Product Updates

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.

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

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.

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.

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.

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.

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.

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

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

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.

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

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