Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Buy Now, Pay Later in Calendar Bookings
Adding BNPL options encourages customers to book appointments immediately, keeping your business attuned to market offers and increasing your cash flow without taking on the installment payment risks.... ...more
Important Updates ,New Feature Release Payments &Calendar
April 22, 2026•1 min read
Improved Feature: Comparative View & Custom Date Range in Social Planner Statistics
This enhancement provides you with enhanced comparisons and immediate visualization, providing easier ways to analyze your data and generate reports that target campaign windows without relying on ext... ...more
Important Updates ,New Feature Release &Marketing
April 21, 2026•1 min read
Improved Feature: Opportunities in Contact Details
We’ve moved the access to opportunities inside the contact details and improved how it behaves. Let’s give this change a check. ...more
Important Updates ,New Feature Release Opportunities &Contacts
April 21, 2026•1 min read
Improved Feature: Appointment Triggers Now Support Guests
The Customer Booked Appointment and Appointment Status triggers now allow you to specify whether the guest should also be included in a workflow’s triggering when involved with an appointment. Let’s g... ...more
Important Updates ,New Feature Release Workflows &Automations
April 17, 2026•1 min read
New Feature: Collect Card Details in Documents & Contracts
This feature allows you to easily capture payment details upfront during document signing, leading to improved information retention, payment security, and lower customer friction. Let’s learn how to ... ...more
Important Updates ,New Feature Release &Payments
April 17, 2026•1 min read
New Feature: TikTok Comment Management in Social Planner
This feature helps you leverage the algorithm in your favor by keeping the conversation going and strengthening customer relationships with direct replies that don't require switching platforms. Let’s... ...more
Important Updates ,New Feature Release &Marketing
April 15, 2026•1 min read
Improved Feature: Brand Board Colors in Forms & Surveys
We’ve modified the color picker behavior in Forms and Surveys, allowing you to manage Global Custom Colors directly from it, and improving the organization and preview of the saved colors. Let’s give ... ...more
Important Updates ,New Feature Release Forms &Surveys
April 14, 2026•1 min read
Improved Feature: Media Storage Accessible Via Workflows
The attachment options inside workflow actions have been improved. This feature now provides more selection options, immediate content validation, and image carry-over when copying actions. Let’s chec... ...more
Important Updates ,New Feature Release Workflows Automations &Media Storage
April 13, 2026•1 min read
Improved Feature: Email Support in Conversation AI
Conversation AI capabilities have been expanded to support responses for inbound emails with all the details of your email builder. Let’s give these improvements a check. ...more
Important Updates ,New Feature Release &Conversation AI
April 10, 2026•1 min read
Improved Feature: Services Calendar Support in Conversation AI
Your conversation AI capabilities have been expanded, so it now remembers user inputs, asks clarifying questions, and shows customers the booking details before confirmation. Let’s give these improvem... ...more
Important Updates ,New Feature Release &Conversation AI
April 10, 2026•1 min read
Improved Feature: Pipeline Improvements
We’ve added direct management and color coding tools to Pipelines, making them easier to use than ever before. Let’s give these improvements a check. ...more
Important Updates ,New Feature Release &Opportunities
April 09, 2026•1 min read
New Feature: SLA Performance Dashboard
This feature helps you aggregate relevant data and visualize how many messages meet or breach SLAs, making it easier to pinpoint where improvements are needed by breaking down performance at a user an... ...more
Important Updates ,New Feature Release &Conversations
April 09, 2026•1 min read
New Feature: Fathom Actions & Triggers
Connect your Fathom account with your CRM to start adding details from meetings to contact cards, automating follow-ups, and increasing rapport with the help of your workflows. ...more
Important Updates ,New Feature Release Workflows &Automations
April 08, 2026•1 min read
Improved Feature: Custom Fields & Folders UI Revamp
We’ve revamped the custom fields experience, designed to significantly enhance how users interact with custom fields and increase management efficiency across objects. Let’s give these improvements a ... ...more
Important Updates ,New Feature Release &Settings
April 08, 2026•1 min read
Improved Feature: Review Requests Page
This feature reduces the need for manual scrolling and pagination, giving you increased control over results and ensuring review location is fast, responses are timely, and data insights are easy to u... ...more
Important Updates ,New Feature Release &Reputation
April 03, 2026•1 min read
