Notable Changes

• 🔥

  New: Update to User Permissions:

• User Settings: Allowing users to access their own practitioner profile without requiring Settings Menu access
• New user permission to Accessing the Waitlist
• New user permission to Edit Note and Form Templates
• User Access Levels introduced


• 🔥

  New: Option to view a second time zone in the calendar

• 🔥

  New: Calendar Filters to filter for appointments based on:

• Note status
• Invoice status
• Appointment flags


• 🔥

  New: Automated monthly superbill creation and email

• 🔥

  New: Generate and print a CMS-1500 form

• 👍

  Improved: Email primary user to notify when emails fail with Gmail Mail Server

• 👍

  Improved: Email primary user to notify when emails fail with Microsoft Outlook Mail Server

• 👍

  Improved: Able to remove the due date from an individual invoice

• 🛠️

  Fixed: No option to remove service when booking appointment on new booking panel

• 🛠️

  Fixed: Internal error exporting clients to MailChimp

• 🛠️

  Fixed: Red line indicating current time not showing on calendar

• 🛠️

  Fixed: Session pack tax not used when billing based on pack amount

• 🛠️

  Fixed: Table lines are not present on print template letter

• 🛠️

  Fixed: Error ‘Invalid Gender Value’ while adding a contact via client profile

• 🛠️

  Fixed: Internal Error when updating clients via Tools > Bulk Update

• 🛠️

  Fixed: ‘Credit Card Processing not enabled’ error when clients try making payments via the Stripe payment link

• 🛠️

  Fixed: With of Quantity column on the edit Invoice screen reduced and only displays one digit

• 🛠️

  Fixed: Setup 2FA button unresponsive on Xero page

• 🛠️

  Fixed: “Sign In With Google” button leads to ‘Resource Not Found’ page under Settings > Configuration > Communication

• 🛠️

  Fixed: Unable to add new session pack inside invoices by clicking +Add Item > Session Pack (Create New)

• 🛠️

  Fixed: Unable to remove participant message when removing participant from group

• 🛠️

  Fixed: Appointment panel – long service name extending list out of page on Mozilla

• 🛠️

  Fixed: Log file records Invoice Number as 0 when booking from Client Portal