New Updates for Week of May 5, 2025

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

Account Management
 Green Heart  Free/Busy Integration Status: Added a new indicator in admin to show the connectivity status of Free/Busy calendar integrations for appointments, improving troubleshooting and transparency.
 Lady Beetle  Broken Account Access: Fixed an issue where clicking to access an account from an event was not working as expected.

Appointments
Green Heart Bulk Actions: Updated the bulk action for adding people to also allow adding of partners to multiple appointments at once.
Green Heart Mutual Metric: Updated the mutual metric tooltip in appointment list view to better reflect what this number represents.
Green Heart Timezone Display: Updated the location availability view to clearly show which timezone is being referenced.
Lady Beetle Cancellation Note: Fixed an issue where the cancellation note was incorrectly using the personal message custom field labeling.
Lady Beetle Partner Attendee: Resolved an issue where postponing an appointment caused partners to appear as internal attendees in the new appointment.
 Lady Beetle  Contact Options: Fixed an error that occurred when accessing the details view and using contact options via location availability.
 Lady Beetle  Date Selection in Safari: Addressed a problem where the selected appointment date reverted to today’s date when editing appointments in Safari browsers.

Collections
Lady Beetle Collection Access: Fixed an issue that prevented admin users from accessing Collections due to the system incorrectly requesting to select a company.

Global
 Green Heart  Timezone Search: Introduced support for searching timezones by abbreviation and cities anywhere the timezone field appears on admin.
 Lady Beetle  Free Response Fields: Improved interaction on free response fields to now activate properly on click across their entire field area.
Lady Beetle Description Fields: Added a helpful message in admin description type fields when unusual spacing is detected, allowing users to easily fix it if necessary.

Home
Green Heart Company Name Display: Added a setting at the company level to optionally hide the company name from the home page.

Meetings
Green Heart Meeting Form: Users can now add customers to Ensemble meetings directly from saved customer lists.
Green Heart Meeting Status: Added a new column to show the status of Ensemble meetings in the list views on both web and admin.
 Green Heart  Check-In Options: Updated individual Ensemble meeting check-in options to better display default check-in set up and customizations.
 Lady Beetle  Saved View: Resolved an issue where sharing a saved view resulted in an error.
 Lady Beetle  Menu Filter Logic: Updated the custom menu filtering logic for Ensemble meetings to apply OR logic instead of AND when setup includes the same field, allowing for more flexible filtering.

Notifications
 Green Heart  Improved Reporting: Enhanced the accuracy and clarity of notification reporting in admin in the event an email notification is resent.

People
 Green Heart  User Profile: Admins can now assign account-level groups directly to user profiles.

Reports
 Green Heart   Email Reports: Added an icon to the email reports to identify emails that were not delivered, improving email reporting visibility.

Schedule
 Green Heart  Check-In Options: Updated individual schedule item check-in options to better display default check-in set up and customizations.
Green Heart Self Check-In: Added a new check-in option that allows for users to self check-in for schedule items. The user can access this via scanning a QR Code or opening a dedicated link.