✨ Custom roles and built-in overrides — Create custom roles from a unified roles table, tune what each built-in role can do, and assign permissions so sensitive finance and contact details stay hidden from the wrong teammates. 👥 One role per member and invite-time assignment — G
Read more✨ Invoice checkout, promos, and tax — Clients pay itemized lines with optional promo codes and per-invoice automatic tax when you enable it, so totals match what they owe instead of a single opaque amount. 🗓️ Calendar drag-to-reschedule — Move tasks, projects, and meetings on th
Read more💼 TalleFlow Pay for marketplace jobs — Award providers after payout setup, collect balances, release earnings, and review provider income and job payouts with steadier handling when bookings cancel or disputes arise. ⏳ Document offer expiration — Set offer clocks that lock signi
Read more✅ Client approvals — Require client sign-off on project assets, track approve or request-changes in the Approvals tab, and control when linked Canva designs appear in the portal with a Visible in portal switch instead of exposing drafts immediately. 🧾 Invoice smart tags — Refere
Read more👥 Staff Teams — Create named teams under Members, assign them to projects and tasks, and pick a team in automations so roster changes resolve when the automation runs instead of re-picking individuals. 🎨 Document brand settings — Set document colors and branding on your Brandin
Read more✨ Automation approval gates — Require human approval on gated automation steps, assign approvers, review from a Home queue or the project Automations tab, bulk approve, skip-and-continue past one step, and see Owner/Admin analytics so sensitive actions do not run unattended. 📋 B
Read more✨ Website brand detection — Paste your studio website during onboarding or when you add a business so logo, colors, socials, and address fill in for review instead of starting from a blank brand. ⏰ Scheduled studio emails — Schedule project and contact emails, including replies,
Read more✨ Multi-page documents — Build proposals, brochures, contracts, and invoices with multiple pages so clients can step through the full set instead of one long document. 📊 Studio reports — Open Reports for pipeline, bookings, cash, offerings, and team widgets so you can hide or re
Read more✨ Bulk actions across your workspace — Update projects, tasks, and contacts in fewer clicks so routine cleanup and list management takes a fraction of the time. 🎨 More polished timelines — Add branding, event images, and business-wide defaults so every timeline feels more on-bra
Read more✨ Project and task team assignments — Assign internal team members directly to projects and tasks so ownership is clearer and collaboration is easier to manage. ⏰ Project and task due date reminders — Get reminders before deadlines so important work is easier to track and less li
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