Last updated on
Release Notes: June 2024
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