Reception is here: a new operational day view
· 3 min read
This release focuses on "Reception": a new operational view designed to speed up front-desk management and payment handling for appointments, sales, and installments. The result is less screen switching, faster response during rush hours, and better control over due payments.
🧾 In short
- New "Reception" item in desktop and mobile navigation.
- One operational day screen with 3 lanes: "Appointments", "Sales", "Payment installments".
- Smart filters by date, location, status, and due amount.
- New "Refresh" button to reload data without leaving the screen.
- Direct appointment status update from the "Reception" card.
- Clearer appointment time-state indicators: "Now", "Upcoming", "Expired".
- Automatic appointment refresh in Reception after calendar/online booking changes.
- Clearer location visibility on appointment cards when working across multiple locations.
- New download button in the Commissions report.
- More reliable drag/drop and resize behavior in "Calendar".
- Improved paid date editing with a dedicated "Save paid date" action.
- Refreshed Tax settings page with clearer defaults and an easier pricing-mode flow.
🛎️ Reception: a smoother daily operations workspace
In "Reception", your team gets all key daily operations in one place:
- "Appointments" with search by client, status, and due balance.
- "Sales" focused on unpaid and partially paid records.
- "Payment installments" with quick access to overdue and upcoming items.
A dedicated "Refresh" action is also available when you need immediate updates across all lanes.
How this helps in real shifts:
- Teams can immediately see which clients need action now and which payments are urgent.
- Delays are easier to handle because appointments, sales, and installments are visible together.
- The risk of missing a due balance or overdue installment is lower during peak traffic.
- Different roles can tune filters to their own workflow without breaking team consistency.
- Teams can update appointment status directly from the card when fast action is needed.
- Cards provide immediate context with time state and clearer client/location presentation.
Result: a cleaner workday, less context switching, and smoother customer service.
💳 Payments: clearer paid-date control
Payment and expense forms now include a dedicated "Save paid date" action.
This allows teams to:
- update only the paid date/time;
- keep better operational traceability of payment timing;
- avoid accidental edits in other fields;
- keep a cleaner financial trail for internal review.
🧮 Taxes: clearer default tax setup
The taxes area now has clearer structure and wording:
- "Business default tax settings" with separate defaults for products and services;
- options to apply selected defaults to existing products/services;
- clearer explanation of pricing mode: "Prices are entered with tax included" or "Prices are entered without tax".
📊 Reports and calendar: faster daily operations
- In "Reports → Commissions", there is a new download action for the listing report.
- In "Calendar", drag/drop and resize behavior is more stable to reduce friction during live schedule changes.
✅ What to do now
- Open "Reception" and tune filters to your daily workflow.
- Use "Refresh" during peak hours for immediate list updates.
- Review "Taxes" and confirm your product/service default setup.
- When correcting payment timing, use "Save paid date".