🚀 New Releases

Handover Notes Follow the Client

New handover notes now appear on every upcoming visit for that client, across recurring and one-off visits, until a staff member turns them off. Use the Turn off button on the visit Notes tab, the client profile Notes tab or a group visit. The note stays on the visits up to that point with a record of who turned it off and when, and the notes CSV export includes these details.

Redesigned Shared Schedules

Client schedules shared by email or PDF have a fresh design: a personalised schedule title, clean day columns and visit cards showing the time, visit name and assigned carer (or “Unassigned”). The email now shows the schedule inline as well as attaching the PDF, busy days continue onto extra pages instead of being cut off, and cancelled visits are clearly marked.

UK Bank Holidays on the Schedule

Turn on Show UK bank holidays in the Display section of the rota Filters panel to see bank holidays labelled in the Schedule day headers. It is hidden by default and your choice is remembered.

Full Schedule on Team Member Calendar

The team member Availability tab is now the Calendar tab and shows the member’s visits alongside their unavailability, plus unassigned activities you can drag onto them.

Collapsible Unassigned Row

You can now hide or show the Unassigned Activities row in the week and day calendar views, not just the timeline.

Contracts on Client Profiles

Pick a client’s contract from a dropdown of your existing contracts (with a quick + Add New Contract link), open the contract directly from the Contract card on the client profile, and see each client’s current contract in the Add Clients to Contract window.

Client Profile Improvements

Social worker details can now be edited and deleted, just like Key Contacts, and profile sections have been reordered so contact and personal details come first and Consent sits at the bottom.

Quick Links from Completed Visits

On a completed visit, the service user and assigned carer names now link straight to their profiles.

Team Users Can Manage User Status

Team users can now set team members and service users to Active or Inactive. A confirmation now explains the impact before the change is applied, such as removing sign-in access and future visits.

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🐛 Bug Fixes

Invoice Numbers

Invoice numbers are now unique within your organisation and no longer duplicate when invoices are created at the same time.

Deactivating Team Members

Deactivating a team member with no assigned visits no longer causes an error or briefly empties the team list.

Profiles & Display

Partial addresses no longer show stray commas, the treatment escalation badge no longer splits across lines, and the empty Unassigned row has been removed from the client Calendar tab.

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