Release Notes

v0.8.9

Client access management, and persistent appointment views

This release adds a dedicated Client Access section for managing client portal invitations, lets staff save their preferred appointment calendar view, and fixes several sign-in and appointment-creation issues.

Features

  • Client Access management: practices now have a dedicated Client Access page under Access Management for reviewing and managing client portal invitations, including a full invitation history and pending-invitation counts.
  • Persistent appointment views: the Appointments page, dashboard schedule, and staff and client appointment tabs now remember your last-used calendar view, so you no longer need to reset it each time.
  • Branded booking widget: the public booking widget now shows your practice's own logo and branding when time slots are unavailable.
  • Tier change history: the activity log now shows the previous and new subscription tier when a tenant's tier changes.

Fixes

  • Client portal sign-in: fixed an issue where completing two-factor setup or signing in could fail for some accounts.
  • Appointment quick-create prefill: creating an appointment from the calendar now correctly preselects the staff member or location you clicked on.
  • Pending client invitations: client invitations now stay shown as pending until they actually expire, instead of disappearing early.

Security and reliability

  • Stricter invitation permissions: viewing and managing staff and client invitations now enforces more precise access checks, so only appropriately authorized staff can see or act on them.