🧭 Overview

We’ve extended support for assigned user custom values to ensure they work consistently across both Funnels and Calendar confirmation page experiences.

With this update, assigned user details can be carried forward into the next funnel step after booking a calendar appointment, as well as used in calendar confirmation messages., improving personalization after an appointment is booked.

✅ What’s New

1. Added support for assigned user custom values across:

• Next funnel step after booking a calendar appointment
• “Thank you message" on the calendar confirmation page

2. Improved consistency in how assigned user data is rendered across booking and funnel flows.

🔐 How It Works

1. When using a Calendar element in a funnel with the "Redirect action" set as “Go to next step” :

• After booking, users are redirected to the next funnel step
• You can now use assigned user custom values on that page

2. This value also work in:

• “Thank you message" on the calendar confirmation page

3. This values dynamically populate based on the assigned user linked to the contact, ensuring accurate and consistent output across flows.

🎯 Why This Matters

• Enables personalized experiences after booking (e.g., showing assigned user details).
• Ensures assigned user information carries forward into the next step.

We’ve introduced more flexibility in how customers can explore and book services 🎉

You can now control whether customers can browse beyond their starting point (service or category link) and discover other services.

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📦 What’s Included

• Allow customers to explore other services - When enabled, customers can navigate to the full services list and book any service, regardless of their starting point
• When disabled, customers are restricted to only the service or category links they started from
• Works alongside existing “Allow multiple service selection” setting - You can continue to control whether customers can book more than one service in a single booking

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⚙️ How It Works

• Go to Global Settings -> Booking Page Settings
• Toggle “Allow customers to explore other services” to let customers navigate to the full services list and book any service, regardless of their starting point

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🎯 Why This Matters

• Gives you control over how much flexibility customers have while booking
• Enables service discovery and cross-selling from any entry point
• Supports both focused flows (single service) and exploratory booking experiences
• Helps improve conversion by allowing customers to browse and add more services

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This update makes it easier to balance guided booking flows with flexible discovery, based on your business needs.

What’s New?

We’ve enhanced the Add Elements panel in both the Website Builder and Funnel Builder to make store elements more discoverable and accessible based on store presence in your sub-account.

With this update, store elements are now dynamically prioritized, ensuring users can quickly find and use ecommerce components while building pages.

Here’s what’s new:

1. Dynamic Element Ranking

• When a store is added to a sub-account, store elements are ranked at the top of the Add Elements panel for maximum visibility.

2. Contextual Default Placement

• When no store is present, store elements are positioned between the “Blog” and “Media” sections for better logical grouping.

3. Consistent Builder Experience

• This behavior is consistent across both Website Builder and Funnel Builder.
• No changes have been made to the functionality of individual store elements.

How to access It?

1. Open the Website Builder or Funnel Builder.
2. Click on “Add Elements” from the left panel.
3. If a store exists in your sub-account, you will find Store Elements ranked at the top of the panel.
4. If no store exists, store Elements will appear between Blog and Media sections.
5. Drag and drop the required store elements (e.g., Featured Products, Cart, Collection) onto your page.

Images:

When store is added:

When no store exists:

🧭 Overview

We’ve enhanced how Custom Form conditional logic works within Calendar booking flows, bringing more consistency, control, and reliability to your booking experience.

Custom Forms support powerful conditions like redirect to URL, custom messages, disqualifying leads, and show/hide fields. With this update, these behaviors now work seamlessly and predictably when forms are used within booking flows.

✅ What’s New

• Disqualify lead logic is now enforced before booking, preventing unwanted appointments.
• Redirects to URL and custom messages from forms are handled consistently after submission.
• New confirmation page setting: “Use custom form rules” to control the post-booking experience.
• Show/Hide field logic continues to work seamlessly within booking flows.

Note : Support for conditional logic in booking flows will be extended to Services (v2) and Rentals in an upcoming update.

🔐 How It Works

When a user fills out a form during booking:

• Show/Hide field logic dynamically adjusts fields based on user input.
• The system evaluates Disqualify lead conditions first.

If the lead is disqualified:

• No appointment is created
• No payment is collected
• The configured redirect page or custom message is shown

If the booking is successful:

You can choose the confirmation page experience under Confirmation Page settings:

1. Default
2. Redirect URL
3. Use custom form rules

When Use custom form rules is selected:

• The form’s redirect or custom message is shown after booking
• If none is configured, it falls back to the default confirmation page

🎯 Why This Matters

• Ensures lead qualification happens before scheduling, avoiding invalid bookings.
• Delivers a predictable and consistent booking experience.
• Enables more dynamic and personalized forms using show/hide logic.
• Gives greater control over post-booking confirmation flows.

We’ve introduced a new setting to control service image visibility on the booking page 🎉

You can now choose whether to display images or switch to a cleaner, text-focused layout.

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📦 What’s Included

• A global setting to show or hide service images on the booking page
• When turned off, images are completely hidden across the booking flow
• The layout automatically adjusts to a full-width, text-first view
• Service details like name, description, price, and duration get more space and visibility
• When turned on, the booking page continues to behave as it does today
• You can continue to use Card or List view layouts based on your preference

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⚙️ How It Works

• Go to Services > Global settings > Booking Page
• Select whether you want the booking page with images or without images
• This setting applies across all services

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🎯 Why This Matters

• Creates a cleaner and more focused booking experience
• Helps customers scan services faster and make decisions easily
• Reduces unused space, especially on mobile devices
• Gives businesses more control over how services are presented

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This update helps you design a booking experience that best fits your business—whether visual or text-first.

We’ve upgraded the “Optimize for Equal Distribution” logic to ensure fairer and more consistent appointment allocation across your team.

Appointments are now distributed intelligently within each month, helping maintain balance and prevent any team member from getting overloaded.

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✅ What’s New

• Appointment distribution is now calculated monthly, based on the booking date
• Bookings are assigned to the least-booked team member in that month
• If a team member gets too far ahead, their availability is temporarily limited
• Availability updates dynamically to maintain fair distribution across the team
• Troubleshooting View highlights imbalance with a “ROUND ROBIN” status

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🔐 How It Works

• This logic applies only when “Any Available Staff” is selected
• If a specific team member is chosen, the booking will go through regardless of distribution

When a booking is made:

• The system checks how many appointments each team member has in that month
• The least-booked member is prioritized
• If there’s a tie, the system uses the predefined team order
• If the selected member is unavailable, the system moves to the next eligible member

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📊 Monthly Distribution Logic

• Distribution is evaluated within the same month as the booking
• No team member can be more than 3 appointments ahead of another
• If this limit is exceeded, their availability is temporarily hidden and it is restored once others catch up

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💡 Example

If a customer is booking an appointment for April, the system only considers bookings in April.

• User A has 3 bookings in April
• User B has 0 bookings in April

User A will be temporarily hidden until User B receives bookings and the gap reduces.

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⚠️ Important Notes

• Adding or removing a team member will reset distribution counts
• Switching between “Optimize for Equal Distribution” and “Optimize for Availability” will also reset counts

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💡 Best Practices

• Disable “Allow Staff Selection” to maintain true equal distribution
• Works best when team members have similar or overlapping availability

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🎯 Why This Matters

• Ensures fair workload distribution across your team
• Reduces confusion from uneven scheduling
• Improves predictability and reliability of Round Robin bookings

We’ve introduced a new way to structure your booking flow with Category-First Booking 🎉

You can now let customers start by selecting a category (like Hair, Spa, Wellness) before choosing a service—making discovery easier and the booking experience more intuitive.

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📦 What’s Included

• Category-first booking flow — Start the booking experience with category selection instead of services
• Configurable setup — Enable this from your Global settings > Booking Page based on how your business is structured
• Services scoped to category — Customers only see services within the selected category, reducing clutter
• Add another service flow improved — Customers can go back and choose the same or a different category

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🖼️ Category Enhancements

• Category images — Add images to make categories more visual and engaging
• Category descriptions — Provide context to help customers understand what each category includes
• Clean card-based layout — Categories are displayed in an easy-to-browse format
• Categories without services are automatically hidden

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⚙️ Flexible by Design

• This is fully optional — your existing booking flow remains unchanged
• If not enabled, booking continues to start with service selection as before

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💡 Why This Matters

• Makes it easier for customers to browse and discover services
• Reduces overwhelm when you offer multiple services
• Better reflects how businesses organize offerings by categories
• Creates a more structured and intuitive booking experience

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This update gives you more control over how customers navigate and book your services, helping improve both usability and conversions.

🗓️ Effective Dates

• April 1, 2026 → AT&T carrier fee updates
• May 1, 2026 → Verizon carrier fee increases

Overview

To keep our pricing aligned with current carrier costs and ensure continued deliverability across global destinations, we're updating career fee rates for the following countries.

1. AT&T Carrier Fee Updates (Effective April 1, 2026)

Key Changes (Standard & Toll-Free numbers)

• SMS (Outbound & Inbound) : $0.0030 → $0.0035
• MMS (Outbound & Inbound) : $0.0075 → $0.0090

2. Verizon Carrier Fee Updates (Effective May 1, 2026)

Key Changes

• Outbound SMS (Toll-Free) : $0.0040 → $0.0045
• Outbound MMS (Standard & Toll-Free) : $0.0065 → $0.0070

Applies to US messaging traffic via Verizon network.

🔍 Why It’s Happening

These updates come directly from our downstream carriers in response to changing delivery costs across global telecom networks.

Updating our rates ensures:

• Continued service quality
• Reliable message delivery
• Alignment with global carrier infrastructure

🙏 Thank You

We know how important transparency is when it comes to billing. We’re committed to keeping you informed and making these changes as smooth as possible. If you have any questions, please reach out to our support team.

What’s New

We are introducing a triggers / instructions to enhance how Conversation AI interacts with the Knowledge Base (KB).

With this update, users can define explicit triggers or instructions for when the AI should use the Knowledge Base, giving more control over response accuracy and reducing cases where the AI misses KB or relevant information.

By default, nothing changes for existing setup. The current behaviour where the AI agent decides when to use the KB remains unchanged unless triggers are configured.

Additionally, we’ve expanded how Knowledge Bases can be configured:

• You can now create up to 4 triggers
• Each trigger can have up to 7 Knowledge Bases attached
• Previously, users could only configure 7 Knowledge Bases in total

How it Works?

1. Default Behaviour (No Change)

• If no trigger conditions are defined, the AI will continue to:
• Autonomously decide when to query the Knowledge Base.
• Follow the existing behaviour.

2. Define Trigger Conditions (New – Optional)

• Users can configure specific conditions or instructions within the Knowledge Base.
• These act as signals for the AI to explicitly invoke the KB when certain scenarios are met.
• Users can configure up to 4 triggers within the Knowledge Base
• Each trigger can include up to 7 Knowledge Bases
• These triggers act as signals for the AI to explicitly invoke the KB when certain scenarios are met

3. Dynamic KB Invocation

• When a trigger condition is present:
• The system evaluates the condition at execution.
• If matched, the AI prioritises retrieving information from the Knowledge Base.

4. Dynamic Decisioning Making

• The AI can still:
• Independently decide to use the KB when needed.
• Combine autonomous reasoning with user-defined control

Why this Matters

• Reduces cases where the AI misses relevant KB information
• Improves response accuracy and reliability
• Gives users more deterministic control, especially for critical workflows
• Aligns Conversation AI with tool-based architecture patterns (similar to Voice AI)

Note

• This is a new release and may evolve based on feedback.
• Existing workflows will not be impacted unless triggers are configured.

With Instagram Post Sync, you can automatically import your past posts into Social Planner and manage everything, past and future from a single place. No more manual recreation. No more switching tools. Just one complete view of your Instagram presence.

🚀 What’s new

Automatic Instagram Post Sync Sync your Instagram posts from the last 30 days automatically.

Supports:

• Images
• Videos
• Carousels
• Reels

Your content is imported directly into the planner, ready for viewing and analysis.

Daily Insights Refresh

Track engagement metrics like:

• Likes
• Comments

Insights refresh every 24 hours, keeping your analytics up to date.

View and manage:

• Historical posts
• Scheduled posts

All in one place making it easier to track performance and streamline reporting.

Stay informed with:

• Sync progress indicators
• Alerts if your Instagram account needs reconnection

Ensures a smooth and reliable syncing experience.

• Go to Marketing → Social Planner → Settings or connect social

• Enable Post Sync (Beta)
• Allow the system to sync posts in the background

• View synced posts in Planner and Statistics

💡 Why it matters

• Eliminate manual effort of recreating Instagram posts
• Get visibility into past performance instantly
• Improve reporting accuracy
• Manage all Instagram content from one centralised platform

📝 Notes

• This feature is currently in Beta
• Only posts from the last 30 days are synced automatically
• Insights refresh every 24 hours (not real-time)
• Due to Instagram API limitations:
• Location tags, collaborators, and mentions may not sync
• Deleted posts on Instagram may still appear in Social Planner
• Works only with Instagram Professional accounts