We update the software regularly and post the newest things here. You can also receive these updates via email once per month.
February 7th, 2024
📜 Redesigned Form Builder
We’ve redesigned the form builder to make it easier than ever to build powerful forms.
January 24th, 2024
🌤️ See When an Order You're Working In Is Updated
A new notification helps you see if an order you're replying to has been updated.
January 22nd, 2024
📝 Inline Task Editing
You can now add and edit tasks without leaving the order.
January 15th, 2024
🗑️ Recover Deleted Data
If you delete a user by accident, you can now recover the account within 30 days.
January 9th, 2024
📆 Custom Subscription Start Date
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.
December 26th, 2023
🏬 Updated Refund Flow
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.
December 21st, 2023
ℹ️ Show CRM Field in Tickets & Orders
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.
December 19th, 2023
🙅 Prevent Free-mail Signups
You can now prevent users from signing up via Gmail or other free-mail services by toggling the option in Settings → Accounts.
December 12th, 2023
🔦 New Filtering and Sorting
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
November 14th, 2023
🗂️ Limit Number of Active Requests
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.
October 27th, 2023
📂 Create & Share File Folders
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.
October 27th, 2023
📮 New Webhook for Failed Emails
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.
October 26th, 2023
💁 New Client Details Layout
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.
September 26th, 2023
🗝️ Improved Login Flow
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.
September 25th, 2023
🔓 Disable Signup Page
You can now disable the sign-up page from the client portal settings. Head to Settings → Accounts and turn it off.
September 18th, 2023
⏺️ Option Field for Forms
Now you can add option fields to your forms. Let your clients make one or multiple selections without using a drop-down field.
September 5th, 2023
🔄 Automatic Order & Dashboard Refresh
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.
August 10th, 2023
🤏 Collapsed Sidebar for Clients
Makes it easier for users on smaller screens to get work done in your Client Portal.
August 8th, 2023
🗓️ Calendly Integration
Let your clients book a call via our native Calendly form field. No more missed or double bookings, no copying and pasting embed codes.
July 25th, 2023
🪄 Improved Order Details Sidebar
We’ve updated the right side of the order view to make it more compact and organized.
July 11th, 2023
👥 Client Team Roles (Pro)
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.
June 22nd, 2023
💼 Multiple Account Managers
It’s now possible to add multiple account managers. Simply open the desired client profile and click the [ ⋮ ] button.
June 8th, 2023
📝 Onboarding Forms
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.
June 6th, 2023
🤏 Compact Sidebar
We’ve updated the sidebar so you can now switch to a compact view. Perfect for small screens!
May 12th, 2023
🖼️ Image Gallery
You can now preview images in a gallery and use the arrow keys on your keyboard to navigate.
May 8th, 2023
☑️ Assign Tasks to Team Members
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.
May 8th, 2023
🟢 New Design & Colors for Order Statuses
A fresh coat of paint on order statuses with more color options to pick from. Status names support emoji as well.
April 21st, 2023
💾 Auto-saving Intake Forms
On the client side, intake forms will now automatically save every minute in order to reduce the risk of clients not saving their progress.
March 30th, 2023
🔄 Sync Payments from Stripe
If you had any live subscription payments come in while your workspace was in test mode, you can now sync up those subscriptions with Stripe.
March 9th, 2023
💶 Accept Payments via Klarna
We’ve added Klarna as an option to our Stripe integration. Accept payments through this popular payment processor, and let your clients pay right away, in instalments, or via financing.
March 7th, 2023
🔗 Add Custom Links to Client Sidebar
You can now add custom links to the sidebar of a client. To do so, open a client profile, click the [ ⋮ ] button and choose Add a sidebar link.