Product Updates

The two main forms for collecting client information in SPP are Onboarding Forms and Intake Forms.

Onboarding Forms let you collect general info about the client account. While Intake Forms will have project specific questions.

And if the client added an add-on service to their project they'd have 3 different forms to fill and the steps weren't super clear.

Now we've made it so clients can easily see all the required forms, and also update their onboarding info if anything's changed.

When a customer pays via ACH they want to get started right away instead of waiting for the payment to clear. We've removed the delay now, and you can see in order details if the invoice has been paid fully.

You can now assign tasks to the client to complete.

So for example you can have a "send report" task assigned to a team member and another "review and approve" task assigned to a client. This way everyone can see the next steps.

We've added search to the template editor so you can quickly look up files and template code.

When you share a link to your client portal on Slack or socials, we'll show a nice preview image with your logo and brand colors.

Make your order tasks visible on the client side so they can follow progress more easily.

You’re now able to upload files directly to the client profile. This is perfect if you need to share something but don’t want to upload it in an order.

To share files, open the client profile and choose Actions → Share file, or go to the Files tab of the client profile, and use the File button.

We’ve replaced the onboarding page builder with this new dashboard builder. Create a custom layout and show clients whatever you want, from videos to tasks and even services.

Go to Settings → Dashboard and customize it to your liking.

Your invoice push notifications and emails will now include customer information and amounts.

Automate your agency with our new native Make integration. Create new client accounts, update orders or create ticket messages on autopilot.

Read more about this new integration in our help center.

Add images to your option fields to make selection easier.

SPP will remember the first touchpoint of each client and save the UTM parameters, referrer, and landing page to their profile.

Sometimes, your clients don’t want to get notifications about a specific order. They are now able to simply unfollow an order by clicking the bell icon.

We've updated the client side with our new design. While mostly cosmetic, there are some cool new features under the hood. You can enable it under Settings > Company.

When you go into an order with a huge checklist of steps you gotta do a lot of scrolling to get to messages. I didn't wanna move tasks to a separate page so we made them expandable – that way you always see what needs to be done next.

Limit how long your affiliates receive their commission, for instance, only for the first year.

We’ve revamped the admin side with a fresh coat of paint — powered by Tailwind. While a few elements have found a new home, you’ll notice that everything looks very familiar.

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.