Bulk Update Service Rates and Message Filtering

Kyle Thielk
Kyle Thielk January 6, 2017

Bulk Updating Service Rates

This time of year — many of our clients are looking at increasing the rates for 2017. With a rate increase, you often like to grandfather your current clients in at the existing rate. Our Bulk Update Service Rates feature makes this simple!

You can now update all of your custom rates for all clients with one click. This can be found in the Service Rates section of Settings. You can now also remove all custom rates as well. Be sure to check out the full help article for more details.

Increased Message Filtering Functionality

In Messages, it is now possible to filter your messages by both client and staff member. If you need to find the message that your staff member James Turner sent to client John Doe a few months ago — this process is much easier with filtering!

Be sure to stay tuned for some major feature releases coming up soon!

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