Changelog

Follow up on the latest improvements and updates.

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new

Multi-location

Conversations AI

CRM

Now Available

AI Workforce

AI Chat Receptionist

AI Voice Receptionist

Meetings & Appointments

Set up appointments your way with multi-service booking and priority provider assignment

Accommodate your clients' various business models with greater flexibility in My Meetings. Customers can now book multiple services into single appointments, while businesses control exactly how those services get assigned to providers: with automatic priority-based assignment, manual selection, or a mix of both.
image-20260421-122847
Customize the booking experience
Two new features work together to eliminate confusion and inconvenience for a business' team, and its customers.
  • Multi-service booking:
    Customers can book multiple services in one flow instead of having to make separate appointments.
  • Priority provider assignment:
    Services get assigned to providers based on rules set by the business to control exactly how services get distributed across a team based on availability
    and
    priority.
Combine multi-service booking with automatic priority assignment to streamline scheduling, reduce back-and-forth, and get customers booked in for more services, faster.
Tip: Set up a business' AI Chat and Voice Receptionists to take the bookings, and your clients can fully focus on providing their services.
Why it matters
Appointment booking is a crucial component of the customer experience. Get it wrong, and customers are lost before they even walk through the door.
Multi-service booking
Customers often don't just need one thing. A salon client wants a haircut and a beard trim. A spa client is seeking a massage and a facial. Fido needs his teeth cleaned and his nails clipped. Booking those services separately is not only inconvenient, but impractical. With multi-service booking, they can find one time to get everything they need or want in a timely fashion. Customers get a great experience, and businesses earn more revenue from clients that would have otherwise booked just one service.
Priority assignment
Businesses without clear service provider assignment rules end up with manual reassignment work or customer confusion. In some scenarios, it makes sense to allow the customer to choose who they want to, say, cut their hair. When customers are booking in for a demo, the business might want to get their top salesperson on as many of those calls as possible. A customer looking to get a leaky faucet fixed probably just wants the next available plumber! With round robin, priority assignment, and customer selection available, businesses can choose the appropriate setting for each event type.
Two new features work together to eliminate confusion and inconvenience for a business' team, and its customers. Customers see a single, intuitive booking experience, and the business controls exactly how services get distributed across their team based on availability
and
priority.
Who it's for
  • Service businesses across a wide range of industries (home, personal, medical, and much more)
  • Sales teams and call centers assigning customers to ranked priority staff
  • Multi-location businesses needing consistent booking workflows across providers
How to get started
Multi-service booking
First, set up service groups:
  1. Go to
    Business App > CRM > My Meetings > Manage booking links > Groups
  2. Click "+ New Group"
  3. Name the group (e.g., "Haircuts")
  4. Add the event types (individual services) that belong in the group
  5. Toggle "Multi-selection" on if customers should be able to pick multiple services from this group; leave it off if they should pick only one
  6. Save
Then create a Service Menu:
  1. Go to
    Business App > CRM > My Meetings > Manage booking links > Service menu
  2. Click "+ New service menu"
  3. Name the menu (e.g., Women's Hair) and add your groups and individual event types to it
  4. Toggle "Multi-selection*" on to allow customers to select services across groups in a single session
  5. Save
Your Service Menu gets a unique booking URL. Share it anywhere your customers are: your website, emails, SMS, or embed it directly into your site. When a customer is booking an appointment, the calendar will only show time slots where all selected services fit back-to-back.
The appointment appears in your
My Meetings
bookings view as individual appointment blocks (one per provider/service), correctly assigned to the right staff member.
Priority provider assignment
  1. Go to
    Partner Center or Business App > CRM > My Meetings > Manage booking links
  2. Create or edit an event type
  3. Under Team Member, select "Priority assignment" and rank your providers by priority (highest at top)
  4. Save
How it works together
When a customer books multiple services:
  • They see one appointment slot and one confirmation
  • The system assigns all services to the selected provider (or auto-assigns based on priority)
  • Back-to-back scheduling keeps the appointment efficient for the team, and convenient for the customer
  • If you use automatic priority assignment, the highest-ranked available provider gets the appointment automatically
Note: Service groups appear as single options in the customer booking flow. Providers are ranked globally but can have different assignment modes per service. Automatic priority assignment checks availability in real-time.
FAQs
Q: Can customers change their mind after selecting services?
A: Yes. Before confirming, they can adjust their service selection, provider, or time as many times as they want. Once confirmed, rescheduling or cancellation applies to the entire multi-service session.
Q: Can a customer pick the same provider for all services, or are they assigned separately?
A: You can give customers control. They can pick a specific staff member for all services, a different person for each service, or select "Any" to let the system find the best fit. If "Any" is selected, the system prioritizes staff who can cover all selected services, so everything happens in one seamless appointment.
Q: Can I control which services go together?
A: Completely. Groups let you organize services and set selection rules per group. Some groups can be single-select (mutually exclusive), others multi-select (stackable).
Q: What about notifications?
A: The customer receives one consolidated confirmation (email or SMS) listing all services, times, and providers. The confirmation channel (email or SMS) is determined by the settings on the event types included in the session. If all services are set to SMS, the customer gets one SMS. If a mix exists, both channels are used, each as a single consolidated message.
Q: Can I modify individual services in a booked appointment?
A: Not in this release. Modifications apply to the entire multi-service session. Per-service changes are on the roadmap.
Q: Does this work with all assignment types (Priority Assignment, Round Robin, etc.)?
A: Yes. Multi-Service Booking works with every assignment type. The provider selection flow adapts based on your event type settings.
Q: Can I use service groups without automatic priority assignment?
A: Yes. Service groups and provider assignment are independent. Use service groups alone for simple bundling, or combine with priority assignment for maximum control.
Q: What if my highest-priority provider isn't available?
A: The system checks availability in real-time and assigns the next available provider in priority order. Customers always get booked; assignment happens automatically.
Q: Can customers choose specific providers within a service group?
A: Yes. Set the service group to "Client selection" mode, and customers will see available providers to select from. You can also offer "Any" (auto-assign) as an option.
Q: Do service groups work with different appointment durations?
A: Yes. Each service in the group keeps its own duration, and the system schedules them back-to-back with no gaps.
Q: Can I apply different priority rules to different service groups?
A: Yes. Each service group can have its own assignment mode (automatic priority, customer choice, or any provider).
Q: What about multi-location businesses with different providers per location?
A: Service groups and provider priority are location-specific. Set them up once per location, and each location's customers see the right providers and assignment rules.
1121x588 Changelog banner - Vendasta Vibe
Vibe is here.
Vendasta Vibe is now available in beta inside the marketplace. Start building today, free, or meet Vibe live at Vendasta Connect.
Finally, software that understands your business before you start building. With Vendasta Vibe, simply describe what you need, and it delivers professional websites, apps, and dashboards that are pre-loaded with your business info, automatically connected to your CRM, and live in minutes.
No manual data entry. No starting from a blank page. No waiting weeks for a developer. Just describe it, and Vibe builds it.
See them in action
What makes Vendasta Vibe different
While generic AI builders start with a blank slate, Vibe starts with context and connectivity from the first prompt:
  • Already knows your business.
    Vibe pulls your business details instantly, so your first draft already looks like your company.
  • Built by chat, in minutes.
    Describe it, Vibe builds it. From quick estimators to full dashboards.
  • Hard-wired to your CRM.
    Every form lands directly in your customer records. No glue, no spreadsheets.
  • Production-ready on day one.
    Vibe handles hosting, security, and deployment so apps go live the moment you publish.
  • You own everything you build.
    Full transparency, no vendor lock-in, restore any version.
Who is Vibe for?
  • For
    Partners
    who want to create customized applications/websites/dashboards for their clients
  • For
    Franchise/Multi-location corporate teams
    who want to create customized applications/websites/dashboards for their franchisees/locations
  • Vendasta Vibe can also be used by
    SMB
    teams
    who want to create customized/tailored apps for their business.
We are actively shaping how partners can package and distribute Vibe-built apps to their SMB clients as a new recurring revenue stream. Stay tuned for more details.
Start free. Scale as you build.
Free:
Great for exploring Vibe and shipping your first app at no cost.
Usage
  • 250 daily credits, refreshed daily
  • 1 project and published app
Features
  • Deploy to a Vendasta subdomain
  • Business knowledge integration
  • Native CRM forms connector
  • Core building experience: chat, voice prompting, plan mode, site cloning, visual editor
  • Image generation and image upload
  • Automated checkpoints and live error recovery
Standard
: Great for shipping apps with full business context.
Usage
  • 10,000 monthly credits
  • Up to 5 projects and published apps
All Free features, plus:
  • Custom domain support
  • Analytics and SSO connectors
  • White-label (Vendasta badge removed)
Pro:
Great for advanced builders shipping professional apps with full business context and integrations.
Usage
  • 25,000 monthly credits
  • Unlimited projects and published apps
All Standard features, plus:
  • Download project (.zip)
  • Supabase external connector
Add-on credits:
Top up when you need extra capacity. Credit packs available in 10,000, 25,000, 50,000, and 100,000 sizes. Unused credits carry over month to month while your add-on is active.
Get started today
Sign in to your Vendasta account, activate Vibe in the marketplace, start building in the Business App and ship your first app this afternoon.
FAQ
  1. Do I need to be tech-savvy to use Vibe?
    Absolutely not. If you can explain your business to a new employee, you can use Vibe. It is built for natural conversation, not computer code.
  2. What are the best things to build first?
    Early testers have found success building production-ready landing pages, performance dashboards, and service estimators.
  3. What is a credit?
    A credit is used each time you send a message to Vibe. How many credits a message costs depends on the complexity of the task. Here are some examples:
  • Insert a snippet action
    such as ""Add AI Receptionist web chat widget with the script on the page" will consume around 100 credits.
  • Style or copy edits
    action such as "Change the colour of the title to blue" will consume around 100-200 credits.
  • Generate a new component action
    such as "Add a contact form and connect to my CRM" will consume around 300 credits.
  • Build a multi-page website action
    such as "Create a 4-page business website with my business profile will consume around 500 credits.

new

Local SEO & Listings

Snapshot Report

Partner Center

AI

Now Available

Compare brand visibility across three AI models with Gemini now in Snapshot Report

Gemini joins Google AI Mode and ChatGPT in the Snapshot Report's AI Optimization (AEO) section, giving partners a fuller picture of how a business shows up in AI-generated search responses.
Screenshot 2026-05-26 at 3
Three AI models, one consistent comparison
The AEO section of Snapshot Report now tests visibility across Google AI Mode, ChatGPT, and Gemini. Using the same personas and questions for each, the comparison is apples-to-apples, making it easy to see at a glance which AI engines reference the business today and where the gaps are.
Why it matters
AI-driven search is fragmenting across a small set of dominant engines, and discovery patterns vary between them. Until now, Snapshot Report's AEO comparison only covered two - Google AI Mode and ChatGPT - which left a meaningful blind spot when trying to provide a complete picture.
Gemini in Snapshot Reports:
  • Surfaces a third major AI engine that real customers are using to find businesses
  • Helps Vendasta partners spot model-specific gaps (e.g., "your business appears in ChatGPT but not Gemini")
  • Strengthens the sales narrative for AI Optimization and SEO services with broader coverage
  • Keeps comparisons consistent—same personas, same prompts—so results are directly comparable across models
Who it's for
  • Partners using Snapshot Report to inform sales pitches
  • Agencies positioning AI Optimization and SEO services
  • Anyone tracking AI search performance across multiple engines
How to get started
If you use the default Snapshot Report configuration with the AI Optimization section enabled, Gemini appears automatically in new Snapshot Reports.
  1. Go to Partner Center
  2. Open a Snapshot Report created after 1 May 2026
  3. Navigate to the AI Optimization section: results now include Google AI Mode, ChatGPT, and Gemini
If your Snapshot Report is customized, you'll want to confirm the AI Optimization section is enabled.
  1. Go to
    Partner Center > Administration > Customize > Sales > Edit Default Snapshot Template
  2. Confirm the AI Optimization section is enabled
  3. Save
Note: If you use Markets, the AI Optimization section must be enabled at the market level where applicable.
FAQs
Q: Will Gemini results appear in older Snapshot Reports?
A: New Gemini visibility data appears in Snapshot Reports created after 1 May 2026. Older reports retain the model coverage they had when generated.
Q: Does adding Gemini change how Google AI Mode and ChatGPT results are calculated?
A: No. The personas, prompts, and methodology are unchanged for the existing models. Gemini joins the same controlled setup.
Q: Will more AI engines be added over time?
A: As AI search continues to evolve, additional engines may be added to keep the comparison representative of where customers actually search.
Q: Does this support languages other than English?
A: Yes. AEO continues to support translated prompts so results reflect real user search behavior in each region.

new

Partner Center

Now Available

See your Support Tickets in Partner Center

View support tickets you've opened with Vendasta right in Partner Center. The new "My Tickets" view includes status, subject, and history for easy referencing.
Screenshot 2026-05-22 at 3
Track and review support tickets
The new "My Tickets" view inside Partner Center surfaces every support ticket a partner has created with Vendasta. Tickets appear in a table with their subject and current status, so it's easy to scan what's open, what's resolved, and where each request stands.
This release covers the list view. Full in-ticket conversation history — seeing the back-and-forth on each ticket inside Partner Center — is coming soon.
Why it matters
When Vendasta moved support in-platform off Zendesk, partners lost the simple ability to look up the tickets they had filed. The most-requested follow-up since that move has been a place inside the product to see what's open with Vendasta support. "My Tickets" answers that ask.
Instead of waiting for an email update or pinging support to ask "did my ticket get picked up?" partners can open Partner Center, see the full list, and check status directly. That makes day-to-day operations smoother, and it brings ticketing into the same place where partners already manage everything else with Vendasta.
How to get started
The "My Tickets" list view is available now in Partner Center for every partner.
  1. Open Partner Center
  2. Click the Help icon (the question mark) in the top nav
  3. Select "My tickets"
  4. Review tickets and their current status in the list view
FAQs
Q: Can I see the conversation history on each ticket?
A: Not in this release — the current view is the list and status. Full ticket conversation history inside Partner Center is coming soon.
Q: Does this replace the email updates I get on tickets?
A: No. Email updates continue to work the same way. My Tickets is an additional in-product surface for visibility into ticket status.
Q: Can my SMB customers see their own tickets like this in Business App?
A: Not yet. This release covers Partner Center, but empowering partners to offer ticketing to their own customers is on the roadmap.
Q: How are new tickets created?
A: Ticket creation flow is unchanged. My Tickets focuses on viewing and tracking the tickets a partner has already opened.
Stay compliant in GDPR and CASL jurisdictions automatically with a new email configuration setting, "Opt-in Email Marketing" in Business App.
Screenshot 2026-05-21 at 8
Consent, enforced where it matters
The Opt-in Email Marketing setting requires explicit email and SMS consent before contacts can be added to a campaign, and surfaces clear validation errors at send time, so your clients can stay compliant in GDPR and CASL jurisdictions without manual checks.
For new account groups in GDPR countries, the setting is enabled by default. Partners operating in other jurisdictions can turn it on selectively to match local regulations (CASL in Canada, GDPR in the EU and UK, etc.).
When the setting is on, the campaign builder surfaces validation errors for any recipient missing the appropriate consent — so the campaign can't go out to a contact who hasn't opted in.
Why it matters
GDPR and CASL aren't optional. Businesses operating in those jurisdictions need to prove that every recipient on every campaign has given explicit consent to receive marketing, and proving it after the fact is the hard part. Before this update, consent was tracked in the CRM but still required manual checks.
Now, any business running campaigns in CASL or GDPR jurisdictions can trust that their contacts' consent is respected automatically.
Who it's for
  • Partners and their clients operating in GDPR jurisdictions (EU, UK)
  • Partners and their clients operating under CASL (Canada)
  • Any partner who wants explicit-opt-in enforcement for marketing campaigns
  • SMBs in regulated markets running email and SMS campaigns through Vendasta
How to get started
For new account groups in GDPR countries, this setting is on by default. For other account groups, partners can enable it from the Email Configuration settings in Business App.
  1. Go to
    Business App > Settings > Email Configuration
  2. Enable "Opt-in Email Marketing"
  3. Save
FAQs
Q: Is this on automatically for me?
A: For new account groups created in GDPR countries, yes. For other account groups, a partner administrator needs to turn it on under Email Configuration in Business App.
Q: What happens to existing contacts who don't have a consent flag?
A: Those contacts will appear as validation errors when added to a campaign. To send to them, you'll need to capture explicit consent and update the contact record — or remove them from the campaign.
Q: Does this cover SMS in addition to email?
A: Yes. The setting validates email consent for email campaigns and SMS consent for SMS campaigns.
Q: Will turning this on break campaigns I'm already running?
A: It will surface validation errors for any in-progress or queued campaigns that include contacts missing consent. Those contacts won't receive the campaign until consent is captured.
Google rewards profiles that use its Structured Services library by recognizing and surfacing those services in relevant searches. We've updated how services map behind the scenes so eligible services automatically benefit, while everything customers have already added stays exactly where it should. The update happens automatically with zero customer impact and no services lost.
Why it's Important
Local search visibility depends on Google understanding what a business actually offers, but mapping services accurately to Google's expanding Structured Services library has historically been a manual, error-prone process.
  • Stronger SEO performance:
    Services with a strict match to Google's library are now mapped to Structured Services, helping local businesses appear in more relevant searches and improving discovery.
  • Zero customer disruption:
    All existing services are preserved. Customers won't see services disappear, change, or require reconfiguration.
  • Custom Services protected:
    When a service doesn't match Google's structured list, it remains in place as a Custom Service so nothing is lost in translation.
What's Included
  • Automatic mapping:
    Services on every Google Business Profile in the platform are evaluated and mapped to Structured Services where a strict match exists.
  • Custom Service fallback:
    Services without a structured match continue to display and function as Custom Services.
  • Continued Custom Service management:
    Customers and partners can continue adding Custom Services directly within Business Profile.
How to Access
The update is live now across all partner accounts and applies to all applicable Google Business Profiles managed in Vendasta. No action is required.
To review services on a profile:
  1. Go to
    Business App
    >
    Business Profile
    >
    Services
  2. Review the
    existing service list
    to see automatically mapped structured matches and remaining
    Custom Services
  3. Add or edit
    Custom Services
    at any time
FAQ
Did this update cause any services to be lost?
No services were lost. Every service that existed before this change is still present, either as a Structured Service or a Custom Service.
Do my customers need to take action?
No customer action is required. The mapping happened automatically behind the scenes when the update went live.

new

Now Available

Meetings & Appointments

CRM AI

AI Sales Assistant

Get notified the moment your meeting summary is ready

When a recorded meeting finishes being analyzed, authorized users now receive an in-app notification and an email — with a direct link to the Meeting Details page — so follow-up can start while the conversation is still fresh.
Following up is fast and easy
When a sales rep or team member finishes a recorded meeting, they want to be notified as soon as the AI summary and transcript are ready, so they can review action items and follow up with the client or their team while the conversation is top of mind.
As soon as AI analysis completes, every authorized user on the meeting automatically receives an in-app notification in the notification center and an email at their registered address. Both include the meeting title and a direct link to the Meeting Details page, where the summary, transcript, action items, and sales coaching insights can be reviewed. Notifications are enabled by default; no setup is required.
Why it matters
Following up with a prospect or customer shortly after a meeting communicates that you listened, your business is organized and professional, and the customer is a priority. Providing this positive customer experience after a meeting can help close new deals and strengthen existing relationships, while delayed, disorganized follow up can negatively impact the outcome of even the most promising meeting.
This update helps your team follow up as soon as possible. Before, sales reps and account managers had to manually refresh the "Recordings" tab in "My Meetings" to check whether the summary was ready. Analysis can take a few minutes to complete, so most people just walked away and came back later, delaying follow up.
With meeting summary ready notifications, the moment the AI is done, you know. That means action items go out, follow-up emails get drafted, and coaching conversations can happen while the meeting is still top of mind.
Who it's for
  • Sales reps following up on prospect calls while the context is fresh
  • Account managers and service providers turning client conversations into next steps
  • Sales managers reviewing AI-generated coaching insights across their team
How to get started
Conversation intelligence features (meeting recording, AI summaries, sales coaching, and conversation scoring) are available with CRM AI Pro.
Notifications are enabled by default for every authorized user on a meeting, including the host, creator, and invited team members. External participants (clients, prospects) do not receive notifications.
To manage your preferences:
  1. In Business App or Partner Center, go to
    Notification Settings > Meeting Summary Ready.
  2. Check or uncheck "App" and "Email" to choose how you want to be notified.
  3. Select "Save."
FAQs
Who receives the notification?
Only authorized users on the meeting — the host, creator, or users added as authorized. External participants do not receive notifications.
Can I turn these notifications off?
Yes. Go to
Notification Settings > Meeting Summary Ready > uncheck "App" and "Email."
How long after the meeting does the notification arrive?
Notifications are sent as soon as the AI analysis completes. This typically takes a few minutes after the meeting recording ends, depending on the length of the meeting.
What if the analysis fails?
No notification is sent if analysis fails. You can check the status of your meetings from the "Recordings" tab in "My Meetings."
External link sharing now includes the AI-generated summary, transcript, action items, and topics discussed — not just the video recording — so clients can review the full meeting recap without logging in.
Provide full context
When you enable external sharing on a recorded meeting, the public link now gives viewers access to the recording, the AI-generated summary, the full transcript, action items, and topics discussed. Sensitive internal information — sales coaching scores, conversation metrics, and guest details — stays private to your organization. Recipients open the link in any browser and see everything in one place; no Vendasta login required.
Why it matters
Before this update, the public sharing link only included the video recording. The summary, transcript, and action items were locked behind login, so sharing them with a client meant manually copying and pasting takeaways into a follow-up email. That created friction every time a sales rep or account manager wanted to confirm what was discussed.
With this release, the recap is part of the share by default. Clients get the recording, summary, and action items in a single link they can open from any browser. Internal commentary stays internal, and external viewers get a read-only experience — they can read the transcript but cannot download or copy it.
Who it's for
  • Sales reps and account managers who recap client calls
  • Customer success teams aligning external stakeholders on next steps
  • Agencies sharing meeting outcomes with their SMB clients
How to get started
External sharing is available from the Meeting Details page on any recorded meeting where AI analysis has finished processing.
  1. In Business App or Partner Center, go to
    CRM > My Meetings > Recordings
  2. Click a meeting to open the
    Meeting Details
    page
  3. Select
    Share > External share
  4. Enable "Public access" to generate a shareable link
  5. Copy the link and send it to the client or external collaborator
The recipient opens the link in any browser and can view the recording, summary, and transcript immediately.
Note: External sharing requires meeting analysis to be complete. If a meeting is still processing or analysis failed, the summary and transcript will not appear on the public page.
FAQs
Q: Can I choose to share only the video without the summary and transcript?
A: No. When external sharing is enabled, all available content (recording, summary, transcript, action items, topics) is included in the public link. Individual sections can't be selectively hidden.
Q: Can external viewers download or copy the transcript?
A: No. The transcript on the external page is read-only. Download and copy options remain available only to internal users on the Meeting Details page.
Q: Does this change affect meetings I've already shared externally?
A: Yes. Any meeting that already has external sharing enabled will now show the summary and transcript on the public page in addition to the video recording.
Q: What if the meeting hasn't finished being analyzed yet?
A: External sharing requires the meeting analysis to be complete. The summary and transcript appear once processing finishes.

new

Campaigns

Now Available

AI Chat Receptionist

AI Voice Receptionist

Meetings & Appointments

Control how far ahead meetings and services can be booked

Cap how far into the future customers can book a meeting on your public scheduling links with My Meetings. Set a rolling window (e.g., "4 weeks out") or a fixed date range, and any date outside that window is automatically disabled on the public booking calendar.
image-20260506-130635
A booking window for every event type
Businesses can now control exactly how far ahead customers can book with the new "Limit future meetings" setting in My Meetings. No more far-future bookings cluttering your calendar, or customers scheduling outside the availability window of a particular offering.
  • Rolling window
    — enter a number and choose Days, Weeks, or Months into the future. The window advances each day, so the event type always stays a fixed distance ahead of today.
  • Fixed date range
    — pick a specific start and end date, ideal for promotions, seasonal services, or limited-availability events.
If no limit is set, the event type continues to allow bookings with no future date restriction, matching the previous default behavior.
Why this matters
Whether a business offers services specific to a season or year round, there are many reasons to prevent customers from booking many months or even years in advance.
Here are some reasons a business might limit how far into the future they'll accept bookings:
  • Seasonal services:
    Businesses with a genuine operating window (landscaping, snow removal, tax prep, holiday portrait sessions, ski/golf lessons) can't deliver outside their season. Without a cap, customers book appointments the business will have to cancel and reschedule, which costs trust.
  • Promotional offers:
    Time-boxed campaigns (a Mother's Day special, a grand-opening discount, a "book by Friday" lead magnet) only make sense within the campaign's start and end dates. A fixed date range keeps the booking page in sync with the offer instead of relying on someone remembering to take the link down.
  • Staff scheduling limitations:
    Most service businesses only finalize rosters and PTO a few weeks out. Bookings made beyond that horizon are essentially promises against a calendar that doesn't exist yet, leading to last-minute reschedules when the schedule firms up.
  • Customer commitment rates:
    The further out a booking, the higher the no-show and cancellation rate. Tightening the window improves show rates and reduces ghost slots that block real demand from closer-in customers who would actually show.
  • Pricing and service-menu changes:
    If a business is planning a rate change, a new service mix, or a contract renewal, accepting bookings far in advance locks in stale pricing or commits the business to services it may not offer the same way in six months.
  • Resource and inventory planning:
    Restaurants ordering food, salons stocking product, medical practices ordering supplies, equipment-rental businesses confirming specific gear — all need to plan within a forecast horizon. Far-future bookings introduce uncertainty about whether the resource will actually be there.
  • Lead-time-sensitive services
    Custom orders, event services (cakes, florists, photographers), and project work need a minimum lead time but also have a practical max.
  • Calendar realism for solo operators:
    Independent providers (consultants, trainers, therapists, contractors) can't accommodate family obligations or plan vacations with out capping their booking window. Setting a limit keeps the public calendar honest and prevents the awkward "I'll have to move this" conversation later.
  • Pilot programs or new-service ramp-up:
    When a business launches a new service or onboards new staff, limiting the booking window lets them control the ramp instead of getting committed to volume they can't yet deliver.
Full flexibility is available to accommodate event types where it's common to book a year in advance and appointments usually made just weeks or days before.
How to access
This feature works for both personal event types and team event types, in both Partner Center and Business App.
  1. Navigate to
    CRM > My Meetings
  2. Open "Settings" for any event type (or open settings while creating a new event)
  3. Scroll to "Limit future meetings"
  4. Choose one of two options: 1) Rolling window:
    Enter a number > select Days / Weeks / Months > into the future
    or 2) Fixed booking range: Select a "start date" and "end date
  5. Click "Update event type" to save
Tip: Use the rolling window for ongoing event types where you always want a fixed look-ahead. Use the fixed date range for one-time campaigns or events with a hard end date.
Roll out account templates at scale with confidence that notifications will reach the correct contact for each workflow, from each account.
Application at scale, notification in detail
The "Notify a User" automation action (previously "Notify an Admin") now accepts a dynamic user ID from a previous automation step. Account templates rolled out at scale can finally route notifications to the right owner, instead of being hard-coded to a specific admin.
Pull the account owner, the assigned salesperson, or any user reference from earlier in the workflow, and the notification routes to that user automatically.
Why this matters
Account templates are how partners deploy fully configured accounts at scale across their client base. Notifications inside those templates were the one place the template still had to be customized per account, negating some of the value. With dynamic user IDs, notifications follow ownership the same way the rest of the template does—configure once, deploy everywhere.
Who it's for
  • Partners running account templates across enterprise rollouts, reseller channels, or SMB self-signup
  • Anyone running automations that should notify the user who actually owns the account, not a fixed admin
  • Teams managing notifications across many accounts where ownership varies
How to access
In Partner Center or Business App, go to
Automations > [create or select an automation] > Add "Notify a User" action after the relevant preceding step > Insert dynamic user ID.
The dynamic user ID field accepts references from any preceding step that returns a user.
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