Release notes
New features for running client work: what each one does, where to find it in the app and which plans include it. Updated every time we ship something you can use.
Calendar & bookingWorkflows
Mark an appointment as a no-show and start a workflow from it, cap how many bookings a teammate takes each week, and open a service for booking only between two dates.
WorkflowsWorkspace & team
Save your review page link once and let a workflow email it after each appointment, and bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie with AI Import.
Calendar & booking
Bookings can now need your approval only on the days you pick, booking pages tag times Instant or Request, and embedded booking can record where new clients came from.
Billing & paymentsProposals & contractsCalendar & booking
After a client pays an invoice, pay link, proposal or booking, they now see your note and next-step buttons under the confirmation, with an optional redirect to your site.
Workspace & teamBilling & payments
Locked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover.
Billing & payments
Type an amount, turn your phone to the customer and let them pay by Apple Pay, Google Pay or card. Every Flash Pay becomes a paid invoice, with optional tips.
Billing & paymentsInbox & callsProposals & contracts
Invoice reminders, proposals, receipts and e-signature emails go out in your workspace's look from your mailbox, with a richer signature editor and a clearer reply box.
Billing & payments
Choose which payment methods clients see through your Stripe account, override them on a single invoice, and edit invoices in a cleaner tabbed editor.
Workspace AIWorkspace & team
Messages that Claude, ChatGPT or another connected AI wants to send wait for your approval, settings pages get their own web links, and a new optional Home is available.
Calendar & bookingInbox & calls
See your Google Calendar events next to your bookings, add Google Meet on any plan, connect a custom email domain in three steps, and save reusable texts.
Billing & paymentsProjects, tasks & time
Run hour-bank, fixed monthly and prepaid retainers with a live hours meter, put repeat invoices on card autopay your clients agree to, and void unpaid invoices cleanly.
Workspace & team
New workspaces get a step-by-step setup card on Home, and each workspace you belong to can have its own light or dark mode and accent color.
Workspace AI
Chat with AutoPilot in a cleaner layout with private, renamable, pinnable chats and real tables, then run its suggested next steps with one tap.
Proposals & contractsWorkspace AI
Build proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you.
Calendar & bookingClient portal
Online booking can ask clients which team member they want, with each person's own service length, and the client portal gets a preview and brand color controls.
WorkflowsWorkspace & team
Add decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped.
Client portalClients & CRM
Client portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own.
WorkflowsClients & CRM
Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate.
Workspace & team
Every Settings page now follows one layout with grouped navigation and search, and your phone and your computer each remember their own text size.
Projects, tasks & time
Create tasks in seconds and drag them across the board, fill in a weekly timesheet with approvals, and upload files through a queue that handles duplicates.
Proposals & contractsClients & CRMWorkspace & team
Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
Clients & CRMCalendar & bookingWorkspace AI
Track clients through stages with a follow-up queue and AI-drafted messages, and create calendar events by dragging, with Google Meet links and guest invites.
Billing & paymentsProposals & contracts
Choose the template, palette and extras for your public invoice page, and change accepted proposals or paid invoices through approved change orders.
Workspace AIClients & CRM
AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.
Proposals & contractsClients & CRM
Upload a PDF or use a template, place signature fields, and send it for signing. Signers verify by email code, and you keep an audit trail and evidence file.
Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM
Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.
Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM
A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview.
Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM
Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI.
Inbox & callsWorkspace & team
Write and preview email from the inbox, run several email addresses and phone numbers, delete and block safely, and set team permissions with role presets.
Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time
A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
Looking for something older? The features overview covers everything Workspace369 does today, and the documentation explains each setting.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
