Agiled Change Log

   
New feature
a month ago

Exciting New Feature: Event Reminders and Follow-ups Now Available in Agiled!

We are thrilled to announce a powerful new feature in Agiled that will make managing your events even easier—introducing Event Reminders and Follow-ups! 🎉

With this feature, you can now send automated reminders and follow-ups for your events, ensuring that everyone stays informed and on schedule. Whether it’s a gentle nudge to remind attendees about an upcoming event or a follow-up message afterward, you can keep communication flowing effortlessly.

Key Highlights:

  • Send Reminders: Configure reminders to be sent up to 7 days before your event, so no one forgets the important details.
  • Send Follow-ups: Ensure seamless post-event communication with follow-up messages that can be sent up to 7 days after your event.
  • Fully Customizable Notifications: Tailor the content of your reminder and follow-up emails to suit your tone and brand, providing a personalized experience for your attendees.

How to Set Up Event Reminders and Follow-ups:

  1. Go to Scheduling > Event Types in your Agiled dashboard.
  2. Create a new event type or edit an existing one.
  3. Navigate to the Notifications section and configure your reminder and follow-up settings to suit your needs.

Customizing Emails:

You can further personalize the emails that are sent out by visiting Settings > Email Templates. Simply head to the Scheduling tab, and you can tweak the email content to align with your communication style.

This new feature is designed to make your scheduling process more seamless and efficient, ensuring that you and your attendees are always on the same page. While we might not have magic powers, we hope this enhancement will feel like the next best thing!

Stay on top of your scheduling with ease, and make the most of this new feature today!

New feature
2 months ago

New Feature Alert: Accept Payments for Appointments & Events Directly in Agiled! 💸

You can now accept payments for appointments and events directly through Agiled! 💸 This means that every time an invitee books a meeting, you can get paid for your time seamlessly. Whether you're offering consultations, coaching sessions, or any type of paid event, this new feature makes it easier than ever to manage both scheduling and payments all in one place.

Here’s how to get started:

  1. Go to Scheduling > Event Types
    This is where you can create or edit the events for which you want to accept payments.

  2. Set the payment amount
    In the Payment section of the event setup, simply enter the amount you want to charge for your appointment or event.

  3. Connect Stripe
    Payments are processed via Stripe, so make sure you’ve connected your Stripe account by heading over to Settings > Payment Gateways > Stripe. Once set up, you’ll be ready to start collecting payments immediately.

  4. Preview your public event type page
    Before going live, you can preview the event type to ensure everything looks just right for your invitees, including the payment option.

This new feature lets you automate both scheduling and payments, reducing administrative overhead and giving you more time to focus on what matters—your business. Whether it’s for client meetings, paid consultations, or special events, you can now get paid for every appointment booked.

Get started today and make your meetings both productive and profitable! If you have any questions, we’re always here to help.

Happy scheduling and earning! 🎉

New feature
2 months ago

Customize Event Attendee Questions in Agiled! 🚀

We are excited to introduce a new feature that will make scheduling events even smoother and more personalized. You can now ask custom questions and gather specific data from your event attendees directly through Agiled! 🚀

What’s New?

  • Personalized Data Collection: In addition to the basic information like first name, last name, email, and phone number, you can now collect any additional details you need—even file uploads!
  • Customizable Forms: Tailor your event registration forms to gather exactly the information that matters most to you.

How to Set It Up:

  1. Navigate to Scheduling > Event Types and create or edit an event type.
  2. Default Fields: By default, we request basic attendee information.
  3. Create a Custom Form:
    • Go to CRM > Forms.
    • Choose “Event Questionnaire” as the action.
    • Drag and drop the fields you need to customize your form.
  4. Map Essential Fields: Ensure you map fields like first name, last name, and email for proper notifications.
  5. Apply Your Form: Return to Scheduling > Event Types, select your custom form, and you're all set!

You can preview your event type’s public page to make sure everything looks just right.

Bonus Tip 💡

To view the data submitted by attendees, head over to Scheduling > Events. Click on the event to see all the information they've shared.

Announcement
2 months ago

📢 Announcement: Subscriptions Are Retiring, and Recurring Invoices Are Taking Over!

Our Subscriptions feature is going into early retirement—must be nice, right? 😄 But don’t worry, because Recurring Invoices are stepping in to handle all your recurring billing needs and more!

🚀 What’s Changing:

Subscriptions Are Retiring

  • We're saying goodbye to the Subscriptions feature and Product Plans (since they were tied to subscriptions).
  • Existing Subscriptions: Don’t worry, your current subscriptions will continue to work. However, you won’t be able to create new ones going forward.

Recurring Invoices Are Taking Over

  • You can still set up automated billing using Recurring Invoices. All the functionality you had with subscriptions is now available here, so you can manage billing easily without interruption.

New Layout for Invoices

  • Old View: Previously, regular invoices and recurring invoices were shown in separate tabs (Finance > Invoices).
  • New View: Now, everything is consolidated under a single Invoices tab, with recurring invoices clearly marked as “Recurring.”
    The second tab is now for Recurring Templates.

🤔 What’s a Recurring Template?

  • Recurring Templates: These aren't invoices themselves, but they generate invoices automatically on a set schedule.
  • Customer Subscriptions: Your clients can still subscribe to these templates. However, you can now set the Next Issue Date:
    • Your clients will be charged only on the specified issue date, and the subscription will start then.
    • If they subscribe after the issue date, their subscription will begin the next day.

🔧 New Features for Recurring Templates:

  • Set metadata and optional setup fees.
  • Select from the available payment methods for your clients to use when subscribing.

This change is all about giving you greater control over recurring payments and simplifying the process by eliminating the overlap between subscriptions and recurring invoices.

If you have any questions or need assistance, our support team is ready to help!

Stay tuned for more updates and improvements from Agiled!

New feature
6 months ago

🚀 Introducing Launchpad: Your Ultimate Guide to Agiled!

We are thrilled to announce the launch of our brand-new feature, Launchpad, designed to help you get started with Agiled quickly and efficiently!

What's Launchpad 🚀?

Launchpad is your one-stop resource, packed with numerous videos that guide you through almost every section of Agiled. Whether you're just starting out or looking to make the most of Agiled's features, Launchpad has got you covered.

Where to Find Launchpad:

You can access Launchpad directly from the left menu at the top.


Our goal is to make your journey with Agiled as smooth and productive as possible. We are committed to providing you with the best guidance and resources to help you succeed.

Check out Launchpad now and start exploring all that Agiled has to offer!