New Updates for Week of April 24, 2023
Please find below a list of our latest updates that are now LIVE.
Analytics
Added the option to create different section headers for your analytics dashboard pages.
Added the option to create different section headers for your analytics dashboard pages.
Appointments
Made an update to not show appointment saved views across multiple events or companies.
Made an update to not show appointment saved views across multiple events or companies. Added check-in date and time columns to the Attendance Status Report, for more detailed reporting.
Added check-in date and time columns to the Attendance Status Report, for more detailed reporting. Updated the logic so that when you view someone's availability for appointments, the appointment time duration set in the admin will be the default shown. Before, it was always set to show 15 minutes and the duration would stay at 15 minutes even if a different time was the default selected.
Updated the logic so that when you view someone's availability for appointments, the appointment time duration set in the admin will be the default shown. Before, it was always set to show 15 minutes and the duration would stay at 15 minutes even if a different time was the default selected. Added a help guide to the appointments edit form to help explain what the different fields do.
Added a help guide to the appointments edit form to help explain what the different fields do.
Companies
Made improvements to the copy displayed to users who want to book a company appointment. Now, depending on the situation, they'll see clearer and more helpful information if appointment slots aren't available.
Made improvements to the copy displayed to users who want to book a company appointment. Now, depending on the situation, they'll see clearer and more helpful information if appointment slots aren't available.
Customers
Displaying schedule items that customers are assigned to in the customer's engagement tab on their profile.
Displaying schedule items that customers are assigned to in the customer's engagement tab on their profile.
Events
Updated logic to the event manager role that now prevents them from being able to edit rooms or locations as this should only be something an admin can update.
Updated logic to the event manager role that now prevents them from being able to edit rooms or locations as this should only be something an admin can update. Added support for creating custom event check-in lists for your attendees and customers. Once created you can easily add the check-in lists to the menu via a custom menu item. You can choose from the main check-in list or any specific created check-in list.
Added support for creating custom event check-in lists for your attendees and customers. Once created you can easily add the check-in lists to the menu via a custom menu item. You can choose from the main check-in list or any specific created check-in list. Created the event check-in list on the web, allowing event managers to easily check in their attendees and customers.
Created the event check-in list on the web, allowing event managers to easily check in their attendees and customers.
Onboarding
Fixed a display issue with validation error for required fields on the onboarding screens for our users.
Fixed a display issue with validation error for required fields on the onboarding screens for our users.
Profile
Made it easier for you to log out of the platform! You'll now find the logout option in the top left-hand menu, making it much more visible than before when it was hidden in your profile.
Made it easier for you to log out of the platform! You'll now find the logout option in the top left-hand menu, making it much more visible than before when it was hidden in your profile.
Reports
Added a new section to our final event reports that allows you to quickly and easily access and pull all the different check-in reports from one place, including the event, appointment, and schedule item check-ins.
Added a new section to our final event reports that allows you to quickly and easily access and pull all the different check-in reports from one place, including the event, appointment, and schedule item check-ins.
Schedule
Added check-in reporting to our schedule reports, which are available both on the web and in the admin. You can download a comprehensive Excel report of all your schedule items, or individual check-in reports in PDF format.
Added check-in reporting to our schedule reports, which are available both on the web and in the admin. You can download a comprehensive Excel report of all your schedule items, or individual check-in reports in PDF format. Improved adding of customers to schedule items on admin, to be able to search and add customers one by one. Previously we only supported the paste of customer emails.
Improved adding of customers to schedule items on admin, to be able to search and add customers one by one. Previously we only supported the paste of customer emails. Made update to duplicating schedule items that now also allows for customers to be duplicated into the new schedule item.
Made update to duplicating schedule items that now also allows for customers to be duplicated into the new schedule item. Fixed a display spacing issue when adding speakers to a schedule item on admin.
Fixed a display spacing issue when adding speakers to a schedule item on admin.