What's New in TalleFlow โ Clearer Documents, Better Visibility & Smarter Setup
โจ Multi-page documents โ Build proposals, brochures, contracts, and invoices with multiple pages so clients can step through the full set instead of one long document. ๐ Studio reports โ Open Reports for pipeline, bookings, cash, offerings, and team widgets so you can hide or reorder cards, save filter views, and export CSV. ๐๏ธ Crew scheduling โ Plan crew with shift-first scheduling so teammates can claim open seats and owners can assign from the calendar. ๐ฌ Reusable message templates โ Save subject and body templates in Preferences so you can apply them in project or contact email and in automations instead of rewriting the same message. ๐ท๏ธ Note categories and merge tags โ Customize contact and project note categories and insert studio owner and contact profile fields so documents and emails stay consistent. Also shipped in this release ๐ Personal info sharing โ Choose what teammates and your public profile can see so phone, birthday, and location stay under tighter control while emergency contact stays private. ๐ฑ Face ID on mobile โ Enroll Face ID in profile security so signing in on mobile is faster and more confident. โ๏ธ Default or custom share email โ Choose Default Email or Write Custom when sharing, and manage document email templates under Documents Settings so sending stays easier to control. ๐ชง Matching document statuses โ See the same paid and awaiting-payment labels in your studio and the client portal so staff and clients stay aligned. ๐ณ Clearer Stripe fees โ See Stripe Transaction Fee and the correct Net on finance lists so payouts stay accurate instead of guessing after fees. ๐ ๏ธ Safer sending and sharing โ Send and share multi-page documents without false missing-invoice warnings, wiped sibling pages, or a Back-button loop. ๐ Brochure and portal pages โ Keep extra brochure pages when you create from an existing design, and let clients use Previous, Next, Sign, and Pay on the stepper as expected. ๐๏ธ Owner plan for invited teammates โ Invite teammates onto the owner's paid or trial plan so they can use studio features and send invoices without a separate upgrade.
How do you feel about this update?
