New Updates for Week of December 15, 2025

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

Appointments
Lady Beetle Resend Invite: Addressed an issue where the "Resend Invite" button was shown even when no invitation had been sent yet.

Customers
Green Heart Customer Lists
  • Completed a QA round for the Customer Lists feature to ensure quality and stability.
  • Added a message to inform users which fields will not carry over when importing a customer list from a different event.
  • Updated logic so that importing from the same event now correctly carries over all supported fields and values.
  • Fixed an issue where bulk actions showed an empty view when appointment custom fields were not enabled.
Insights
Green Heart Account & Appointment Integration: Introduced a robust new Insights framework to streamline how feedback and key takeaways are collected and managed across appointments and events. This foundational feature enables future enhancements across multiple features.
  • Set up and manage default Insights Forms at the account level in admin using a new form builder.
  • View and export submitted insights across all events via a centralized response list and reporting view at account level in admin.
  • Customize at the event level in admin which form is used for appointments of an event.
  • Appointment attendees can now submit and view insights directly from appointment list and details views, supporting smoother follow-up workflows.

People
Green Heart Attendee List: Updated the “Registered” status label in the attendee list to improve clarity around attendee status.

Reports
Lady Beetle Leads Dashboard: Updated the filtering by group in the leads dashboard to show a loading indicator before displaying filtered results.

Schedule
 Green Heart  Calendar View: Updated calendar view to now default to the day or week view with the next closest upcoming schedule item for easier access.