What’s new: Customize the confirmation page contacts see after booking an appointment. Add your own message, redirect URL, or include additional instructions.Why it matters: Creates a more branded and informative post-booking experience.How to use it: Go to Calendars > Calendar Settings > Confirmation Page to customize.
What’s new: Generate an embeddable calendar widget to place on any external website. Visitors can book appointments directly from your site without leaving the page.Why it matters: Reduces friction for prospects trying to schedule with your team.How to use it: Go to Calendars > Calendar Settings > Embed Code and copy the snippet into your website HTML.
What’s new: The booking calendar now automatically detects the visitor’s timezone and displays available slots accordingly. Manual timezone selection is still available as a fallback.Why it matters: Eliminates scheduling confusion for teams working across multiple time zones.How to use it: Timezone detection is enabled by default on all booking calendars.
What’s new: Automated SMS reminders can now be sent before scheduled appointments. Configure the timing (15 min, 1 hour, 24 hours) and customize the message template.Why it matters: Drastically reduces no-show rates by keeping appointments top of mind for contacts.How to use it: Navigate to Calendars > Notifications and enable SMS reminders with your preferred timing.
What’s new: Configure automated email reminders for upcoming appointments. Multiple reminder intervals can be stacked for the same event.Why it matters: Provides another channel to reduce no-shows and keep your calendar running smoothly.How to use it: Go to Calendars > Notifications and toggle on email reminders.
What’s new: Round-robin scheduling distributes new appointment bookings evenly across team members. Configure which users are in the rotation and set priority weights.Why it matters: Ensures fair lead distribution and prevents any single team member from being overbooked.How to use it: Create a new calendar and select Round Robin as the calendar type under Calendars > Add Calendar.
What’s new: Smart Lists let you create dynamic, filter-based views of your contacts. Define criteria like tags, custom field values, or activity dates, and the list updates automatically as contacts match or unmatch.Why it matters: Saves time by eliminating manual list management and ensures your segments are always current.How to use it: Go to Contacts > Smart Lists > Create Smart List and define your filter criteria.
What’s new: Every contact record now includes a detailed activity log showing all interactions — emails sent, SMS messages, appointments, notes added, and pipeline stage changes.Why it matters: Gives your team full context on every contact without digging through separate modules.How to use it: Open any contact record and scroll to the Activity tab.
What’s new: Select multiple contacts from the contact list and apply or remove tags in bulk. Works with both manual selection and filtered views.Why it matters: Speeds up contact organization when working with large lists.How to use it: Select contacts using the checkboxes, click Bulk Actions, and choose Add Tag or Remove Tag.
What’s new: Checkbox is now available as a custom field type for contacts. Use it for binary data like opt-in consent, qualification flags, or feature toggles.Why it matters: Gives you more flexibility to capture yes/no data points directly on contact records.How to use it: Go to Settings > Custom Fields > Add Field and select Checkbox as the type.
What’s new: Date picker fields can now be added as custom fields on contact records. Use them to track birthdays, renewal dates, contract expirations, and more.Why it matters: Enables date-based automations and filtering across your contact database.How to use it: Navigate to Settings > Custom Fields > Add Field and choose Date as the field type.
What’s new: Dropdown menus are now supported as a custom field type. Define a list of options and assign one per contact for consistent data entry.Why it matters: Standardizes data collection and makes filtering and reporting more reliable.How to use it: Go to Settings > Custom Fields > Add Field, select Dropdown, and enter your options.
What’s new: Create text-based custom fields on contact records to store any freeform information like company size, referral source, or internal notes.Why it matters: Extends the contact profile to capture data specific to your business workflow.How to use it: Navigate to Settings > Custom Fields > Add Field and select Text or Text Area.
What’s new: Tags are now available for organizing contacts. Add multiple tags per contact, filter the contact list by tag, and use tags as conditions in automations.Why it matters: Provides a flexible, lightweight way to segment and organize your database beyond pipelines and lists.How to use it: Open any contact record and click Add Tag, or use the tag filter in the contact list view.
What’s new: The contact list filter now supports custom fields. Filter by text, dropdown, date, and checkbox custom fields alongside standard fields like name and email.Why it matters: Makes it possible to segment contacts by the custom data points you track.How to use it: Click Filters in the contact list and select any custom field from the dropdown.
What’s new: Rearrange your dashboard widgets by dragging and dropping them into your preferred layout. Your custom arrangement is saved per user and persists across sessions.Why it matters: Puts the metrics that matter most to you front and center every time you log in.How to use it: Click Customize on the dashboard, then drag widgets to reorder them.
What’s new: A new pipeline summary widget shows the total value and count of opportunities across each stage. Get a snapshot of your sales pipeline without leaving the dashboard.Why it matters: Provides at-a-glance pipeline health so you can spot bottlenecks quickly.How to use it: The widget appears automatically on the dashboard if you have an active pipeline.
What’s new: Filter dashboard metrics by date range. Choose from preset ranges (today, this week, this month, this quarter) or set a custom date range.Why it matters: Lets you analyze performance over specific time periods without leaving the dashboard.How to use it: Use the date picker at the top right of the dashboard to select your range.
What’s new: Two new widgets are available on the dashboard. The tasks widget shows upcoming and overdue tasks, while the appointments widget displays your next five scheduled meetings.Why it matters: Keeps your daily priorities visible without navigating away from the main view.How to use it: Both widgets are enabled by default on the dashboard.
What’s new: The new stats overview widget displays key metrics including total contacts, new contacts this month, open opportunities, and total opportunity value.Why it matters: Provides a single-glance summary of your CRM health.How to use it: Stats appear at the top of the dashboard automatically.
What’s new: The HoopAI dashboard is now live. Upon login, you are greeted with a centralized overview of your account activity, upcoming appointments, and key performance metrics.Why it matters: Creates a single starting point for your daily workflow instead of navigating to individual modules.How to use it: The dashboard is now the default landing page after login.
What’s new: Facebook Messenger messages now appear in the unified conversations inbox alongside email and SMS. Reply to Facebook messages directly from the platform.Why it matters: Consolidates yet another communication channel so no lead falls through the cracks.How to use it: Connect your Facebook page under Settings > Integrations > Facebook to start receiving messages.
What’s new: Filter conversations by channel type (SMS, email, Facebook), read/unread status, and assigned user. A search bar lets you find conversations by contact name or message content.Why it matters: Makes it faster to locate specific conversations in a busy inbox.How to use it: Use the filter icons and search bar at the top of the Conversations inbox.
What’s new: Assign conversations to specific team members directly from the inbox. Assigned conversations appear in that user’s filtered view.Why it matters: Ensures accountability and prevents duplicate responses to the same lead.How to use it: Open a conversation and click Assign to select a team member.
What’s new: See when your emails have been opened by the recipient. Read receipts appear as a small indicator on the message in the conversation timeline.Why it matters: Helps you gauge engagement and time your follow-ups effectively.How to use it: Read receipts are tracked automatically for all outbound emails.
What’s new: Create and save quick reply templates for SMS conversations. Insert them with one click when responding to common questions.Why it matters: Speeds up response time for frequently asked questions.How to use it: Go to Conversations > Quick Replies > Create to add your templates.
What’s new: Email replies are now threaded together in the conversations view, grouping related messages under a single conversation. This applies to both inbound and outbound emails.Why it matters: Makes it easy to follow multi-message email exchanges without scrolling through unrelated messages.How to use it: Email threads are grouped automatically — no configuration needed.
What’s new: Send and receive SMS messages directly within the platform. Inbound SMS from contacts appear in the conversations inbox in real time and trigger notifications.Why it matters: Enables real-time text communication with leads without leaving the platform.How to use it: Ensure your Twilio integration is active under Settings > Phone Numbers, then open any contact conversation to send an SMS.
What’s new: Compose and send emails directly from the conversations module. Emails are tied to the contact record and appear in the conversation timeline.Why it matters: Keeps all outbound communication centralized alongside SMS and other channels.How to use it: Open a conversation, click the Email tab, and compose your message.
What’s new: Configure how you receive notifications for new conversations. Choose between in-app notifications, email alerts, or both. Set per-channel preferences for SMS, email, and Facebook messages.Why it matters: Ensures you are alerted through your preferred channel when new messages arrive.How to use it: Go to Settings > Notifications > Conversations to configure your preferences.
What’s new: The Conversations tab now displays an unread message count badge so you can see at a glance how many messages need attention.Why it matters: Ensures you never miss an incoming lead message.How to use it: The badge updates automatically on the Conversations tab in the sidebar.
What’s new: Choose which columns appear in the contact list view. Add or remove columns for phone, email, tags, custom fields, and more.Why it matters: Lets you tailor the contact list to show the information most relevant to your workflow.How to use it: Click the Columns button above the contact list to configure visible fields.
What’s new: Create and save a default email signature that automatically appends to all outbound emails sent from the platform. Supports rich text formatting and links.Why it matters: Maintains professional branding on every email without manual effort.How to use it: Go to Settings > Email > Signature to create your default signature.
What’s new: The CSV import process now detects duplicate contacts based on email or phone number. Choose to skip, overwrite, or merge duplicate records during import.Why it matters: Prevents messy data from bulk imports and keeps your contact database clean.How to use it: Duplicate handling options appear during the import mapping step.
What’s new: All communication channels — email and SMS — are now unified in a single conversations inbox. View the full history of interactions with any contact in one chronological thread.Why it matters: Eliminates the need to switch between multiple tools to track conversations with leads and clients.How to use it: Navigate to the Conversations tab to see all messages in one place.
What’s new: The conversations module is now available in beta. This early release lets you view inbound messages from connected channels in a single inbox.Why it matters: Lays the groundwork for unified communication management across all channels.How to use it: Access the beta via the Conversations tab in the main navigation.