We've improved appointment scheduling for scenarios with multiple hosts on a booking form using the setting of "any host available." Now, when hosts have overlapping availability, the system will automatically select the host with the fewest scheduled appointments of that type per form. This ensures appointments are evenly and fairly distributed among your hosts.

Previously, reminders could be created individually from their respective pages, such as within documents, forms, or settings. To streamline your workflow and improve consistency, we've migrated all reminder functionality to the dedicated Reminders page. You will no longer see reminder options on individual documents, forms, or settings pages. Moving forward, please use the centralized Reminders page for creating and managing all your reminders.

We've simplified your email experience by bringing all emails into a single "Emails" page under the Marketing side navigation, removing separate tabs for "Email Templates" and "Email Sends." You can now easily create, manage, duplicate, and associate emails with forms, documents, or file requests—all from one centralized location. To learn more you can visit our help article here.

We've added a new optional 3% surcharging feature for firms using our Time & Billing functionality. You can now set a default preference on your Invoices settings page, and you'll also have the ability to enable or disable surcharging on a per-invoice basis.

For more details on how to use this feature, please visit our Surcharging Help Article.

We've improved the invoice forwarding process. Now, when an old invoice is forwarded to a new invoices, the outstanding balance is automatically moved to the new invoice, and all future transactions will be recorded on this new invoice rather than on previous invoices.

Note for QuickBooks Integration Users:
This update introduces an additional field that must be mapped to QuickBooks. To complete this setup, please visit your QuickBooks Integration page.