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Title: Integrate with Sling for staff scheduling and shift creation Problem: Teams use Sling for lightweight scheduling, role-qualified job postings, shift notes, and time clock. They want CRM events/projects to automatically create shifts in Sling when a contract is signed. Requ

Title: Add tipping option during payment checkout Problem: Users want to collect tips on invoice payments in a smooth flow. Request: Add a tipping step/section during checkout that allows the payer to add an optional tip. Requirements: Configurable tip options: preset percentages

Title: Support Stripe surcharge / convenience fee on invoice checkout Problem: High-volume operators pay significant processing fees; some CRMs allow passing card fees to the payer via a front-end convenience fee. This can materially affect profitability. Request: Add ability for

Title: Add custom fields to contacts and projects, and expose as merge tokens Problem: Event businesses have unique workflows and need to store and reuse structured data that does not exist in the default CRM model. Lack of custom fields blocks migration from CRMs like Dubsado an

Right now, a client is required to e-sign a contract before I can sign it but i'd like to e-sign it whenever I want because as long as both parties sign it, it's complete or if one doesn't it's incomplete. This way i can sign it at my own time and it'll just be complete once we g

Projects isn't always related to all industries. For example, i'm in the photo booth business and I call them Events not Projects. This may be different for other creatives so idaelly it would be nice to change what that is called. Functionaility doesn't have to change just what

Add a lightweight client photo selection experience where businesses can upload or sync proofs (small previews), then allow clients to select a set number of favorites for editing or delivery. Optionally support paid add-ons (for example, “select more images” as an upsell). This

Add permission controls to manage who can upload attachments (and potentially who can view/download them). For example, allow admins to disable attachment uploads for interns or contractors, or restrict uploads to specific roles. This prevents misuse, improves data hygiene, and s

Add controls that let businesses decide if and when a client receives an email notification after being added to a project. Admins can either disable the “client added” email entirely or apply a configurable delay (for example, send after X minutes or hours). This helps teams fin

Right now, first-time users can land in areas like Documents, Emails, Communities, or Automations and see empty screens. That can feel like something is broken, or like the product has no content. We should guide new users into a quick “first win” and make it obvious what is avai