Release Notes: June 2023

Notable Changes

• 🔥New: Allow signatures on Notes
• 🔥New: Option to move appointment without changing the location
• 🔥New: Telehealth+:
• Video background
• Option to test microphone & speakers before joining a call
• A sound alert plays when a participant joins the call
• Paging for the grid view when more than 6 participants in a call
• 🔥New: Clients in UK accounts will receive SMS from the business from a single number
• 🔥New: Seamless in-app option to request for account closure, pause, or storage
• 🔥New: Added a preview option for letter templates
• 🔥New: Added two new forms for merging a client’s pronouns into communications
• 🔥New: Expanded help menu with direct links to open a chat, the knowledge base, and view the system status
• 🔥New: Data Export option for Client Insurance
• 👍Improved: Online form merge fields added to the list of available merge fields in communication templates
• 👍Improved: Link to portal disabled when viewing a form for an account with the client portal inactive
• 👍Improved: Show unsaved changes prompt on edit note/form page when user clicks to edit another note/form
• 👍Improved: Subscription invoice size reduced to allow the content to fit on one page
• 👍Improved: Buttons to pay or download an invoice are now always visible without having to hover when viewing invoices on the portal
• 👍Improved: Updated the width of letters to match document output
• 👍Improved: Added a hyperlink to editing invoice page for the invoice number in the Sales report
• 👍Improved: Updated appearance of radio buttons throughout the app
• 👍Improved: Invoice item code included in the Invoice export
• 👍Improved: Preferred Name column added to Bulk Update list
• 🛠️Fixed: Deleting a communication template shows two promps to confirm
• 🛠️Fixed: Time picker on the appointment panel shows the appointment times from 00
• 🛠️Fixed: Cursor jumps to the end of note text when editing draft
• 🛠️Fixed: Error saving roster
• 🛠️Fixed: Overdue invoice symbol does not show on appointments in mobile view
• 🛠️Fixed: Client portal booking still requiring a deposit once stripe has been disconnected
• 🛠️Fixed: Waitlist matches modal shown when changing status to cancelled via appointment panel despite setting being switched off
• 🛠️Fixed: Deleting images from note template results in the images removed from client notes
• 🛠️Fixed: Stripe payment ‘Amount’ defaulting to no amount
• 🛠️Fixed: Error opening online form
• 🛠️Fixed: Online forms do no open online when the template name contains quotation marks
• 🛠️Fixed: Note/Form content copying to another note when edited
• 🛠️Fixed: Wrong clients name shown in waitlist single select modal
• 🛠️Fixed: Merge fields not populating for SMS in some circumstances
• 🛠️Fixed: 2FA “Remember me” setting not being obeyed