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Improving the First-Time Experience in Calendars

March 28, 2025

We’re excited to roll out a series of updates that aim to make the Calendars module more intuitive and user-friendly—especially for first-time users. These enhancements reduce friction, guide users more effectively, and help them get value from the platform faster.

🧭 Smarter Empty States with Clear Guidance

  • We’ve introduced empty state illustrations across the Calendar Settings, Groups tab, and Appointments List View.
  • These illustrations now provide helpful context and clear calls to action (e.g., “Create your first calendar”) to guide users instead of leaving them confused or unsure of what to do next.
  • In the Appointments List, if no appointments are available, users are now prompted to book their first test appointment—encouraging proactive action.

🧩 Simplified Calendar Group Setup

  • Previously, creating a group and adding calendars to it previously required multiple steps and context-switching.
  • After a group is created, users are immediately guided to add calendars to that group with bulk selection options, saving time and eliminating confusion.
  • Additionally, when managing calendars, users can see which group each calendar belongs to, making group management more transparent.

🛠️ Key Actions Made More Accessible

  • We’ve surfaced critical actions (like Edit, Share, and Troubleshoot) directly on the Calendar Settings page, eliminating the need to use the three-dot menu.
  • All secondary actions have been consolidated into the menu for a cleaner, more focused UI.

💡Why This Matters

These updates make it easier for new users to start, reducing confusion and setup time. By guiding users with clear actions and simplified flows, we’re improving activation and setting them up for long-term success.

Recently Updates

Add Guests – Enhancements

Appointment Modal – Now in a Side Drawer

★ New Feature: Call Scripts

Improving the First-Time Experience in Calendars

★ New Feature: Multiple Review Platform Integration

Deposits and Payment Plans on Documents & Contracts!

★ New Feature: Documents and Contracts Template Library now available

Background Color for Text Elements

★ New Feature: View and delete cards on file – Manage cards option

Docs & Contracts: Reorganize document pages

★ Companies Module – Major Release

Estimates: Auto-Invoicing post acceptance

Introducing Dynamic Countdown Timer!

Automate Tagging Based on Campaign Interactions

Invoices: Now supports Bank only transfers

Attachments in Estimates & Invoices

Estimates: Custom Values and Partial Quantity Support

Preview and CC now enabled in emails of Documents & Contracts

Email Builder – Rounding of Layouts

New triggers for Payment Links and Paypal for recurring invoices

Enhanced Contacts Import Experience

Documents and Contracts: Recurring Payments Support after signed document

Add business hours to Invoice reminders

Calendar: Add Notes Per Appointment

Recurring Invoices: Editing now enabled

Square in Calendar Payments

New Update: QuickBooks Integration Enhancement in Reputation Management

Chat Widget – Business Office Hours

Exciting Update: WorkFlow Triggers for Streamlined Review Management Automation

Rescheduled Tag in Appointments

Private File Upload Support in Media Storage

Create or Schedule Subscriptions and Invoices within the Contact Details Page

Personal Calendar for Seamless 1:1 Bookings

★ New Feature – Estimates! Now LIVE!

★ New Feature: Countdown Timer

Additional Attributes to Online Listing Details

New Brand Boards

New User Interface for Social Planner

Late Fee Option on Invoices

Add Card On File for your customers

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