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New Features

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New Updates

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Important Updates

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

Calendar View

Improved Feature: Calendar View

October 07, 20251 min read

Managing customer care appointments requires a different mindset than managing service appointments, so the way you filter and interact with them needs to be as unique as the appointments themselves. We’ve updated the calendar view to provide you with added flexibility and control, resulting in a smoother experience. Come check it out!

⭐️How Will These Changes Affect You?:

  • Mini Month Calendar Relocation: We’ve moved the mini month-view calendar under the main date for easier access. Simply click on the date to expand it.

    a
  • Views by Scheduling Types: Easily switch between different Meetings and Services with a dropdown at the top. All events and blocked slots displayed in the calendar are specific to the selected scheduling type.

    b
  • Customizable Filters: The filter panel on the right dynamically updates based on the selected view. Additionally, this panel can be completely hidden to gain more room to focus on your schedule.

    c

⭐️How To Use The Updated Calendar View?

Filtering the displayed appointments has changed significantly, so let’s review how to do it.

  1. Navigate to the Calendar section and click the funnel icon to open the filters.

    1
  2. Select the appointment type you want to view. In this case, we’ll select Services.

    2
  3. Use the filters on the right sidebar to view your appointments.

    3
  4. Toggle the Unified Service View on to display all appointments together. Using this option allows you to filter the appointment’s location.

    4

These improvements aim to transform your experience with calendars. Making their view more spacious, intuitive, and tailored to your use case. We hope you enjoy it!

Improved FeatureNew UpdateCalendarCalendar View
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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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