Whats New In Podium Vol 14

Client Communication

Automated Client Communication Templates

Edit and customize templated messages sent to clients when appointments are created, updated, or cancelled, as well as membership communications.

Where to Find in Podium: Settings > Client Communications

Invoices & Checkout

Multi-Select at Checkout

Select multiple retail items and add them to an invoice all at once.

User Permissions

Manage Financial Reporting Access

Choose which roles can view financial reports.

Where to Find in Podium: Settings > Users > Roles and Permissions > Click into role > Scroll to Payments controls

App Enhancements:

Notes on Mobile

View client notes and flagged important notes in the Podium app.

Full Screen Charting on iPad

Tap to expand charting to full screen on iPad. Full-screen client profile view is also now enabled.