New month, new features! Check out what we released this past month to help you get peace of mind, keep your business organized, and much more.
Get peace of mind
Payment status
Keep track of your payments journey to your bank account with our new enhanced Payment Status feature. Now you can see exactly where your funds are at every step of the journey—from the moment they’re charged until they land in your bank account. Simply hover over any payment to view its complete path with full transparency. Now, you can get the peace of mind you deserve when it comes to your finances.
Keep your business organized
Customize your home page
You asked, we listened: Introducing our new home page customization feature. Now you can show, hide, and rearrange widgets to highlight the business updates that matter most to you—all in one view. Keep your business organized by creating a personalized dashboard that puts your most important information front and center.
Add project types to lead forms
Say hello to our newest lead form upgrade: assign a project type. Now you can set a project type that’ll automatically apply to all leads coming through that form. No more manually sorting—your projects get properly categorized right from the start, with all the right automations kicking in immediately. Keep your business organized without the extra work, so you can focus on what really matters.
Reply to any message in projects
Now you can reply to any message in a project—not just the most recent one. This update means you no longer need to jump between different platforms to respond to older emails. Keep all your communication streamlined and organized in one place, making it easier to maintain context and continue important conversations, no matter when they started.”
Work on the go
Email template search in the mobile app
Finding the perfect email template just got easier on the go. We’ve added search functionality to email templates in the mobile app, so you can quickly locate and edit the exact message you need, even when you have a long list of templates. No more scrolling endlessly to find that specific follow-up or welcome email—just search, edit, and send, all from your mobile device whenever inspiration strikes.
Increase professional polish
New templates for event planners
Check out our fresh batch of templates that make planning, booking, and managing events a whole lot easier. We’ve got everything from timelines to welcome guides and client questionnaires. These ready-to-use templates help you cut down on paperwork so you can focus on what you do best: creating amazing events your clients will love
