Notable Changes
Waitlist Updates:
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New: Allow multiple locations to be assigned to a waitlisted client
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New: Custom Select Columns option added to the waitlist
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New: Option to turn off the waiting clients modal when cancelling an appointment
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New: Remove many clients from the waitlist at once
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New: Messaging panel added to the waitlist
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New: Option to save waitlist notes to client’s admin notes are when removing from the waitlist
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New: Waitlist added to the header for quick access
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New: Export the waitlist to CSV (Excel)
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Improved: Client name added to single delete confirmation on the waitlist
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Improved: Multi-select availability for waitlist clients
Telehealth+ Updates:
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New: Chat functionality added to Telehealth+
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New: Attach files to chat in Telehealth+
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New: Timer added to practitioner view in Telehealth+
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New: Pinned speaker view in Telehealth+
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New: Dominant speaker view in Telehealth+
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Improved: Show group name when booking into a class on the client portal
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Improved: Group price is shown on the portal when completing booking when setting to show item price is enabled
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New: Restore deleted invoices from the client’s profile
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New: User permission for users to unlock notes they wrote
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New: Insurance details linked profile field added to forms
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Improved: Log file entry recorded when a communication template has been saved
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Improved: Include linked profile field answers and signature when exporting forms to CSV
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Improved: Update the client’s default biller and payee on invoices when merging a third-party profile
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Improved: Hide the cancellation option on the client portal if cancellations are not allowedv
Client Portal:
Other Improvements:
Improved: Blank column removed from invoices report choose columns window
Fixed: Google Calendar Sync delay
Fixed: Error exporting client forms
Fixed: Issue fetching SMS replies
Fixed: HTML formatting is not displayed correctly when emailing an invoice
Fixed: Internal error accessing some clinical notes
Fixed: Sales report timing out with larger data sets
Fixed: Form authentication failing due to spaces and case sensitivity
Fixed: Payments report timing out with larger data sets
Fixed: Error exporting to Xero
Fixed: Blank mobile phone field on forms treated as invalid
Fixed: Links in a letter not opening correctly when emailed
Fixed: Portal verification SMS sent to clients showing in the messaging panel
Fixed: Uploading a second file while the first file is in progress will terminate the first file upload
Fixed: Statement date using UTC time instead of the account’s local time