Product Updates

We update the software regularly and post the newest things here. You can also receive these updates via email once per month.

June 6th, 2024

๐Ÿ“… Schedule Messages

Major

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

schedule messages in SPP

May 28th, 2024

โธ๏ธ Pause Subscriptions

New

Donโ€™t want your clients to cancel subscriptions? You can easily pause them now from the subscription management page.

SPP pause subscription

May 15th, 2024

๐Ÿ“ Download Files in Batch

New

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

batch download files

May 7th, 2024

๐Ÿงฐ Onboarding Page Builder

Major

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 โ†’ Onboarding.

onboarding page builder

May 7th, 2024

โœ… Client Onboarding Tasks

Improvement

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.

client onboarding tasks

May 3rd, 2024

๐Ÿ“„ Require Onboarding Forms With Services

Improvement

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.

onboarding form required in service

March 29th, 2024

๐Ÿ‘ฅ Improved Subscription Sharing

Improvement

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.

March 22nd, 2024

๐Ÿ” Edit Subscription Line Items

Major

Weโ€™ve made it easier to make changes to existing subscriptions. You can now edit line items right from SPP.

SPP change subscription line items

March 12th, 2024

๐Ÿ“ฑ Branded Mobile App

Major

App

No app store download required, click Share โ†’ Add to Home Screen โ€“ 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.

March 11th, 2024

๐Ÿ”” Improved Push Notifications

Improvement

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

February 29th, 2024

โšก๏ธ Create & Update Clients With Zapier

Major

Weโ€™ve updated our Zapier integration with two new actions: create and update a client account.

February 27th, 2024

๐Ÿ”— Sidebar Links for Team

New

You can now embed your favorite tools for team members. Open the team member profile โ†’ [ โ‹ฎ ] button โ†’ Add a sidebar link.

February 15th, 2024

๐Ÿ“Š Completed Tasks Report

Improvement

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

completed tasks report

February 7th, 2024

๐Ÿ“œ Redesigned Form Builder

Major

Weโ€™ve redesigned the form builder to make selecting your form fields easier and faster.

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