Product Updates

Clients can see who owns the subscription, add coworkers, and allow them to make requests (for request-based services).

They can add team members to all subscriptions, or share a single subscription with somebody outside of their team.

We’ve made it easier to make changes to existing subscriptions. You can now edit line items right from SPP.

No app store download required, click Share → Add to Home Screen – that simple. You get an app on your phone with your agency's icon, instant push notifications, unread notification badge etc. Works not just for you but for your clients as well.

Go to your Profile → Enable push notifications. Notifications will trigger even if the SPP tab is closed.

We’ve updated our Zapier integration with two new actions: create and update a client account.

You can now embed your favorite tools for team members. Open the team member profile → [ ⋮ ] button → Add a sidebar link.

Track how your team is staying on top of tasks with our new report.

We’ve redesigned the form builder to make selecting your form fields easier and faster.

A new notification helps you see if an order you're replying to has been updated.

You can now add and edit tasks without leaving the order.

If you delete a user by accident, you can now recover the account within 30 days.

When creating an invoice you now pick the subscription's start date, e.g. 1st of the next month. Client pays the invoice (or you charge it) and the subscription doesn't start until your selected date.

When you issue a refund it'll create a new refund invoice for the customer instead of updating the existing invoice. It's better for accounting, and for revenue attribution.

Mark your CRM fields as important to see their values in order and ticket sidebars. CRM fields are great for storing internal information about a client or a lead. For other client-facing information you can use onboarding forms.

You can now prevent users from signing up via Gmail or other free-mail services by toggling the option in Settings → Accounts.

We ripped out our legacy filtering/sorting implementation and replaced it with a cleaner, more flexible version. As a result, you get more filters in more places:

• Filters in accounts & subscriptions
• Easily filter orders assigned to you
• Find orders that have messages from a particular team member
• New date filters with date ranges

Now, in the service settings, you can control how many requests clients can make at the same time. For instance, you can allow unlimited requests per month, but only a certain number can be worked on simultaneously.

Organize deliverables into folders and share them with your clients. If you create a folder for multiple clients, they will only see files that belong to them.

Occasionally an email notification to a client may come back as undeliverable. In that case you can choose to be notified via a webhook and reach out to the client via a different channel.

We’ve redesigned the client view to make it easier for you to find the information you need. Use the new tabs to see client's orders, invoices, and other resources associated with their account.

Clients who don’t have a password can now sign in using a magic link that’s sent to their email (previously we used to generate a random password). They can also set their own password once they’re logged in.

With this change, we’ve also updated the login page, and first show the email field. If a password exists, it can be entered afterwards.

You can now disable the sign-up page from the client portal settings. Head to Settings → Accounts and turn it off.

Now you can add option fields to your forms. Let your clients make one or multiple selections without using a drop-down field.

Stay up-to-date with incoming orders on the dashboard. Your order list will refresh automatically as new projects come in and your team completes them.

Makes it easier for users on smaller screens to get work done in your Client Portal.

Let your clients book a call via our native Calendly form field. No more missed or double bookings, no copying and pasting embed codes.

We’ve updated the right side of the order view to make it more compact and organized.

Your clients can add team members and choose whether they get access to orders, tickets, or invoices. This is really helpful when you’re dealing with larger organizations that have multiple stakeholders.

It’s now possible to add multiple account managers. Simply open the desired client profile and click the [ ⋮ ] button.

You can now create onboarding forms that link submitted data to the client profile. Simply send your clients the form link, or assign a form to them via the client page.

We’ve updated the sidebar so you can now switch to a compact view. Perfect for small screens!

You can now preview images in a gallery and use the arrow keys on your keyboard to navigate.

You can now assign a task to one or more team members. As tasks are completed, the order is automatically assigned to the person responsible for the next task.

A fresh coat of paint on order statuses with more color options to pick from. Status names support emoji as well.