Changelog
New updates and improvements
Release Notes
We're excited to announce a major update packed with new features, improved workflows, and enhanced analytics to help you route leads more effectively and streamline your scheduling operations.
✨ New Features
Workflows (Automation Engine)
Build powerful automations triggered by bookings and form submissions. Create custom workflows that:
Send personalized emails to prospects and team members
Post notifications to Slack channels
Trigger webhooks to integrate with external systems
Use dynamic placeholders for personalized messaging
Group Meeting Bookings
Group meeting links now fully support booking management:
View all group meeting bookings in a dedicated filter
Track bookings from group links alongside personal and click router bookings
Improved booking list with source indicators
Click Router Insights Dashboard
Get deeper visibility into your click router performance with a new dedicated analytics view:
Routing Funnel: Visualize the journey from form submissions to booked meetings
Booking Insights: Track conversion rates and booking trends over time
Team Performance: See how leads are distributed across your team
Custom Filters: Filter by date range, team members, and more
Admin Credit Management
Admins can now manually adjust team member credits for round-robin routing:
Add or remove credits directly from the assignments view
Useful for compensating holidays, sick days, or manual adjustments
Available for both lead routers and click routers
Round-Robin Queue Reset
New calibration settings allow admins to reset the round-robin queue:
Start fresh with equal distribution across all team members
Compensate for holidays and time off
Shadow tracking for fair distribution auditing
🔧 Improvements
Router Edit Experience
The router configuration page has been completely redesigned:
Visual Flow Design: Connected sections with arrows show the routing logic clearly
Collapsible Sections: Easier navigation through form connection, lead routing, event configuration, redirect settings, and CRM integration
Slideover Panels: Edit detailed settings without leaving the main view
Better Organization: Cleaner interface that's easier to navigate
Event Type Editor
Improved event type editing experience:
Single-page edit view with all settings accessible in one place
Navigation guard warns before leaving with unsaved changes
Inline editing for custom form titles
Better form validation and error handling
HubSpot Integration Enhancements
User Lookup Fields: Rules now properly display HubSpot team member options with names and emails
Owner Sync: Automatically fetch and cache HubSpot owners for faster rule configuration
Better Field Detection: Improved detection of user lookup field types
Custom No-Availability Email
Configure a custom contact email address that displays when no time slots are available:
Set a team or support email instead of showing individual user emails
Maintains professional branding when prospects can't find available times
Configurable in Scheduler Settings
Booking Insights
Enhanced booking analytics across all link types:
Improved charts and data visualization
Better date range filtering
Clearer metrics and conversion tracking
Getting Started
All features are available immediately in your account. To explore:
Workflows: Navigate to Automations → Workflows to create your first automation
Click Router Insights: Open any click router and select "Insights" from the sidebar
Credit Management: Go to any router's assignments section and click the credit adjustment icon
Custom Email: Visit Settings → Scheduler to configure your no-availability email
Questions or feedback? Reach out to our support team – we'd love to hear from you!
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