New Updates for Week of May 4, 2026
Please find below a list of our latest updates that are now LIVE.
Appointments
Templates: Appointment Template Forms now support:
Templates: Appointment Template Forms now support: - Configuring associated Insight settings
- Enabling appointment segmentation for internal team members
Customer Portal: Internal users accessing the Customer Portal are now routed directly to 'My Schedule' for a more relevant experience.
Customer Portal: Internal users accessing the Customer Portal are now routed directly to 'My Schedule' for a more relevant experience. Email Control: Added the ability for our internal team to disable the "Reminder for Proposed Appointments” email.
Email Control: Added the ability for our internal team to disable the "Reminder for Proposed Appointments” email.
Details View: Fixed an error triggering on the appointment details page due to a customer being removed and deleted.
Details View: Fixed an error triggering on the appointment details page due to a customer being removed and deleted. Confirm Appointment: Fixed an issue with an appointment with a large number of attendees not able to get updated due to the Save button not showing.
Confirm Appointment: Fixed an issue with an appointment with a large number of attendees not able to get updated due to the Save button not showing. Safari Room Selection: Fixed an issue in Safari where room availability incorrectly showed as unavailable for some users.
Safari Room Selection: Fixed an issue in Safari where room availability incorrectly showed as unavailable for some users.
Customers
Engagements:
Engagements: - Added a PDF export option for Engagement graphs that includes underlying data details.
- Engagements by Month Chart now displays data only up to the current month.
- Added an informational tooltip to clarify what is shown in the default Engagements view.
Insights
Visibility Access: Added a setting to the insight form set up to control which users and groups can view insights wherever they are used, to give more flexibility.
Visibility Access: Added a setting to the insight form set up to control which users and groups can view insights wherever they are used, to give more flexibility. Submission Access: Added a setting to the insight form to determine which users and groups have ability to submit insights for more control.
Submission Access: Added a setting to the insight form to determine which users and groups have ability to submit insights for more control. Multi-Form Support:: Admins can now configure multiple default Insight forms in both Appointments and Schedule settings. Users can then view, and submit various insight forms for the same appointment if available.
Multi-Form Support:: Admins can now configure multiple default Insight forms in both Appointments and Schedule settings. Users can then view, and submit various insight forms for the same appointment if available.
Menu
Dashboards Submenu: Added a new Dashboards submenu option under Appointments in the events menu configuration on admin.
Dashboards Submenu: Added a new Dashboards submenu option under Appointments in the events menu configuration on admin.
Reports
Schedule Conflicts Status: Added an attendee status column to the Attendee Schedule Conflicts reports for better visibility.
Schedule Conflicts Status: Added an attendee status column to the Attendee Schedule Conflicts reports for better visibility.
Schedule
ICS Attachments: Schedule sign-up confirmation emails now include an attached ICS calendar file.
ICS Attachments: Schedule sign-up confirmation emails now include an attached ICS calendar file.