We’ve been quiet… but not idle.
While we’ve been heads down building some exciting new features (more on those very soon 
), we’ve also released a steady stream of quality-of-life improvements in May and June.
In the spirit of catching up, here’s a quick roundup of all the smaller but mighty updates we rolled out over the past two months.
May 2025
Invoicing & Payments
Edit “Issued To” on Invoices – Correct recipient details directly in the invoice modal
Improved Invoice Template Design – Clearer layout makes key details easier to read
Credit Note Type Reasons – Define custom reasons to track why credit notes are issued
Gift Vouchers: Free or Discounted in POS – Offer vouchers for promotions or client goodwill
Bulk Tax Updates by Category – Change tax settings for all services in a category at once
Transfer Invoices Between Clients – Shift invoices seamlessly while keeping related data
Add Notes to Credit Notes – Notes now display in invoice notes section
Calendar, Scheduling & Bookings
Sync Calendar → Scheduler Date View – Navigate seamlessly between calendar and scheduler without losing context
Editable Shift Location with Sync – Update a shift’s location and auto-update linked appointments
Waitlist Toggle in Online Bookings – Enable or disable waitlisting from settings
Mobile-Optimized Waitlist UI – Easier navigation and use on phones and tablets
Next Month Reports Filter – Run future-facing reports for strategic planning
Enhanced Report Filters – Report on rooms, equipment, and services with smarter defaults
Client Management & Lead Tracking
Editable Contact Details in Calendar – Update client email and phone on the fly when booking
Lead Location Label – See which location a lead enquired about
Completed Form Source – Know whether forms were filled out via Web App or Connect
Save Views from Listing Pages – Save filtered views directly on Leads, Clients, and more
Online Experience & Connect
Gift Voucher Details Display – Clients now see full voucher details during online purchase
Medical History Page in Connect – Clients can easily review and update their history (configurable per business; US HIPAA rules apply)
June 2025
SMS & Contact Improvements
SMS Precare via Connect – Precare messages now auto-send for Connect bookings too
Email & Phone Validation in Connect – Real-time checks reduce invalid contacts during sign-up
Invoicing & Payments
Voucher Payments on Any Invoice – Voucher option now always available at checkout, even without linking beforehand
Invoice Transfer Between Clients – Easily transfer invoices and balances while keeping linked data intact
Custom Commissions – Set fixed or % commission per product/service
Add Notes to Credit Notes – Notes now appear directly in the invoice notes field
CCSD & ISC Codes on Insurer Invoices – Proper coding shown in invoice payment info
Collapse/Edit Options in Invoice View – Cleaner 3-dot menu, collapse toggle, and better fit on small screens
Appointments, Scheduling & Calendar
Custom Appointment Date Filters – Precision filtering now available across Reports, Automation, and Listings
Appointment View: Charge & Contract Preview – Instantly see payer and pricing logic at a glance
Package Session Flexibility – Redeem sessions against any service, not just the linked one
Room Logic in Online Bookings – Clients can’t book if a room is already in use
Repeat Shift Improvements – Faster, clearer UI with smart validations and layout fixes
Client Management & Workflow
Customize Create Client Screen – Tailor onboarding forms with drag-and-drop layout
Client Labels in POS – Vital info now visible during sales
Notification on Lead Assignment – Staff are alerted when leads are assigned to them
Dynamic ‘Create’ Menu in Client Card – Prioritized actions based on tab (e.g., Sale in Financials)
Media & EMR
Photo Comparison Download – Export side-by-side comparisons as a single image
Photos: Bigger Brush Size – Draw over photos using up to 50px brush
Medical Forms Show Related Appointment – Forms now display the service, time, and staff when linked
Spellchecker in TinyMCE – Catch typos in letters, emails, and templates automatically
Smart UI & Automation
Instant Merge Tag Replacement – Personalization data appears as soon as a template or tag is selected
AI in Treatment Notes – Generate or enhance notes with prompts like “Summarize last 3 treatments”
Quotes on Connect – Clients can sign & pay without logging in; improved language & broken image fixes
Business Details Field Search – Quickly search for country, prefix, or timezone in setup
UX Enhancements
EMR Delete & Discount Permission – New controls added for staff actions
Service Not in Price List Warning – Alerts staff when a booked service doesn’t match selected price list
We’re curious: have you tried one of these already? Hit reply at the bottom of the page et us know how it’s working for you. 