What's New in TalleFlow — Smarter Invoicing, Calendar Control & Portal Meetings

✨ 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 the agenda or month grid and confirm the new time instead of opening each record to edit dates. 📅 Portal meeting history and details — Clients see past and upcoming meetings, open full details, and add sessions to their own calendar from the portal. ✅ Custom task statuses — Rename, reorder, and add statuses so kanban, filters, and the portal match how your studio actually works. 📄 Document settings tabs and cleaner client PDFs — Access, theme, and thank-you settings sit in fixed tabs for contracts and invoices, and client email PDFs keep Unlayer blocks from splitting awkwardly across pages. 📊 QuickBooks paid-from expenses — Synced expenses post against the bank or card you paid from so your books stay aligned with how money actually moved. Also shipped in this release 📱 Mobile project home — Stage, primary contact, and team sit on one compact row with sheets to manage people instead of long stacked sections on the project screen. ⭐ Onboarding package drafts from your website — Pull package names and prices from your site into editable drafts you publish when you are ready, instead of retyping everything during setup. 🔗 Review links and separate library folders — Save where clients should leave reviews in branding and keep document folders separate from email template folders so each library stays organized. 🎬 YouTube posters in shared documents — Embedded videos show a clickable poster in the client portal instead of an empty box after sanitization. 📝 Complete questionnaire submissions — Answers from every questionnaire block on a page are kept instead of dropping fields after the first tool. 🧾 Invoice discounts on discountable lines — Discounts apply only where you marked a line discountable so travel and fee lines stay intact. 👥 Smoother Contacts loading — The Contacts page loads one page at a time and stops idle refetch loops that slowed large lists. 💌 PDF attachments on document emails — Attach a PDF when you email a client document so they receive a file alongside the message. 📧 Project emails and lead reminders — Automation emails appear on the triggering project timeline, and new-lead reminders cancel once you send an outbound email so follow-ups stay in sync with your outreach.