Product Updates

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

๐Ÿ“œ Redesigned Form Builder

Major

Weโ€™ve redesigned the form builder to make it easier than ever to build powerful forms.

spp redesigned form builder 2024

January 24th, 2024

๐ŸŒค๏ธ See When an Order You're Working In Is Updated

Improvement

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

January 22nd, 2024

๐Ÿ“ Inline Task Editing

Improvement

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

inline task editing

January 15th, 2024

๐Ÿ—‘๏ธ Recover Deleted Data

Improvement

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

January 9th, 2024

๐Ÿ“† Custom Subscription Start Date

New

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

๐Ÿฌ Updated Refund Flow

Improvement

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

โ„น๏ธ Show CRM Field in Tickets & Orders

Improvement

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

๐Ÿ™… Prevent Free-mail Signups

Improvement

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

December 12th, 2023

๐Ÿ”ฆ New Filtering and Sorting

Improvement

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

๐Ÿ—‚๏ธ Limit Number of Active Requests

Improvement

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.

number of active requests

October 27th, 2023

๐Ÿ“‚ Create & Share File Folders

Major

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.

Create & Share File Folders

October 27th, 2023

๐Ÿ“ฎ New Webhook for Failed Emails

Improvement

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

๐Ÿ’ New Client Details Layout

Major

Weโ€™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.

new client layout 2023

September 26th, 2023

๐Ÿ—๏ธ Improved Login Flow

Improvement

Clients who donโ€™t have a password can now sign in using a magic link thatโ€™s sent to their email (previously we used to generate a random password). They can also set their own password once theyโ€™re logged in.

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

new login page 2023

September 25th, 2023

๐Ÿ”“ Disable Signup Page

New

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

September 18th, 2023

โบ๏ธ Option Field for Forms

Improvement

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

option field in SPP forms

September 5th, 2023

๐Ÿ”„ Automatic Order & Dashboard Refresh

New

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

๐Ÿค Collapsed Sidebar for Clients

Improvement

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

collapsed sidebar for clients

August 8th, 2023

๐Ÿ—“๏ธ Calendly Integration

New

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

Calendly integration SPP

July 25th, 2023

๐Ÿช„ Improved Order Details Sidebar

Improvement

Weโ€™ve updated the right side of the order view to make it more compact and organized.

new order view

July 11th, 2023

๐Ÿ‘ฅ Client Team Roles (Pro)

Major

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

client team roles

June 22nd, 2023

๐Ÿ’ผ Multiple Account Managers

Improvement

Itโ€™s now possible to add multiple account managers. Simply open the desired client profile and click the [ โ‹ฎ ] button.

add account managers

June 8th, 2023

๐Ÿ“ Onboarding Forms

Major

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.

onboarding form

June 6th, 2023

๐Ÿค Compact Sidebar

Major

Weโ€™ve updated the sidebar so you can now switch to a compact view. Perfect for small screens!

compact sidebar

May 12th, 2023

๐Ÿ–ผ๏ธ Image Gallery

Improvement

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

image gallery in SPP

May 8th, 2023

โ˜‘๏ธ Assign Tasks to Team Members

New

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.

assign tasks to team members in SPP

May 8th, 2023

๐ŸŸข New Design & Colors for Order Statuses

Improvement

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

new design for order statuses and more color options

April 21st, 2023

๐Ÿ’พ Auto-saving Intake Forms

Improvement

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

๐Ÿ”„ Sync Payments from Stripe

Improvement

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.

sync payments from Stripe

March 9th, 2023

๐Ÿ’ถ Accept Payments via Klarna

New

Weโ€™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.

Klarna payment option

March 7th, 2023

๐Ÿ”— Add Custom Links to Client Sidebar

New

You can now add custom links to the sidebar of a client. To do so, open a client profile, click the [ โ‹ฎ ] button and choose Add a sidebar link.

custom sidebar links for clients