New Updates for Week of August 17, 2026
Please find below a list of our latest updates that are now LIVE.
Appointments
Edit View: Added a new flag with tooltip for segmenting an appointment to educate users that this new functionality is now available for use.
Edit View: Added a new flag with tooltip for segmenting an appointment to educate users that this new functionality is now available for use. Calendar View: Added a timezone display for clarity so users can see what timezone appointments are scheduled in when viewing from the calendar.
Calendar View: Added a timezone display for clarity so users can see what timezone appointments are scheduled in when viewing from the calendar. Appointment Emails: Added new email template on admin to set up the text that notifies requestors when Appointment Request Forms have been declined.
Appointment Emails: Added new email template on admin to set up the text that notifies requestors when Appointment Request Forms have been declined. Insights Export: Enhanced the insights reporting by adding additional columns to the export for Topics, Objectives, and Custom Fields data.
Insights Export: Enhanced the insights reporting by adding additional columns to the export for Topics, Objectives, and Custom Fields data. Custom Dashboard: Added value grouping settings to our dashboard graphs to view cross-functional and overlapping values.
Custom Dashboard: Added value grouping settings to our dashboard graphs to view cross-functional and overlapping values.
Ask Customer Email: Fixed an issue where bulk actions failed to send Ask Customer emails when appointments were segmented and the email was toggled to be edited before sending.
Ask Customer Email: Fixed an issue where bulk actions failed to send Ask Customer emails when appointments were segmented and the email was toggled to be edited before sending.
Customers
Profile: Added the ability to follow customers to stay updated on their engagement and activity right from their profile.
Profile: Added the ability to follow customers to stay updated on their engagement and activity right from their profile. Timezone Auto-Clear: System now automatically clears expired customer timezone data to ensure we rematch and use the latest timezones when they respond to invites.
Timezone Auto-Clear: System now automatically clears expired customer timezone data to ensure we rematch and use the latest timezones when they respond to invites.
Menu
Default Event Menu: Fixed an issue where default event menu settings weren't applying when creating new events.
Default Event Menu: Fixed an issue where default event menu settings weren't applying when creating new events.
People
Alternative Emails: Our internal team's admins can now add alternative email addresses for users, making it easier to match and identify users across systems.
Alternative Emails: Our internal team's admins can now add alternative email addresses for users, making it easier to match and identify users across systems.
Registration
Display: Fixed favicon not displaying correctly on event registration pages for better branding consistency.
Display: Fixed favicon not displaying correctly on event registration pages for better branding consistency.
Schedule
Schedule Builder: Included Room/Location details in the Custom Schedule Builders PDF and Excel exports for complete scheduling information.
Schedule Builder: Included Room/Location details in the Custom Schedule Builders PDF and Excel exports for complete scheduling information. Calendar View: Added a timezone display for clarity so users can see what timezone schedule items are scheduled in when viewing from the calendar.
Calendar View: Added a timezone display for clarity so users can see what timezone schedule items are scheduled in when viewing from the calendar.
Surveys
Edit Responses: Our internal admins can now edit survey responses after submission for corrections or updates.
Edit Responses: Our internal admins can now edit survey responses after submission for corrections or updates.