Ability to switch from Client Portal to Memberships

By David Holland

February 23, 2024

Membership Switcher allows admins to switch between Client Portal and Membership Legacy with one click, enabling users to access both features. Courses PWA is available only in Memberships and can be used post-migration. Access the switcher by navigating to Memberships > Sites and clicking on “Read More” beside the banner.

Quick Actions Buttons for Conversation AI bots

**TLDR:** New Quick Action Buttons in Bot Menu enhance bot management, allowing users to edit, delete, duplicate, and

Quick Actions Buttons for Conversation AI bots

Invoicing: Import previous invoices from Quickbooks

**TLDR:** Import invoices from QuickBooks via Settings > Integrations. Connect account, toggle import, set sync preferences for feedback.

Invoicing: Import previous invoices from Quickbooks

Sub Account Dashboard and Reporting: New Fields and Filters

New dashboard features added for better control: phone number, primary contact name, followers, business name, tags, and contact

Sub Account Dashboard and Reporting: New Fields and Filters

Introducing New Templates

New web templates launched to boost marketing: – **2 Website**: Restaurant, Travel – **1 Store**: Beauty – **3

Introducing New Templates

App Marketplace | Improvements to App Search and Filtering

Marketplace team enhances Search and Filtering in App Marketplace: – **Search**: Matches app name, tagline, description, and developer

App Marketplace | Improvements to App Search and Filtering

Set frequency for certificate expiry reminders (emails)

Users can customize reminder email intervals for certificate expiries, replacing the default 2 and 7 days. Previously scheduled

Set frequency for certificate expiry reminders (emails)

Direct Your Visitors to a Clear Action at the Bottom of the Page