Release Notes: April 2024

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