Yearly plans: first year for the price of 6 months

Calendar & bookingBilling & paymentsWorkflows

One-time booking links, tips at invoice checkout and project workflows

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.

A navy release-notes plate titled One-Time Booking Links and Invoice Tips, beside real phone renders of One-time links with a new link for Priya Patel and the Tip amounts editor with 10, 15 and 20 percent buttons.

A buffer before each booking, and reminders you pick as chips

A booking page's Booking rules now has Buffer before each booking, above the buffer after. It keeps free time before every appointment booked on that page: none, 5, 10, 15, 30 or 60 minutes. Leave it on Service default and each service keeps its own buffer before.

In a service's booking settings, Reminders are now chips instead of a list of minutes: 7 days, 2 days, 1 day, 3 hours, 1 hour, 30 min and 15 min. Pick one or more, or tap Other to add your own in minutes, hours or days, up to 7 days. A service always keeps at least one reminder. Both are on the web app now and come to the iPhone and Android apps with their next update.

  • Buffer before: none, 5, 10, 15, 30 or 60 minutes
  • Reminder chips from 15 minutes to 7 days
  • Your own reminder with Other
A service's Online Booking settings on desktop: Availability Controls with Buffer before and Buffer after, and Reminders as chips from 7 days to 15 min with 1 day and 1 hour picked, plus Other.
Where to find it
  1. Settings
  2. Booking pages
  3. open a page
  4. Booking rules
  5. Buffer before each booking
Open in the app
Plans
Specialist and up
Learn more
Online bookingCalendar and booking

Let clients add a tip when they pay an invoice

Clients can now add a tip when they pay an invoice online. Turn on Tips at checkout under Invoices in Settings → Online payments → Payment methods; it stays off until you do. Tip amounts sets your three tip buttons, each a whole percentage from 1 to 100 (10, 15 and 20% to start), whether they are a percent of the amount before tax or of the total with tax, and whether clients can enter their own amount.

When the client pays the full balance on the invoice page, they see Add a tip: your three buttons, each with its amount, Custom when you let clients enter their own amount, and No tip. No tip is picked to start. The payment summary adds the tip as its own line and shows the new total due. Tips are not offered on a partial payment.

The invoice total and the receipt stay the same. On plans with Accounting (Specialist and up), the tip is booked as its own Tips income. When you refund a tipped card payment, the refund dialog shows the tip and how much you can refund while keeping it. The tip settings are on the web app now and come to the iPhone and Android apps with their next update.

  • Off until you turn it on
  • Three tip buttons, your own amount and No tip
  • Invoice total stays the same
  • Tips booked as their own income with Accounting
Payment methods on desktop with Tips at checkout turned on under Invoices, and the Tip amounts row showing 10% · 15% · 20% as a percent of the amount before tax.
Where to find it
  1. Settings
  2. Online payments
  3. Payment methods
  4. Invoices
  5. Tips at checkout
Open in the app
Plans
Every plan
Learn more
Online paymentsInvoices

Workflows that start when a project is done, and a Create project step

Workflows have a new Projects trigger, Project completed. It runs each time a project's status changes to Completed, or only once per project if you set it to, and it can use the project's name, number and status, plus the client when the project is linked to one. Use it to thank the client, send them your review link or tell your team.

A new Create project step works with any trigger. Give the project a name, which can include variables such as the client's name, pick the status it starts in, and choose whether to link the client. You can also stop the workflow if the project can't be created. For example, a Proposal accepted or Lead converted to client workflow can create the client's project for you. The step needs permission to create projects. Both are on the web app now and come to the iPhone and Android apps with their next update.

  • Project completed trigger with the project and client details
  • Create project step on any trigger
  • Project name with variables and a starting status
Two phone renders side by side: the Create project step with Website for Client name as the project name, In Progress status and Link the client on, and the Project status list from Planning to Cancelled.
Where to find it
  1. Workflows
  2. open a workflow
  3. trigger
  4. Projects
  5. Project completed
Open in the app
Plans
Every plan
Learn more
Workflow automationWorkflows tutorial

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