many locations to filter the items shown to add to an appointment or invoice, or on the client portal, based on the selected location

🔥 New: Ability to link Zanda accounts in the app – used to link different Zanda accounts together for quick user access.

🔥 New: New Portal Forms Page – a new portal forms page on the client portal to allow clients to view or download their forms that have been made visible for the portal.

🔥 New: Updated Portal Settings – new portal settings design, and the ability to enable the portal for either online bookings, invoices, or forms independently (rather than requiring bookings to be enabled to grant access to the portal).

🔥 New: Automation type: New Client

👍 Improved: Splitting Access all Reports permission into Access Financial Reports and Access Client Reports

• Access to client reports includes all reports that don’t include a dollar figure (most reports under Client and System headers)
• Access to financial reports includes access to reports that include a dollar figure. This includes the Activity report, all under Financial, and those under Client and System with dollar values. Will give access to Tools > Xero Export (previous it was Access all Reports)

👍 Improved: Date of birth column added to Recent Referral Report

👍 Improved: Date of birth column added to the client advanced search

👍 Improved: Added column to Services and Products table to reflect linked locations

👍 Improved: Show confirmation when a File is uploaded for a Client under ‘Records’ section

👍 Improved: Added business address to subscription invoices

👍 Improved: Hide linked profile fields from the select list when already used in that form template

👍 Improved: Updated styling of the client portal with brand colours

👍 Improved: Updated error page styling

👍 Improved: Update the icons for notes on the appointment panel

🛠️ Fixed: Incorrect currency displayed against the invoice amount when hovering over an appointment

🛠️ Fixed: Going to Client Profile> Appointments> Appointments results in error instead of Appointment list for some clients

🛠️ Fixed: Creating a new contact from the Clients profile results in a prefill with the clients details

🛠️ Fixed: Activity report showing internal error on Payments section and not allowing report export when filtering by Practitioner

🛠️ Fixed: Login button shows on invoice pay links when client portal is disabled

🛠️ Fixed: Invoice items with a negative price are not being applied to invoice total

🛠️ Fixed: ‘User not found’ error when a practitioner tries to start a Zoom Telehealth Pro call

🛠️ Fixed: User with Access Waitlist cannot see waitlist without People Menu

🛠️ Fixed: Users can access client account balance in appointment hover over menu when “Access Client Invoices and Payments” is disabled

🛠️ Fixed: Unable to add products as items on session packs

🛠️ Fixed: Users unable to add availability via Practitioner Profile

🛠️ Fixed: Unable to search for third parties and referrers via People menu on Safari

🛠️ Fixed: Stripe “Pay” buttons from a provided Invoice Pay Link unresponsive

🛠️ Fixed: Availability set every 3 weekly not showing in the Client Portal

🛠️ Fixed: Issues with dates and currency displaying in accounts with Arabic locale

🛠️ Fixed: Client details page missing information when printed via Chrome’s print function

🛠️ Fixed: Date filters on NDIS report not picking up all invoices for the day

🛠️ Fixed: User logged into portal not required to authenticate to access forms sent to them via links

🛠️ Fixed: Button calendar Today overlaps calendar date selector when appointment panel is opened

🛠️ Fixed: Amount discount applied on a $0 owing item results in negative amount owed