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.
- Get paid more ways: Flash Pay, payment methods, tips, retainers and autopay
- No-show fees and tips for online bookings
- A new proposal builder, pick-one packages and Write with AI
- Pick a cover for your proposal
- Google events, Meet on every plan, no-show status and services on events
- Deeper online booking: approval by day, team members, limits, one-time links and a clearer setup
- Set up your CRM with AI and turn client notes into follow-ups
- AI lead scoring labels new requests hot, warm or cold
- AutoPilot chat, approvals for connected AI apps and the ChatGPT plugin
- Client emails in your brand, a calmer Emails inbox and AI writing help
- Reusable text messages with a default for each message type
- Workflows with decisions, drafts and project triggers, and webhooks on every plan
- Messages on the client portal, and an easier way to style it
- Appointments on the client portal
- Hide the Powered by Workspace369 credit
- A new Home, guided setup, linkable settings and clearer plan prompts
Read the release notes ->