Changelog
Follow up on the latest improvements and updates.
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new
improved
Calendar
Payments Tab & Booking UI Enhancements for Rentals
🧭 Overview:
We’re excited to introduce a new
Payments Tab inside the Rental Booking View Modal
, along with thoughtful enhancements
to the Create and Edit Booking
experience.The Payments Tab gives you a complete, centralized view of all payment-related activity for each rental booking — while the updated booking flow improves clarity and usability when managing bookings.
🚀 What’s New
💳 Payments Tab in Rental Booking
You can now manage payments directly inside the booking view.
With the new Payments Tab, you can:
- View total amount, paid amount, remaining balance and payment breakdown
- Review all transactions tied to the booking
- Access related invoices
- Collect remaining payments directly from the booking
- Collect or manage security deposits (when enabled)
This creates a dedicated space for handling all financial actions without mixing them into operational booking details.

🧾 Improved Payment Summary & Invoice Generation
The Payment Summary section within the
create
and edit
modal
has been refined to:- Present rental charges, deposits (when enabled), totals, and balances more clearly
- Emphasize key financial values
- Dynamically reflect booking edits (date changes, quantity updates, listing additions, etc.)
We’ve also improved how
invoices
behave when bookings are updated
.When you edit a booking — even after it has been fully paid —
the same invoice is updated
automatically to reflect the latest changes.This ensures:
- One booking → one invoice
- Simpler reconciliation
- A smoother editing experience
Note: A booking still cannot be modified in a way that reduces the total below the amount already paid.
📝
Cleaner Booking Layout & Better Note Accessibility
We’ve also improved the overall booking experience:
- A sleeker, more scannable Booking Summary section
- More accessible Internal Notes for smoother team collaboration
These refinements make reviewing and updating bookings faster and more intuitive.
❓ How to Use
- Open any Rental Booking
- Go to the Payments Tabinside the booking view
- Review transactions, invoices, and balances
- Use available actions to collect payments or manage deposits as needed
- Click on the Edit icon to edit the booking
📈 Why This Matters
- Manage payment activity without leaving the booking view
- Collect outstanding balances in fewer clicks
- Handle security deposits more seamlessly
- Reduce confusion during booking edits


new
improved
Calendar
🗓️ Control Default Personal Calendar Creation
🧭 Overview
We’ve introduced more flexibility for agencies when adding new users to subaccounts.
Previously, a personal calendar was automatically created whenever a new user was added to a subaccount. While helpful for simple setups and easier onboarding, some agencies using snapshots, predefined calendar structures, or adding team members who don’t require personal calendars needed additional control over this behavior.
Agencies can now choose whether personal calendars are created automatically
.✅ What’s New
- Agencies can now control automatic personal calendar creation for new users.
- The behavior is governed by the Preloaded Example Datasetting at the agency level.
- When disabled, new users will no longer receive an automatically created personal calendar.
- Manual calendar creation remains fully supported.
🔐 How It Works
- If Preloaded Example Data is enabled,personal calendars will continue to be createdautomatically for newly added users (default behavior).
- If Preloaded Example Data is disabled,no personal calendar will be createdwhen adding new users.
- This setting applies only to users added after the flag is changed.
- Existing calendars remain unaffected.
🛠 How to Use
- Go toAgency View
- Navigate to Settings
- Go to Company
- Open the Advanced Settingstab
- Toggle Preloaded Example DataON or OFF based on your preference

🎯 Why This Matters
- Gives agencies greater control over how new users are set up.
- Supports teams using snapshots and structured calendar configurations.
- Helps maintain clean, intentional subaccount setups.
- Preserves the existing automatic calendar creation experience for agencies that prefer it.
new
improved
Automations
Merge Contact Action
What's New
The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.


Match By Options -Choose how duplicates are identified:
- Email: Matches contacts sharing the same email address
- Phone Number: Matches contacts sharing the same phone number
- Email and Phone Number: Matches only when both email and phone number are identical
Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.
Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.
How to Use
- Add the Merge Contact action to your workflow.
- Select your preferred Match By criteria (Email, Phone Number, or both).
- The action handles detection and merging automatically when the workflow runs.
Why This Matters
Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows - keeping your contact list clean, unified, and accurate without any manual effort.
new
App Marketplace
Marketplace Earnings Dashboard
We’re introducing
Marketplace Earning Dashboard
, a new analytics experience that gives agencies clear visibility into app installs, revenue, costs, and profit, along with sub-account–level contribution.This dashboard helps agencies move from manual tracking and guesswork to data-driven decisions about app usage, ROI, and client value.
What’s New
Agency-Level Financial Visibility
Agencies can now view:
- Total revenue generated from Marketplace apps
- App-related costs
- Net profit (Revenue – Cost)
- Adoption metrics across sub-accounts
- Metrics are filterable by time period and update based on the selected range.
App Adoption Metrics
The dashboard includes high-level adoption indicators, such as:
- Unique Apps Installed – Number of distinct apps currently installed across all sub-accounts
- Active Installations – Total count of active app installs across sub-accounts
- Active Sub-Accounts – Number of sub-accounts with at least one active app install
- These metrics help agencies understand how widely apps are being used across their client base.
Sub-Account Revenue Breakdown
Agencies can drill down to see:
- Revenue contribution by individual sub-accounts
- Which clients generate the most (or least) value from apps
- Revenue distribution for a selected app or time window
This enables better client prioritization and more informed pricing or upsell decisions.
*
Total Revenue – Cost
on dashboard reflects the total revenue generated (from both sub-accounts and agencies) minus the cost paid to the developer. For agency apps, revenue and cost are equal. However, for sub-account apps where reselling is enabled, revenue can be greater than cost, resulting in a margin. Sub-account breakdown gives insight into total sub-account revenue, cost and profit.*Time-Based Insights
Agencies can filter data using:
- Predefined ranges (Last 30 Days, This Month, etc.)
- Custom date ranges
- Visualizations automatically adjust granularity (daily, weekly, monthly) based on the selected time window, ensuring trends are easy to interpret.
Data Export
Admins can export data. Exports respect all applied filters and can be used for offline analysis or sharing with stakeholders.
How to enable:
Labs >> Agency >> Marketplace Earnings dashboard. This will add earnings as an additional sub-module in the Marketplace product page.
Why It Matters
As Marketplace adoption grows, agencies need more than install counts—they need financial clarity.
This dashboard enables agencies to:
- Understand the real value delivered by Marketplace apps
- Identify high-ROI tools and underperforming installs
- Make confident decisions around app usage, promotion, and client strategy
- Reduce manual tracking and reporting overhead
This lays the foundation for a more data-driven Marketplace experience.
Preview:

new
Certificates
Welcome Badges Now Auto-Issued for Courses
We’ve made badge issuance automatic at the start of every course — welcoming learners from day one without any extra setup.
✨ What’s New?
- Every new course now includes a pre-attached Welcome Badge.
- The badge is automatically issued when a learner enrolls for the first time.
- Creators can turn it off anytime by switching the badge to Draft.
- Five curated Welcome Badge templates are available for course enrolments.
- Only these five templates appear in the Welcome Badge section.
- Other badge templates are hidden in this view to keep things simple and focused.
✅ Why It Matters?
- Learners feel recognized immediately upon joining.
- Badge adoption increases automatically without extra effort.
- The experience stays clean and easy for creators.


new
improved
Calendar
Taxes are now supported for Rentals
🧭 Overview
We’re excited to announce that you can now
configure Taxes for Rentals
.This update brings greater flexibility and control to how businesses manage pricing and taxes across their rental listings. Once configured, taxes will automatically apply to rental bookings — ensuring transparent pricing.
Note: Only manual taxes are supported for Rentals.
🚀 What’s New
- Manual taxes can now be applied to Rental Listings
- Each rental listing has a linked product under Payments → Productswhich can be used for tax configuration
- A “Configure tax for this listing” CTA is now available inside the Listing edit screen
- Taxes automatically apply to rental bookings once configured
- Variant-level tax configuration supported (each variant links to its own product)

🛠️ How It Works & How to Configure
- Go to Rentals → Listings → Edit Listing
- Go to Inventory & Pricing→ ClickConfigure taxes for this listing
- You’ll be redirected to the associated product under Payments → Products
- Add or update your manual tax rate and Save
Once configured, taxes will automatically apply to all future rental bookings.
If variants are enabled, taxes can be configured at the variant level.
🎯 Why This Matters
- Helps rental businesses stay compliant in tax-regulated regions
- Enables transparent pricing for customers
- Ensures accurate tax calculation on rental bookings
- Ensures booking totals and invoices reflect accurate taxable amounts
- Eliminates manual tax calculations or workarounds


new
improved
Calendar
👥 Enhanced Appointment Visibility for Followers
🧭 Overview
We’ve improved
appointment visibility for followers
to support smoother collaboration across teams.Previously, only the assigned user could view a contact’s appointments. With this update, followers can now also view appointments for the contacts they follow — provided Assigned Data visibility and the appropriate calendar permissions are enabled.
✅ What’s New
- Followers can now view appointments for contacts they follow.
- Visibility now aligns between assigned users and followers.
- When a user’s data visibility is restricted to only assigned records, they can now also see appointments for contacts they follow.
🔐 Permission-Based Behavior
- Followers must have View appointments, calendars & groups permission to see appointments.
- Without Manage appointments, followers can view but cannot edit or delete appointments.
- With Manage appointments, followers can edit and manage appointments accordingly.
🎯 Why This Matters
- Improves collaboration between team members working on the same contacts.
- Eliminates confusion when followers couldn’t see relevant appointments.
- Aligns visibility behavior with real-world team workflows.
- Ensures restricted access users still have the context they need when following a contact.
new
improved
Calendar
🏷️ Drag to Create Bookings in Rentals Calendar
🧭 Overview
You can now
create rental bookings
directly from the Calendar View
using a simple drag
gesture.This enhancement makes it faster and more intuitive to block date or time ranges and create bookings — without switching to a separate flow. Just click, drag across the desired range, and complete the booking.
🚀 What’s New
✅ Drag to Create
From the Rentals Calendar View, you can now:
- Click and drag across available future dates or time slots
- Automatically open the booking creation panel with pre-filled start and end details
- Create a booking directly for the selected listing
This reduces steps and speeds up manual booking creation.
Note: Drag-to-create is not supported for past dates and the current date.
🧩 How to Use
- Navigate to Rentals → Calendar View
- Click and drag across future dates or time slots in a listing row
- Complete the booking details in the panel that opens
🎯 Why This Matters
- Faster booking creation for users
- More intuitive, visual calendar workflow
- Reduced friction when blocking inventory
- Improved operational efficiency for rental teams
This update makes the Rentals calendar more interactive and aligned with how teams naturally manage availability.
new
improved
Calendar
🏷️ Smarter Bulk Edit for Schedules in Multi-User Calendars
🧭 Overview
We’ve enhanced the
Bulk Edit
Availability experience to make multi-user schedule
updates clearer, safer, and more structured.With improved visibility into weekly and date-specific hours — along with smarter save logic — managing availability for multiple team members is now more predictable and controlled.
🚀 What’s New
⚠️ Clear Impact Intimation for Weekly Hours
When editing
Weekly hours
in Bulk Edit mode, an informational banner now appears to indicate that changes will apply to all selected users.This ensures you understand the impact before saving.

📅 Structured View of Date-Specific Hours
Date-specific hours are now displayed in a
grouped-by-date format
across all selected users.For each date, you can:
- See how many users have availability set
- View individual user time blocks under that date
- Edit or delete entries per user
This gives full visibility into schedule exceptions before making changes.

➕ Add Date-Specific Hours in Bulk
When adding new date-specific hours:
- The time block automatically applies to all selected users
- You can later edit or remove entries individually if needed

💾 Smarter Save Logic
Save behavior is now section-specific:
- Updating Weekly Hours only modifies weekly schedules
- Updating Date-Specific Hours only modifies date exceptions
This prevents accidental schedule loss during bulk edits.
🧩 How to Use
- Go to *Calendars → Calendar Settings →Edit a Calendar→ Availability* tab
- Click Bulk edit
- Select team members and click on Edit hours
- Modify Weekly or Date-Specific Hours
- Click Save Changes
- Only the edited section will be updated.
🎯 Why This Matters
- Reduces accidental schedule overrides
- Improves clarity when managing multiple users
- Provides structured visibility into date exceptions
- Makes bulk availability updates safer and faster

new
GBP + Listings
Listings Now Available in 27 New Countries
Overview
We've expanded the availability of the Listings product (Yext & Uberall) to 27 additional countries. This is a configuration-only rollout — no UI, infrastructure, or pricing changes are involved.
Users in newly supported countries will now see the Listings pitch page instead of the previous "Listings is not available in your country" message.
What's New
27 new countries enabled for Listings, including markets across Europe, Asia, Middle East, South America, and Africa.
Newly supported countries now appear in the Country dropdown when submitting the Listings form.
Supported across both Uberall and Yext engines.
Full list of newly added countries:
Netherlands, Poland, Portugal, Argentina, Czech Republic, Chile, Finland, Singapore, Hungary, Romania, United Arab Emirates, Israel, Cyprus, Colombia, Peru, Malaysia, Indonesia, India, Philippines, Nigeria, Saudi Arabia, Pakistan, Ecuador, Vietnam, Costa Rica, Algeria, and Afghanistan.
How to Use
- Go to the Listings product as you normally would.
- Purchase a Listings entity for your location.
- Submit the Listings form — the newly supported countries will be available in the Country dropdown.



No changes to the existing flow. Everything works the same way it does for previously supported countries.
Pricing
No changes. Listings remains available at the same pricing as all other supported countries.
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