Product Updates

Previously you would create a service and had to make an intake form just for that service. Which meant, to reuse an intake form, you'd have to copy it over or make changes in multiple places.

Now you can create an intake form and assign it to one or more services. You can even bulk assign it to a whole folder.

Enable ratings and let clients leave feedback on completed orders. Happy customers get asked for a review, everybody else can let you know what to improve.

Client feedback is shown in order details and you can export it or see a report of ratings across all orders.

Create shareable order form links with fields pre-selected for the client. Link up the pricing table on your website to the the correct service in your order form, or pre-fill a hidden form field with tracking parameters.

You can now verify your workspace domain in Integrations → Stripe and start accepting Apple Pay.

Use the new search actions to find Users or Orders in your Zaps.

We’ve upgraded our Stripe integration to support their new Payment Element. This gets you support for all payment methods that Stripe has to offer. You can enable it from Settings → Payments.

Add quick emoji reactions to keep conversations cleaner.

Clients are now able to change the priority of their in-progress orders.

Clients can now apply multiple filters without reloading the entire page.

Collect customer feedback when they cancel a subscription. Go to Settings → Payments to enable the cancellation feedback form.

We now have a dedicated list with all tasks assigned to team members. Find it in Orders → Tasks.

You can now schedule client messages and send them at a later time.

Don’t want your clients to cancel subscriptions? You can easily pause them now from the subscription management page.

You can now download all client submitted files via the [ ⋮ ] button. Works in both tickets and orders.

Create an onboarding page for your clients to make it easier for them to use your client portal. You can find the onboarding page builder in Settings → Onboarding.

On the new onboarding page you can create an onboarding checklist for your clients. They can complete your tasks and set their projects up for success.

When you need general info from the client like their brand assets or guidelines, you can collect it in an onboarding form. Now you can also make sure that onboarding form is completed before the client is allowed to input project-specific details.

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.