Payment statuses
Know exactly where your funds are, and when, with our new enhanced payment statuses. Hover over a payment to view its journey from charged to deposited in your bank account with full transparency for every step.
Customize your homepage
You asked, we listened: now, you can customize the layout and contents of your homepage dashboard. Show, hide, and rearrange widgets to highlight what business updates matter to you most in one view.
Add project types to lead forms
Introducing a new lead form setting: assign a project type. When you use this setting, the selected project type will apply to all leads that come in through the form. This ensures projects are correctly categorized (and get the right automations) from the get-go.
Email template search in the mobile app
We know that when you have a long list of email templates, it can be a pain to locate the right one. Now, you can search for email templates from the mobile app to find and edit the right message whenever you need it.
Reply to any message in projects
Reply to any message from a project—not just the most recently-sent. This update eliminates the need to switch between platforms to reply to older emails and keeps your communication in one place.
New templates for event planners
Enjoy new templates that make planning, booking, and project management easier. New templates include files for timelines, welcome guides, and questionnaires. Check them out in the Template Gallery.
Want a look back at what we’ve launched over the past 6 months? Check out our New and Improved live class.
New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Feel free to contact our Support team if you have any questions.