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Poweredย byย Canny

improved

๐Ÿ“ Notes that know who they are for, and everything else from the last sprint

Notes, rebuilt in three tiers ๐Ÿ“
A booking used to have one notes field. It now has three, each one intended for its own audience.
  1. Additional Information:
    The note that comes from the booking form, written by the customer or by your team when booking internally.
  2. Provider Notes:
    Goes to the service providers assigned to the job. The customer never sees them.
  3. Private Notes:
    Stays inside the company. Not the service providers, not the customer.
โš ๏ธ
About Additional Information
This is the note that has always come from the booking form, so it was meant for the customer to read. Some companies were using this field for internal coordination. So it stays hidden from customers until we can turn it on without exposing sensitive information. We will give you plenty of notice before that changes.
โš ๏ธ
Service Providers Mobile App
Ask your Service Providers to update to the latest version of the App, otherwise they will not see Provider Notes.
Customer Notes:
Now a single field on the customer's profile, shown across all of their bookings. You can see it in the booking detail as a popover, and tick
Share with assigned service provider(s)
to make it visible to Service Providers in the app as well.
Booking and scheduling ๐Ÿ“š
  • Faster internal bookings:
    Search an existing customer instead of retyping them, select between already stored addresses, write Provider and Private Notes, and set a custom duration, all of these from the internal booking creation process.
  • Internal-only services:
    A service can be hidden from your public booking form while staying available from the internal Booking Form. You can configure it by editing the service.
  • Calendar on phones:
    The month view fits the screen, scrolls with the weekday header fixed, and the toolbar collapses to one row.
  • Download job photos in bulk:
    Every photo from a booking as one zip, organised by provider, and the bookings list shows which jobs have photos.
  • Payout exports:
    Due and paid payouts as CSV.
Money ๐Ÿ’ฐ
  • Gift cards as a payment method:
    A gift card can now be selected as payment, and it is applied after tax as a form of tender rather than as a discount.
  • Payment links in emails:
    Now you can drop a
    [PAYMENT_LINK]
    tag into the New Booking notification and any booking without a card on file gives the customer an Add Payment Method button. It renders nothing when a card is already on file, so it is safe to leave in the template permanently.
Other โ„น๏ธ
  • Customer portal refresh:
    Redesigned sign-in and password screens, cleaner payment method cards, and a booking list that is easier to scan.
  • New webhook events and fields:
    New
    provider.created
    and
    quote.created
    events, cancellation scope on
    booking.canceled
    , and all three note tiers exposed in the public API.
  • API reference:
    Properly themed, with light and dark and a working mobile layout.