ClientMate Documentation

Release Notes

This page highlights new features, improvements, and bug fixes released across the ClientMate platform. Updates are grouped by release version and deployment date to help you stay informed about what’s new and what’s changed.

We’re continuously improving ClientMate to make running your business easier. Check back here for the latest feature releases, enhancements, and fixes as we continue to grow the platform alongside our customers.

v1.2.14 [Released October 23, 2026]

This release introduces several major additions to ClientMate, including a centralized Notification Centre, expanded Library borrowing history and historical data importing, improved ClockWise attendance controls, temporary client tags, and more flexible email customization.

We’ve also continued improving the Owner Dashboard, client and contact management, multi-organization support, and the underlying reporting infrastructure.

Notification Centre

New Feature: Centralized Notification Centre

ClientMate now includes a dedicated in-app Notification Centre to make important updates and information easier to access.

• Added a notification bell to the Owner Dashboard for accessing in-app notifications, displayed as a list where users can review available messages.
• Notification dismissals are tracked individually, allowing the system to distinguish between messages that are still relevant to a user and those they have acknowledged.
• Improved how notifications are retrieved and displayed so users receive information relevant to their organization.
• Added supporting infrastructure for future expansion of in-app communication.

Dashboard Announcements and Banners

• Expanded notification presentation to include dashboard banners for information that requires greater visibility.
• Added infrastructure for displaying important announcements without requiring users to search through the notification list.
• Improved the consistency between notifications displayed in the dashboard and those available through the Notification Centre.
• Continued consolidating system messaging into a more structured notification framework.

Notification Management Infrastructure

• Added an internal publishing interface for creating and managing notifications.
• Established the backend infrastructure for storing, filtering, retrieving, and dismissing notifications.
• Added safeguards around notification visibility and audience selection.
• Prepared the Notification Centre for additional notification types and communication workflows in future releases.

ClockWise

New Feature: Smart QR Scanning

ClockWise’s QR attendance workflow has been expanded to support a more streamlined scanning experience.

• Introduced Smart QR Scanning to combine sign-in and sign-out handling into a single scanning workflow
• The scanning process can determine the appropriate attendance action based on the client’s current session state.
• Makes QR attendance more practical for busy centres handling frequent student arrivals and departures.
• Improved safeguards against conflicting or repeated attendance actions.
• Strengthened the reliability of attendance updates when scanning actions happen close together.
• Expanded the owner-facing scanner workflow to support the new scanning behaviour.

Improved Attendance Corrections: Undo Controls

Attendance corrections have been reorganized to give staff greater control over accidental sign-ins and session endings.

• Added support for Undo actions in the modern ClockWise interface.
• Undo controls are available for supported sign-in and end-session actions.
• Moved attendance correction controls away from the self-service kiosk workflow and into the staff-operated ClockWise interface. This separation helps prevent clients using a kiosk from unintentionally reversing attendance actions.
• Improved the underlying handling of attendance corrections.

Improved ClockWise Display Configuration

• Expanded ClockWise display configuration for showing actual sign-in and sign-out information.
• Improved the presentation of attendance-related columns on the Live Board.
• Added configuration work for displaying client tags within the left-hand client panel.
• Improved how the Live Board incorporates client information alongside attendance status.
• Updated supporting logic for keeping attendance information and displayed session states synchronized.
• Continued refining the modern ClockWise layout to make operational information easier to scan during busy sessions.

ClockWise Interface and Reliability Improvements

• Continued cleanup of attendance controls and Live Board interactions.
• Strengthened backend safeguards for attendance state changes.
• Expanded tests around attendance corrections, scanning, and configuration behaviour.
• Improved consistency between owner-facing controls and their associated backend settings.

Client and Contact Management

Improved Client and Contact Editing

Client and contact management has received additional interface improvements to make working with family information more convenient.

• Expanded the shared client and contact editing experience by introducing a contact-editing drawer.
• Improved the handling of contact updates across different areas of ClientMate.
• Changes made through the contact editor are synchronized with the surrounding interface.
• Improved how the client and contact lists respond when records are updated.
• Added safeguards around saving changes to client-contact relationships.
• Improved handling of stale or conflicting form information.
• Continued consolidating client and contact management into a more cohesive workspace.

Contact Information Warnings

• Added a visual warning indicator when a client’s contact information requires attention.
• Makes it easier to identify potentially incomplete or problematic contact records and helps staff recognize records requiring review without having to open every contact individually.

Client Notes Improvements

• Improved the presentation of client notes, including date-related information.
• Added a date overlay and refined the notes interface for a more notebook-like reading experience.
• Updated the layout to make existing notes easier to review.
• Added a compact delete control directly alongside individual notes.
• Reduced unnecessary navigation and interface clutter when managing notes.
• Continued refining note readability and day-to-day usability.

Client Planning and Temporary Tags

New Feature: Temporary Client Tags

ClientMate’s tagging system has been expanded to support tags intended to apply only during a defined period.

• Added the underlying infrastructure for temporary client tag assignments.
• Expanded tag processing to distinguish between assignments that are currently effective and those outside their intended period.
• Improved how ClientMate determines a client’s effective tags.
• Added supporting data handling for temporary tag assignments but preserved compatibility with the existing client tagging framework.
• Reduced the need to manually maintain time-sensitive classifications after they stop being applicable.

Library

New Feature: Borrowing History

The Resource Library has been expanded with a dedicated borrowing history workflow.

• Added a Borrowing History page for reviewing historical library activity.
• Businesses can review borrowing records separately from their current resource inventory.
• Improved consistency between library records and their associated historical transactions.
• Added more useful filtering controls for reviewing past borrowing activity.
• Refined the layout and presentation of borrowing records.
• Continued improving the reliability of historical borrowing data and associated reporting.

New Feature: Historical Borrowing Data Import

Organizations with existing borrowing records can now use a dedicated historical import workflow to bring legacy data into ClientMate.

• Added infrastructure for importing historical borrowing records from Excel workbooks.
• Introduced a workbook parser designed to interpret historical library data.
• Historical workbooks containing multiple student worksheets can be processed through the import workflow.
• Improved the handling of historical data structures that differ from ClientMate’s current library model.
• Added a controlled execution workflow for committing reviewed import data.
• Added validation and safeguards to reduce the risk of importing inconsistent historical records.
• Improved the integration between imported borrowing activity and ClientMate’s existing Library.

Improved Library Navigation

• Updated the Library interface to provide a clearer separation between resource management and borrowing history.
• Added tab-based navigation for switching between Library areas.
• Reduced the need to navigate between separate pages when reviewing resources and their borrowing activity.
• Improved the consistency of Library forms and their associated location context.
• Continued refining layout and navigation for easier day-to-day resource management.

Email Communications

New Feature: Configurable Organization-Branded Emails

ClientMate’s email communication infrastructure has been expanded to support more flexible organization-specific email content.

• Added a reusable email editing framework for supported ClientMate-generated messages.
• Expanded the ability to customize email content without requiring changes to the underlying application.
• Added support for organization-specific email branding.
• Improved handling of branded content and supported images within emails.
• Introduced shared email editing components to maintain consistency across supported communication workflows.
• Added supporting infrastructure for storing and delivering customized email content.

Improved Waiting-for-Pickup Communications

• Expanded configurable email support for Waiting-for-Pickup workflows.
• Integrated customizable content into the existing Waiting-for-Pickup communication infrastructure.
• Improved consistency between saved email configurations and the messages generated by ClientMate.
• Continued refining how operational notifications are presented to families.

Owner Dashboard and Administration

General Interface Improvements

• Improved the consistency of layouts containing scrollable tables or panels.
• Reduced unnecessary interface movement during navigation.
• Continued consolidating related actions into shared editing interfaces.
• Improved the usability of forms, drawers, lists, and navigation components.
• Continued refining the organization of owner-facing management screens.

New: ClientMate Platform Reporting and Analytics

ClientMate’s internal administrative reporting capabilities have been expanded to better understand platform activity and how customers use different modules. These improvements primarily support ClientMate’s internal operations and product development.

Organization Activity and Usage Tracking

• Expanded internal activity tracking for platform usage.
• Added support for recording user login timestamps.
• Added additional device activity information.
• Improved the ability to identify when organizations and users interact with supported ClientMate modules.
• Established a more consistent foundation for organization-level activity analysis.

Module Access and Engagement Analytics

• Added tracking infrastructure for module access and qualified usage activity.
• Expanded data collection for understanding which ClientMate modules organizations use.
• Introduced additional repeat-engagement measurement capabilities.
• Improved the normalization of usage information across supported modules.
• Added reporting foundations for comparing engagement patterns across organizations and features.

v1.2.13 [Released October 14, 2026]

This release includes a significant expansion of ClientMate’s scheduling, staffing, communication, resource-management, and ClockWise tools. Many existing workflows have also been consolidated so owners can complete more of their day-to-day work from a single place.

Scheduling

New Feature: Combined “All Calendars” Schedule

• The Schedule can now display multiple calendars together in a single All Calendars view.
• Calendars remain visually separated so owners can understand which appointments belong to which program, classroom, or scheduling calendar.
• The combined view supports different schedule orientations, including layouts where time runs vertically or horizontally.
• Calendar colours are carried into the combined schedule to make different calendars easier to identify.
• When calendars use different scheduling intervals, the combined view automatically uses an appropriate interval so appointments remain aligned accurately.
• The Schedule now opens to the combined calendar view by default, making it easier to get an organization-wide picture before drilling into an individual calendar.
• Actions available from individual calendars have been extended to the combined view where appropriate.

Improved Business Hours & Calendar Hours

• Business hours can now be managed at the location level, making ClientMate more flexible for organizations operating at multiple physical locations.
• Individual scheduling calendars can use the hours appropriate to that calendar rather than every calendar being forced into one organization-wide schedule.
• Scheduling screens now focus on the hours that are actually relevant to the selected calendar.
• Self-serve availability follows the same effective hours used by the rest of the scheduling system.
• Calendar hours, owner scheduling, and client-facing booking now use the same underlying rules to reduce inconsistencies between what owners and clients see.
• Closed dates have been improved to work more naturally alongside business hours.
• Support for multiple closed dates has been improved.
• Schedule calculations around late-night and midnight boundaries have also been strengthened.

New Calendar Display Options

• Added additional ways to display the Schedule, including support for showing time across the horizontal axis.
• Added additional visual display options for calendar entries, including outlined and filled presentation styles.
• Layout behaviour has been improved for appointments that span longer periods of time.
• The Schedule can render outside normal hours where necessary instead of unnecessarily cutting off relevant appointments.
• Additional spacing, sizing, and navigation improvements make larger schedules easier to scan.

Configurable Appointment Start Intervals

• Each calendar can now control the interval at which appointments may begin. For example, a business can allow appointments to start every 15, 30, or other supported number of minutes according to its workflow.
• Owner scheduling and public/self-serve booking use the same calendar start-time rules.
• This replaces separate booking-page behaviour that could previously cause scheduling rules to be represented in more than one place.

Interactive Scheduling Improvements

• The calendar has been expanded from primarily displaying appointments into a more interactive scheduling workspace.
• Owners can create appointments directly through the Schedule.
• Recurring schedules can be managed directly from the calendar.
• Individual occurrences of a recurring schedule can be cancelled without unnecessarily removing the entire recurring schedule.
• Appointment and recurring-schedule interactions have received additional usability improvements.

Improved Rescheduling

• Clients and staff can now be rescheduled more naturally from the main Schedule.
• Client and staff scheduling workflows have been brought closer together so owners do not need to jump between separate pages.
• Additional safeguards help ensure schedule changes apply to the intended appointment, shift, or recurring occurrence.

Acuity Compatibility Improvements

• ClientMate continues to check appropriate Acuity scheduling information when an appointment is not available directly through the ClientMate scheduler.
• This improves compatibility for businesses that are still transitioning from, or continuing to use, Acuity alongside ClientMate.

Self-Serve Booking Moved Into Schedule

• Self-Serve Booking settings have been consolidated into the main Schedule area. Owners no longer need to manage self-serve scheduling through a completely separate workflow.
• Existing self-serve actions and settings remain available while being presented alongside the calendars they affect.

Simplified Self-Serve Booking Configuration

• Previously separate availability and manually configured time-slot tools have been consolidated.
• Owners can manage self-serve availability from a single form rather than maintaining overlapping sets of settings.
• Automatically generated availability and manually selected booking times can work together.
• The interface has been cleaned up to make it clearer which settings control client-facing availability.

New Feature: Manual Self-Serve Time Slots

• Owners can define specific times that should be offered through self-serve booking.
• Manual time slots work alongside ClientMate’s automatically calculated availability.
• Validation has been added to reduce accidental or conflicting availability configurations.
• Public booking continues to respect the same capacity, calendar, and scheduling rules used internally.

Improved Prospect Booking

• Prospect booking now supports more flexible time-slot configuration.
• Owners can provide prospect-specific scheduling options without having to use exactly the same availability rules as existing clients.
• Prospect availability has been brought into the same scheduling framework as the rest of ClientMate.

New Feature: Client Rescheduling

• Eligible appointments can now be rescheduled by clients without requiring the business to manually recreate the appointment.
• Clients can access rescheduling from their appointment-management experience.
• Rescheduling respects the business’s current calendar availability and scheduling rules.
• Businesses continue to receive the appropriate scheduling notifications after a client makes a change.

New Feature: Report an Incorrect Appointment

• Appointment emails can now provide clients with an option to report an appointment that appears to be incorrect.
• When a client reports a problem, the business is notified so it can review the schedule.
• This gives families a simple way to flag scheduling mistakes without having to find the business’s contact information and compose a separate message.

Improved Staffing Planner

• Staff scheduling is now more closely integrated with the main ClientMate Schedule.
• Scheduled staff can be displayed alongside client demand to give owners a clearer picture of coverage.
• ClientMate can help estimate staffing needs using configured staff-to-client ratios.
• The Schedule makes better use of available screen space when displaying staffing and client appointments together.

New Feature: Wage Estimator

• Hourly wage information can now be added to staff profiles for scheduling estimates.
• The Schedule can estimate payroll costs based on planned staff shifts.
• Wage estimates can be viewed across multiple weeks.
• Custom pay periods are supported, making the estimator more useful for businesses whose payroll cycle does not line up with a standard calendar week.
• These estimates are intended to help owners understand the staffing cost of a planned schedule before the hours are actually worked.

Improved View-Only ClockWise Live Board

• View-Only Live Board management has been moved into the Paired Devices area so device-related tools are kept together.
• Additional display controls allow owners to adjust Live Board sizing for the screen being used.
• Modern Live Board layouts have been updated to respect the new display settings while preserving the standard ClockWise presentation.

Improved Waiting-for-Pickup History

• ClockWise better handles situations where a client’s actual departure is recorded after their session has already been signed out.
• Waiting-for-pickup history now preserves the distinction between the end of the client’s session and the time the client actually left.
• Additional safeguards help prevent later corrections from producing misleading session-history information.
• Staff receive clearer information when historical departure details need attention.

Additional Schedule Information in ClockWise

• ClockWise can now display more scheduling context, including scheduled arrival and departure information. This makes it easier to compare the intended schedule with what actually happened during a session.

ClockWise Interface Improvements

• Continued cleanup of the Live Board and related management screens.
• Important actions have been repositioned so they remain easier to reach when working with longer forms or lists.
• Several small layout and usability issues have been corrected across ClockWise.
• Additional permissions and integration work allows supported ClockWise companion workflows to use the actions they need without exposing unrelated administrative functionality.

Expanded Worksheet Update Workflow

• Owners can send worksheet-related updates through the ClientMate interface rather than relying on a disconnected workflow.
• The worksheet interface has received additional usability and wording improvements.
• ClientMate now checks notification preferences before sending worksheet-related messages. Families who do not want a particular type of communication are excluded from those sends.

New Feature: Granular SMS Preferences

• SMS preferences are no longer treated as one all-or-nothing setting.
• Contacts can have different preferences for different types of ClientMate communication.
• Attendance-related messages, general announcements, and worksheet-related messages can be controlled independently.
• Existing contact settings have been carried forward so organizations do not unexpectedly change family communication behaviour after the update.

Improved One-Click Contact Merging

• ClientMate can identify more likely duplicate contacts for review.
• Multiple high-confidence contact matches can be merged in a batch instead of requiring each duplicate to be handled individually.
• Matching has been adjusted to catch additional legitimate duplicates while still requiring appropriate confidence before suggesting an automatic merge.
• Preview and validation checks help prevent outdated or conflicting contact information from being merged accidentally.
• Error handling has been improved for cases where contact information changes between the time a merge is identified and the time the owner completes it.

Expanded Resource Editing

• Owners can now edit existing resource details directly from the Resource Library.
• Resource information can be corrected without needing to remove and recreate the item.
• Editing has been expanded while preserving existing checkout and borrowing history.

Improved Inventory Management

• ClientMate more clearly distinguishes active inventory from copies that have been retired or otherwise removed from circulation.
• Individual physical copies can be deleted where appropriate.
• Resources and their associated holdings can be removed with additional safeguards around active loans and historical records.
• Previously removed resources or copies can be restored when appropriate.
• Additional checks help prevent inventory changes from leaving existing borrowing records in an inconsistent state.

New Feature: Library Borrowing Policies

• Businesses can define borrowing rules for their Resource Library.
• ClientMate can suggest appropriate due dates based on the organization’s borrowing policy.
• Reminder settings allow businesses to control how overdue or upcoming library returns should be handled.
• Automated reminder processing helps reduce the need for owners to manually track every due date.
• Reminder delivery is tracked to reduce duplicate notifications.

New Feature: Acuity Import

• Added a dedicated migration workflow for businesses moving scheduling information from Acuity into ClientMate.
• The import performs validation and cleanup before records are created.
• Import execution is separated from the initial review step so businesses have an opportunity to catch unexpected data before committing it.
• Owners receive a summary of the import results afterward.
• Additional safeguards have been added for incomplete, duplicated, or unusually structured Acuity data.

Redesigned Owner Dashboard

• The Owner Dashboard has been reorganized into a more useful at-a-glance view.
• Added a clearer Currently in Session area for active ClockWise activity.
• Attendance history is easier to access from the dashboard.
• Remaining SMS information is more visible.
• Dashboard cards have been updated for better use across different screen sizes.
• Additional cleanup makes the dashboard easier to scan without exposing as much configuration at once.

Simplified Navigation

• View-Only Live Board management now lives with other paired-device controls.
• Self-Serve Booking settings now live with Schedule.
• Staffing actions are increasingly available directly from Schedule.
• These changes reduce the number of separate pages owners need to learn for closely related workflows.

Reliability & General Improvements

• Improved schedule reliability when multiple people or processes make changes at nearly the same time.
• Added further protection against temporary database conflicts causing unnecessary errors for users.
• Improved appointment and staffing behaviour across recurring schedules and one-time exceptions.
• Improved consistency between owner scheduling, self-serve booking, appointment emails, and reminder calculations.
• Strengthened safeguards around resource editing, borrowing, contact merging, and client communications.
• Continued layout and usability improvements throughout Schedule, ClockWise, Calendar Settings, Resource Library, and contact-management screens.

v1.2.12 [Released September 18, 2026]

Scheduling

• New Feature: Prospect Booking & Conversion
  • Businesses can now accept bookings from prospective clients before creating them as active clients.
  • Prospect information and associated contacts are retained throughout the booking process for easier follow-up.
  • Owners can review prospect appointments and convert prospects into active clients when they are ready to move forward.
  • Prospect conversion now respects the location where the original booking was made.

• Expanded Self-Serve Booking
  • Rebuilt the public scheduling workflow around each calendar’s configured services, availability, capacity, business hours, closures, and publication settings.
  • Improved availability validation so public bookings use the same authoritative scheduling rules as the Owner Dashboard.
  • Added foundations for clients to manage cancellations and rescheduling through the self-serve booking workflow.
  • Rescheduled appointments now send updated email notifications.

• New Feature: Calendar Tag Eligibility Rules
  • Calendars can now restrict booking eligibility using client tags.
  • Owners can require selected tags or exclude clients with selected tags from a calendar.
  • Eligibility rules are enforced across internal scheduling, self-serve booking, and rescheduling.
  • Calendars without eligibility rules continue to work as before.

• Recurring Appointment Management
  • Added an option for owners to remove all recurring appointments from a client schedule when a recurring schedule needs to be cleared.

• Prospect Booking Notifications
  • Owners can now receive an email when a new prospect booking is submitted.
  • Prospect and self-serve appointment reschedules now use a consistent email notification workflow.

Prospect Booking & Analytics

• Meta Pixel Integration — Initial Configuration
  • Organizations can now configure Meta Pixel information for individual locations.
  • Added Owner Dashboard controls for managing the integration.
  • Public booking pages can securely access the appropriate location-specific configuration in preparation for conversion tracking.

Owner Dashboard

• Scheduling Navigation Updates
  • Scheduling tools have been reorganized into a dedicated section of the Owner Dashboard.
  • Updated terminology to better distinguish Schedule, Prospect Appointments, Self-Serve Booking, and Prospect Booking.
  • Meta integration settings are now located directly within Prospect Booking for easier configuration.
  • Additional interface improvements were made throughout the scheduling and prospect-management workflows.

ClockWise

• Moved the Send No Appointment Email setting into ClockWise configuration so notification controls are easier to find.

ClockIn

• Improved Enhanced-tier entitlement handling and subscription checks.
• Updated Enhanced feature indicators and related interface messaging.

v1.2.11 [Released September 11, 2026]

ClockIn

• New Feature: QR Staff Sign-In & Sign-Out
  • Staff can now clock in and out using individual QR codes.
  • Owners can generate and print staff QR codes from the Owner Dashboard.

• New Feature: Staff Scheduling
  • Owners can now create one-time and recurring staff shifts.
  • Staff schedules can be managed independently from ClockIn timekeeping.
  • Added scheduled-versus-actual reporting to make it easier to compare planned shifts with recorded ClockIn hours.

• Other improvements
  • Owners can now control whether ClockIn sends SMS notifications directly from ClockIn settings.

ClockWise

• New Feature: Waiting for Pickup
  • Clients can now remain visibly on the ClockWise board after their session ends while they wait to leave the centre.
  • Waiting clients are clearly separated from active sessions while remaining visible to staff.
  • Session-history and reporting support has been updated to include the new lifecycle.

• New Feature: Calendar Closed Dates
  • Owners can mark individual calendar dates as closed from Calendar Settings.
  • Closed dates prevent new internal appointments and public bookings without changing underlying recurring client schedules.
  • Existing appointments are preserved when a date is later marked closed.
  • Removing a closure restores the calendar’s normal availability.

• Improved Contact Merging
  • Multiple eligible contact merges can now be selected and completed together.
  • Added safeguards to prevent unsafe or stale merge operations.
  • Improved error handling and recovery when a merge can no longer be completed.

Reliability & Improvements

• Additional UI, validation, concurrency, and backend reliability improvements across the platform.

v1.2.10 [Released September 4, 2026]

Library

• New Feature: Resource Library
  • Businesses can now create and manage a shared library of books, learning materials, equipment, and other resources.
  • Resources can be checked out to clients and returned directly from the Owner Dashboard.
  • Added support for tracking individual copies of a resource, including available, checked-out, and retired copies.
  • Retired copies can be reinstated when they return to circulation.
  • Added resource descriptions and improved filtering to make larger libraries easier to manage.
  • Added optional Kumon resource defaults, including reading-level information, to simplify initial library setup for Kumon centres.

ClockWise

• New Feature: Client Email Export
  • Client email addresses can now be exported for use with external email and communication tools.
  • Improved contact cleanup by identifying contacts that are no longer connected to a client.
  • Added safeguards and clearer warnings when removing unused contacts.

• Other Improvements
  • Added support for multiple ClockWise command-centre devices at the same location, allowing more than one paired device to manage the same live classroom board.
  • Improved QR scanning infrastructure and support for dedicated QR scanner workflows.
  • Calendar capacity is now visible across all time slots, making it easier to see available capacity at a glance instead of only showing occupancy once a slot has been filled.

v1.2.9 [Released August 28, 2026]

ClockWise

• New Feature: View-Only Live Board
  • Owners can now securely display the ClockWise Live Board on additional devices without pairing them as ClockWise operating devices.
  • View-Only access uses a dedicated secure link and PIN.
  • View-Only displays automatically receive Live Board updates while preventing attendance changes and other administrative actions.
  • Owners can reset the access PIN, regenerate the View-Only link, or revoke access when needed.

• New Feature: Bulk Client Tag Assignment
  • Owners can now assign tags to multiple clients at once from Client Management.
  • Existing tag assignments are preserved, allowing tags to be safely added without overwriting current client information.

• New Feature: Kumon XLSX Client Import
  • Kumon centres can now import student information directly from Kumon XLSX exports.
  • Import validation identifies conflicting or ambiguous records before changes are committed.
  • External IDs are protected using one-way keyed hashing rather than being retained as directly readable identifiers. They are used to match client records and cannot be retrieved or read.

• SMS Credit Visibility
  • ClockWise now displays the organization’s remaining SMS credits.
  • SMS controls are automatically disabled when credits are exhausted while preserving the organization’s existing notification preferences.
  • SMS functionality automatically becomes available again when credits are restored.

• Multiple Scheduling Calendars
  • Organizations can now use separate scheduling calendars to better manage different groups, programs, or operational areas.
  • Internal scheduling and public booking now respect the selected calendar and its individual availability and capacity.
  • Kumon configurations can use separate Main Classroom and Early Learner calendars.

• Public Booking Rules
  • Owners can configure calendar-specific minimum booking notice and maximum advance booking windows.
  • Owners can intentionally schedule above a calendar’s normal capacity when needed.
  • Over-capacity time slots are visually highlighted for easier identification.
  • Public booking continues to enforce capacity while internal scheduling gives owners operational flexibility.

v1.2.8 [Released August 20, 2026]

ClockWise

• New Feature: QR Code Sign-In & Sign-Out
  • Clients can now be signed in and out using their own QR codes.
  • Added support for generating separate Sign In and Sign Out QR codes for each client.
  • Existing QR codes can be securely reprinted or regenerated when needed.
  • QR scanning works alongside the existing ClockWise attendance options, so businesses can choose the workflow that works best for them.
• New Feature: Client Archiving
  • Clients can now be archived when they are no longer actively attending, without deleting their historical records.
  • Archived clients are removed from active ClockWise workflows while their previous session history remains available.
  • Archived clients can be reactivated if they return.
  • Added bulk archiving for managing multiple clients at once.
  • Scheduling now respects whether a client is active or archived.
  • Session history and attendance records remain available after a client has been archived.
  • QR codes belonging to archived clients can no longer be used to sign in or out.

Improvements

• Internal scheduling and public bookings are now included in ClockWise session-log emails.
• Improved QR and attendance handling for lifecycle changes and edge cases.
• Added extra protection against double sign-ins

v1.2.7 [Released August 7, 2026]

Relay

• Improved the public intake form experience with a faster, more responsive interface across desktop and mobile devices.

ClockWise

• New Feature: Client self-booking — Businesses with flexible schedules can now allow clients to book their own sessions online based on available times and capacity.
• Added tag and service management to the Owner Dashboard so businesses can create and update their own client tags and services.
• Improved group sign-in to make checking in multiple clients smoother.

ClockIn

• Improved the shift date and time picker to make adding and editing shifts more reliable.

Owner Dashboard

• Redesigned dashboard navigation with a new sidebar and a more consistent experience when switching between business locations.
• Simplified setup for Kumon centres with optional preconfigured services and client tags, reducing the amount of initial setup required.

v1.2.6 [Released July 22, 2026]

Relay

• Added Relay Board to Owner Dashboard
• New Feature: Form Builder to take orders directly through ClientMate platform

ClockWise

• New Feature: Merge Contacts to easily delete duplicates and ensure the Group Sign-In functions as intended
• Minor UI upgrades to group sign-in

v1.2.5 [Released July 16, 2026]

ClockWise

• New Feature: Group Sign-In — Send one group SMS rather than separate messages when a siblings sign in and out together.

Web Dashboard

• Owners can now create, update and delete client and contact information directly from the Owner Dashboard.
• New Feature: Basic Scheduler — available on all paid subscriptions to remove the need for Acuity integration.

v1.2.4 [Released July 7, 2026]

Documentation

• Updated Privacy Policy to v2.0.

ClockWise

• Fixed row highlighting in the default (non-legacy) Live Board.
• Added calendar icons to date fields for clarity.

Relay

• Added timeline to track order fulfilment history.
• Added date filter to orders displayed.
• Updated the Catalogue Builder UI.

Web Dashboard

• Upgraded dashboard to tab display rather than stacked cards.
• Fixed time zone conversion for SMS usage graphs.
• Added export SMS logs as CSV.

v1.2.3 [Released June 28, 2026]

System

• Updated to Maven 3.5.16.

ClockWise

• Added Export to CSV option for past ClockWise session logs.
• Added functionality to remove students from ClockWise dashboard.
• Fixed missing appointment time in ClockWise session logs.
• Update Clients UI in Dashboard for a cleaner mobile experience.

ClockIn

• Updated authorization logic to check for all subscription assets rather than just tiers.
• Send a text to business owner at the beginning of the hour if a log is open for at least 8 hours.
• Highlight open ClockIn logs exceeding 8 hours.
• Added option to retroactively add a sign-out to an open ClockIn log.

Relay

• Added customer name to text notifications.

Web Dashboard

• Fixed bug: Billing & Payments are now accessible from all pages and not just from Dashboard.
• Collapse menu by default on small screens.

v1.2.2 [Released June 24, 2026]

• Decoupled subscription from org creation.
• Added version to frontend.
• Expanded ClockWise Session Log Search to search all logs rather being restricted to per-client. Filtering by name is now optional.
• Updated ClockWise Dashboard Client Notes UI.

v1.2.1 [Released June 23, 2026]

• Fixed ClockWise session report emails not always sending.
• Fixed ClockWise Client Information date picker closing unexpectedly.
• Minor UI improvements.

v1.2.0 [Released June 22, 2026]

• Initial Relay release featuring:
  • Google Forms integration and display orders in a Kanban-style board.
  • The ability to change the fulfilment state of each order.
  • Receive text notifications when a new order is placed.

Contact

If you have any questions, please send us an email at info@clientmate.ca.