PocketSuite - Schedule Clients

Fixes and improvements in this update include: When searching for a client name, the results will now also include any sub-accounts associated with that client. We’ve added a "Last royalty bill monthly" frequency option for fixed fees. Fixed an issue with the Income Report for appointments with paid deposits. Fixed an issue where the invoice preview link would incorrectly render as an appointment confirmation. Resolved an "unexpected error" that prevented sending receipts for paid invoices.

We’re excited to introduce our new Pet Grooming Salon Edition bundle! We’ve also made several improvements and bug fixes to enhance your experience, including: Scheduling - Specify Buffer time on items and reservations Income Reports - Resolved display issues in your income dashboard for sales tax and marked paid bookings Gift Certificates - Addressed issues with editing amounts and expiration dates.

This app update contains several major improvements and bug fixes: Split Availability: Customize your business hours for specific days and split your availability on a given day. Restore support for editing gift certificate totals Fixed team member permission issues with availability editing Fixed discounts shown to clients during client app booking checkout Allow franchise operators to export their Royalty transactions Properly filter billable appointments by subaccount whenever applicable

New Features 4-Hour Cancellations: A new, shorter cancellation policy option is now available in your settings. Enhanced Visuals: We’ve added custom colors for Services, Classes, and Reservations to help you stay organized at a glance. Better Reporting: Royalty bills now include summary revenue and royalty percentages directly in the memo. Fixes & Improvements Time Sync: Fixed a bug where iOS and Desktop scheduling times were out of sync. QuickBooks Sync: Resolved an issue with syncing Instant Payouts. Tax Fixes: Fixed a bug where sales tax was occasionally applied to tax-exempt subscriptions.

What’s New in PocketSuite • Scheduling: Fixed time zone syncing for team shifts and Day View. • Team Management: Improved shift migration and fixed team display bugs. • Payments: More accurate gratuity calculations and smoother mobile/desktop balance payments on estimates. • Reporting: Added 2025 time periods for data exports. • Performance: Optimized success screen speed and fixed QuickBooks "400 error" sync issues. • Android Fix: Removed duplicate alphabet sections in the client list.

Bug fixes and improvements: - Fixed duration filter not resetting the selected start date when cleared - Fixed sales tax not being applied when "Always collect sales tax" is enabled - Fixed SuperAdmin unable to assign tasks to themselves - Fixed charge-by-night reservation calculating incorrect totals when crossing daylight saving time changes - Improved team member availability accuracy across different time zones - Improved Google Calendar sync reliability with better error handling - Fixed video session authorization issues for logged-in pros - Fixed prepaid package recognition during booking checkout - Fixed income reports showing full amounts instead of prorated amounts for partial payments - Various backend stability and performance improvements

New in this release: • Print run cards - generate printable class rosters and appointment summaries for facility-based businesses (opt-in, enable Run Cards in settings) Bug fixes and improvements: • Fixed ACH payment failure handling to move transactions back to Unpaid • Fixed class booking times that did not match the class schedule • Fixed duplicate appointments appearing on Google Calendar after sync • Fixed current day not being selectable when setting recurring appointments • Fixed address auto-suggestion changing the address when booking a service • Fixed address changing when clients tap Location on confirmed appointments • Fixed time zone not being set for accounts created outside the US • Fixed missing Next button on credit card selection screen when paying orders • Fixed gift certificate application issues in the client app • Fixed Card Reader update banner not showing on Home Dashboard • Added origin filter to the Pending dashboard • Improved money movement transparency in balance views and exports • Improved address validation when pros add addresses • Updated team member and location record screens with missing fields • Backend stability and performance improvements

Bug fixes and improvements: • Fixed app crash when tapping user addresses • Fixed app crash on iOS 26 devices when viewing reports

What's New: - Send and receive videos in any conversation with Messenger 2.0 - Resource Calendar for managing availability by resource - Resource capacity now respects bookings across all service types - New built-in client fields for pet service businesses Bug Fixes & Improvements: - Fixed check-in and check-out icons in Settings - Fixed crash when switching to Calendar "Day" view (Android) - QuickBooks sync reliability improvements for tax handling and batch syncs - Fixed "Unexpected Error" pop-up during Class scheduling

What's New: - Run Cards now group resources by date range - Add client fields from your edition's default list in Settings - Client imports add Lead Date, Send via, Discount, and 3 more columns - Pet and standard sub-account import templates with 9 new columns - Service Price imports support lead time, buffer, capacity, forms, contracts - Google Calendar syncs retry automatically when rate-limited - Franchisors are notified when a Royalty Bill payment fails - Refreshed All Dogs Unleashed industry bundle and color palette - Android font sizes now match iOS for consistent reading - Desktop: Smart Campaigns — create, manage, and view results - Desktop: Pending Payouts dashboard with Cash Out Now - Desktop: Stripe verification banner and SSN re-verification - Desktop: Refer-a-Pro and Review banners with referral metrics - Desktop: Data import in Settings - Desktop: Hover tooltips on Day, Week, and Month calendar views Bug Fixes & Improvements: - Form completions now notify the Pro who sent the form - Prevents accidental duplicate refunds on the same payment - Fixed an Android crash when opening the message filter screen - Fixed QuickBooks receipts to include tax, gratuity, and shipping - Fixed QuickBooks shipping amount for percent pricing and partial refunds - Desktop: login errors show the actual reason instead of a generic message - Desktop: fixed a crash when opening recently-synced client records - Desktop: Sales Tax onboarding now saves correctly - Desktop: custom checkout times no longer block reservation booking - Desktop: calendar filters persist across navigation - Desktop: fixed instability with multiple browser tabs

What's New: - Scheduled invoices are now available on desktop - Schedule tasks and smart tasks in 5-minute increments - Class rosters now show icons - Booking Requests shows the same date range on every device - Online leads now include widget setup instructions Bug Fixes & Improvements: - Availability loads much faster when booking a client - Booking no longer errors on valid times, or reports them unavailable - Rescheduling now adds the time you picked, not the original one - Fixed a crash when re-adding items to an estimate - Estimates show hourly rates and sales tax correctly - Contracts now show the payment amount being authorized - Video links no longer appear on in-person services - Save photos and videos your clients send you - Minimum tip can be updated or removed on desktop - Long saved messages display correctly - Invoices can be saved without sending or charging - Confirm booking requests directly from the dashboard - Team member client access now respects your settings - Changing your username no longer clears your password

What's New: - Manage plan upgrades, downgrades, and cancellations on desktop - Card-present and online card payments now show separate processing rates - Faster, more reliable bank (ACH) payments - Clearer wording in automated text, push, and email notifications - More reliable business SMS delivery Bug Fixes & Improvements: - Reservations now show consistent availability and auto-assign an open resource - Class rosters and drop-in classes now respect resource capacity for open spots - Moving bookings on the resource calendar no longer freezes the screen - 60-minute sessions no longer apply a 30-minute flex when "No Flex" is set - Add additional services to a subscription on desktop - Online Orders, and Leads & Reviews, now appear correctly in Settings - Selecting a client from search no longer clears other group-message recipients - Desktop notification banner no longer appears too early - Team members can now exit the inbox from the Team Dashboard - Android dashboard shows an indicator when extra team members are assigned - Client profiles now show income consistently with client history - Smart task edits now save correctly - Class booking links containing special characters now work - Signup no longer blocked when a phone number exists without a name - Fixed intermittent sync timeouts, onboarding errors, and API token responses

What's New: - Icons: tag clients, pets, bookings, and packages with visual cues that surface critical info at a glance - Icons fire automatically off triggers like missing vaccinations, expired forms, allergies, or behavior notes — your top 5 follow you across the calendar, dashboards, inbox, and client list - Onboarding now includes the icon picker so you can set up tags from day one - Setup smart campaigns to fire if any of several items are booked or purchased - Online booking now available on desktop - Manage phone numbers from desktop - New "Unassigned" Pros filter for the calendar - New Dog Trainer Essentials playlist on mobile and desktop - Faster client list loading - Import up to 2,000 rows at once with updated templates - In-app balance now shows amount and running balance - Improved QuickBooks sync reliability Bug Fixes & Improvements: - Fixed duplicate calendar entries during sync - Fixed team member calendar showing wrong profile photo - Pixel 8a now supports Tap to Pay - Fixed photo permission error in Android client app - Restored tappable links in messages - Fixed Birthday Smart Campaign save error - Set custom expiration when editing expired packages on desktop - Smart Campaigns now display all items on desktop - Restored PocketSuite Link option for Staff accounts - Staff team members can now send transactions - Fixed account balance display in rollup deposits - Fixed lead form error with subaccount status field - Removed required client selection for custom tasks on desktop

What's New: - New "Start Getting Paid" setup flow in Settings - Search bar on every Settings page - Form Import now supports Photo and File Upload field types - Form Import now includes the form description - New Gift Card Import template for bulk uploads - New Class Import template for creating classes and lesson schedules - Bulk enroll clients into existing classes via import - Custom field expirations now appear on records - Faster Desktop Dashboard load times - Desktop warns before moving someone off the waitlist into a full class - Modals stay open when clicking outside on sensitive flows Bug Fixes & Improvements: - Receipts can now be sent for invoiced appointments - Subscription packages now generate after successful payment - Fixed blank screen when scheduling from a multi-service estimate - Desktop: refund-with-fees amount is now correct when sales tax applies - Fixed app crash when applying a discount during scheduling - Desktop: internal forms can be saved again - Zapier "Payment Received" webhook now fires for live payments - Fixed issues scrolling and editing content on longtext fields - BNPL payment messages now show amount details - Fixed app crash when viewing a team member payroll receipt - Weekly Spot availability stays Weekly after saving - "Field expires" option no longer disappears for Booking-scoped fields - You can now type the letter "c" in team member payout descriptions - Charge flow exits faster when you tap X - Fixed app crash while creating an invoice - Editing a smart icon rule now refreshes Dashboard, Clients, and Inbox immediately - Desktop: pickup order time no longer resets to current time - Desktop: Smart Tasks no longer duplicate in Client Fields

What's New: - Leaderboard is now available on desktop - Payment exports now correctly show disputed and failed payment statuses - Stability and reliability improvements Bug Fixes & Improvements: - Fixed incorrect invoice total amounts - Fixed a sales tax discrepancy in reports - Sales tax now applies to subscription payments in the client app - Employee payout receipts now show item names - Fixed an error when recording payments for bookings - Fixed the location prompt during client onboarding - Fixed estimate item descriptions being cut off - Fixed viewing the complete client list on desktop - Fixed viewing the client list in group messages - Cancelled classes now correctly disappear from the calendar - Restored the team member check-in map in chat threads - Fixed clients receiving repeated automated messages - Fixed a scheduling error related to time zones - Fixed an inbox display issue - Polished spacing and icons throughout the app

What's New: - Add a sub-account when editing an existing booking - Client import no longer creates duplicate sub-accounts with the same name - Messenger text is larger and easier to read - Google Calendar sync for clients now defaults to only your bookings - Calendar Icons can trigger when a booking includes special instructions Bug Fixes & Improvements: - A confirmation appears when you confirm a pending appointment from the calendar - Back-to-back bookings use only one spot on multi-capacity resources - Resource availability checks and conflict messages are more accurate - Google Calendar sync no longer adds a pro's full class schedule to your calendar - Bookings send one confirmation text instead of multiple - All split availability windows appear when clients book a reservation online - Online booking respects each team member's availability - Unsent messages in chat are saved if you leave before sending - The unread message badge clears after you read your messages - Business hours you turn off during onboarding now save correctly - Selecting and copying text in the message composer works more reliably - Products & Services search results no longer overlap the search bar - Charging a shipping order collects payment before the tracking number - Archived conversations open correctly from a client's profile - Send an estimate is available again from client message threads - Default pet fields now show on pet records in the app - Package memo changes appear in the client app after you update them - The payment confirmation screen shows the correct total with sales tax - Staff team members can no longer be granted shared inbox access - Booking with a required contract completes after you sign, without returning to payment

What's New: - Faster dashboards and reports with paginated tables - New "Overdue" filter and metric for tasks - Cancel tasks directly from the task window on records - Buy a docking station for your desktop card reader - Messenger payment menu labels now localized Bug Fixes & Improvements: - Team members can now print class rosters - Fixed error when assigning admin permissions to team members - Edit drop-in class locations from desktop - Fixed missing bookings in the pet boarding dashboard on desktop - Auto-assign task setting now saves on desktop - Smart campaigns no longer misfire during active conversations - Fixed duplicate announcement campaign messages - Fixed team member message alignment in chat threads - Polished the online lead widget setup banner - Fixed time slots shown for "Flex" schedules with Split Availability

What's New: - Apply for business financing in-app with PocketSuite Capital - View your appointments on a map, now on desktop - Faster Resource Calendar load times - Dashboard metric headers now show your true total counts - Sales tax rounding now matches industry standards - Improved QuickBooks sync accuracy Bug Fixes & Improvements: - Tap an appointment in Week/Month/Agenda view for a quick preview - Fixed client packages showing a negative balance - Message timestamps now show the year for older messages - Desktop bookings now use the client's location, not your business address - Restored HEIC/HEIF photo uploads in messages and documents - Fixed an error booking drop-in classes that use resources - Fixed incorrect time slots with flex scheduling and split availability - Fixed an error when charging pickup orders on desktop - Desktop Smart Campaign dashboard now shows all campaigns - Desktop Items Purchased dashboard now shows all items

What's New: - Filter packages by partially-paid status on the dashboard - Reorganized package dashboard filters for easier browsing - Inbox three-dot menu now behaves consistently everywhere - Your first text to each client now includes your business name and opt-out instructions, to meet carrier anti-spam (TCR) requirements Bug Fixes & Improvements: - Unread badges now clear across all your devices - Fixed an Android crash when sending a message - Archived chats now reopen when a new message arrives - Clients are now notified when an invoice is canceled - Marked-paid orders now show the correct tax - Incoming calls now show correctly in desktop messenger - Reservation check-in/out time edits now save during onboarding - Contract previews now work during onboarding - Forms and Contracts now included in Premium Lite plans - Pet detail fields are no longer required at every checkout - Service location choice now saves correctly - Zoom setting now stays on in class settings - Estimate duration now updates as you add services - Fixed a login error when upgrading your plan - Larger, more readable filter and list text - Fixed assigning a custom icon - Plus many more fixes and refinements

What's New: - Always show Pending banner for unconfirmed appointments in Calendar - Settings now return you to your previous spot after editing - Class enrollment imports can now bring in unconfirmed enrollments Bug Fixes & Improvements: - Contract signatures added during onboarding now save - Cancelling one class enrollment no longer cancels the client's other enrollments - Removing an instructor from a class series now saves - Discounts now calculate on custom-priced appointments - Estimates now include a Duration field on desktop - Estimates now send by email when a client has no phone number - Imported invoices with a blank Paid date now stay open - Repeat bookings no longer carry deposit payments forward - Birthday campaigns no longer trigger from sub-account birthdays - Copying a smart task no longer removes fields from the original task - "Create another" after selling a package now starts a new sale - Products can no longer be added to service categories - Fixed an error when saving services with certain calendar colors - Fixed the address form disappearing during payment verification - Success screen navigation buttons now always respond - The Skip button now waits for the onboarding video to start - Fixed text overlap on the payment refund screen - Smart task selection menu now stays open for multiple picks - Restored links in invoices