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: Redirection to Custom URL from Payment Links
This tool adds flexibility to the process leading to increased ROI for each sale by giving you an easy in to promote sales, communities, and complementary services. As well as, a pleasant experience f... ...more
Important Updates ,New Feature Release &Payments
January 16, 2025•1 min read
New Feature: Preview and CC Email Ability in Documents & Contracts
This provides plenty of opportunities to troubleshoot and share information with your team, ensuring the emails are perfect for customers and all interested parties are informed. ...more
Important Updates ,New Feature Release &Payments
January 10, 2025•1 min read
New Feature: Custom Values and Partial Quantity Support in Estimates
This inclusion results in estimates that cover more product quantities and partial services, aiding you in creating a personalized experience that adjusts to customer needs and is formatted in a way t... ...more
Important Updates ,New Feature Release &Payments
January 09, 2025•1 min read
New Feature: Recurring Payment Support in Documents & Contracts
This addition creates a centralized hub for all recurring payment management including their related agreements. Helping you improve your effectiveness, improve customer communications, and simplify t... ...more
Important Updates ,New Feature Release &Payments
January 02, 2025•1 min read
Improved Feature: Add Business Hours to Invoice Reminders
Enjoy the enhanced flexibility and accuracy of your Invoice Reminders by adding Business Hours. This will help you increase payments and provide a responsive support experience for your customers. ...more
Important Updates ,New Feature Release &Payments
December 30, 2024•1 min read
New Feature: Public Documents
This feature increases the reach of your Documents and contracts. Allowing for easy sharing and signing that improves your lead-capturing process. ...more
Important Updates ,New Feature Release &Payments
December 23, 2024•1 min read
New Feature: Editing for Recurring Invoices
This tool allows you to create recurring invoices that follow the needs of your business resulting in flexible billing and an efficient process that keeps information accurate and allows for easy chan... ...more
Important Updates ,New Feature Release &Payments
December 19, 2024•1 min read
New Feature: Attachments in Invoices & Estimates
This feature maximizes the efficiency of your documents, minimizing confusion and creating strong support for your customers that enhances the professional image your brand projects. ...more
Important Updates ,New Feature Release &Payments
December 17, 2024•1 min read
Improved Feature: Documents & Contracts
We’ve made a few improvements to Documents & Contracts so you can get the most out of every document created. Let’s check what to expect! ...more
Important Updates ,New Feature Release &Payments
December 03, 2024•1 min read
New Feature: Invoice Support for Bank Only Transfers
This option helps minimize fraud risk and chargeback issues and increase customer satisfaction with transparent bank-authenticated transactions that once completed are mostly irreversible. ...more
Important Updates ,New Feature Release &Payments
November 29, 2024•1 min read
New Feature: Square for Calendar Payments
We’re excited to introduce Square for Calendar Payments, a new convenient way for you and your customers to collect payment for appointments during the booking process. ...more
Important Updates ,New Feature Release Payments &Calendar
November 25, 2024•1 min read
New Feature: Custom Value Linkage in Documents & Contracts
This allows you to redirect the information to the contact card creating an Automated Data Sync and enabling Workflow Integration for customized messages and field-specific triggers. ...more
Important Updates ,New Feature Release &Payments
November 21, 2024•1 min read
Improved Feature: Collect Payments for Recurring Appointments
Recurring Appointments allow you to handle and record appointments that repeat more than once. However, we believe how you charge for your appointments should be up to you. That being said, we’re exci... ...more
Important Updates ,New Feature Release Payments &Calendar
November 04, 2024•1 min read
New Feature: Reviews & Ratings in Products for Stores
This feature allows you to receive and handle reviews for your product directly from your e-commerce site! Creating social Proof that boosts your brand growth and credibility. ...more
Important Updates ,New Feature Release Payments &Stores
October 30, 2024•1 min read
New Feature: Digital Product Delivery in Stores
Using Digital Product Delivery in Stores helps you ensure customer satisfaction and a simplified process that keeps your orders fulfilled and controlled at all times. ...more
Important Updates ,New Feature Release Payments &Stores
October 30, 2024•1 min read
