Product Updates

Automate post-purchase triggers that move clients through your sales funnel, helping you track buyer behavior effortlessly.

A cleaner, more streamlined Pricing Options screen makes it easy for you to see what's active and what you're selling online or in-store.

Managers and operators can see follow-up tasks across their team and by specific staff, helping to spot overdue tasks and keep leads on track.

For Book Now, Pay Now appointments, clients can decide whether to save the card they use for payment as their default card on file, making repeat checkout faster without forcing card storage.

Auto emails, also known as notifications, now have clearer audience grouping and a more organized layout, making it easy for you to send messages based on client behavior.

With Quick Edit mode, you can update product details directly from the list view on the Retail Products screen.

Stay on top of your business with a weekly AI-driven summary of your most important metrics, including revenue, utilization, first visits, and new members. Week-over-week comparisons show what improved and what needs attention, and what's driving changes. Turn your data into clear, digestible takeaways to make smarter decisions, every day.

The Client Info page now brings key details into one streamlined view. Staff can quickly find and update information without jumping between screens. You can reorder sections to put your key info up top.

With faster load times and a cleaner layout, managing client profiles takes less time and feels more straightforward during busy shifts.

The lead detail card in Lead Management now puts everything in one place. Staff can view visit history, purchases, opt-in status, demographics, and notes without switching screens. You can also send emails directly from the card and track lead-specific notes throughout the sales process. It's a faster way to follow up and stay organized while managing opportunities.

When applying trigger templates in Lead Management, you can now select who will receive them. Apply automation to specific locations or newly added ones without changing existing workflows.

This reduces manual rework and gives multi-location businesses more control over how automation runs across their sales pipeline.