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3 posts tagged with "CRM & Growth"

Leads, marketing, and your public presence

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What's New — Week of August 17

✨ New

Coverage info shows up right where you need it — Covered services now appear on the Insurance card, during booking, and in the appointment drawer, so staff can see at a glance what's covered and what the copay is. A coverage dot on calendar appointments flags active, inactive, or unverified insurance without opening the appointment.

Publish blog posts from Growth — The Growth → Website tab now includes a blog composer: draft, edit, and publish posts with SEO details handled automatically.

Smarter automated sequences — Marketing/lifecycle sequences now support multi-level branching, an A/B testing block that automatically routes everyone to the winning variant, and send-timing controls (hold until a date, restrict to certain days, or send at the optimal hour).

Instant SMS compliance pages — Generate a carrier-compliant Privacy Policy and Terms page for your site in one click, or copy ready-made text straight from a rejected campaign notice.

⚡ Improved

Clearer, branded emails — Onboarding emails (welcome, staff invite, email verification) and appointment reminders now use a consistent, branded look instead of plain text.

Billing worklist on your dashboard — A new Billing panel on the home dashboard surfaces overdue, denied, and due-soon claims so you can catch what needs attention without opening Billing.

What's New — Week of March 2

⚡ Improved

Fewer crashes, smoother experience — We fixed a wide range of crash-causing bugs across the Growth Suite and other parts of the app, so pages load and respond more reliably.

Cleaner in-app notifications — Old-style alert pop-ups have been replaced with smoother toast notifications that get out of your way faster.

More accurate analytics — Gender breakdowns, session counts, and cancellation rates in your reports now reflect your real data more precisely.

Faster-feeling navigation — A new loading indicator shows instantly when you move between pages, so the app feels quicker and more responsive.