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29 April 2026
Bookings, Quotes and Communications Refined
- —You can now set up post-booking fulfilments to deliver anything your client needs after their event, including requesting details from them to complete the fulfilment.
- —You now receive an email notification whenever a client logs into their portal, so you always know when they are actively reviewing their booking.
- —Each team member's profile picture now appears in the live chat so your clients can see exactly who they are speaking with.
- —PDF attachments added to emails now always arrive as proper PDF files, so your clients can open them without any confusion.
- —You can accept a quote on behalf of a client directly from the admin preview, edit the deposit and balance due dates to suit your arrangement, and avoid overbooking by respecting stock that is already fully committed.
- —The AI assistant on/off switch is now front and centre in your settings, making it quick to enable or disable without digging through menus.
- —You can now edit booking details and line items together on an accepted quote, making it easier to amend details after a client has confirmed rather than having to edit details and line items separately.
- —Your task list now opens on outstanding and in-progress items by default, and you can search tasks using booking references or client details to find what you need faster.
- —You can hand a conversation over to your AI assistant from within the communications panel, and a live indicator shows you when a client is currently viewing their quote so you can follow up at the right moment.
- —Added "Auto pass-back to Assistant" — set a custom timeout and message so inactive chats automatically return to Emma, ensuring customers still get a reply if they come back after admin has stepped away.
- —You can now change payment due dates on existing quotes. Adjust deposit, balance, or instalment due dates on the fly to accommodate customer requests or schedule changes.