Streamlined Calendar Notifications and Enhanced Payment Integration

Streamlined Notifications & Smarter Payment Integration in Calendars

We're excited to announce enhancements to the Calendars feature that focus on streamlining your workflow and improving user experience. These updates aim to make the Calendars module more intuitive, reducing friction and enabling smoother collaboration across different modules.

Create Email Templates from Calendar Notifications

We're making it easier for you to handle notification emails in Calendars. Whereas previously, you needed to jump back and forth between sections, now you can create email templates directly within Calendar Notifications settings.

• Launch the email template creation directly from Notifications
• Newly created templates are readily available in the dropdown for quick selection
• Enjoy a faster process with fewer interruptions

Enhanced Payment Integration Visibility

To minimize confusion and ensure clarity in payment setup, we've enhanced the visibility within Calendar settings:

• Users will notice a clear tag indicating if no payment method is connected
• A button is available to quickly redirect users to the Payment Integrations section
• The default selected payment provider is clearly displayed
• A comprehensive list of supported payment providers is presented

Quick Benefits

• Experience a faster setup with minimal clicks and no need to switch contexts
• Enjoy a more collaborative and user-friendly interaction

Visualizing the Enhancements:

This update is designed to make your experience with SMBcrm smoother and more efficient, allowing you to focus on what truly matters: managing your business effectively.

Request a Demo to see how these new features can enhance your workflow.

In Case You Missed It: Check out our recent announcement on introducing custom value error warnings in email templates to ensure your communications are always on point.