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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.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Recurring Appointments

Improved Feature: Recurring Appointments

November 01, 20241 min read

Recurring Appointments are an essential part of scheduling. They allow you to handle and record appointments that repeat more than once with the same contact. To make it more convenient to use we’ve implemented a few enhancements we hope you’ll enjoy, so, let’s break them down!

⭐️What Changes Can You Expect?

  • Custom Appointments: Now you can schedule recurring appointments using the custom date and time options, even in calendars without recurring appointment configuration.

    a
  • Bulk Changes: Easily edit or delete all occurrences of a recurring appointment with a singular action instead of needing to handle every scheduled time individually.

    b
  • Flexible Recurrence: Appointments can be set to repeat indefinitely, end after a specific date or number of occurrences, and follow custom recurrence patterns, such as specific dates or days.

c

⭐️Custom Recurring Appointments: What Are They & How to Use Them?

They are flexible recurring appointments that allow you to schedule repeating meetings in calendars that don't have this type of appointment configured. Including special dates, times, and repeating intervals.

  1. Navigate to the Calendars tab and click on New to add an appointment.

    1
  2. Select the calendar, team member, and contact then set the Date & Time as custom.

    2
  3. Check the Recurring appointment box, and define your recurrence pattern. If selecting custom set an ending date for the recurrence.

    3
  4. Click on Save and Book Appointment.

4

Enjoy the new flexibility Recurring appointments present you, even exceptions can be booked in regular calendars as recurring appointments, scheduling them will be adapted to your needs and time spent editing or deleting such appointments will be reduced.

Improved FeatureNew UpdateCalendarRecurringAppointments
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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