Agiled’s Post

🚀 New Feature Alert: Event Reminders & Follow-ups in Agiled! 🚀 We’re excited to roll out a game-changing feature in Agiled! You can now send automated reminders and follow-ups for your events, making scheduling even smoother. 🗓️ Set Reminders: Keep everyone on track with notifications up to 7 days before your events. 📧 Follow-up Made Easy: Send personalized follow-up messages up to 7 days after your events. 🎯 Customize Everything: Tailor email content to suit your tone and brand! To start using this feature, simply head over to Scheduling > Event Types and configure your notifications. Check it out and make event management a breeze! 🌟 #NewFeature #Agiled #EventReminders #Automation #Scheduling #Productivity

🚀 New Feature Alert: Accept Payments for Appointments & Events in Agiled! 💸 We’re thrilled to announce that you can now accept payments directly when invitees book an appointment or event in Agiled. Whether it’s for client consultations, coaching sessions, or any other service, you can now manage your scheduling and payments in one place! 🔧 Here’s how it works: ✅ Go to Scheduling > Event Types ✅ Create or edit your event type ✅ Set your payment amount in the Payment section ✅ Make sure your Stripe account is connected in Settings > Payment Gateways > Stripe Once you’re all set, preview the event type page to ensure it’s perfect. Now, every meeting can be both productive and profitable! 💼💰 Start earning for your time—get paid for your appointments now! #Agiled #ProductUpdate #Scheduling #Appointments #Productivity #Payments #BusinessTools #Stripe

🚀 New Feature Alert: Customize Your Event Attendee Questions! We're excited to introduce a new feature that makes scheduling events even smoother and more personalized. You can now ask custom questions and gather specific data from your event attendees directly through Agiled! What's New? Personalized Data Collection: Beyond basic info like name and email, collect any additional details you need—even file uploads! Customizable Forms: Tailor your event registration forms to gather exactly the information that matters most to you. How to Get Started: Go to Scheduling > Event Types and create or edit an event type. Default Fields are set for basic attendee information. To Create a Custom Form: Navigate to CRM > Forms. Choose “Event Questionnaire” as the action. Drag and drop the fields you need. Map Essential Fields like first name, last name, and email for notifications. Return to Scheduling > Event Types, select your custom form, and you're all set! Tip: Preview your event type’s public page to make sure everything looks perfect. 💡 Bonus Tip: To view the data submitted by attendees, head over to Scheduling > Events. Click on the event to see all the information they've shared. We're thrilled for you to try out this new feature. Let us know what you think!

We’re excited to announce some significant improvements to how you manage recurring billing within Agiled! While the Subscriptions feature is going into early retirement 🏖️, we’ve made sure that Recurring Invoices are ready to take over, bringing more flexibility and control to your billing processes. 💼 Here’s what you can expect: 👉 Subscriptions Are Retiring: Existing subscriptions will continue to work, but no new ones can be created moving forward. 👉 Recurring Invoices to Replace Subscriptions: You can now manage automated billing through Recurring Invoices, which includes all the options and features you previously had with subscriptions. 👉 New Layout for Invoices: We’ve streamlined the interface by merging regular and recurring invoices into a single Invoices tab. Recurring invoices are clearly labeled, and we’ve added a new Recurring Templates tab to manage recurring payments. 🤔 What’s a Recurring Template? Recurring Templates allow you to generate invoices automatically for your clients. You can set the Next Issue Date to control when customers are charged, giving you more flexibility. 📅 🔧 New Features for Recurring Templates: Customize setup fees, add metadata, and select payment methods for a seamless billing experience. These updates are designed to give you more control over your recurring payments and to simplify your workflow. If you have any questions, feel free to reach out to our team for support! Cheers, The Agiled Team 🚀

🚀 Exciting News! 🚀 We are thrilled to introduce Launchpad, our brand-new feature designed to help you get started with Agiled quickly and efficiently! What's Launchpad? Launchpad is your one-stop resource, packed with numerous videos that guide you through almost every section of Agiled. Whether you're just starting out or looking to make the most of Agiled's features, Launchpad has got you covered. Where to Find Launchpad: Access Launchpad directly from the left menu at the top. Our goal is to make your journey with Agiled as smooth and productive as possible. Check out Launchpad now and start exploring all that Agiled has to offer! Thank you for being a part of the Agiled family. We can't wait to see what you'll achieve! #Agiled #NewFeature #Launchpad #BusinessManagement #Productivity

We are extremely thrilled to announce a game-changing update: Custom Translations are now available! This long-awaited feature allows you to personalize Agiled by translating all the key words to fit your unique business language and style. ✅ Get Started Easily: Head to the settings and enable Custom Translations. ✅ Personalize at Your Pace: Translate at your speed, save progress, and return anytime. ✅ Reset with Ease: Use the reset button to revert to original settings. This feature is in beta, and we value your feedback to enhance the experience. Important: Your translation changes will be reflected across all portals – Admin, Teammate, and Client. Dive into Agiled now and tailor your experience with our new Custom Translations feature, empowering your global communication in a way that resonates with your team and clients. #Agiled #CustomTranslations #Update #Innovation #GlobalCommunication

🎉 Happy New Year! 🎉 As we enthusiastically step into 2024, let's pause to appreciate the whirlwind of innovations we introduced at Agiled in 2023. It was a remarkable year, rich with updates that brought a new level of brilliance to your business management experience. Let's recap the significant advancements we achieved together! 🌟 Agiled 2023: A Year of Spectacular Transformations 🌟 ✅ Introduced Agiled Docs: Revolutionizing the way to create Proposals and Contracts. ✅ Forms 2.0: A new vision for creating more effective forms. ✅ File Manager 2.0: Elevating file organization to the next level. ✅ Wikis 2.0: Streamlining the sharing of knowledge. ✅ Pages 2.0: Enhancing page creation. ✅ Chat 2.0: Upgrading our communication tools. ✅ Optional Invoice Creation on Estimate Approval: Simplifying your estimates like never before. ✅ Multiple Updates in Finance Section: Making finance management a breeze. ✅ Form Cloning Feature: Effortless form customization. ✅ Bulk Expenses: Streamlining expense entries. ✅ Mileage Tracking: Tracking every mile efficiently. ✅ Recurring Expenses: Automate and relax. ✅ Features in Employee Portal: Empowering teams with greater tools. ✅ Improved Deals Section: Smoother, smarter deal closures. ✅ Enhanced Scheduling Section: Making meeting scheduling effortless. ✅ Better Calendar Integrations: Keeping your calendars in perfect sync. ✅ Web Conferencing Links with Scheduling: Simplifying online meetings. ✅ Multiple Teams per Teammate: Redefining team assignments. ✅ Multiple Assignees per Task: Enhancing collaboration. ✅ New and Updated Notifications: Stay informed without missing a beat. ✅ Improved Automations: For smarter work processes. ✅ Major CRM Updates: Transforming customer interactions. ✅ Templates Library: A treasure trove of resources. ✅ Assigning Tasks to Clients: Engaging clients in new ways. ✅ Client Dashboard Customization: Personalizing client experiences. ✅ Agiled AI: Embracing the future of AI in business management. ✅ Late Fee on Invoices: Simplified late fee calculations. ✅ Automated Late Payment Reminders: Ensuring timely payments. ✅ Updated UI for Scheduling Page: Introducing a fresher interface. ✅ Tons of Bug Fixes: Continuously striving for perfection. As we celebrate our achievements, we look forward with excitement to 2024. We're gearing up for even more innovations, enhancements, and ways to help your business flourish with Agiled. Thank you for joining us on this incredible journey. Here's to a year filled with success, growth, and endless possibilities! Cheers to 2024🥂! #Agiled #Innovation #BusinessGrowth #NewYear2024

Maximize brand exposure at industry events with these 5 Effective Strategies! 🌟 From eye-catching booth designs to strategic networking, discover the tactics that ensure your brand shines at trade shows and conferences. Implement these methods and leave a lasting impression on your industry peers! 🌐🤝

Stay ahead of the curve with these 5 Major Consumer Behavior Shifts to Watch in 2023! 🌟 From conscious consumerism to the rise of e-commerce, explore the trends shaping how customers engage with businesses. Adapt your strategies to meet changing consumer preferences and expectations! 🛒🚀

Stay eco-conscious with these Top 5 Sustainable Sourcing Trends for Businesses! 🌱 From supply chain transparency to circular sourcing, explore the latest trends shaping ethical and sustainable sourcing practices. Embrace these trends and lead the way toward a greener and more responsible future! 🌍🛍️