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New Updates for Week of September 11, 2023
New Updates for Week of September 11, 2023

An overview of this week's web and admin updates

Christina Gerber avatar
Written by Christina Gerber
Updated over a week ago

Please find below a list of our latest updates that are now LIVE.

Account Management

πŸ’š Introduced a new setting on the account level for how users receive calendar invites for appointments. Previously we only supported a calendar subscription that would sync schedule items and appointments to users' calendars. For appointments, you can now opt out of the calendar subscription and instead handle appointment invites as ICS invites.

Appointments

πŸ’š Enhanced the design of our appointment room availability page to give users an improved overall experience, including the addition of a feature that enables the selection of time spans to display only available rooms.

πŸ’š Made further improvements to the new appointment request form. One of them is the ability to set a form up to auto-accept any submitted request and create a proposed appointment without any approval process.

πŸ’š Implemented emails being sent to partners when they are added to an appointment. They can now respond to these invites just like a regular internal attendee of the event. The organizer/ scheduler will also receive all updates for these.

πŸ’š Updated the partner events to now be able to see any of their pending appointments that come from another event. Previously we only showed partners their confirmed appointments.

🐞 Fixed an issue that would not set the correct organizer when merging one appointment into the other.

Check-Ins

πŸ’š Added a new admin setting flag for the appointment and schedule item check-ins that allows setting a signature to only be required for customers.

Customers

πŸ’š Improved the display of the engagement history on customer profiles ensuring that all engagements for upcoming events are displayed first regardless of what appointment status they have.

Events

πŸ’š Implemented a new field in the room setup that enables admins to select the resources available in a given room, such as televisions, laptops, etc.

Live Feed

πŸ’š Enabled admins to reassign a Live Feed post at the event level from one user to another on the admin site.

Profile

πŸ’š Added the ability to user profiles on the admin for the events tab. You can now remove directly from that list view instead of having to go into each event to remove someone.

Reports

πŸ’š Enhanced the lead analytics reports on admin, ensuring that all graphs are responsive to the groups selected for filtering.

Schedule

πŸ’š Update the buttons and confirmation copy for both types of schedule items on the web and app to more closely match the intention of a schedule item you can register for (with a waitlist) or one that can just be added to your schedule.

πŸ’š Made some improvements to our schedule item tracks. An admin can create different types of tracks to tag your schedule items. Plus, each track type will be available as its own refine option for attendees.

πŸ’š Added a column to the schedule export that now includes a column for companies that shows any schedule items with associated companies.

Speakers

πŸ’š Introduced a speaker ID for each speaker, which can be found in the export. It is now also possible to use the ID in the import to update already existing speakers.

Symphony

πŸ’š Changed the Contact Us button in Symphony to go to the Support Form so event organizers are able to receive and respond to any questions during a Symphony.

Travel

πŸ’š Updated our field logic when entering travel steps for flights and ground transportation so that the arrival date defaults to the same date as what is set for the departure date.

πŸ’š Implemented a chronological sort order for all travel steps according to their dates/times.

Will Call

πŸ’š Update the visibility for all Will Call users to always see all event and schedule item check-in lists regardless if they are on the lists themselves.

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