Notable Changes

• 🔥

  New: Manage client’s SMS subscribed status:

• Notification when a client unsubscribes
• Ability to resubscribe


• 🔥

  New: Location types

• Choose location type for each appointment (in person, telehealth video call, phone)
• See video or phone icon on appointments booked into those locations with the corresponding type set


• 🔥

  New: Invoice date dates

• Set default invoice date date for account
• Modify due date per invoice
• View due date on printed invoice
• Export due date to Xero


• 👍

  Improved: Automations out of beta – allowing unlimited templates to be set up

• 👍

  Improved: UI Updates:

• Reduced size of appointment hover card
• Updated booking panel styling
• Updated right-click styling on appointment
• Updated header search bar styling


• 👍

  Improved: US only: Dedicated profile page for client’s superbills

• 🛠️

  Fixed: “Page not found” response accessing tasks page

• 🛠️

  Fixed: Saving a received SMS to permanent correspondence results in status changing to draft

• 🛠️

  Fixed: Unsaved changes prompt when adding a note for a profile with no note history

• 🛠️

  Fixed: Accessing Google calendar results in internal error

• 🛠️

  Fixed: Stripe payment not successfully captured but marked as received

• 🛠️

  Fixed: Viewing session notes on mobile showing formatting toolbar overlapping the note content

• 🛠️

  Fixed: Issues logging in with 2FA enabled

• 🛠️

  Fixed: SMS templates not loading in waitlist

• 🛠️

  Fixed: Error printing/emailing a statement

• 🛠️

  Fixed: Session pack count on invoice item doesn’t reflect cumulative amount used

• 🛠️

  Fixed: Client unable to see or hear practitioner during TH+ call

• 🛠️

  Fixed: Deleting all availability timeslots then adding a new one does not render time picker

• 🛠️

  Fixed: Clients search page taking a long time to load

• 🛠️

  Fixed: Marketing campaign issued to recipients multiple times

• 🛠️

  Fixed: Issue scribbling note content using an Apple iPencil model 1

• 🛠️

  Fixed: Appointment list in the client’s profile not loading for some clients

• 🛠️

  Fixed: Printing/emailing documents causing an error

• 🛠️

  Fixed: ‘Repeat Every’ setting in recurring appointments defaults back to a value of ‘1’

• 🛠️

  Fixed: Clicking on the calendar column header doesn’t open practitioner/day view

• 🛠️

  Fixed: Service name not showing for session pack invoice item and units not being counted towards the pack

• 🛠️

  Fixed: Booking panel fixed save button panel loses shadow when scroll bar appears

• 🛠️

  Fixed: Changing the session pack service on the edit invoice page not obeying pack pricing

• 🛠️

  Fixed: Recurring an appointment with a session pack exceeds pack maximum units

• 🛠️

  Fixed: Adding pack with subsequent session fixed at $0 is picking up the service price

• 🛠️

  Fixed: Blank space below calendar increased and reduced calendar space

• 🛠️

  Fixed: Calendar not retaining selected view in new session

• 🛠️

  Fixed: View contact’s full profile button is not clickable and has greyed out text

• 🛠️

  Fixed: Service date is not correctly recorded for NDIS Bulk update report for afternoon appointments

• 🛠️

  Fixed: Session pack service item change does not hold

• 🛠️

  Fixed: System hangs when trying to send SMS to waitlist clients