Ready to stop chasing forms and start getting complete client information automatically?

OfferingTree Custom Forms lets you collect everything you need, from health histories to lead contact info, without lifting a finger.

You'll be able to:

• Create custom intake forms (Pro & higher)
• Capture leads directly from your website with new website form options (Pro Plus & higher)
• See exactly which pages and marketing efforts bring in clients
• Store everything right in client profiles, no more hunting for info

No more clipboards, scattered spreadsheets, or missed opportunities. Just the right information, right when you need it.

Intake Forms available on Pro and higher, Lead Forms available on Pro-Plus and Studio Plans

Clicking through multiple screens shouldn’t be needed to know what's happening with your business. Our new dashboard gives you that power all at a glance, plus more.

Your KPIs, today's schedule, and real-time activity now live on one customizable screen. Pick the metrics you care about, see trends instantly, spot issues before they happen. Start every day with insights that can help you succeed and map out your day 🎯

Resource Availability Management is here! Available now for Pro Plus, Studio Grow, and Studio Max plans.

Create resources like treatment rooms, reformer machines, saunas, or tanning beds, then assign them to appointments or events. The system automatically checks availability for both staff and resources, preventing double-bookings and ensuring everything you need is available when clients book.

No more juggling spreadsheets or double-bookings. Just smooth, simple scheduling.

Ready for a faster and cleaner mobile experience for your clients?

The main home screen has been entirely redesigned to give your clients easier access to manage all of their bookings in one place. Your business page also now has a fresh look that is better themed to your color settings, and it also highlights upcoming events to give them quicker access to what is important.

We're excited to introduce enhanced design controls that give you more creative freedom over your website! You can now add custom styling code directly to individual pages, allowing you to fine-tune the look and feel exactly how you want it. Plus, we've added subtle page load animations that give your site a more polished, professional appearance. These animations can be enabled site-wide for consistency, or customized on a page-by-page basis for more granular control. With these new features, you have the flexibility to create a more engaging visual experience that perfectly matches your brand, without sacrificing ease of use.

We're excited to announce a new "Activity Timeline" on the client profile page! This powerful feature consolidates all key client interactions—from payments and registrations changes to automation progress and communication —into a single, chronological feed. No more jumping between multiple pages to piece together a client's history. With the Activity Timeline, you can instantly see every step of your client's journey, helping you proactively reduce churn, save time, and improve client support with a complete, at-a-glance view.

Our Group Booking feature allows you to offer semi-private appointments where one client can book and pay for multiple people in a single session. You can set dynamic pricing that changes based on the number of attendees.

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We've rolled out new features to make managing your online store faster and more intuitive. You can now duplicate entire store items with a single click, instantly search for content within your admin dashboard, and rearrange store item tags for easier filtering.

The client experience has also been enhanced. Members are now taken directly to a dedicated access page upon login. They can also now favorite store items and filter by their favorites, making it easy to find the content they love.

We've supercharged your automations with new features that give you greater control. While you could always see who was in an automation, you can now take direct action on contacts.

1. You can now remove a contact from an automation.
2. You can also move them to a different step in their journey.

This, combined with the ability to search for specific contacts, provides flexibility to manage your campaigns and ensure every contact is on the right path.

Learn More