General
      Back to home
      1. opus1io Knowledge Base
      2. General

      Opus1.io Change Log

      Log of Updates / Feature Releases

      November 2024

      • 🚫 Managers and owners can now delete the content of SMS received or sent (useful when a customer sends a credit card number over SMS for example)
      • ⭐️ Review widget can now be configured to be displayed on mobile devices
      • 📈 Credit report can now be filtered by service
      • 💰 Preset discounts can now be used as on going discounts in Subscription update
      • ⚙️ Search terms in Prospects board can now be set to And or Or
      • 🏢 Appointment waitlist notifications can now be filtered by location

      September 2024

      • 🎁 (beta) Gift Cards can now be issued to external clients over email or printed and redeemed at self-booking time
      • 🌐 Customizable Landing Pages can now be created and including one or more self-booking link options, allowing to communicate one URL to clients and have them choose the option they want

      August 2024

      • 💬 SMS interface now includes information about a clients (or its dependents) prospect statuses, as well as staff and prospect only filters
      • 📊 Subscription report now includes Active Between dates filter, and service filters
      • 💳 Transaction report now includes service filter
      • 🔄 Outbound client create / update webhooks now include staff details attributes
      • 🚀 More subscription attributes are now batch updatable
      • 💰 Deposits (partial payments) for self booking
      • 💳 Options to require credit card input for joining session waitlists
      • 🧾 Invoice report now includes primary staff detail for each invoice as well as filters allowing to more easily run payroll based on invoiced amount (instead of hours worked)
      • 💸 Transaction report can now be filtered by service tags, and show date funded

      July 2024

      • 🕝 Staff blocked availabilities can now be updated more easily with Drag & Drop
      • ⚙️ A new late cancellation model can now be used allowing to determine a cancellation is late if done before a certain time the day of or before the appointment or session being cancelled
      • 🎁 Clients advanced search now supports searching for clients with birthdays between certain dates
      • 🔀 Session rosters can now be sorted
      • ✅ Improved session enrollment reporting with more details (e.g waitlist), more filters and more flexible date ranges

      June 2024

      • ⚙️ Inbound webhooks (beta) - you can now trigger client creations from external systems (e.g. google form, zapier)
      • 🔄 Promotion campaigns usage now includes more details on who used them

      May 2024

      • 📨 Proposals for sessions are now supported
      • 🏦 We now support BACS (UK), ACSS (CA), and BECS (AUS) bank account debits with Stripe

      April 2024

      • 🗓️ Student names can now be included in the event title on synced calendar
      • 💰 Default staff payroll rates can now be set and apply to any service without a specific rate set
      • ♻️ Opus1io plus: Audiences can be re-used easily between scheduled campaigns
      • 🕝 Opus1io plus: Ongoing campaigns sequenced SMS/Emails can now be sent within a specific time of day range to maximize engagement. (For example ensure that automated follow-ups SMSs are not sent to prospects at 3am but between 2pm and 7pm to ensure your staff will be online to respond to potential client response)
      • 🕝 Opus1io plus: Ongoing campaigns can now include an option to target all clients
      • 🕝 Opus1io plus: Ongoing campaigns can now target individual subscriptions allowing to sequence emails / sms' / actions for new subscriptions (e.g. 30/90 day check-in, review requests...)
      • 🕝 Opus1io plus: Ongoing campaigns loop stage can now be limited to a specific number of times
      • 🔀 Transfer to dependent now has more granularity - single appointment, subscription and session date can now be transferred individually

      March 2024

      • 🎉 Opus1io plus: new campaign criteria to target active adult members
      • 🏢 Location can now be set as a default view (instead of staff) for appointment self booking
      • 🎉 Opus1io plus: client tags can now be grouped into categories and used as merged tags and display conditions in campaigns email template
      • 🎉 Opus1io plus: google review prompt email subject is now customizable
      • 📝 Conditional selection fields can now be used to show different options based on the value selected on another field (applies to both lead capture and register forms)
      • 🎉 Opus1io plus: Ongoing campaigns (multi-stage automated email/SMS follow-ups) are now available in private beta (for select customers)
      • 🎉 Opus1io plus: Prospects accessing /lead, /register and any self booking can be auto-tagged, and/or placed in a specific status, based on URL parameters (tag, status). Very useful to tag prospects differently based on the campaign / source.
      • 🎬 Opus1io plus: Including youtube videos in emails campaign is now supported
      • 📈 Improved Dashboard filters and graphs
      • 🎬 Videos shared between students and teachers can now be played directly within opus1.io interface, and no longer need to be downloaded first.
      • 💬 Sending MMS (Multimedia Messaging Service) is now possible, i.e images can now be sent over SMS
      • 🖨️ Calendar is now more easily printable

      February 2024

      • 🎉 Opus1io plus: More prospect conversion report filters
      • 🎉 Opus1io plus: Staff can now be automatically assigned on new self-registered / self-booked prospects
      • 📝 Ended subscription can now take an "End reason" and report on ended reasons in Subscription report
      • 💬 Batch SMS for performing events is now available (for whole event and per session)
      • 🎯 Additional filters in credit report
      • ⚙️ Advanced Webhooks settings: user-agent is now customizable
      • 🛑 A time slot may now be held / reserved automatically after a trial lesson
      • 🎯 Additional filters in waitlist notifications
      • 📝 Recurring invoice notes can now be defined in payment plan settings and applied to all recurring invoices for that payment plan
      • 📝 Self booking note placeholder can now be customized and made mandatory
      • 🎯 Opus1io plus: Appointment waitlist clients (filtered by service and/or staff) can be set as the audience of email / sms scheduled campaign

      January 2024

      • 🎉 Opus1io plus: Client History is now accessible for non-prospects from any client's profile
      • ⬇️ Performing Events program can now be downloaded as PDF & printed
      • 📊 Dashboard Subscriptions metrics now include unique clients with active subscriptions
      • 🛫 Time off categories can now be set (e.g Sick leave, Vacation, etc.)
      • 🎭 Major improvements to Events management:
        • Individual event sessions can be locked for self-booking
        • Individual event sessions now also have descriptions
        • Performing slots can now be drag & dropped for re-ordering, and to and from the waitlist
      • 🎯 Within a given service, each session can now have their own Description, Age, Capacity, and Tags
      • 💰 Credit Card Surcharging is now available with Clover Connect / Fiserv in the U.S (limitations may apply)
      • 💪 Opus1io plus: Prospects conversion tracking - each prospect lifecycle can now be tracked, with precise metrics such as win/loss rate, average assigned duration, average prospect life time etc.
      • 🎯 More metrics in Subscription report and dashboard (Unique subscribers, broken down by appt, session, booking etc.)

      December 2023

      • 🎉 All Subscription dashboard metrics are clickable and show the specified list of subscriptions
      • 🔍 Advanced clients Search: clients can now be searched with more advanced criteria (tags, custom attributes, creation date, activity date etc.)
      • 📝 Session trial conversion report improvements: session trial conversion can be reported even for payment plans without 'pre-enroll'
      • 📊 Client retention report (with CSV export)
      • 🆔 Staff employee ID in Payroll report
      • 👥 Batch enroll session clients from an existing session
      • 💰 Opus1io plus: Commissions - You can now assign commissions rates to admin staff and run commissions reports based on what they sold
      • 🧾 Clients and Staff can now pay all due invoices in one click
      • 🔁 Clients can now re-enroll into a session date they had previously cancelled

      November 2023

      • 🎉 Email/SMS Campaigns (beta) are now open to all Plus customers!
      • 🏷️ Client tags are now visible and editable on their profile (opus1io plus only)
      • 👥 Batch enroll for sessions: you can now enroll multiple clients at once in a session (Including from waitlist)
      • 🔁 Sessions can now be duplicated (including their waitlist)
      • 📝 Invoice Notes: You can now add/edit/remove notes on single invoices
      • 📝 Recurring Invoice Notes: You can now add/edit/remove notes on subscriptions that apply to all future recurring invoices
      • 💰 Invoices can now be batch discounted / closed
      • 💬 Customizable SMS lesson reminders
      • 📢 Email subjects sent as campaigns can now contain variables ( )
      • 💬 SMS sent as campaigns can now contain variables ( )
      • 🎉 Most clients dashboard metrics are now clickable and show the specified filtered list of clients
      • 💾 Rich email editor now has auto-save
      • 🎯 More email/sms campaign audience criteria
      • 🙋🏻‍♂️ Staff can now be filtered on the Prospects board

      October 2023

      • 🎉 More flexibility on cancellation of unpaid lessons: You can now allow client to self-cancel unpaid appointments, and (as a separate setting) also chose wether the corresponding appointment must be paid when using the credit instead of previously when self-cancelling the appointment.
      • 🔍 Location / Room Utilization report
      • 🛫 Timeoff Location filter & CSV Exports are now available
      • 📨 Improvements to session self-enrollment email notifications
      • 🏷️ Clients added and removed from waitlist can now have their status automatically updated
      • 🔃 Payment plans can now be re-ordered

      September 2023

      • 🔍 Additional filters on Credit and Attendance reports
      • 💰 Preset discounts can be set and applied in one click when booking / enrolling a new students
      • 📞 Improved international phone input field
      • 💬 Option to select whether staff bios are included in appointment update SMSs
      • 🪝 Webhooks are now out of private beta and available to all premium tier customers
      • 💬 Batch SMS for Sessions
      • 🔍 Attendance report can now be filtered based on whether an appointment was self-booked or not

      August 2023

      • 📊 Improved Subscription metrics - going forward subscription metrics show a more accurate view of subscription effectively starting or ending by not taking into account subscription replacing, or being replaced by, another one.
      • 🔓 Staff can now override status on Appointments and Session dates (previously only Managers could)
      • ⬇️ Sessions on self-booking interface are now sorted by next enrollable scheduled date, instead of alphabetically
      • ⏳ Clients can now self-enroll in waitlist for sessions that don't yet have scheduled dates
      • 🎉 Improved login session handling on Safari (Desktop / iOS) - users will no longer constantly be logged out
      • 🔧 First page of session self booking is now configurable: Session List (default) or Service Grid
      • 🗓️ Multi-day appointment slots suggestions: you can now scroll to see more available appointment suggestions
      • 🏷️ Opus1io plus: Prospects can now be tagged automatically when registering (/register and /lead), and when booking appointment or enrolling in sessions with specific plans.

      July 2023

      • 💵 Promotions now support separate plan and sign-up discounts, making it easier to have promotion with specifically discounted registration / sign-up fee
      • 🌎 Multi-timezone support - you no longer need to change your computer timezone to align with a remote location's timezone
      • 📝 Limited Staff can now leave Client Comments (Lesson notes) while taking attendance
      • 🎉 Major improvements to Sessions (Group classes):
        • Support for location closures (holidays)
        • Better handling of client cancellation and automated credit issuance
        • Staff cancellation with cancellation policy enforcement
        • Batch cancellation

      June 2023

      • Service Credits can now be restricted to be used only with the original staff of the appointment they were issued from
      • Improvements to proposals (clearer UI/UX, multiple proposals can be sent to the same client and easily accessed for 72h)
      • Calendar location filter can now accept multiple locations at once (e.g Palo Alto + Online)
      • Improved client comments / lesson notes on mobile
      • Ability to self-register to Waitlist even for sessions without dates scheduled yet
      • Easier file sharing for clients with their teacher

      May 2023

      • Opus1io plus: Reviews Popup - you can now feature your Google and Yelp 5-star reviews on your website.
      • Session Waitlist! You can now enroll (or have clients self-enroll) to a sessions's waitlist when it is full! Clients get automatically notified when a spot opens up.
      • Appointment Waitlist can now be set for any or more than one staff.
      • Sessions: new payment plan option that provides per visit pricing for one-time payment sessions.
      • SMS Push notification: opus1io on your iOS and Android device can receive push notification when SMSs are received
      • Managers permissions can be updated to include or not ability to see and update staff rate, and run payroll

      April 2023

      • Client lifecycle status can be set based on different plan settings for sessions. Useful for automatically tracking prospects using enrolling in session trials.
      • Locations can now have photos
      • Opus1io plus: Managed Yelp review links are now available
      • Opus1io plus: Google and Yelp ratings are now featured on self-booking
      • Opus1io plus: notification email with Lead capture form content
      • Payment plans can now be duplicated
      • Improved Service Batch Update Payment Plans

      March 2023

      • You can now override Calendar colors for each calendar appointment or session individually
      • A Billing location can now be assigned to subscription for reporting and payment processing (Useful if you want to force a specific location for subscriptions booked under the Online or Home locations)
      • Transactions report now include credit card brand and last4 to facilitate investigating charges
      • A payment plan type filter is now available on self-booking link to provide more granularity on payment options

      February 2023

      • First visit on Today dashboard for sessions is now supported
      • Calendar improvements:
        • Detailed per service / slots ongoing weekly availability are now displayed in the calendar with simple hover on staff availability
        • Appointments on the calendar will now show if the time slots is opening up in the near future (up to 120 days ahead) by hovering on it
      • Ongoing weekly availability in calendar and self-booking can now have a configurable level of short/long term tolerance for some conflicts (e.g staff time off or one-off appointment)
      • First month proration calculation can now be overridden in Book Appointment and on Appointment Subscription replace
      • Session Transfer! You can now more easily transfer clients from one session to another, whether within the same service or not
      • Staff Birthdays are now shown on the Today dashboard
      • Conversion Stats now also include a CSV export option
      • Better internationalized formatting of dates

      January 2023

      • The registration form (/register, also shown at self-booking time) can now be customized to include custom fields, some of which can be mandatory / visible or not, and assigned to custom attributes. Address and gender/pronouns can be made required as well.
      • Payroll now handles per-client bonuses!

      December 2022

      • Content of subscription payment reminder emails and subscription failed auto-pay can now be customized
      • Additional filters are available on Attendance Reports
      • Batch SMS & Email from calendar can now be used to include Staff as well, and if needed, Staff exclusively
      • Batch SMS now includes a URL shortener which helps reduce SMS segments size
      • Discounts details are now included in Subscription Report
      • Sales taxes can now be included in all payment plans
      • Charge client now includes an option to invoice now / charge later
      • We now support multiple SMS numbers per account - 1 per location

      November 2022

      • URL Shortener: the Events program is now provided as a shortened url (easier to send over SMS for example) - more on this in the near future
      • Invoices discounts are now included in the Invoices report and CSV Export
      • You can now have audible SMS notifications
      • Credit report now includes the staff on the original appointment
      • Proposals improvements:
        • Proposals page now shows details about proposals sent, when they were sent, reviewed and whether and when they were accepted
        • You can also resend proposals previously sent
        • Discounts are supported
        • Notifications are sent when proposals are reviewed
        • Proposals are now easier to access and won't require a login to be accepted (for 48h)

      October 2022

      • Payroll now includes more metrics (e.g. counting only attended appointments)
      • Invoice and transaction reporting categorized by service tags
      • SMS Templates! you can now create SMS templates and use them when sending SMSs.

      September 2022

      • Files / Urls can now be assigned to Events custom attributes (e.g backing track mp3, youtube video)
      • A time off request policy can now be set and required to be reviewed and agreed to before staff can submit time off requests
      • Staff Availabilities toggle is now persisted
      • Attendance report now includes clients and account managers emails
      • Client comments size has been increased
      • Services terms and condition size has been increased to 27k characters
      • Upcoming events in staff profile now indicate which events have slots / clients enrolled by or assigned to that staff and can be filtered accordingly
      • WARNING - Breaking change: Client statuses in Mailchimp sync have changed format (e.g. member_lost is now Member Lost)
      • (Beta) Customizable birthday celebration messages can now be sent automatically to active clients (and their account managers)
      • A client's status can now be set automatically on appointment cancellation e.g. Trial canceled -> Prospect (follow up)

      August 2022

      • New schedule-based Session Self-booking view
      • You can now add/update calendar notes to appointment and session dates, which will be visible to limited staff and above.
      • Appointment Holds can now have notes
      • Invoices can now be saved as PDF (and printed)

      July 2022

      • Appointment self-booking links can now be configured to only show time slots that are available on an ongoing basis weekly (no weekly conflicts for at least 90 days)
      • Appointment suggested availabilities without future weekly conflicts (90 days) are now indicated
      • (Beta) New self-booking availability mode allowing to only self-book appointments when staff are available but only on canceled/late-canceled appointments.
      • (Beta) Webhooks inbound & outbound can now be triggered to & from 3rd party apps (e.g Zapier)
      • New clients can now be registered conveniently while booking an appointment
      • Overdue invoices report can now also be exported as CSV
      • Locations can now be filtered on Subscription reporting page
      • Ability to configure whether or not payment is required for appointment client cancellation by staff
      • Service credits can now be set to be "not valid before" a certain date
      • Subscription report now includes a filter for subscriptions on hold
      • More options for gender / pronouns

      June 2022

      • Events program link is now offered as QR code
      • Subscription batch update now includes the option to update late fees days and amounts
      • Added service filter to Appointment Waitlist Notification screen
      • Limited Staff can now see clients custom attributes in the Client Info (e.g Special needs etc.)
      • Invoice statements now support both monthly and yearly time periods
      • Clients / Payers can now be flagged as "DO NOT ENROLL" and prevented from future enrollment or self enrollment in appointment and sessions

      May 2022

      • Schedule Optimization / Minimize gaps algorithm has been improved to better handle availabilities with breaks

      • You can now enable self-booking for weekly or bi-weekly visits / monthly payment plans!

      • You can now disable the ability for clients to self-book certain services (i.e hide the "use" credit button)

      • Session participants using specific plans can now be Spotlighted in the Today dashboard

      • Conversion Stats now also includes Session participant that are pre-enrolled (e.g. group class trials)

      • Location filters are now persisted in the main calendar

      • Proposals improvements:

        • You can now put an appointment spot on hold when sending a proposal (available separately before)
        • You can now select an alternative self-booking link when sending a proposal, which would allow the client to pick different time / service / staff than those from the proposal.

      • (BETA) Google Tag Manager: Track self-booking and registrations (Previous unofficial google ads tracking is deprecated in favor of Google Tag Manager)

      • More improvements on location closure handling:

        • Appointments are now marked as Closed and visible on the calendar by staff and above
        • Adding location closure dates will prompt to batch update all active appointments and mark them as closed
        • Recurring lessons are now only skipped on actual location closure, not when the location is just not explicitly open

      April 2022

      • Subscription hold now supports invoice proration per visit
      • A templated follow up email can now be sent automatically when attendance is taken for appointments (useful for Trial lessons), it is also sent instead of the automated conversion email (if automated conversion is turned on) and any conflict prevents from offering a self-booking link
      • Automated trial conversions are now reported in the conversion stats, including if they failed and the reason why
      • Clients can now more easily add dependents on their accounts
      • Staff can now more easily add dependents on client accounts
      • Some charts plotting values for the last 18 months are now included on the dashboard (more to come in the near future)
      • Individual Limited Staff (Teachers) can now be authorized to: Take their own attendance, See personal info of students and account managers, Cancel and Update their own appointments and post client comments

      March 2022

      • Self-booking for Events / Recital with or without payment: You can now create self booking links for Events and have clients self-enroll for those Events. Clients are invited to also select the Staff that will be preparing them for the performing event. That Staff will be able to update Slot attributes for that client (e.g Piece, Composer, Duration etc.)
      • New Payment Plan option: You can now create new payment plans allowing a one-time payments for multiple recurring lessons (semester for example)
      • Much improved handling of skipped appointments / lessons due to locations closure (e.g holiday). Skipped lessons are now handled properly when changing recurring schedule (applies to newly booked appointments only). For example: When changing recurring schedule, an appointment that was previously not on a holiday could then be changed to a different week day that falls on a holiday and remain active. Inversely, re-scheduled recurring appointments that were skipped due to holiday were not re-activated. Now they will.
      • Change Recurring Schedule now allows to change Staff at the same time
      • Account Managers addresses are now included in the Client CSV export
      • BCC email: You can now set an email that will be BCCd on all emails sent by opus1.io on your behalf. Useful for archival purposes.
      • Terms And Condition enforcement: Terms and conditions reminders will now be sent as soon as a new applicable subscription is created, Clients with terms pending for acceptance will see a reasonably annoying pop-up when they log in until they accept the terms, Staff have the ability to click a button to trigger sending a terms and condition reminder email immediately, Today dashboard now also shows clients with pending T&Cs

      February 2022

      • Additional subscription metrics: Detailed count of all subscriptions by plan name, Weighted count based on service duration (30 mins = 1, 45 mins = 1.5, 60 = 2 etc.), Active count that require booking (Appointment/Sessions) etc.
      • Additional invoice and client metrics: Invoice closed per location, active client (in the last 30 days) per location
      • More accurate per staff revenue (staff reporting: "Current Month subscription revenue")
      • Member status is now applied even when subscriptions are pending (i.e not yet active)
      • Payroll: Attendance is no longer required for appointments / session dates to be included in Payroll
      • Event roster can now be downloaded in CSV format
      • Active Clients on Dashboard now replaced by more accurate Active Clients in the last 30 and next 30 days (clients with at least one appointment / session / event booked on the calendar)
      • First Visit of recurring appointments are now featured on Today's dashboard

      January 2022

      • Today dashboard now shows unpaid/overdue clients
      • Staff blocked availability can now have a location / room specified so they better display in the calendar
      • Location type (Online / Home / Primary Location) is now indicated on the main calendar
      • Performing Event Programs now include a table of content which allows to scroll to the right session easily
      • SMS messages interface improvements (multi-line, spellcheck on Chrome, failed SMSs in conversation list etc/)
      • Clients can now self-cancel from Sessions (the client will be marked as no-show ahead of time), make up credits can be automatically issued (self-cancellation only for now), cancellation policy is enforced
      • Receiving MMS (Multimedia Messaging Service, i.e SMS with pictures) is now supported
      • Additional Location / Staff filters on Invoice Reporting and Payroll
      • Client profile now show the date the account was created
      • Client lifetimes are now calculated and displayed
      • You can now filter by Price and Plan name in Subscriptions report and Batch Update subscriptions
      • Client/Student names are now included in the emailed receipts

      December 2021

      • Change Recurring Schedule now triggers an upcoming invoices recalculation (particularly useful on per-lesson billing)

      • A location can now be selected on the Today dashboard

      • A date can now be specified on the main metrics Dashboard

      • Primary staff will now be notified when a Subscription is ended

      • Stripe / International payments

      • SMS (Premium feature - US only - $99/mo, dedicated 10DLC, up to 8,000 SMS/mo):

        • Send & Receive SMSs to/from clients directly in opus1.io
        • Dedicated 10DLC number (we can host your current number or create a new one with you area code - based on availabilities)
        • Batch SMS to Clients and Staff
        • All clients and staff notifications currently supported by Email are now also sent by SMS as well (clients can choose which notification to receive over SMS, Email or both)
        • Includes Up to 8,000 sms sent/received per month, including dedicated 10DLC number (hosted or new) registered with The Campaign Registry

      November 2021

      • No-shows for sessions (Group classes) can now be set ahead of time
      • Sessions client capacity can now be updated after the session dates are scheduled
      • Sibling discount: You can now enable sibling discounts in Payment Plans, which will be applied automatically to siblings of a client with active (or pending) subscriptions

      October 2021

      • "Today" dashboard that shows key things happening today: Birthdays, spotlighted appointment / sessions (spotlight is a per service settings, for example Trial lessons)... and soon much more
      • Batch Duplicate Services: You can now use a service as a template and duplicate it multiple times with a specific list of key words (for example different instruments). Name, tags, descriptions, payment plans and email templates will be updated accordingly.
      • Payroll now includes Export Detailed Report as CSV
      • LessonMate integration: when enabled, clients can explicitly "request a LessonMate" instead of canceling the lesson. Staff can also set/reset LessonMate as Attendance status.
      • Ages displayed for clients under 8 now also includes months (e.g. 3 year olds and 8 months)

      September 2021

      • You can now assign an online ID (e.g ZoomID URL) to rooms. Room online IDs take precedence over Staff assigned online ID when client click "Join Online"
      • Live support / help is now available and can be turned on from the top right menu
      • Attendance, Payroll and Invoice reports now include Location details (location filters and metrics will be added soon)
      • Clients profile now show custom attributes
      • Subscription Reporting now includes Location
      • Client custom attributes are now displayed on the clients profiles
      • New option to disable the ability for clients to self-cancel their appointments
      • Staff rates can now be specific to locations, and location details are included in payroll

      August 2021

      • (Beta) Appointment waitlist notifications: you can now keep track of waitlist notification requests, and have clients automatically notified when specific time / location / staff / service appointment availability open up.
      • Appointment booking will now by default skip dates when the appointment location is not available (it can be toggled off)
      • Services can now be prioritized in the way they are displayed in the self booking interface
      • New cancellation policy option for Staff Cancellation will adjust invoices or issue a monetary credit depending if the matching invoice is already closed or open, and if the associated subscription plan is billed per-visit or flat.
      • Monetary credits can now easily be applied to open invoices (click "Use")

      July 2021

      • Managers / Owners can now opt out of activity email notifications
      • Credits reporting: you can now filter and report on all Credits issued
      • Subscription reporting: you can now filter and report on all Subscriptions (Subscriptions with payers without payment methods will be highlighted with a warning)
      • Attendance reporting: you can now filter and report on appointments / session attendance
      • New payment plan option: Flat monthly rate, with first month pro-rated based on number of visit
      • Client CSV export now contains custom client attributes
      • Proposals sent for time slot on hold for the same client, no longer show as not available and can now be accepted.
      • A secondary payer can now be added to Subscriptions. Auto-pay will automatically split payments 50/50 between primary and secondary payer.
      • Calendar items can now be colored based on specific staff colors, rather than only by service
      • Home addresses for Home appointments are now linking to apple/google maps
      • If a client enrolls themselves in a self-booked appointment or session, instead of their dependent's, you can now easily transfer the enrollment to a new or existing dependent

      June 2021

      • New Session (e.g group classes) features:
        • Any session can now be on-going or have a fixed end date, and be freely updated at anytime
        • Any session can have clients 'dropping-in' (e.g. trials, make ups, or pay per lesson). There is no more separation between Session services and DropIn Session services.
        • You may now create Make Ups and Trial payment plans available for both Sessions enrollment and self-booking. Trial can have the option for 'pre-enrollment' meaning the client will be paid only for one class (the Trial class) and pre-enrolled for future classes (but marked unpaid). After the trial, the pre-enrolled client can then be either unenrolled or converted easily.
        • Payment plans can now have a description shown at self-booking time. If multiple payment plans are enabled for self-booking, the client may choose which plan to use (e.g. trial only, full Class onetime payment, monthly payment, pay per class etc.)
      • Attendance can now be set up to one hour before the scheduled time

      May 2021

      • Custom role Limited Staff can now take attendance for unpaid lessons
      • Ability to clear clients birth dates and display ages in months
      • Search with primary phone number
      • Existing Subscriptions Plan can now be updated individually (Amount, Late Fees, Auto-Pay delay etc.)
      • Copy email to clipboard option for batch email
      • W2 payroll improvements: availabilities and blocked availabilities (breaks) can now have hourly pay rates and be counted in payroll
      • Batch update for Services: multiple services can be updated at once

      April 2021

      • Better handling of Online vs. Primary location on self-booking (clients can now choose Online or Primary Location explicitly)
      • New payment plan option: Monthly rate with per visit pricing for Appointment and Sessions
      • New payment plan option: Process Auto-Pay a few days before or after due date
      • Shared Library for file sharing: Centralized shared library of files available to all staff (must be enabled in Business settings)
      • Send recurring or single visit appointment booking quote as a proposal, allowing clients to review, accept and enroll in one click on their own
      • Improved file sharing (share files from comments page)
      • Additional improvements for Performance Events / Recital management module (Public program, client notifications, batch messaging)
      • Batch messages and emails participants of Sessions / Group Classes
      • Facilitated access for Limited Staff to upcoming events and active sessions

      March 2021

      • Automated Conversion - clients who took a certain service will automatically receive an email with information to enroll weekly, in one click on their own.

        • Enable Automate Conversion in specific services (e.g. Trial lessons)
        • Select which service(s) this service can convert to (e.g. "Trial Piano 30 mins" can convert to "Private Piano Lesson 30 mins" weekly)
        • Set a custom Automated Conversion Email template that will be included in the email clients receive
        • Ensure staff availabilities are set correctly
        • Conversion report will also be available
        • Note: conversion email will only be sent if the recurring weekly time, starting the following or next week is available (same staff/time/location/room).
      • Account managers emails are now in clients csv exports
      • Yearly Subscription / Payments (e.g yearly enrollment fee for subscription only services)
      • Staff will now see upcoming Events they are invited to

      February 2021

      • Enabled American Express payment support

      • New "Opt out of marketing email" toggle to disable mailchimp sync for selected accounts

      • Improvements to Events Program display on mobile devices

      • M4a files uploads are now supported (e.g. iPhone audio memos)

      • (Beta) Staff Time off management:

        • Staff can now request time off (Time off - airplane icon in their profile)
        • Managers can approve / reject / cancel time off requests
        • Staff schedule get blocked automatically when time off requests are approved

      January 2021

      • (Beta) Performance Events / Recital management module:

        • A new type of service (Event) can now be created (ideally for Recitals/Concerts/Showcases...)
        • In each event type Service, multiple events and dates can be scheduled
        • An event planner can invite staff/teachers to enroll performers/students, until a pre-defined enrollment deadline is reached
        • The event planner can lock an event date once it is final
        • Invited Students/Performers can confirm or decline attendance
        • Performance slots can be transferred between event dates
        • Performance slots can be moved to waitlist
        • Each performer can be assigned a performance order, and a set of pre-defined attributes (Instrument, Piece, Composer, Duration, Accompanist etc.)
        • Performance slot may contain more than one performer (e.g. group performances)
        • Each event scheduled date can have its own online ID (e.g. ZoomID)

      • Social media links (Facebook, Instagram, Twitter) can be set in the business settings, Yelp can be set for each location, and will be displayed on notification emails

      • Fixed date sessions can now be self-booked with monthly payment plans

      • Service and Monetary credits can now be transferred easily between household members (by a Staff and above). Credit services can be changed as well.

      December 2020

      • Ability to limit the number of credits issued for appointment cancellation in a period of time
      • Ability to upload and share multiple files at once
      • Ability to disable payment reminders on specific subscriptions
      • Fix access denied on shared files which were renamed or moved

      November 2020

      • You can now enable custom widgets links as call to actions showing on clients profile when their schedule is empty
      • Clients can now leave comments on their account visible by their staff, who will receive an email notification (the option can be turned off if not desired)
      • Promotions: create and manage promotion campaigns allowing new clients to receive discounts and existing clients to receive referral discounts
      • Calendar Drag & Drop rescheduling: easily reschedule appointments by drag and dropping appointments on the calendar
      • File move and rename: Files can now be moved and renamed

      September / October 2020

      • Staff Availabilities & Blocks can now be set by selecting a time slot directly in the calendar
      • Appointments can now be booked by selecting a time slot directly in the calendar
      • Subscriptions can now have temporary discounts that will expire after a certain date
      • A email notifications are now sent to clients / account managers when a client comment is posted
      • Both clients and limited staff can now add messages when sharing files
      • Shared files are now also added to the client comments
      • Late payment fees on Payment Plans
      • Ability to update session events date and time
      • Ability to change recurring appointments schedule without need to rebook
      • Ability to change appointment locations without the need to rebook
      • Ability to associate client statuses with service (e.g. set a client to automatically to Prospect (trial) when a trial service is booked)
      • Bi-weekly appointments
      • On going sessions: create sessions that are ongoing and which clients can join and leave at anytime with monthly payment, including self-enrollment
      • Per location pricing: specify different payment plan prices for different locations
      • Options to automatically expire associated credits when a subscription is ended
      • Options to automatically transfer associated credits when a subscription is replaced by a new one

      July / August 2020

      • Primary phone number for clients and staff
      • Search by primary phone number
      • Client comments for communication between teachers of the same students, and between teachers and students
      • File sharing improvements: additional file types, bug fixes
      • Session end email bug fix
      • Self-booking appointment slot bug fix

      June 2020

      • ACH payment
      • File upload & sharing between staff / clients (beta)
      • Per session Online ID (e.g. Zoom URL)

      You may now assign specific Online IDs (e.g. Zoom URL for a scheduled meeting) for sessions. This is the link that will be presented to clients when clicking the "Join Online" button instead of the Online ID of the staff(s)

      May 2020

      • New Online location allowing to book (or self-book) appointments and sessions exclusively online as opposed to at a Primary (e.g. physical) location
      • Ability to allow staff to be also available for Online appointments when available at primary locations
      • New Schedule optimization - Minimize gaps between lessons booked / self-booked

      You may now ensure that staff don't have significant gaps in their schedule, by enforcing that clients self-book appointments around existing appointments timeslots. Note that schedule optimization is also indicated for Staff booking (Priority Low / Med / High).

      April 2020

      • Improvements in dealing with deleted clients accounts, preventing email conflicts
      • Custom client attributes, allowing to store additional information about your customers (e.g. Special needs, emergency contact, school etc. )

      March 2020

      • Support for facilitating joining online appointments and sessions, by allowing clients click "Join Online" and be connected with their staff Online ID (Zoom URL for instance)
      • Subscription replacement: One click schedule / location / staff / service subscription change
      • Terms and Conditions. Customers can now be required (and reminded) to accept customizable Terms and Conditions
      • Reporting with CSV export for Invoices, Transactions and Clients