New Updates for Week of September 28, 2026

New Updates for Week of September 28, 2026

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

Appointments
Green Heart Analytics Dashboards: Added a new Table widget with a Details List and Pivot Table option, making it easier to organize appointment data, compare key metrics, and quickly identify the appointments connected to the data.
Green Heart Email Templates: Expanded appointment email template options for Regular and Ask Customer invitations.
  • Create additional Regular and Ask Customer email templates on admin.
  • Select the template to use when sending invitations from an individual appointment.
  • Select the template to use when sending invitations through bulk actions.
Green Heart Merged Appointment: Updated the cancellation email sent when merging confirmed appointments and replaced it with a dedicated merged appointment notification.
Green Heart Details View: Added Next and Previous buttons to the Appointment Details view for easier navigation between appointments.
Green Heart Segmented Appointments: Updating confirmed appointments and making them segmented now supports the reset status and confirmation method flows.
Lady Beetle Request Form: Fixed an issue where the People Lookup search field on Appointment Request Forms was not working properly.

Customers
Green Heart Customer Lists: Added a required-field indicator to the Internal Attendees column in individual Customer Lists.
Lady Beetle Customer List: Fixed an issue where the Next Steps Taken count in Customer Lists was not displaying accurate results.

Event Setup
Lady Beetle Links & QR Codes: Fixed an issue where the Appointment Dashboard menu link and QR code redirected users to the Home page instead of opening the dashboard.

Leads
Green Heart Lead Menu Setup: Added a new admin setting to enable lead menu items to show as quick actions on scanned lead cards on app.

Login
Green Heart Login Link: Updated the expired Instant Login Link page to provide an updated, clearer experience when a link is no longer valid.

Maps
Green Heart Map Visibility: Added an admin setting to hide maps from the map list on web and app when they are used only for room assignments.

Registration
Green Heart Auto Close: Event registration can now automatically close when schedule items reach capacity and the minimum required sign-up threshold is met.
Green Heart Updated Branding: Updated the public registration page footer with the new logo and social media icons.

Reports
Green Heart Attendee Check-In Reports: Added Guest Check-In Status to Attendee Check-In Reports for more complete check-in reporting.

Surveys
Lady Beetle Scale Questions: Fixed the appearance of Scale-style questions for a one the one page survey display.