New Updates for Week of September 14, 2026

New Updates for Week of September 14, 2026

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

Account Management
Green Heart Platform Details: Added an Account Management setting to enable Insights and Ensembles for our internal team. For any account interested in using these features, we will need to enable them for you.

Appointments
Green Heart Dashboards: Improved analytics dashboard value grouping logic for combined data to include Not Specified if it contains values.
Green Heart Filters: Added a Key Insights filter to the Appointment List to easily identify appointments with Insights enabled and see whether insights have been collected or are still outstanding.
Green Heart Email Attributes: Internal custom fields are now available as email attributes, and Ask Customer emails now support an 'Invitee Company' attribute.
💚 Rooms Requiring Customer: Rooms configured to require a customer will now block regular users from saving appointments in Proposed status. This ensures rooms can't be reserved unless a customer is added.
💚 Resources: Added a private resource badge to the appointment details view to help organizers identify which resources are visible to whom.
Green Heart No Reply Emails: Updated the default reply-to behavior for confirmation/calendar hold emails to go to both Scheduler and Organizer instead of Scheduler only. This applies universally across all accounts.
Lady Beetle Drafts: Fixed an issue preventing appointments from being saved as proposed drafts without filling out required fields first.
Lady Beetle Segmented Appointments: Updated confirmed appointments to support Reset Status and Confirmation Method flows when enabling segments.

Customers
Green Heart Customer Lists: Made minor updates to the Customer List Checklist and Planning Overview Dashboard based on product and team feedback.
Lady Beetle Customer Profiles: Fixed an issue where users received an error when editing custom profile information.

Events
Lady Beetle Filters: Fixed an issue where the numbers displayed for Event Type filters did not add up correctly.

People
Green Heart Emails: Added a checkbox setting, available at both account and event level, to control whether the event's ICS file is attached to specific outgoing attendee emails.

Registration
💚 Setup: Added a Decline setting that enables a button on event registration pages. This allows any user to decline attendance with authentication and a prompt for a reason before recording the decline.

Schedule
Green Heart Custom Builder:
  • Updated the default view to be the first day of the event.
  • Added Room or Location details to display when this information is available.