Changelog

Create custom lists to organize your profiles based on your needs. Lists can be manual, allowing you to select the items to include, or dynamic, using filters and tags to keep their contents up to date automatically. Custom lists appear as new tabs in your profile lists.

Creating records is now simpler and requires fewer steps. You can choose from the start whether to create a record with a new client or from an existing profile. Essential fields are also easier to complete so you can get started more quickly.

Coordinators can now choose whether to include archived records when transferring all records from a member. It is also possible to transfer an archived record individually. When searching for a record to transfer, archived records are clearly identified with an Archived badge.

You can now create a new note from an existing note or directly from your latest note. The new note is automatically created as a draft and preserves the original content and formatting. This makes it easy to reuse a previous note without having to copy and paste it.

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.