Appointment Types and SMS Templates

• Appointment Types can be allocated an SMS Template

List and Calendar View

• New right-click menu - Audit
• Green Information icon to the right of the Entity field that displays on when an Entity is selected. This launches the Entity's Billing Instructions and other detail

Portals

Clients

• On the Client accessing My Info on their portal, they need to complete/acknowledge the Private Policy. On doing so, Privacy Policy Acknowledged is automatically checked in the Client Record - General section

Utilities

Entities

• Cannot deactivate an Entity if there are invoices with outstanding balances