Notable Changes
- ๐ฅ
New: Allow signatures on Notes
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New: Option to move appointment without changing the location
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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
- ๐ฅ
New: Clients in UK accounts will receive SMS from the business from a single number
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New: Seamless in-app option to request for account closure, pause, or storage
- ๐ฅ
New: Added a preview option for letter templates
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New: Added two new forms for merging a clientโs pronouns into communications
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New: Expanded help menu with direct links to open a chat, the knowledge base, and view the system status
- ๐ฅ
New: Data Export option for Client Insurance
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Improved: Online form merge fields added to the list of available merge fields in communication templates
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Improved: Link to portal disabled when viewing a form for an account with the client portal inactive
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Improved: Show unsaved changes prompt on edit note/form page when user clicks to edit another note/form
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Improved: Subscription invoice size reduced to allow the content to fit on one page
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Improved: Buttons to pay or download an invoice are now always visible without having to hover when viewing invoices on the portal
- ๐
Improved: Updated the width of letters to match document output
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Improved: Added a hyperlink to editing invoice page for the invoice number in the Sales report
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Improved: Updated appearance of radio buttons throughout the app
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Improved: Invoice item code included in the Invoice export
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Improved: Preferred Name column added to Bulk Update list
- ๐ ๏ธ
Fixed: Deleting a communication template shows two promps to confirm
- ๐ ๏ธ
Fixed: Time picker on the appointment panel shows the appointment times from 00:00
- ๐ ๏ธ
Fixed: Cursor jumps to the end of note text when editing draft
- ๐ ๏ธ
Fixed: Error saving roster
- ๐ ๏ธ
Fixed: Overdue invoice symbol does not show on appointments in mobile view
- ๐ ๏ธ
Fixed: Client portal booking still requiring a deposit once stripe has been disconnected
- ๐ ๏ธ
Fixed: Waitlist matches modal shown when changing status to cancelled via appointment panel despite setting being switched off
- ๐ ๏ธ
Fixed: Deleting images from note template results in the images removed from client notes
- ๐ ๏ธ
Fixed: Stripe payment โAmountโ defaulting to no amount
- ๐ ๏ธ
Fixed: Error opening online form
- ๐ ๏ธ
Fixed: Online forms do no open online when the template name contains quotation marks
- ๐ ๏ธ
Fixed: Note/Form content copying to another note when edited
- ๐ ๏ธ
Fixed: Wrong clients name shown in waitlist single select modal
- ๐ ๏ธ
Fixed: Merge fields not populating for SMS in some circumstances
- ๐ ๏ธ
Fixed: 2FA โRemember meโ setting not being obeyed