Release Notes January 2024

Notable Changes

🔥New: Outlook Calendar Integration: Sync your practitioners calendar with their Outlook calendar
🔥New: New merge field for Invoice PDF Link that links the client to download their invoice as a PDF or pay for it (if connected to Stripe)
👍Improved: Clients time zone added to the client data export
👍Improved: Dedicated insurer type for NDIS added to insurers in preparation for NDIS Bulk Update report
👍Improved: New look for the login page
👍Improved: New look for the new trial page
🛠️Fixed: Sending an SMS via the Waitlist generates internal error “Appointment Not Found”
🛠️Fixed: Internal error when attempting to edit appointments, apply payments
🛠️Fixed: Form templates with linked profile field can’t be previewed in templates library
🛠️Fixed: ‘Client’ column is blank in the invoices list for third parties with no first or last name
🛠️Fixed: Side navigation menu not expanding to show page in view
🛠️Fixed: Links to articles broken on resource pages
🛠️Fixed: Text edit bar disappearing in communication templates
🛠️Fixed: Users cannot use communication templates to send SMS or Email without the people menu permission

New: Outlook Calendar Integration: Sync your practitioners calendar with their Outlook calendar

New: New merge field for Invoice PDF Link that links the client to download their invoice as a PDF or pay for it (if connected to Stripe)

Improved: Clients time zone added to the client data export

Improved: Dedicated insurer type for NDIS added to insurers in preparation for NDIS Bulk Update report

Improved: New look for the login page

Improved: New look for the new trial page

Fixed: Sending an SMS via the Waitlist generates internal error “Appointment Not Found”

Fixed: Internal error when attempting to edit appointments, apply payments

Fixed: Form templates with linked profile field can’t be previewed in templates library

Fixed: ‘Client’ column is blank in the invoices list for third parties with no first or last name

Fixed: Side navigation menu not expanding to show page in view

Fixed: Links to articles broken on resource pages

Fixed: Text edit bar disappearing in communication templates

Fixed: Users cannot use communication templates to send SMS or Email without the people menu permission