✉️ Personalizing client notifications used to mean editing every event one at a time, or living with OT's hard-coded defaults. Not anymore.

Build a per-account library of email and SMS templates that can be pulled into newsletters, automations, or per-event notifications. Pick one from the picker and it pre-fills the editor, ready to tweak before saving.

Every account also gets 8 default notification templates seeded with OT's standard copy, covering event and appointment registration confirmations and reminders across email and SMS. Edit them once and they apply everywhere a custom override isn't set.

A few things to know:

• Three template types are supported: visual email, rich-text email, and plain-text SMS. The picker only shows what fits the editor you're in.
• Templates are a starting point, not a live link. Editing one later won't change messages that already went out.
• Defaults can be edited and restored, but not deleted.
• SMS template editing requires the SMS customization feature. Default SMS templates still send for all accounts regardless.
• Attachments are dropped when a template is used in an automation node. The UI will warn you before that happens.

Available on all plans.

[Read the help article or watch the video]

🎟️ Reward your most loyal clients with first dibs on the classes that fill up fastest.

Priority Registration lets you give a client segment a head start on booking eligible classes. You choose which classes offer the perk and how far in advance priority clients can register before the standard registration window opens. Everyone else sees the normal open date.

It's a simple way to make premium memberships, long-standing clients, or specific groups feel like the perk actually means something.

Here's how it works:

You configure Priority Registration at the class level, picking which classes are eligible and setting the size of the priority window (for example, 48 hours early or 7 days early). You also define which client segment qualifies, whether that's a specific membership tier, a custom client tag, or a manually curated group.

Clients in that segment see eligible classes as bookable during the priority window. Everyone else sees the regular registration open date as usual.

A few details to know before you set it up:

The perk applies to registration timing only. Pricing, capacity, and cancellation policies all stay the same.

ClassPass registrations are excluded from priority access. ClassPass bookings always follow the regular registration schedule, no matter what priority window is configured on the class.

Available on Pro Plus, Studio Grow, Studio Starter, and Studio Max.

[Read the help article or watch the video]

Setting up the same offering for the fifth time? Not anymore. 📋

If you run similar classes on repeat, or restart event series every few months (think a 6-week beginner yoga series that runs quarterly), you can now duplicate any existing offering or event series in a single action instead of rebuilding from scratch.

The duplicated copy carries over all the original configuration, so you only need to update what's actually changed.

A few details worth knowing:

• Works for both individual offerings and full event series.
• When duplicating an event series, all events inside it are copied along with the parent. Set a new start date and the individual events shift accordingly, keeping their original spacing and cadence intact.
• Pricing, descriptions, policies, capacity, and other core settings all come along for the ride.
• The duplicate is created as a draft, so you can review and adjust before publishing.

Available on all plans.

A busy schedule can turn into a wall of text fast. When every class, provider, and room entry looks the same, figuring out what's on and who's running it means reading every line.

You can now assign colors to individual offerings and staff members. 🎨 Those colors show up as an accent bar on each schedule entry, across both calendar and list views, so you can scan a full day at a glance and immediately distinguish offering types, providers, and back-to-back sessions.

A few details worth knowing:

• Colors work at two levels. You can assign a color per offering, per staff member, or both.
• The accent applies everywhere. Calendar view and list view both reflect the assigned color consistently.

Available on all plans.

The default confirmation page clients land on after booking an event or appointment has been updated. ✨

For businesses that haven't set up a custom page, this is the last thing a client sees after booking, so it matters. The old version felt dated and had real accessibility gaps, meaning some clients weren't getting a great experience at that final touchpoint.

A few things worth knowing:

• It's automatic. No setup required — the updated page is now the default for all event and appointment bookings.
• Accessibility is baked in. The refresh includes improvements to readability, color contrast, and assistive technology support.
• Custom pages still work exactly as before. If you've built your own registration confirmation page, nothing changes for you.

Available on all plans.

Most of the questions owners ask about their business aren't one-time lookups. Revenue, attendance, new memberships, retention are numbers you want to see every week or every month, not just when you remember to go check.

Ask Sprout can now run those recurring questions for you automatically. 📊 After asking any question, you can set it on a schedule and Sprout will re-run the query and email you the results at whatever cadence you choose. The latest answer also stays visible on the Ask Sprout screen, so you're not limited to what lands in your inbox.

A few details worth knowing:

• Any Ask Sprout question can become a scheduled report. The original query runs as-is on each scheduled execution.
• You choose the cadence. Weekly and monthly schedules are supported.
• Each scheduled run uses Sprout Credits, the same as a manually asked question.
• Results are saved in-app. The Ask Sprout screen always reflects the most recent scheduled answer.

This feature is best suited for recurring KPI snapshots, the kind of metric you'd otherwise have to remember to go pull yourself.

Available on all plans.

🎟️ A client who can't commit to a full series isn't necessarily a lost sale, but without a drop-in option, that's exactly what they've been.

Studios can now enable drop-in access on individual events within a series, letting clients purchase a single session at a separate price. Studios set a capacity cap for drop-ins, and series registrants can flag sessions they'll be skipping — immediately releasing that spot for drop-in availability. Fuller rooms, more flexibility, less guesswork on attendance.

A few details worth knowing:

• Drop-in access is optional and enabled per series
• Studios set a maximum drop-in capacity per event prior to the series registration deadline
• Drop-in clients can be added to a waitlist if capacity is full
• When a series registrant marks a session as skipped, their spot is released as drop-in capacity immediately
• Drop-ins are priced separately from full series registration

Available on Pro Plus and higher.

[Read the help article or watch the video]

Ask Sprout a question about your business, get an answer. No spreadsheets required. 💬 💬

Your Reports section already has a lot of data, but it can only answer the questions we thought to build a report for. Ask Sprout fills in everything else. Type a question in plain English and get a real answer back, pulled from your live business data going all the way back to when you joined OfferingTree.

You'll find it as its own page inside Reports, called Ask Sprout. Open it up, type your question, and Ask Sprout responds in whatever format fits best: a single number, a comparison table, a chart, or a written summary. If your question is vague, it asks a clarifying question instead of guessing.

Some questions you can ask:

• Which staff member had the highest class fill rate this quarter?
• What was my net revenue for Q1 versus Q2?
• How many clients bought an intro offer and then converted to a membership?
• What's my most popular class by attendance?

A few things to know before you dive in:

Ask Sprout uses Sprout credits, the same pool the rest of Sprout pulls from. Simpler questions use fewer credits than complex, multi-part ones, and you can buy more credits on any plan if you need them.

It speaks OfferingTree's language. Clients, members, offerings, and staff members all mean what you'd expect.

It's read-only. Ask Sprout can pull insights, but it can't change anything in your business data, and it won't make predictions, recommend pricing, or weigh in on taxes.

You can ask follow-up questions in the same session to drill deeper without starting over.

Available on all plans: Essentials, Pro, Pro Plus, Studio Starter, Studio Grow, and Studio Max.

[Read the help article or watch the video]

🎁 "Members save more" is a great selling point but until now, there's been no built-in way to actually deliver on it automatically.

Discount Perks lets you attach discounts directly to a membership, package, or store item. Once a client purchases, the discount is applied to their account and works automatically on future purchases without coupon codes or manual tracking.

For memberships, the perk renews with each billing cycle and stays active as long as the membership is.

A few details worth knowing:

• Discounts attached to memberships renew each billing cycle and expire if the membership is cancelled
• Discounts on packages and store items are granted once at the time of purchase
• Applies to future purchases like merchandise, add-ons, or other offerings per your configuration

Available on Pro Plus, Studio Grow, and Studio Max.

[Read the help article or watch the video]

🚫 If you've ever watched an unlimited membership client skip class for the third time in a week with no consequence, this one's for you.

You can now set automatic penalty fees for late cancellations and no-shows — no more manual tracking, no more charging outside the platform.

Here's how it works:

You create rules in Business Settings that define who gets charged, what triggers the fee (late cancel, no-show, or both), and how much. Staff get a 24-hour window to waive any pending charge directly from the class roster before it goes out. Clients see the policy at booking and receive an email if a fee is applied.

A few details to know before you set it up:

Rules run in order. The first rule that matches a client wins. You control the priority with drag-and-drop.

Fees stack. A penalty is charged on top of a forfeited pass, not in place of it.

You can build in leniency. Optional frequency thresholds let you set a grace limit. For example, only charge after two violations in a calendar month.

Class-level overrides exist. Need to run a free community event without triggering penalties? You can disable them for individual sessions.

Payment method required. Clients without one on file will be flagged with an outstanding balance instead.

Auto-penalties are off by default — you'll need to enable them in Business Settings to get started.

Available on Studio Grow and Studio Max.

[Take a look at the Help Article or the Video]