Changelog

Recipients for invoices, receipts, and transaction summaries are now selected directly from the profiles and contacts associated with a record. This makes it easier to identify recipients before sending, reducing the risk of errors and providing a more consistent experience throughout Psylio.

You can now automatically send appointment reminders and notifications to all clients and contacts associated with a record, or choose specific recipients. This makes it easier to manage appointments involving multiple people, especially for couples, group, and youth services.

You can now add comments to notes in multi-spaces. Mention a colleague using the @ symbol to bring important information to their attention. Mentioned users receive a notification in Psylio, making it easier to stay informed and collaborate with team members.

PDF generation for notes in records has been enhanced with new preset options available under the Print button. Quickly select notes from the current year, the previous year, notes matching the applied filters, or all notes in the record when generating a PDF.

Collaborative spaces are now called Multi-spaces and have been redesigned to make collaboration easier. A new overview brings together recent activity, including newly added notes and documents, while providing quick access to associated profiles.

You can now create and manage tasks directly within a multi-space. New bulk actions, filters, and pinned notes also help teams stay organized and find important information faster.

Customize your calendar by assigning a colour to each of your services and choosing which services are available when scheduling appointments. Appointments are automatically displayed using the selected service's colour, making it easier to distinguish between different types of appointments at a glance.

You can now specify the relationship between a client or student and their contacts directly in the profile. Select a predefined relationship, such as parent, partner, friend, or healthcare professional. You can also identify an emergency contact and add up to six contacts to a profile.

You can now pin up to three main profiles in a record. Key information from these profiles is displayed directly in the record overview, including the person's name, email address, and phone number.

Adding taxes to your transactions is now simpler and faster. Select a predefined Canadian tax option from the dropdown menu and the platform will automatically calculate the amounts based on the transaction total. You can also set a default Canadian tax for your client invoices in the Finance settings.