New Updates for Week of June 29, 2026

New Updates for Week of June 29, 2026

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

Appointments
Green Heart Appointment Settings: Updated the settings UI for improved usability and support of growing number of configuration options.
Green Heart Appointments Template: Added the Customer Thank You Email toggle to enable/disable within Appointment Template settings.
Green Heart Merge Appointments: Expanded merging appointments to support all segmented and non-segmented appointment combinations with updated messaging throughout the merge flow.
Green Heart Customer Phone Number Verification: Added an optional phone number verification setting on admin and flow on web when customers confirm appointments through Ask Customer pages.
Green Heart Appointment Requests: Added an Organizer filter to the Appointment Request List.
Green Heart Activity Notes: Implemented the option to notify the appointment scheduler whenever a note is entered.
Green Heart Cancellation Warning: Added a warning when cancelling appointments if appointment updates or reminder emails are disabled.
Lady Beetle Export: Fixed an issue preventing appointment reports from downloading successfully.

Customers
Green Heart Bulk Appointment Validation: Added validation flow when creating appointments from Customer Lists to warn if required custom fields are missing.

Ensemble
Green Heart Imports: Added the ability to automatically associate imported ensemble records with an Event at the Event, Company, and Account levels on web and admin pages.

Leads
Green Heart Exports: Admins and Event Managers can now export Leads and Survey reports directly from web for all leads.

Registration
💚 Question Repository: Introduced a Registration Question Repository managed at the account level to centralize reusable registration questions. Registration Forms can now copy questions directly from the repository.
Green Heart Unregister: Added an Unregister button to both the registration confirmation modal and post-registration pages.
Green Heart Review Status: Registered users on events in Review status now see a disabled Registered button and can still Unregister from Event if needed.


Schedule
Green Heart Schedule Builder: Added PDF and Excel export options to Schedule Builder on web.