Fill It Once, Done Forever

You can now set an intake form to only require one submission across all the offerings it's attached to. Once a client fills it out, they're all set. No repeat asks. ✅

Less friction for your regulars, fewer duplicate forms cluttering your inbox.

[Check out the help article on this feature]

Waitlist-Only Events

Need full control over who gets into a class or workshop? You can now set up events where every registration goes straight to the waitlist. Set your main capacity to 0, and you choose who makes the cut.

✋ Perfect for auditions, intensives, or any event where you want to hand-pick your attendees.

[Check out the help article or guide video on this feature]

New: Granular staff permissions are here 🎯

Stop choosing between productivity and security. Our rebuilt permissions system breaks everything into specific actions—let staff sell packages but not issue refunds, view schedules but not client contacts, respond to messages but not send newsletters. Clear categories. Visual risk indicators. Total control. Set it up once, sleep better forever.

[Read the Help Article →]

We’ve added more flexibility to your cancellation refund policy. When refunding a payment as account credit, you no longer have to worry about credits sitting on the books forever.

• Set Automatic Expiration: You can now configure refunds to expire automatically after a specific number of days.

• Remove Manual Work: Say goodbye to manually tracking and expiring old credits.

• Rolling Expiration: Keep in mind that credit expiration is rolling—any new credit added to a client's account will automatically extend the expiration date of their entire current balance.

Take control of your account credits and keep your financial reporting clean.

Video Favorites & New Insights ⭐️

Building on store item favorites, your clients can now curate their own specific video collections. This update lets you:

• Favorite Individual Videos directly from within store items or your custom pages.

• Enable Quick Access so clients can instantly return to the content they love.

• Track Performance via the new "Video Statistics" page in your Media Library to monitor view counts and favorites. Note: Data tracking for this feature began on January 1, 2026

Give your clients a personalized library and start gathering the data you need to see what’s trending.

Turn Guests into Members 🚀 Your guest registration settings just got an upgrade! You can now:

• Disable Guest Registration entirely if it suits your business model.

• Require Email Addresses to
• Guest Registration Settings
• ensure you can follow up with marketing campaigns.

• Capture Full Names (now mandatory) for better lead tracking.

Available on the Pro plan and higher

Want to learn more? Check out our help article on this feature!

Say goodbye to chasing payments across different systems. Now you can create and send professional invoices directly from your admin dashboard or POS.

Here's what you get:

• Send invoices right at checkout or create them for unpaid appointments and events
• Customers receive a branded email with a secure payment link
• Track all your invoices in one place with status updates (Sent, Viewed, Paid)
• Manually record payments made in-person

No more reconciliation headaches, just easier cash flow. ✨

Learn more through our help article or video!

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.