New Updates for Week of August 26, 2024

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

Appointments
Green Heart Confirm Workflow Improvement: Refined the confirmation workflow for proposed appointments when the invites setting is toggled off, ensuring smoother processing and clarity. It lets the user choose if attendees are confirmed automatically or if the appointment is just to be set as Pending.
Green Heart Single Email ICS Invites: Updated manual status change logic for invited customers by removing the pop-up prompt if a confirmation ics email should be sent. This is not needed with this new workflow.
Green Heart Reminder Email Logic: Enhanced the logic for appointment invite reminder emails to fall within the send invite setting to better align with user expectations and scheduling nuances.
Green Heart Contact Option Templates: Added a loading indicator for using templates in contact options, especially when updates to the template needed to be saved first.
Green Heart Bulk Actions: Updated the current 'Add Rooms' option in bulk actions to be solely used when the 'Ask Customer' is enabled for appointments, providing more accuracy in room assignment during bulk appointment changes.

Customers
Green Heart Custom Fields Export: Including custom fields in customer exports now, enriching the data available for analysis and reporting.

Events
Green Heart External Engagement Enhancements:
  • Launched full-screen forms for external engagements, improving user interaction and data entry.
  • Added a new field for form types in external engagement to differentiate between event and engagement types, allowing for more detailed categorization and management.
  • Enabled editing capabilities for entries and added a new (+) button on the external engagements list page to facilitate easier access and submit new event forms.
  • Made edits to the list pages to enhance usability.
Green Heart Icon Updates in Event Wizard: Updated outdated icons in the event wizard to match the rest of the platform.

Global
 Lady Beetle  Unsaved Changes: Resolved an issue where a user receives an unsaved changes dialogue after saving, ensuring smoother navigation across different tabs.

Maps
Lady Beetle Display Issue: Addressed differences in highlights and pin placement for maps linked in appointment invites which were displaying incorrectly on larger screens.

People
Green Heart Email Attributes: Enhanced attendee email templates by making the QR code attribute for attendees available in more than just the registration confirmation email. This update allows for greater flexibility in how and where QR codes are used, enhancing communication with attendees across various event-related emails.

Registration
Green Heart Registration Form Update: Added a confirmation message to the registration form, warning users that exiting before completing will not save their information or register them for the event. This helps prevent unfinished registrations.
Green Heart Schedule Registration Improvements: Made the "Complete Registration" button always visible and updated the messages to make choosing schedule items easier and clearer for attendees.
Lady Beetle Layout Updates: Addressed layout issues in the website builder, particularly extra space usage when the bullet feature is used.
Lady Beetle Password Requirements: Fixed password requirements being visible during account creation to improve user compliance and security.

Schedule
Lady Beetle Duplicating Issue: Fixed an error encountered when duplicating a schedule item with an online meeting link enabled, ensuring reliability and ease of use.