May 3: Custom Visibility for Apps

Custom Visibility for Apps

With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g. access to the Calendly App) and message you (e.g. access to our Messages App). You can also create dynamic onboarding experiences. For example, a new lead may need to sign a contract before they can access other parts of your portal. You can configure custom visibility for an app when setting up a new app or by navigating to the App Setup page and clicking Edit on a particular app. Check out the full blog post on how to make the best use of this new feature.

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