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 & booking
Open an event and its Google Meet link appears the moment it is ready, with Retry if it stalls. The Team picker now shows photos and emails and lists you first.
Workspace & team
The sign-in and sign-up screens now appear almost at once, and on most computers the app downloads less than half as much on a first visit.
Billing & paymentsClients & CRMClient portal
Send a client one monthly statement from their screen: balances, payments, pass-through costs and spend against a monthly budget, with a page they can open.
Clients & CRMBilling & paymentsCalendar & booking
Set up a boat pipeline, vessel fields and lead sources in one step, then bill services by the foot on invoices and your booking page.
Clients & CRMClient portal
Programs and memberships get a phone layout: a compact program page, member cards, buttons pinned in sheets, and a pass designer that keeps the pass in view as you edit.
Workspace & team
Settings → Help & about → Roadmap shows what is planned, in progress and shipped, lets you vote on ideas and suggest your own. Other members never see who posted or voted.
Workspace & team
Sign up or log in with your Google account in one step, and use Google with the account you already have.
Billing & payments
Your plan now shows exactly what you've used: Tokens beside the usage percentage, plus a message credits meter with its refill date.
Workspace AI
Settings → AI connections now has a Copy Claude Code command button. Paste it into a terminal to add your workspace's CRM tools to Claude Code, then sign in with /mcp.
Clients & CRMClient portal
Add files and links to a program's Resources tab for clients to open in their portal, and see how full each coach's calendar is in the Programs & Sessions report.
Billing & paymentsClients & CRM
Bill a new membership type through your own Square account, so the money lands there, and resolve freeze and cancel requests from members Square bills directly.
Workspace AI
Settings → AI connections now has Add to Cursor and Add to VS Code buttons. Each adds your workspace's CRM tools to the editor in one click, with no config file to edit.
Billing & paymentsCalendar & booking
Connect your own Square account so clients pay invoices, pay links and proposal deposits by card or Google Pay, and choose Stripe or Square for each payment.
Workflows
The Workspace369 app for Zapier is in beta: join with the invite link, connect a token and use 27 instant triggers, two actions and three searches in any Zap.
Client portalClients & CRM
Preview the member portal before you save, let members switch plans from their portal link, and design the Apple Wallet pass with live previews.
Clients & CRMProposals & contracts
Select many clients to move them to a pipeline and stage or change their lead source, with Undo. Board is now Pipeline, and locked Design controls show a padlock.
Workspace & team
Hide any page from the sidebar with a right-click or long-press. Hidden pages wait in a collapsed Hidden group and still open, and your choice follows you across devices.
Billing & payments
Reports has a Year-end summary: what you were paid and what you spent in a year, by month, client and category, with PDF and CSV export. It is on every plan.
Inbox & callsWorkflows
Owners and admins can create send-only email API keys, so your own app or website sends email from a verified domain with one API call. Each send uses your email credits.
Clients & CRM
Client profiles now lead with the client. On a phone, Call, Email and SMS sit under the name; on tablet and desktop, fields sit left and records right.
Clients & CRM
Turn a tablet at the door into a check-in kiosk. Members check in with a phone number and PIN or a pass; the screen shows only a first name and, if you choose, what is left.
Billing & payments
Keep your payment, cancellation and warranty terms in Settings, attach them to invoices and proposals, and edit them without leaving the invoice.
Workflows
The Builder API, the REST API at /v1, now works on every plan from Cadet up, alongside webhooks. A trial gets access once the card is saved.
Inbox & calls
Formatting, attachments, templates, Write with AI and scheduling now share one bar at the bottom of a new email, and on a phone the message uses the full width.
Billing & payments
Profit & Loss, Balance Sheet, aging, tax, budget and profitability reports now share one report page, with chips along the top and Export CSV.
Workspace AIClients & CRM
In a new workspace, AutoPilot chat offers Set up my pipeline in place of Review my workspace. Its request asks the AI to change nothing until you say yes.
Billing & paymentsClients & CRMClient portal
Create membership types, sell them with a pay link through your own Stripe, check members in at the front desk, and let members see their pass in the client portal.
Clients & CRMBilling & paymentsClient portal
Sell coaching in tiers, enroll a client with a coach and a pay link, and keep sessions and shared notes on their Program card. Clients see My program in the portal.
Clients & CRMWorkflows
Webhooks can now tell Zapier, Make, n8n or your own server when a client is created or moves to a new pipeline stage. On every plan, on the web app now.
Clients & CRM
See every lead on a pipeline board, run more than one pipeline, and read a Leads report on what wins and why. Webhooks now list their Recent deliveries.
Billing & payments
Owners and admins can now refund all or part of a Stripe card payment from the invoice it paid, choose whether the invoice stays paid, and follow the refund to the card.
Billing & paymentsWorkspace & team
The Reports page now starts with an At a glance strip of net income, cash, owed to you and to pay on Commander and up, then lists every report in a quiet two-column index.
Clients & CRMWorkspace & teamClient portal
Merge one lead source into another, set a custom hex accent color in Appearance, and see a notice when you share a portal with a client who has no email to sign in with.
Clients & CRM
Label any email or phone on a client with your own words, like Assistant or Billing desk. The label shows on the client page and in the invoice editor instead of Other.
Clients & CRMWorkspace & team
Type a new lead source in the client form and it is created and selected on the spot. The plans screen now marks your current plan and shows whether you pay monthly or yearly.
Clients & CRMWorkspace AIInbox & callsProposals & contracts
AI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot.
WorkflowsProjects, tasks & time
Workflows can now text a lead or a missed caller your booking page link, and the full-page task and accounting create screens save from a top bar.
Projects, tasks & timeWorkspace AI
AI Import now brings in projects as a sixth data type: each project arrives with its client, dates and budget, plus any tasks in the file, after you review it.
Workspace & teamClients & CRM
On the first-client step of a new trial, one tap adds a sample client, draft proposal and draft invoice to explore, and Home removes them in one tap when you are ready.
Clients & CRMWorkspace AIProjects, tasks & time
Workspace369 can read a client note, or text you paste in, and suggest follow-ups and tasks. You tick, edit and date them, then add them in one step.
Clients & CRMWorkspace AIInbox & calls
Describe your business and AI suggests pipeline stages, client fields and lead sources you edit before saving. Emails now steps from one email to the next.
Clients & CRMWorkspace AI
Workspace369 can now label new requests hot, warm or cold with a short reason, so you reply to the best leads first. Signing in on the web is faster too.
Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time
Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup.
Inbox & calls
A new short Add address flow for a verified custom domain, with send-only addresses, inbox.yourdomain receiving that sends as you@yourdomain, and simpler domain setup.
Workspace AI
OpenAI approved and published the Workspace369 plugin for ChatGPT. Connect it to ask about clients, draft invoices and proposals, and plan your week from ChatGPT.
Inbox & calls
Emails has a new look: folders in one row, a preview line on every email, Archive and Mark read on hover, and threads that end in a simple Reply box.
Client portalCalendar & booking
Clients can see and reschedule their bookings and message you from the client portal, and Commander and Enterprise can hide the Powered by Workspace369 credit.
WorkflowsProposals & contractsCalendar & booking
A workflow can now make a proposal from a template and email it to the client, and a service’s booking settings are regrouped so the essentials come first.
Workspace & team
On the web, everyone now opens to the new Home: what’s overdue, what needs you and today’s plan in one place. (Changed Oct 31: it’s now the only Home.)
Calendar & bookingBilling & payments
Clients can add a tip when they pay for a booking online, and tips on in-person Flash Pay card payments are now kept with the payment.
Proposals & contracts
Proposals in Hebrew or Arabic now read right to left on the page your client opens, and the Proposal Builder mirrors when the app is in Hebrew or Arabic.
Billing & payments
Finance → Reports now lists every report in one place, with search and, where your plan includes them, headline figures on the main accounting reports.
Calendar & bookingBilling & payments
Keep the client's card when they book, then charge the no-show or late-cancel fee they agreed to, right from the appointment.
Inbox & callsWorkspace AI
Draft, improve, shorten or change the tone of an email with AI, undo any change, choose the inbox your new emails start from, and write in a bigger composer with full screen.
Workflows
Send signed webhooks to Zapier, Make, n8n or your own server on every plan, starting with Cadet. Since Nov 3 the Builder API is on every plan too.
Proposals & contractsWorkspace AICalendar & booking
Offer good, better and best packages your client picks from, draft a proposal with AI, put proposal totals in contracts and show services on calendar events.
Calendar & bookingBilling & paymentsWorkflows
Send a booking link that works once, keep time free before each booking, let clients add a tip when they pay an invoice, and start workflows when a project is done.
Workspace & teamCalendar & bookingProposals & contractsWorkspace AI
Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them.
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 Home arrives, now the only Home.
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.
Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team
Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings.
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.
