New Updates for Week of June 23, 2025

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

Account Management
 Green Heart  Integrations Update: Added DocNexus as a new integration option for account-level setup, enabling users to connect external data sources more easily.

Appointments
 Green Heart  Ask Customer with Voting: Update Overview: Organizers can now choose to send regular invite emails to customers who initially declined an Ask Customer invite via the availability email, once the date has been selected.
 Green Heart  Activity Notes: Partners are now included in automated appointment activity notes to ensure full visibility into all participant actions.
 Green Heart  Customer Resend Button: Added a 'Resend Ask Customer' button for pending ask customer appointments for easier follow-up with customers.

Calendar
 Green Heart  Subscribe Calendar: Updated the calendar subscription messages to align with account-level configurations for clarity.

Customers
Green Heart Customer Creation: Users can now initiate supported customer integrations such as DocNexus as the first step in the customer creation workflow.
 Lady Beetle  Master List Results: Resolved an issue where last engaged filters on the Customer Master List returned incomplete or incorrect data sets.

Events
 Green Heart  Timezone Updates: Improved clarity in how timezone options are displayed in the event setup experience, showing most common timezone results first.

Global
 Green Heart  404 Page Update: Refreshed the 404 error page with updated visuals and more helpful messaging for end users.

Meetings
 Green Heart  Meeting Form: Adjusted the form for Ensemble meetings by making only the start time required by default for single day meetings, offering greater scheduling flexibility.
 Lady Beetle  Layout Fix: Addressed a layout issue when expanding the activity feed on smaller screens to improve usability.

Schedule
 Green Heart  Calendar View Update: Added the ability to create new schedule items directly from calendar view, similar to how location availability works for appointments.