New Updates for Week of June 1, 2026

New Updates for Week of June 1, 2026

Please find below a list of our latest updates that are now LIVE.

Appointments
Green Heart Bulk Update: Added a new bulk action allowing appointment titles to be updated across multiple appointments.
Green Heart Pending Invite Reminders: Added reminder emails for internal attendees with pending appointment invitations.
💚 Ask Customer Flow: Updated the Save button for pending Ask Customer appointments and added an email preview warning message to inform the organizer that all new and existing customers in the appointment will receive the email.
Green Heart Dashboard Widgets: Appointment Dashboards now support Groups as a widget data source.
Green Heart Request Form: Added an admin configuration option to enable or disable resource uploads on Appointment Request Forms.
Green Heart Settings Update: The 48-hour ask customer reminder email is now available as a standalone setting.
Green Heart Cancellation Reasons: Added a new cancellation reason drop-down option when cancelling appointments.
Green Heart Emails: Added direct appointment links to the organizer 'New Appointments' emails.
Green Heart/ Lady Beetle Ask Customer Availability:
  • Made additional improvements to the Ask Customer slot availability displayed in the bulk action flow for more clarity.
  • Fixed an issue where Ask Customer slot availability did not match the availability shown on the Ask Customer link.

Customers
Green Heart Customer Lists:
  • Added field support for assigning internal attendees to each customer.
  • Added an internal attendees column to customer list views.
  • Ensured internal attendee assignments carry over when creating appointments from customer lists.

Events
Green Heart Image Guidance: Added guidance to explain recommended image requirements for Website Login Images.

Schedule
Green Heart Schedule Builder:
  • Added an admin configuration option to include private and partner appointments in Schedule Builder results.
  • Added Customer Country and Customer Custom Fields as filter options in Custom Schedule Builder.
  • Updated schedule builder to ignore declined and cancelled engagement statuses when filtering by user or group.