Changelog

Follow up on the latest improvements and updates.

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On the customers page, you can now block them from creating a booking. This will also block them from logging into their portal and create a booking from there.
block
New multi user accounts allow you to add new users to your ConvertLabs account as either admins, or staff.
staff accounts
You can now connect events in ConvertLabs like "New Lead" and "New Booking" to your favorite apps via Zapier. Visit Zapier.com and search for ConvertLabs. Looking for a new trigger? Send your ideas to hello@convertlabs.io
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New setting where you can prevent new customers from receiving their discount on the first booking. The system will check if the customer is an existing customer or not before removing that discount for their first booking..
On the main dashboard, you will now find new interactive charts. Please reach out for any additional metrics you'd like us to add :)
charts
Incase you didn't see our email, here's a quick video walkthrough of our integration with Gigwage, which allows you to pay your contractors directly from the ConvertLabs dashboard after calculating what they are owed.
We're been using it for the past 2 weeks, and it's incredible how much time this has saved us. Contractors are also happy that they can get the money instantly in their bank accounts.
The bug where the bookings shown to teams on their portal is now fixed and ordered properly.
You can now login as a team. On the teams page, click the green button to get a link to login as that team, or to send to them. (You’ll need to use an incognito window or log out of ConvertLabs, you can’t be logged into both at the same time)
team login
You can now set up manual booking to include where the customer source is, as well as denote which sales agent closed the job. Set up sales agents here: https://convertlabs.io/booking/book_settings
source1
source2
For manually created bookings, you can now send customers a link for them to add their credit card without forcing them to login to their portal.
Under the booking edit section, you can now find a button to copy the URL to send to customers so they can confirm their booking and add a credit card.
Use case: Customer calls to make a booking but doesn't want to give their credit card over the phone, so this allows you to create the booking, and send them a link so that they can add their credit card. The card will be automatically assigned to the customer and that booking.
link
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