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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

Rescheduled Tag in Appointments

Improved Feature: Rescheduled Tag in Appointments

October 15, 20241 min read

Contacts rescheduling their appointments is a common occurrence, however, it can also lead to confusion with your team and issues with your workflows. With the improvement of the Reschedule tag, you no longer need to worry about monitoring your clients, instead, the system will automatically add a tag disclaiming the appointment was rescheduled.

⭐️What Changes Can You Expect?

In Calendars: When checking appointments from the calendar view a disclaimer pointing out that the appointment was rescheduled will show next to the appointment’s time. Hovering over the tag will show the appointment’s previous time and date.

1

In Appointments: A blue Reschedule tag will appear above the new date for the appointment.

2

⭐️How Will This Be Used?

  • Minimize Confusion: The highlight on rescheduled appointments ensures they are clear and easily identifiable inside the system.

    a
  • Support Reporting: Enable users to track and analyze the number of rescheduled appointments. (Coming Soon)

    b
  • Assist Workflows: Help users configure the "If/Else" condition for rescheduled appointments and minimize errors. (Coming Soon)

    c

Keeping control over how the appointments develop helps your team make the most out of any meetings and leverage customer interactions into successful client relationships.

Improved FeatureNew UpdateCalendarsWorkflowsRescheduled Tag
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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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