1. Client Address as Appointment Location

• Automatically pull the client’s saved address (from contact record or custom field) into the appointment location.

• Essential for in-home services, ensuring providers have the correct address inside their calendar event.

2. Add a Person / Guest to an Appointment

• Option to add additional participants (e.g., couple, group, corporate).

• Important for multi-person sessions where more than one client is tied to the same event.

3. Add the Same Service Multiple Times

• Ability to select the same service repeatedly in one booking (e.g., 3 massages booked for a group of 3 people).

• Reduces confusion and avoids creating duplicate separate appointments.

4. Sync Custom Fields into Calendar Appointments

• Map custom fields (therapist requested, package type, mobility notes, etc.) directly into the V2 Calendar.

• Display these fields in the calendar description for provider clarity.

5. Attach PDF of Completed Forms

• Auto-attach a PDF copy of the intake/feedback form (with responses + mapped custom fields) inside the event description.

• Keeps everything accessible in one place for the therapist or admin.

6. Payment Status Tracking in V2 Appointments

• Manual toggle inside the event: Paid / Not Paid / Cancelled.

• Ensures both the office team and the therapist can track financial status at a glance.

7. Taxes & Auto-Generated Invoices

• Ability to apply regional tax rules during booking.

• Auto-generate a PDF invoice when the client books, stored in the appointment and client record.