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.

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!

We've been working hard to make Agiled's Automations section even more powerful and user-friendly.

And the result? A slew of exciting updates that will take your workflow to the next level!

What's new:

• New triggers and actions: More options to automate your workflows
• UI/UX improvements: Enhanced user experience for easier automation management
• Bug fixes: Smoother performance and reduced errors

Try out the new features and let us know what you think!

Just wanted to let you know that the Classic/Old File Manager in Agiled will be retired on March 25th.

We've maintained access to both the Classic/Old and New File Managers to ensure a smooth transition for everyone.

Don't worry, your data will not be affected by this change.

If you're still using the Classic/Old File Manager, we encourage you to get acquainted with the New File Manager before the transition date.

This way, you won't miss a beat in managing your files.