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October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM

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.

Cut-paper illustration of a month calendar with tabs, an envelope, coins, a bell, speech bubbles and an amber flame, beside a render of a proposal with packages.

Get paid more ways: Flash Pay, payment methods, tips, retainers and autopay

Flash Pay takes a payment on the spot with a QR code or a pay link, and every payment becomes a paid invoice. In Online payments you choose which payment methods clients see through your Stripe account, and you can override them on a single invoice. Clients can add a tip when they pay an invoice online, and tips on in-person Flash Pay card payments are now kept with the payment.

Retainers run as an hour bank, a fixed monthly fee or a prepaid deposit with a live hours meter, and recurring invoices can go on card autopay your client agrees to. After a client pays, they see your note and next-step buttons under the confirmation. You can also void an invoice that was sent but never paid.

Finance → Reports now lists every report in one place, with search.

  • Flash Pay by QR code or pay link
  • Payment methods per workspace and per invoice
  • Retainers with a live hours meter
  • A thank-you note and next steps after payment
Type the amount, show the QR code, and see Payment received when the customer pays. Example data.
Where to find it
  1. Flash Pay in the sidebar; Settings
  2. Online payments
  3. Payment methods; Retainers in the sidebar; Finance
  4. Reports
Open in the app
Plans
Every plan
Learn more
PaymentsFlash PayMore ways for clients to payRetainers and recurring autopayAfter-payment pageInvoice tipsTips on bookings and Flash PayReports home

No-show fees and tips for online bookings

Services that take a deposit or full payment can keep the client's card at booking. When an online booking is marked as a no-show, or the client cancels after your cancel notice, you charge the fee they agreed to right from the appointment. Clients can also add a tip when they pay for a booking online.

  • Save card at booking
  • Charge no-show fee from the appointment
  • Tips on online bookings
The Save card at booking switch turned on, with Flat amount selected and a no-show fee of 25 US dollars, and a note that you charge it yourself from the appointment.
Where to find it
  1. Catalog
  2. open a service
  3. Online Booking
  4. Configure booking; Calendar
  5. open the booking
  6. ⋯
  7. Charge no-show fee
Plans
Specialist and up
Learn more
Online bookingNo-show feesTips on bookings and Flash Pay

A new proposal builder, pick-one packages and Write with AI

The proposal editor has a cleaner toolbar and an easier block picker, and an AI app connected to Workspace369, such as Claude or ChatGPT, can build or restyle a proposal for you. You can offer good, better and best packages your client picks from, and Write with AI drafts a proposal's introduction, scope and line items.

Contract templates have Proposal total and Proposal deposit merge fields, and proposals in Hebrew or Arabic now read right to left, including in the Proposal Builder. A workflow can also make a proposal from a template and email it to the client.

  • Pick-one packages
  • Write with AI for proposals
  • Design proposals with your AI assistant
  • Right to left in Hebrew and Arabic
The proposal editor on desktop: Scope & investment with Website: Starter, Growth and Signature as options in a Website package, Growth tagged Website · Default, and a total of $8,500.00 that counts only the default.
Where to find it
  1. Proposals
  2. open a proposal
Open in the app
Plans
Every plan
Learn more
ProposalsNew proposal builderPackages and Write with AIProposals in Hebrew and ArabicSend proposal workflow step

Pick a cover for your proposal

Choose a cover from ready-made banner designs or upload your own image. The cover shows at the top of the proposal your client opens and on its PDF.

The Choose a cover dialog: Templates and Images tabs, twelve ready-made banners including Sage Arches, Terracotta Studio, Coastal Layers and Midnight Orbit, and an Upload image button.
Where to find it
  1. Proposals
  2. open a proposal
  3. Choose a cover
Open in the app
Plans
Specialist and up
Learn more
ProposalsNew proposal builder

Google events, Meet on every plan, no-show status and services on events

See your Google Calendar events next to your bookings, read-only and visible only to you. Google Meet is available to every workspace, and connecting Google Calendar connects Meet too.

When a client doesn't turn up, set the appointment to No-show, and start a workflow from it. Calendar events also have a Services & products row, so you can say what an appointment is for.

  • Google Calendar events in your calendar
  • Google Meet on every plan
  • No-show status on appointments
A week in the Workspace369 calendar with Google events such as Dentist, Gym and School pickup shown next to client meetings like a discovery call and a proposal review.
Where to find it
  1. Settings
  2. Integrations
  3. Google Calendar; Calendar
  4. open an appointment
Open in the app
Plans
Every plan
Learn more
Calendar and bookingGoogle events and MeetNo-shows and booking limitsServices on calendar events

Deeper online booking: approval by day, team members, limits, one-time links and a clearer setup

Bookings can need your approval only on the days you pick, and booking pages tag times Instant or Request. Clients can choose their team member, with each person's own service length, and embedded booking can record where new clients came from.

Services get a weekly limit per teammate and bookable dates, a buffer before each booking, and one-time booking links that work once. Configure booking is regrouped so the essentials come first, and guided setup can make your booking page in one step.

  • Approval on the days you pick
  • Clients choose their team member
  • Weekly limit and bookable dates
  • One-time booking links and a buffer before bookings
The Approval setting for a bookable service on desktop: On these days is chosen, Sun and Sat are selected, a note says bookings on these days wait for your approval and other days book instantly, and Blackout dates sits below.
Where to find it
  1. Catalog
  2. open a service
  3. Online Booking
  4. Configure booking; Settings
  5. Booking pages
Open in the app
Plans
Specialist and up
Learn more
Online bookingApproval by dayBooking team membersBooking limitsOne-time links and bufferClearer Configure bookingBooking page in setup

Set up your CRM with AI and turn client notes into follow-ups

Describe your business in a sentence or two and Workspace369 suggests pipeline stages, client fields and lead sources you edit before saving. Choose a note on a client, or paste in a call summary, and AI suggests follow-ups and tasks you tick, edit and date before adding them in one step.

You can also bring your data over with AI Import, which now recognizes HoneyBook, Dubsado, Bonsai, 17hats and Moxie exports.

  • CRM setup with AI
  • Client notes into follow-ups and tasks
  • AI Import from five more tools
Follow-ups from notes on desktop, from the note Check-in call with Dana Ruiz for Maple Row Physio: three follow-ups with email and call dates, tasks below, Tasks go to Client work, and Add 5 items.
Where to find it
  1. Clients
  2. a client
  3. Notes; Workspace setup
  4. Add your first client
Open in the app
Plans
Every plan
Learn more
Workspace AICRM setup with AINotes into follow-upsAI Import and review requests

AI lead scoring labels new requests hot, warm or cold

Turn on Score new leads with AI in your Requests settings and new requests get a Hot, Warm or Cold label with a short reason, so you reply to the best leads first.

The Requests list on desktop with the new Score column: Maya Okafor and Daniel Park marked Hot, Priya Nair Warm, Elena Rossi Cold and Sam Whitfield Not scored.
Where to find it
  1. Settings
  2. Requests
  3. Lead scoring
Open in the app
Plans
Voyager and up
Learn more
Leads from your websiteAI lead score

AutoPilot chat, approvals for connected AI apps and the ChatGPT plugin

AutoPilot chat has a new look with private chats you can rename, pin and delete, and buttons under its answers for the next step. Messages that Claude, ChatGPT or another connected AI app wants to send wait for your approval.

OpenAI approved and published the Workspace369 plugin for ChatGPT, so you can find it in ChatGPT and connect it.

  • Private, pinnable AutoPilot chats
  • Approve what a connected AI app sends
  • Workspace369 plugin in ChatGPT
AutoPilot chat with demo data: the question What's my recurring revenue, and what's at risk this month?, a finished steps row, and an answer with a real table of clients, reasons and amounts at risk.
Where to find it
  1. Sidebar
  2. AI AutoPilot
  3. Chat; Settings
  4. Approvals
Open in the app
Plans
Every plan
Learn more
Workspace369 MCPAutoPilot chat redesignAI approvalsChatGPT plugin

Client emails in your brand, a calmer Emails inbox and AI writing help

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 reply box with a real Send button. Emails has a new look with folders in one row, a preview line on every email and one-click archive, and you can step from one email to the next.

The email composer gets AI writing help to draft, improve, shorten or change the tone with Undo, a default sender inbox for each team member, and a bigger composer with full screen. Connecting your own email domain is now three steps.

  • Branded client emails and a signature editor
  • A quieter Emails list and reader
  • AI writing help in the composer
Settings, Email appearance for the demo workspace Apex Auto Spa: Send as Branded or Plain text, eight email layouts with Branded Band selected, Alignment Left or Centered, Logo position Top, Signature or None, and a live preview of an invoice email with a View invoice button.
Where to find it
  1. Settings
  2. Email, SMS & phone; Communications
  3. Emails
Open in the app
Plans
Every plan
Learn more
Inbox and communicationsClient emails in your brandEmails redesignRead email fasterAI writing helpEmail domain setup

Reusable text messages with a default for each message type

Save texts you send often, with fields that fill in for each client, and see a phone-bubble preview. Choose the text that opens when you text an invoice or other message type.

The SMS templates page: a default text for invoice, proposal and appointment texts and request replies, a Browse starters button, and saved templates such as Invoice ready and Appointment reminder with their fields.
Where to find it
  1. Settings
  2. Email, SMS & phone
  3. Phone & SMS
  4. SMS templates
Open in the app
Plans
Voyager and up
Learn more
Inbox and communicationsSMS templates

Workflows with decisions, drafts and project triggers, and webhooks on every plan

Workflows get a Check a condition step, waits and business hours, and a live workflow keeps a draft you can test and publish. A new Project completed trigger starts a workflow when a project is done, a Send proposal step emails a proposal, and a workflow can email your review page link after each appointment.

Webhooks now come with every plan, so you can send signed notifications to Zapier, Make, n8n or your own server.

  • Decisions, waits and drafts
  • Project completed trigger
  • Ask for a review workflow
  • Webhooks on every plan
Settings, Webhooks on desktop for a Cadet workspace: one active Zapier catch-hook endpoint, the count 1 of 50 and a New webhook button.
Where to find it
  1. Workflows in the sidebar; Settings
  2. Integrations
  3. Webhooks
Open in the app
Plans
Every plan
Learn more
Workflow AutomationsWorkflow decisions and draftsProject workflowsReview requestsWebhooks on every planSend proposal step

Messages on the client portal, and an easier way to style it

Show the Messages module and clients can read their email conversation with you on the portal and reply there, and the reply lands in your Inbox. Set your portal's accent color with a readability check and choose a default theme.

Settings, Client portal, Brand tab for the demo workspace Apex Auto Spa: eight looks, the workspace logo, a brand color with a readability warning and Use a darker shade, a palette of seven themes with Corporate selected, and Browse all 35 themes.
Where to find it
  1. Settings
  2. Client portal
Open in the app
Plans
Every plan
Learn more
Client portalPortal appointments and messagesPortal preview and styling

Appointments on the client portal

Show the Appointments module on your client portal and each client sees their own upcoming bookings with you. They can open a booking to reschedule or cancel it within your booking policy.

A client portal for Priya Nair showing Appointments: a physiotherapy session and a sports massage at 48 Harbour Street, a video check-in with a Join button and an initial assessment awaiting confirmation, each with Reschedule or cancel.
Where to find it
  1. Settings
  2. Channels
  3. Client portal
  4. Clients
  5. Modules
  6. Appointments
Plans
Specialist and up
Learn more
Client portalPortal appointments and messages

Hide the Powered by Workspace369 credit

Commander and Enterprise can remove the Powered by Workspace369 line from client portals and booking pages, so clients see only your brand.

The Footer section of the client portal’s Brand settings on desktop, with Hide “Powered by Workspace369” switched on and the note that it removes the line from client portals and booking pages.
Where to find it
  1. Settings
  2. Channels
  3. Client portal
  4. Brand
  5. Footer
Plans
Commander and up
Learn more
Client portalPortal appointments and messages

A new Home, guided setup, linkable settings and clearer plan prompts

The new Home puts overdue, waiting and to-sign figures at the top, with an Ask bar for AutoPilot and today's plan, and it is now the default on the web. Guided setup on Home takes a new workspace from empty to its first invoice one step at a time, and each workspace you belong to can have its own light or dark mode and accent color.

Every Settings page on the web has its own address you can bookmark. Locked features now show a preview and the plan that includes them, and unsaved work is kept on your device so you can recover it. Signing in on the web is also faster.

  • The new Home is the default
  • Guided setup and a theme per workspace
  • Locked features explain themselves
  • Interrupted work kept on your device
The new Workspace369 Home on desktop: overdue, waiting and to-sign figures with an AutoPilot summary, the Ask bar with suggested questions, five items that need attention, and today’s schedule.
Where to find it
  1. Home; Settings
  2. Appearance
Open in the app
Plans
Every plan
Learn more
Themes and appearanceNew Home is the defaultLinkable settings and new HomeGuided setup and themesUpgrade prompts and safer draftsSetup builds your booking pageDevice draftsFaster sign-in

Quick answers

What's new in Workspace369 in October 2026?
Flash Pay, retainers and more payment methods, a new proposal builder with packages, deeper online booking with no-show fees, Google Meet on every plan, and AI in the CRM with lead scoring and setup.
Can I take a payment in person with Workspace369?
Yes. Flash Pay is on every plan: type an amount, show a QR code or send a pay link, and the customer pays by Apple Pay, Google Pay or card. Each payment becomes a paid invoice.
Can I charge a no-show fee for online bookings?
Yes, on Specialist and up. Save the client's card at booking, then charge the fee they agreed to from the appointment when it is a no-show or a late cancel.
Can my client choose between proposal packages?
Yes, on every plan. Offer good, better and best options on a proposal and your client picks one. Write with AI can also draft the introduction, scope and line items.
Does Workspace369 score leads with AI?
Yes, on Voyager and up. Turn on Score new leads with AI in Requests settings and new requests get a Hot, Warm or Cold label with a short reason.
Are webhooks available on every plan?
Yes. Webhooks now come with every plan, starting with Cadet, so you can send signed notifications to Zapier, Make, n8n or your own server.

All release notesSubscribe to the feed

October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM, in your own workspace

Start your free trial on Commander, then find it under Flash Pay in the sidebar; Settings.

Start free trialRequest a demo

14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.