PocketSuite Client Booking App 5.1.9

version 5.1.9

Calendar ux improvements

version 5.1.8

Bug fixes and product/performance improvements.

version 5.1.7

Fixed an issue where booking prices were visible to contractors (limited staff team members).

version 5.1.4

Miscellaneous bug fixes and app improvements: Fixed date filtering on "Booking requests" dashboard, Fixed booking widget layout on smaller browser windows, Fixed an issue with paying invoices using Stripe Link, Fixed an issue with gift card usage during checkout in the Client app.

version 5.1.3

Support for a Minimum Gratuity rate (for appointments only), Ensure we preserve the package when booking sessions directly from packages, Added support for 5% Gratuity

version 5.1.2

Offer clients the ability to checkout using Buy Now Pay Later from Klarna, Affirm, and Afterpay. Fixed an issue with navigation on the Calendar and disabled "Reply 1 to pay" via SMS when gratuity is enabled with no default gratuity.

version 5.1.0

Request your 2023 1099K tax forms by going to Settings > Send tax form, Restore support for creating appointments or blocks directly from a team member's calendar, Streamline the specification of custom times when scheduling clients, Fixed an issue with Sales Tax not calculating correctly when applying gift certificates, Fixed a client app issue when checking out with certain types of subscription plans, Ensure that the deposit is adjusted accordingly for reservations with per-day prices.

version 5.0.6

Remove references to check-in times if not specified on the Reservation, Fixed an issue with double booking when multiple clients check out at the same time, Notify clients when they try to send video messages from SMS (not yet supported), Fixed an issue with appointment confirmations not being sent over email.

version 5.0.5

Fixed several issues with the new and improved Calendar! Fixed an app crash when trying to create another order. Fixed an issue with the calendar availability screen shown for team accounts. More to come next week!

version 5.0.4

Fixed an app crash on the calendar for Team accounts.

version 5.0.3

version 5.0.0

Introducing Calendar 2.0: a completely redesigned scheduling experience built from the ground up and based on 3+ years of customer feedback: An all-new month view, week view, day view with drag and drop, agenda view, color coding by item or team member, map view for on-site appointments, and a revolutionary new way to quickly find and book available times on your calendar. We also sped up the calendar to save you even more time. Give it a go and let us know what you think.

version 4.30.8

Added support for specifying capacity on Services. In addition to "Same as Business" and "Single capacity" you can now specify the number of clients who can book you for a specific service. Great for Pros offering Duo, Trio and private group services without having to set up classes. Fixed an issue whereby service availability would override team member availability. Support gift certificates with Purchase follow-up smart campaigns.

version 4.30.7

Fixed app crashes during appointment scheduling (client and service selection)

version 4.30.6

Track all your expired documents. Once expired, get your clients to update them or just until their next checkout and they will be prompted to update their documents. Added support for custom expiration schedules for both forms and contracts from 1 month up to 3 years. Also fixed several other issues: unable to schedule group messages, app crash when viewing smart campaign results, app crash when adding a class lesson, fixed a bug with adding Notes for some clients.

version 4.30.5

Fixed a few bugs: Crash when creating smart campaigns, Crash when viewing appointments, "Save" button results in a client notification when it shouldn't. Add-on products can't be removed from Classes, Happy Birthday smart campaigns not going out on time, "Client" field not auto-filling sometimes when you try to schedule a message when Sub-accounts are enabled, always show the Business name in the Client app during checkout (online booking, online ordering, sending payments)

version 4.30.4

Introducing support for Documents! With Documents your clients can upload pet vaccination records and other documents, send before appointment photos, and upload homework assignments you send them. You can integrate Documents into your intake, scheduling, and follow up flow using Client fields. Simply add a field of type File upload or Image and clients will be able to upload images or documents wherever they fill out forms today. This update also includes several bug fixes and improvements.

version 4.30.3

Fixed crash when adding tasks and filling out forms following checkout. Fixed an issue scheduling group messages. Upgraded the font used for printing to Open Sans. Fixed the payment balance data export to properly show the transaction and cumulative balances. Also fixes an issue launching the booking widget for clients with "Third party tracking" disabled.

version 4.30.2

Fixed an app crash when selecting a Client on the Task screen. Also fixed a number of app crashes in the Client app when filling out forms during checkout.

version 4.30.1

Several updates to our latest feature: Google Maps & Reviews integration. Introducing Sub-accounts! Organize all your client appointments using profiles for pets, property, children etc depending on your industry. Create multiple sub-accounts per clients or let your clients add them during checkout. Also several improvements to the way client fields work allowing you to specify which fields to display and capture during all client checkout and confirmation flows. Also fixed several bugs.

version 4.29.2

Fixed a number of bugs: cannot delete repeat blocks on calendar, TCR registration improvements (can now choose a new number during registration)

version 4.29.1

Follow-up updates for Google Leads and Reviews integration! We don't currently support Service area profiles or anyone with Online Booking disabled. Added countdown banner for anyone who hasn't yet completed TCR registration. Ensure that gratuity included with invoice and package payments are properly displayed on the invoice. Also fixed an intermittent issue with entering appointment and product order addresses.

version 4.29.0

Introducing Google Leads and Reviews integration! Drive new leads to your online booking page from Google Search and increase the number of 5-star reviews on your Google business profile from your existing customers. This update also includes several bug fixes and performance updates. Fixed an issue with TCR registration and also fixed an issue with the "Clients to Rebook" dashboard not appearing correctly on the home screen.

version 4.28.7

Added support for TCR registration in order to ensure 100% text message deliverability going forward. Fixed an issue with the income report for invoices and packages paid with payment plans. Fixed an issue with the total duration on appointments booked online when multiple services are selected.

version 4.28.6

Added support for Stripe Link

version 4.28.5

Updates to PocketSuite Academy, Allow much larger service/package/class memos.

version 4.28.4

Fixed an issue with saving notes. Fixed an issue with setting the "Single capacity" field on services.

version 4.28.3

Fixed an issue with creating series or open enrollment classes.

version 4.28.3

Fixed several issues with Scheduling in the client app. Fixed an issue with appointment dates defaulting to the Pro's address. Fixed an issue with custom recurring appointments not initializing correctly. Fixed an issue with booking drop-in clients into past classes. Fixed an app crash thrown sometimes during Contacts import. Also made it easier for appointment, class and service locations to be edited. Lastly fixed an issue with creating class schedules (unable to save).

version 4.27.27

Fixed several issues: ensured that cancelled classes are properly reflected in the class roster; "Wait listed" bookings should not deduct sessions from packages; show card on file summary on certain bookings, estimates and subscriptions; Add support for "item_total" and "expense_total" dynamic fields on estimates and invoices; For partner accounts, default to "Home" tab on the dashboard; Fixed an issue with Tap to Pay caused during checkout cancellation.

version 4.27.25

Fixed an issue with double payments (prevent them outright during Payment checkout), packages (the wrong package being automatically applied sometimes for duration-based packages), and an app crash during client import from the address book.

version 4.27.20

Several app improvements in this update: we now show the timezone next all appointment, class and event times on their respective screens. Clients who downloaded the app can now confirm subscriptions from the home screen. Also, when paying invoices, gift cards, or packages, they will be able to fill out or sign any attached forms and contracts. Furthermore, all transactional notifications sent to them will be sent over SMS and push notification in order to increase visibility.

version 4.26.11

Fixed an issue with video conference launcher. Fixed an issue with adding single-choice and multiple-choice labels. Fixed the income report to properly itemize deposit income. Enabled "Items purchased" dashboard in all accounts and fixed an issue with items from invoiced appointments not appearing there. Fixed an issue with incoming attachments sent via SMS not being shown properly. Add 1h late cancellation option. Reduced the price of Premium+ plan (now Team) to $29.99 from $49.99.

version 4.26.10

Fixed a number of issues with cancellation policy enforcement, launched a new partner edition, fixed an issue with the new charge/invoice/booking splash screens not appearing.

version 4.26.9

Content publishing for select partners, track cancellation reason and enforce cancellation policy, new and improved inventory data export, fixed an issue with "Convert to paying client" smart campaigns set to fire on D0 not working, and several other bug fixes and improvements.

version 4.26.8

Fixed a number of issues with the new inventory data export, cancellation policy enforcement, and client app checkout when booking multiple dates.

version 4.26.7

Fixed several issues with the recent cancellation policy rollout (restore support for turning off client notification, restore support for cancelling a single instance of an appointment series), added a new inventory data export showing beginning balance, quantity bought and sold, and ending balance for each product.

version 4.26.2

Add support for the new M2 card reader. Fixed an issue with completing the business verification form. Show the new guided setup guide to a broader audience.

version 4.26.1

Fixed an issue with submitting business information form during verification.

version 4.26.1

Fixed a number of issues with the new onboarding redesign.

version 4.26.0

Streamlined guided start experience for newbies. Tailored by industry, we walk you step by step through setting up all the key features for your business. You also get lots of free, high quality content such as sample forms, contracts, and questions to add to your online booking page. As always, we also pushed out a number of improvements and bug fixes. Questions, feedback, we would love to hear from you. You can text us from the app or from the number on our website. Talk soon!

version 4.25.5

Added support for FY 2021 during data export. Enabled calendar sync from Desktop.

version 4.25.3

Happy New Year! Restored the ability to mark jobs (staffing) as paid for Team accounts. Fixed an issue with the card reader update warning being shown even after the card reader is updated. Fixed an issue during booking widget checkout when clients enter their security code using auto-fill on iOS. Added support for 2h cancellation deadlines. Fixed an issue with the incorrect logo appearing on staff payment receipts.

version 4.25.2

Fixed an app crash during card reader update.

version 4.25.1

Fixed an issue with uploading new background photos for the new Online Booking page. Updated Privacy policy and link to it whenever address book permission dialog is shown.

version 4.25.0

All new Online Booking page with support for an all-new modern design, a new landing page, easier access to the shopping cart, select multiple dates much easier, much larger view on desktop, and support for checkout using email address. Also launched support for sending invoices, adding clients, and viewing tutorials on the desktop version.

version 4.24.23

Fixed an app crash issue on the Charge screen. Allow "Limited access" team members to block out time on their calendar. More updates to PocketSuite for Desktop (desktop.pocketsuite.io). Include Privacy policy during client import when requesting address book user permission.

version 4.24.22

Fixed an issue with anniversary date smart campaigns not going out on time; also added support for more duration types which also addresses a problem where sometimes the total duration shown on the appointment is incorrect when multiple services are selected on the appointment.

version 4.24.21

Fixed an issue with the new and improved Calendar Sync to make it even easier to setup your synced calendars once you've logged into Gmail.

version 4.24.18

Introducing a newly redesigned calendar sync:

- Sync multiple Google calendar accounts
- We now sync pending appointments in addition to confirmed appointments
- Calendar sync now runs continuously in the background (even while the app is closed)
- For Premium+ accounts, you can now specify whether to sync just your appointments
- For HIPAA sensitive businesses, you can now decide whether to hide the client's contact information on synced appointments

version 4.24.17

Updated dashboard user experience: added support for more date filters, made the action buttons easier to find, and touched up the design for consistency with the income reports. Fixed an issue with applying certain types of packages to existing appointments. Also fixed an issue with updating the primary image on a form.

version 4.24.16

Made it even easier to add new forms & fields (now also available on Desktop); Fixed an issue with Suite link button text not appearing in some accounts.

version 4.24.15

Fixed a few issues: Add "Request a call" button for certain users; Added support for confirming a payment plan using a checking account

version 4.24.14

Fixed several issues:
- Resolved a printing / display issue with forms during "Preview"
- Scheduling drop-ins for open enrollment classes now supported
- Auto-confirm bookings by clients not working for open enrollment classes
- Pricing display issue when packages are partially applied on appointments
- Booking an appointment sometimes does not auto-assign properly
- Images are rotated sometimes once uploaded

version 4.24.13

Highlight the "Attach" button on the messenger for easier discovery.

version 4.24.11

Fixed an app crash issue with viewing the calendar in certain accounts using overnight reservations.

version 4.24.10

Fixed an issue with saving changes @ Settings > Profile

version 4.24.9

Add proper support for saving your Instagram profile; Add ability to edit payment plans (subscriptions) without notifying the client.

version 4.24.8

Fixed an issue with deleting, copying, saving messages and photos on the messenger in the latest version of iOS (v14); Added "Zelle" as a mark paid option to all eligible transactions; Support importing new team members from the address book; Fixed app crash while sending a direct payment from the client app.

version 4.24.7

Fixed an issue with appointments not appearing on the calendar for larger devices where we default to showing four weeks at a time.

version 4.24.1

We update the app regularly so we can make it better for you. Get the latest version for all of the available PocketSuite features. This version includes several bug fixes, customer requested enhancements and performance improvements.

version 4.23.16

Fixed an app crash on the Settings > Scheduling and Settings > Online booking screens.

version 4.23.16

Support for much larger field labels (200 characters) and select options (100 characters); Added support for 5-week expiration dates on packages; Added "This month" and "This week" options for maximum lead time; Add support for removing the contract on file for an online form

version 4.23.15

Minor ux improvements.

version 4.23.13

Fixed an issue with appointments with sessions applied appearing as if instead they're 100% discounted.

version 4.23.12

Fixed an issue with income not appearing correctly on the income report
Speed up loading of the Clients list
Added support for more date filters on the income report: Last year, Last month, Last week, etc

version 4.23.11

Fixed an issue with previewing a subscription before sending it to a client for confirmation/payment.

version 4.23.10

Fixed another crash (in the client-app) when viewing appointments.

version 4.23.10

Fixed another app crash in the client app calendar!

version 4.23.10

Fixed app crash in the client app when viewing invoices, appointments, and estimates. Also fixed an app crash in the client app when viewing incoming forms in the messenger. Lastly fixed an app crash for new users when completing all the steps in the "Setup premium edition" dashboard.

version 4.23.8

Fixed several issues: gift certificates cannot be applied on appointments sometimes when there's an upfront deposit payment required; reservations (overnight appointments) cannot be published to appear online (booking widget or client-app); cannot edit the number of sessions (or hours) for a package item once it has been saved.

version 4.23.6

Fixed an issue with the calendar and many other screens being accessible on smaller devices or when large font sizes are selected in the system settings. For now, disable support for the font-size system setting in the app.

version 4.23.5

Fix app crash on the Client "History" screen.

version 4.23.5

Fixed an intermittent app crash on the home screen.

version 4.23.3

Fixed an issue with entering product prices.

version 4.23.2

Fixed an issue with setting prices on services, packages and subscription plans.

version 4.23.1

Redesigned settings and setup pages. Fixed lots of issues and added several improvements.

version 4.23.0

Made it much easier to setup and share/preview your Suite link and Online booking pages.

version 4.22.5

Added support for specifying the "Maximum lead time" when clients book you online (i.e. clients can only book you up to 4 weeks into the future).
Increased the maximum number of Suite links from five (5) to Ten (10).

Also fixed an issue with the number of hours allocated to a Package not appearing correctly.

version 4.22.4

Fixed an issue with the "Roster" button not appearing on Classes.

version 4.22.3

Fixed a few issues: Unable to book clients into classes when using the new "Save" button; Cancellations dashboard does not appear on the home screen if there haven't been any cancellations yet this month.

version 4.21.12

Fixed an issue with the processing fee displayed while making team member payments (should update automatically if you change payment methods). Also fixed an issue with the gratuity amount shown during "Complete & Charge" for pre-paid appointments with gratuity entered during confirmation.

version 4.21.11

Updated getting started guides and tutorial videos.

version 4.21.9

Fixed an issue with staffing availability when appointments are copied/rescheduled which led to double booking.

version 4.21.8

Several improvements and fixes:
- Preview photo before sending
- Send/receive photo and text in the same message
- Some paid gift certificates not appearing on income report
- Fixed a glitch with opening Google map for turn-by-turn directions
- Added 50+ new default contracts and forms for premium subscribers

version 4.21.7

Properly enforce "Allow double booking" calendar setting

version 4.21.6

Fixed "Future income" reports to include all upcoming recurring subscription payments. Add "Date" subreport for "Future income" report so that you can now see upcoming income (confirmed appointments, subscription payments) by the date/week/month/quarter/year they are scheduled. Also added support for receiving the login codes via a voice call. Also fixed an issue with calls hanging out prematurely during outbound calls.

version 4.21.4

Introducing Sales Taxes 2.0: lookup & specify the default sales tax rate in your account by address, choose to always collect sales tax by default regardless of what state you're based in, lookup and override the sales tax rate on each transaction (invoice, charge, appointment, etc) if it took place at a different tax jurisdiction than your default tax jurisdiction.

version 4.21.3

Fixed several issues: deep linking to classes/services in the booking widget, deposit charge amount preview should not include gratuity

version 4.21.2

Fixed an occasional issue with packages being applied to sessions. Fixed an issue with incoming phone calls being disconnected after the first ring sometimes. Fixed a formatting issue on the saved messages screen. Renamed "Fields" to "Questions" during online booking/lead setup. Disallow clients from sending new group messages to a class (they can reply to existing group messages if setup as chat groups).

version 4.21.1

Fixed an issue with ordering POS card readers.

version 4.21.0

Fixed an app crash which occurs sometimes when you edit the appointment total; ensure that the video conference preview is always shown even while waiting for others to join the conference call; allow collection of sales tax when selling gift certificates.

version 4.21.0

Video conferencing is now enabled in all Premium accounts. Enable high-quality, secure video meetings with your clients on all appointments - for no additional cost.

More updates including: ensure contract is sent once form is filled out, discount/sales tax preview not displaying properly, prevent deposit amount from changing once a deposit is paid, always show the card reader order screen, designate specific staff members as eligible for reservations during scheduling.

version 4.20.14

Fixed an issue with the new card scanner (restoring the previous one for now).

version 4.20.13

Improved credit card scanner, fixed an issue with sales tax and surcharge on recurring appointments, custom field values not appearing in full when viewed on-screen (customer/appointment/online form screens), schedule invoice button not working sometimes from home screen.

version 4.20.12

Fixed a client picture layout issue on the Calendar.

version 4.20.12

Fixed an app crash sporadically occurring after viewing a chat screen. Allow links included in appointment, invoice, package, and estimate memos to be opened from the app (and widget).

version 4.20.11

Allow 30-day premium free trials

version 4.20.10

Fixed a display issue on the calendar with very long titles

version 4.20.8

Restored support for Copy & Paste in address fields on the client and appointment screens.

version 4.20.6

Fixed app crash on calendar for some users.

version 4.19.10

Misc improvements and bug fixes

version 4.19.9

Fixed an issue with clients booking sessions with packages.

version 4.19.9

Fixed issue with the way packages are applied on appointments with multiple services (with some ineligible for package); show last appointment date on client summary if there are no upcoming appointments.

version 4.19.8

Fixed an issue with the "Choose your plan" screen.

version 4.19.7

Fixed an issue with Suitelink buttons not working for certain types of links.

version 4.19.6

Several enhancements: set goals for personalized setup during registration; Income reports now show total income by year; add option for navigating to the calendar after booking an appointment; fixed lots and lots of issues (20+).

version 4.19.5

Several enhancements and bug fixes:
- Add "Scheduled invoices" dashboard for easier access
- Leaderboard hourly rate metric should exclude discounts
- Fixed issue with deposited payments screen not loading correctly
- Support gratuity only during complete & charge for appts & estimates

version 4.19.4

Redesign placement for Primary buttons on home screen, Added snapshot (income, next appt date, balance) to client profile screen, rollout new navigation screen to more transactions, Show current premium plan on home screen and allow easier upgrade access.

version 4.19.3

Added "Date" results view to the Income report making it easier to view your income by month; Streamline sorting on the Fields/Categories list; Fixed issue with adding certain types of links to the SuiteLink page.

version 4.19.1

Unpaid jobs not showing past jobs sometimes during Staff payments; Suite link analytics are being duplicated sometimes; Add "Suite link" preview button.

version 4.18.12

Fixed an issue viewing the itemized services on an appointment

version 4.9.8

"Pay Now" widget, Always On location permissions and much more
- Accept payments from your website with the "Pay Now" widget
- New setting to allow regularly scheduled payouts to be sent instantly
- Employees can now add an instant enabled debit card in order for payouts
- Fix issue with clients being able to schedule appointments outside available hours
- Allow "Suite" subscribers to add premium numbers for staff members