Release Notes

v0.14.22

Bulk selection tools, a fuller client form, and direct staff assignments

This release refreshes the interface with more compact controls and new bulk-selection tools, opens the full client form directly from the appointment booking flow, and lets practices assign staff to services and visit reasons directly. It also fixes several bugs, including a save button that stayed disabled and a custom field preview crash, and includes reliability and security improvements.

Features

  • Bulk selection in lists: Clients, Staff, and Appointments lists, along with their board and split views, now have a dedicated selection column, making it easy to select several records and act on them at once.
  • A more compact interface: controls, list rows, and dashboard widgets are more compact and consistent, and Saved View groups in the sidebar can now be collapsed to save space.
  • Full client details from the appointment drawer: creating a client while booking an appointment now opens the same complete form used on the client page, including custom fields, photo, language, and portal visibility, and the drawer can be resized and remembers its width.
  • Practice photo controls: a new Photos section in settings lets a practice choose whether client and staff photos are shown, and whether clients can see staff photos.
  • Direct staff assignment: staff members are now assigned directly to the services and visit reasons they perform, replacing the previous skills-based matching.
  • Smarter custom fields: radio-option fields support a default value and a horizontal or vertical layout, option labels can be edited inline, and a summary shows any saved visibility rule at a glance.
  • Smarter natural-language filters: smart filters now return the part of a request they understand and explain what they could not match, recognize exact client and staff names more reliably, and support named date periods.
  • Birthday matching and resizable filter drawers: a birthday field can now be matched to periods such as "this week" regardless of year, and the filter drawers in Saved Views can be resized and reset to just their filters.
  • Three-day dashboard calendar by default: new admins now see three days of appointments on their dashboard instead of just one.

Fixes

  • Save button after a dropdown change: changing a dropdown field, such as preferred language, no longer leaves the Save button disabled.
  • Mobile calendar layout: the appointments calendar header no longer overflows the screen on phones.
  • Custom field preview crash: selecting Long Text while creating a custom field no longer crashes the page.
  • One consistent contact address: the privacy policy, terms, and support pages now all point to the same contact email.
  • Radio button appearance: the selected dot on radio buttons no longer disappears after clicking elsewhere.
  • List layout switching: switching between list layouts no longer unexpectedly navigates back to a list you had already left.
  • Editable dates and clickable records: date fields in Saved Views can now be typed into directly, and record cards throughout the admin portal link straight to the record's detail page.
  • Legal text correction: a sentence in the healthcare disclaimer that was cut off is now complete in every language.

Security and reliability

  • Dependency security update: a third-party library used for file compression was updated to close a known vulnerability that could cause processing to hang on a malformed file.
  • Staff photo privacy: staff photos are now shown to clients only when a practice has explicitly enabled that setting, closing a gap that could otherwise expose a photo through a direct link.