You can now use merge tags in your quick replies so every saved response feels personal.

Here’s some ideas to get you started:

• “Hi [Client First Name], here's the link to book: [Booking Link]”

• “You can reschedule your appointment here: [Client Profile Link]”

• "Give us a call anytime at [Phone Number] if you have questions."

• “Hi, this is [User First Name]! How was your treatment today?”

To access quick replies, open a client conversation. Select the bookmark icon in the message box, or type Cmd + B or Ctrl + B.

To add a merge tag, select the Insert button in the quick reply text editor and pick from the list. If a merge tag can't be filled in (e.g. a web chat client without a name on file), you'll get a heads-up before the message is sent.

To learn more, go to the Learning Center

You can now pin notes and forms to the top of a client's timeline for easy access.

This is perfect for anything you need to reference frequently, such as:

• Client intake forms

• A client's most recent color formula

• Before photos

• Important client preferences

To pin an entry, go to a client's timeline, scroll to the note or form, click the '…' menu, and select 'Pin to Top'. The entry will appear above the timeline. You can pin up to three notes and three forms.

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You can now automatically add custom fees to an entire sale or a specific payment method.

Choose to set the fee as a flat amount or percentage and configure when it applies (e.g. minimum amount, service requirement, or location).

This is perfect for:

• Convenience fees: Attach a convenience fee that is applied when specific payment methods are used

• Eco fees: Add an eco fee to all service sales to cover your sustainability efforts

• Parking fees: Charge for parking and waive the fee when necessary

To get started:

Go to Settings > Payments & Checkout > Custom Fees

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The service durations you set for specific clients now apply to appointments booked via online booking.

Previously, a staff member had to book the appointment via the calendar for the client’s custom service duration to apply. Now, it auto-applies to all bookings for that client and service.

Here’s a refresher on the two ways to set a custom service duration for a client:

1. When booking through the calendar, update the duration and select Save duration for this client.

2. Within the client profile, go to Adjustments, then select Add custom duration.

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You can now @mention staff members in your internal conversation notes.

Just type @, select a staff member, and when you send the note, they'll get a notification and can jump straight to the conversation.

Mentions happen in internal notes, so your team coordination stays behind the scenes and clients never see them.

To get started, open any conversation, switch to Notes, and type @ to search for a staff member.

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You and your team can now automatically set your availability for receiving phone calls based on specific hours—no more having to manually toggle your availability on and off every day.

Here are your options for setting your availability:

• Unavailable: You won't receive any calls.

• Always Available: You’ll always be available to receive calls.

• Set Custom Hours: Set your own schedule. This is ideal for front desk staff or anyone whose call availability differs from their work hours.

• Use Scheduled Work Hours: You’ll be available to receive calls during your scheduled work hours.

  

  

  To get started, each staff member can go to Profile Settings > Phone Calls to choose their preferred availability option.

  

  

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