March 24: Improved welcome messages
Improved welcome messages
When you create a client, a conversation is now created right away (even you don’t invite the client yet). In this conversation, we show the draft welcome message that will be once the client signs in for the first time. We hope this update improves clarity around how welcome messages work.
Improvements and fixes
- Added the ability to duplicate forms.
- Improved the search experience across the product.
- Improved the experience of inviting client users and internal users that have already been invited. The action is now called "Resend invite".
- Fixed a bug where client user profile pictures were not used on the Messaging pages.
Your clients deserve better.
Try for free for 14 days, no credit card required.
Create remarkable client experiences
Client Services
Solutions
- Accounting and Bookkeeping
- Marketing Agencies
- Startups
- Consulting Firms
- Real Estate
- Freelancers
- Law Firms
- Designers