# Client portal updates > Workspace369 Client portal release notes, newest first: what changed, where to find it in the app and which plans include it. Canonical: https://workspace369.com/changelog/area/portal/ Last updated: 2026-11-11 Workspace369 shipped 12 Client portal updates; the latest, on November 11, 2026, is [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/). [All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml) 1. November 11, 2026 Billing & paymentsClients & CRMClient portal [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/) 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. Send a monthly statement from the client's screenThe client opens a statement page on 369.dev[Read the release notes](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/) 2. November 10, 2026 Clients & CRMClient portal [Programs and memberships now fit a phone](https://workspace369.com/changelog/2026-11-10-programs-and-memberships-on-phones/) 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. A program page, member cards and pinned buttons built for phonesDesign a member pass on a phone and watch it change[Read the release notes](https://workspace369.com/changelog/2026-11-10-programs-and-memberships-on-phones/) 3. November 7, 2026 Clients & CRMClient portal [Share files and links in a program, and see Calendar full by coach](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/) 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. Add files and links to a program's Resources tabSee Calendar full for each coach in the Programs & Sessions report[Read the release notes](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/) 4. November 5, 2026 Client portalClients & CRM [Preview the member portal, let members switch plans and design the Wallet pass](https://workspace369.com/changelog/2026-11-05-member-preview-plan-switching-wallet-pass-designer/) Preview the member portal before you save, let members switch plans from their portal link, and design the Apple Wallet pass with live previews. Preview the member portal before you saveLet members change their planDesign the Wallet pass with live previews[Read the release notes](https://workspace369.com/changelog/2026-11-05-member-preview-plan-switching-wallet-pass-designer/) 5. November 2, 2026 Billing & paymentsClients & CRMClient portal [Sell memberships and check members in](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/) 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. Build membership types from presetsSell a membership with a pay linkSee a member’s pass and payments, and change their planCheck members in at the deskMembers see their membership and pass in the portalSee check-ins in the Check-ins reportSee how your programs run in Programs & Sessions[Read the release notes](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/) 6. November 2, 2026 Clients & CRMBilling & paymentsClient portal [Run coaching programs in Finance → Programs](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/) 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. Sell coaching in tiers and enroll clients with a coachBook sessions and share notes from the client's Program cardClients see My program in the portal[Read the release notes](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/) 7. November 1, 2026 Clients & CRMWorkspace & teamClient portal [Merge lead sources, pick any accent color, and see when a portal can't open](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/) 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. Merge one lead source into anotherPick any accent color, not just the presetsKnow when a client can't open their portal[Read the release notes](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/) 8. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) 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 autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) 9. October 30, 2026 Client portalCalendar & booking [Appointments and messages on the client portal, and hide the Powered by credit](https://workspace369.com/changelog/2026-10-30-client-portal-appointments-messages/) 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. Appointments on the client portalMessages on the client portalHide the Powered by Workspace369 credit[Read the release notes](https://workspace369.com/changelog/2026-10-30-client-portal-appointments-messages/) 10. October 2, 2026 Calendar & bookingClient portal [Clients can pick their team member when booking, and the client portal is easier to style](https://workspace369.com/changelog/2026-10-02-booking-team-members-and-portal-preview/) 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. Clients choose their team member, with each person's own service lengthPreview and style the client portal[Read the release notes](https://workspace369.com/changelog/2026-10-02-booking-team-members-and-portal-preview/) 11. September 30, 2026 Client portalClients & CRM [Client portals in your brand, and a private portal for each client](https://workspace369.com/changelog/2026-09-30-branded-client-portals/) 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. Portals that carry your logo, colors and layoutA private portal for each client[Read the release notes](https://workspace369.com/changelog/2026-09-30-branded-client-portals/) 12. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) 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. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) ## See where Workspace369 fits into your client-work flow. Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows. [Request a demo](https://workspace369.com/contact-sales/) 14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.