Register on behalf of someone else both on the public checkout flow and the Point-of-Sale. This means clients can register a guest or child without having to register themselves. As a business, you can do this on the Point-of-Sale as well.

Now when a client registers for a class, purchases a package or store item, their credit card is automatically saved for future use.

This allows for:

• Easier package or membership purchases later
• Charging late fees or no-shows if needed

No extra steps required.

We've just released two new features to help you better manage in-person transactions and paperwork.

1. Mark Waivers as Signed Offline Handle paper waivers with ease. You can now log in-person signatures directly in your account, ensuring every customer's waiver status is up-to-date and stored in one central location. See the Waivers Help Article for step-by-step guidance on this.
2. Backdate Offline Payments Keep your financial reporting flawless. When you receive a cash or check payment, you can now record it with the actual date it was received, not just the date you entered it. This makes reconciling your books simpler than ever.

We've made it easier for your readers to find exactly what they're looking for with searchable and tag-filterable blog pages.

Plus, you now have greater control over your blog design, blog preview images, and SEO metadata, helping your content shine and get discovered.

See what's new in this quick walk through with Eszter below 👇

Check it out and let us know what you think! 🙏

Private sessions that happen every week? Set them once, and you’re done.

Our new Recurring Appointments feature lets you create repeating bookings with just a few clicks — no more manual re-booking.

You’ll:

⏲️ Save hours of admin time

🤝 Help clients build consistent habits

🗓️ Avoid gaps in your calendar

Simple to set up. Powerful for your workflow. Learn more about Recurring Appointments here.

Tired of switching between screens to figure out your week?

With our new Unified Schedule, you’ll be able to see everything in one place — classes, appointments, availability, time-off, and calendar blocks.

This means:

• Less clicking around
• Fewer missed details
• A clearer, more professional view of your business

Your calendar is about to feel a lot calmer! Just click on Schedule in your left-hand menu. 🙂

We’ve just made it way easier to manage your (and your staff’s) appointment availability.

Now you can:

✅ See your availability, time off, and blocks - all in one view

✅ Quickly scan your weekly schedule and make real-time updates

✅ Plan smarter with a clear picture of your time

Head to your Appointment Availability tab to explore the new view and streamline your schedule today!

We’ve got exciting news - the two-way text messaging feature is now available as an add-on to OfferingTree!

This powerful feature makes it easier than ever to connect and converse with your clients at key moments in their journey with your business.

Whether you're welcoming a first-time visitor or checking in with a long-time student, text messaging helps you build real relationships with real results.

With this $30 add-on, you’ll get a custom phone number with a built-in inbox to send and receive texts directly from OfferingTree. This feature is also integrated with our automations and booking reminders, creating unlimited possibilities for sparking conversations with your clients.

Here’s what two-way texting can help you do:

• Turn first-timers into loyal clients 👉 A personal message after their first visit shows you care - and gives them a nudge to come back.
• Boost sales with timely messages 👉 Promote intro offers, share time-sensitive deals, or upsell memberships to your most engaged clients.
• Win back clients who’ve gone quiet 👉 Reach out to those who haven’t booked in a while and re-open the conversation.
• Reduce no-shows and gather real feedback 👉 Text reminders still reduce no-shows—but now, following up after the visit lets you build deeper relationships.

Learn More About The New Two-Way Texting Features

Here’s what you need to know:

To begin with, full texting capabilities are currently supported only in the U.S., Canada, and the UK. Let us know what other countries you want us to support!

Additionally, there will be new monthly limits to the number of free text messages that can be sent for booking reminders and follow-ups as part of your paid OfferingTree plan. The vast majority of current customers will not be affected by this change because the number of free text message segments for your account was chosen based on your past usage. We also added a little padding to ensure this won’t affect the way you use texting today. If in the future you need to send more texts, you can purchase bundles of text messages right in the OfferingTree software. Check your subscriptions page to see your current quota. We also have a help article on the new limits and about text message segments.

Why are we adding limits to texting?

In the last few years, the cost of sending texts and the regulations around texting have increased. In rare cases, the costs to OfferingTree for sending text messages have been more than a customer’s subscription price. To keep OfferingTree sustainable and to continue delivering high-quality communication tools, we had to revisit how text messaging is managed across plans. With the launch of powerful two-way texting, this was the right moment to make sure our system is set up for the long haul (and that we’re not breaking any laws).

If you have any questions or concerns about how this will impact the way you are running your business currently, just reply to this email.

We’re thrilled to bring you more ways to connect and grow! If you have any questions or want help deciding if this feature is right for you, just reply to this email and we’ll be happy to help.

Best wishes,

Eddie & the OfferingTree Team

Word of mouth is powerful (and free!) marketing. With our new Guest Passes feature, your clients can bring along friends and family, and you can track and follow up with every guest to turn them into loyal clients. Scroll down for more on this new feature!

Learn More

Give clients the flexibility they want while reducing no-shows and manual work. Now, refunds can go towards account credit, and you can have different cancellation policies for a class, appointment, series, or event.

Clients now have the ability to cancel anytime, even if a booking is outside the cancellation window, reducing no-shows and manual cancellations.

Learn More