Product updates

Signature fields with terms now open in a dialog, so clients can read the full contract before they sign. Every signing is saved as its own record.

You and your client can both download any signed agreement as a PDF. It includes the terms, the signature, the client's name, the timestamp and their IP address.

Search now finds what you're looking for even when you type the words in a different order from the name. This works in the admin search bar and in the service, form and company pickers, and the closest match shows first.

Sales pipelines now hold deals. A deal is a single opportunity for a client, with a value, an owner and an expected close date, so one client can have several deals moving through your stages at once.

Message the client and log activities from the deal page, then create an invoice from it. When that invoice is paid, the deal is marked as won automatically.

Each rule in the form rules editor now has a Duplicate button. Copy a rule and change its condition instead of rebuilding it from scratch.

When a ticket is marked as spam, the new contact who sent it is removed from your Clients list too. Spam tickets now have Not spam and Block email buttons, so you can undo a wrong call with one click.

There are 5 new webhook events: task.created, task.updated, task.assigned, order.assigned and ticket.assigned.

You can now manage client teams through the API and MCP, including creating them, adding and removing members, and deleting them.

Clients can now review image deliverables directly in the portal. Mark a file on an order as a deliverable, and your client can drop pins to comment on an exact spot, then approve the file or request changes.

When you upload a new version, the pins on the previous version stay visible, so you can see what was asked for.

Turn your link inventory into a storefront inside your client portal. Import placements from a CSV and let clients filter by niche, DR, traffic and price, then add their selections to the cart.

You can offer pricing tiers and service add-ons, collect intake details, and require approval before clients can browse a category. Orders use your existing checkout and delivery workflow.

Enable Link Marketplace in Modules to start building your catalog.

If you have clients in multiple regions, Wayfront now helps translate your content for you. Status labels, sidebar links, dashboard blocks and checklists are translated into every enabled language when you save them.

You can review and correct the translations in Settings > Language. Wayfront never overwrites a translation you edited yourself.

You can now require new clients to confirm their email address before their account is created. This stops fake signups that use made-up addresses.

Turn on Require email confirmation before signup in Settings > Clients. Google signups skip this step because Google has already verified the address.

You can now turn a ticket into an order from the ticket's action menu. Wayfront AI picks the right service, checks the client's subscriptions and remaining requests, and shows a preview before anything is created.

If no subscription fits, it creates a standalone order with no invoice and no charge. The original ticket stays linked to the new order for your reference.

Fixed-amount coupons can now apply once to the whole cart. With Apply to the cart total turned on, a $100 coupon takes $100 off the order instead of $100 off each eligible item.

You can now choose how each invoice and order form can be paid. Pick which payment methods show up on an order form, or limit a big invoice to bank transfers only to skip the card fees.

Task descriptions now support rich text, on orders and in service task templates. Long ones collapse on the card, so your task lists stay tidy.

Wayfront has a new visual design with light and dark mode, plus a mobile experience that feels much closer to an app. Everything stays where clients expect it, so there’s nothing new to learn.

Wayfront now carries most template customizations over automatically when you upgrade. You can preview the result and switch back to the previous version if something needs attention.

We’re rolling it out gradually. Contact us if you’d like it enabled now or want a staging workspace to check your customizations first.

Update: The new design now runs noticeably faster, and you can tint the admin sidebar with your brand color from Settings > Company.

Media folders now belong to a single client instead of being shared across your whole workspace. Each client sees only their own folders on the Files page, and files shared with collaborators stay accessible without exposing anyone else's folder structure.

Invoices now show the client's company in the billing details instead of their personal name whenever a company is on file. Cleaner paperwork for clients who bill through their business.

You can now rename any subscription, the same way you rename orders and tickets. The name shows up on the subscription's invoices too, so clients with more than one subscription can tell at a glance which invoice belongs to what.

You can now connect your custom domain and email sending domain with a single click, no more copying DNS records into your registrar by hand. If your domain runs on Cloudflare, open your workspace or email settings, click Configure automatically, approve the change, and you're done.

Break larger order tasks into steps and subtasks. Use this for SOPs where some work has to happen in order, while other tasks can move at the same time.

Team assignments are clearer too. You can now see and control who gets assigned to the order, and when, instead of relying on the next task assignment to handle it in the background.

Clients can now sign up or log in with a Google account. It is one less password to manage, and one less bit of friction between a client buying your service and getting into the portal.

Search can now look for themes and sentiment. Ask for something like "client who was super happy" and Wayfront can surface positive messages even when those exact words never appear.

The built-in Wayfront AI is better at working with your workspace data inside the app. It is useful when you want quick help without setting up MCP or connecting Claude.

You can now change a client’s sales pipeline status directly from their profile. Handy when you are already looking at the client and just need to move the deal forward without opening the full pipeline board.

Incoming emails can now be checked for spam with AI before they become helpdesk tickets. Turn it on from Modules > Helpdesk if forwarded inbox noise is filling your ticket queue.

Download our skills here and give your agent full knowledge of the platform and how everything fits together.

Install it with 'clawhub install wayfront', or grab it from GitHub.

Your whole workspace now fits in the terminal. The Wayfront CLI started with templates and now handles orders, clients, invoices, tasks, and the rest, so repetitive work turns into conversational commands instead of a lot of clicking.

It’s available on every plan. See the CLI documentation to get set up.

You can now create sales and production pipelines to manage clients and orders through custom stages on a drag-and-drop kanban board. Set up stages with colors, drag items between them, and add AI-powered automations that trigger actions when items move through the pipeline. Available from both the Clients and Orders pages.

Press Cmd+K (Ctrl+K on Windows) to open a command palette. Jump to any page, create new orders, tickets, invoices, or clients, open reports, and search across your workspace without touching the mouse. Results are ranked by relevance and how often you use them.

You can now embed contact forms directly on your website with a single script tag. No more iframes. The form renders inline, adopts your site's styles, and supports field rules just like it does in the portal.

You can now track time spent on orders. Start a timer directly from any order, or add time entries manually. A report breaks down tracked time by team member and order with date filtering, so you can see where your team's hours are going. Enable it from your Modules settings.

Admins can now edit, add, and delete onboarding form data directly from the admin side, without needing to ask clients to resubmit.

Switching between "Reply to Client" and "Message Team" now carries your draft over instead of losing it. Canceling also preserves your draft so you can pick up where you left off easily.

The built-in AI assistant can now search and filter your orders and tickets, answer questions like "how many open orders this month," and handle multistep lookups across paginated results.

A new Todo section in the sidebar brings together order tasks and client activities in one place. You can now schedule activities on client profiles with due dates and staff assignments, track past-due items, and mark them complete. Order tasks and activities each have their own tab with badge counts so you can see open work at a glance.

You can now select multiple tickets and merge them all into one in a single action. Messages, form data, tags, and logs from each source ticket are moved to the target automatically.

If your workspace is still on the old order form system, you can now migrate to the new one directly from the Payments settings page. Preview what will change before migrating, and roll back to the previous setup if needed.

Files over 100MB now upload in chunks with automatic retry. If your browser closes mid-upload or your connection drops, you'll be prompted to resume the upload if you try to upload the same file again.

Track your clients' search performance right from the portal. Add domains, monitor keyword rankings over time, review backlink profiles, and run site audits. Your clients get their own dashboard with trend charts and SERP data, so they can see results without leaving the portal.

Connect your workspace to Slack and get real-time alerts for new orders, payments, clients, form submissions, messages, and tickets. Route each event type to a specific channel so the right updates land in the right place. Each notification links back to the record in your workspace so you never lose context.

You can now select multiple files on a client's profile and download them all at once as a ZIP. Select what you need, select "Download" from the dropdown, and the file will be ready for you automatically. Works with up to 100 files at a time.

There's a new FAQ block available in the portal dashboard builder. Add questions and answers that your clients can expand and collapse right on their dashboard. Drag to reorder, add as many as you need.

Your MCP integration just got smarter. Your AI agent can now filter orders and tickets by status (including your custom statuses), and it can post messages directly to tickets with staff-only visibility by default. Useful when your agent needs to drop research notes or updates on a ticket without notifying the client.

You can now mark services as taxable or non-taxable. When a service is non-taxable, its line items are excluded from tax calculations on invoices. Head to any service in your catalog and toggle the new "Taxable" checkbox.

You can now link orders to each other. Got a client with an add-on purchase that should be tied to their main order? Link them together and keep everything organized.

Go to any order, click the action menu, and select Edit. Add related orders under the "Related Orders" dropdown. Linked orders show up in the sidebar of any connected order, and you can filter by linked orders on the orders page.

Also available via the API through the linked_orders endpoint.

Your workspace now speaks MCP. Connect AI tools like Claude and ask questions about your orders, invoices, tickets, clients, and more in plain English. The AI pulls answers straight from your live data.

Works with Claude Desktop, Claude Code, and any MCP-compatible client. Auth is handled through OAuth 2.1, so there are no API keys to manage. Access follows your existing workspace permissions.

Available on every plan. More info about MCP in our help center.

Your clients can now pay with 30+ non-reusable payment methods through Stripe. This includes Bancontact, EPS, iDEAL, Klarna, Affirm, Cash App Pay, and many more.

Which methods show up on your order form depends on the currency, order amount, and what you’ve enabled in your Stripe dashboard. So a €219 order in EUR might show Card, Bancontact, and EPS, while a $500 order in USD shows Card and Cash App Pay.

To enable more payment methods, go to your Stripe Payment methods settings and turn on the ones you want. They'll automatically appear on your order forms when the conditions match.

More info in our Stripe docs.

You can now pull, edit, and push templates directly from your local machine. Install via npm or run with npx, connect your workspace in seconds, and get all 180+ templates synced to a local folder.

From there, you can pull and push templates. Edit them locally in any code editor, version control with git, push when ready. Changes go live immediately.

More info about the CLI in our help center.

You can now organize your forms into folders. Create nested folder structures to keep onboarding forms, intake forms, and anything else separated however makes sense for your workflow.

Go to Forms, click Actions → Add folder, give it a name, and drag your forms in. Then select one or more forms using the checkboxes, choose Move to folder from the bulk actions dropdown, and hit Apply.

Your client portal can now speak your clients’ language. We've added support for German, Spanish, French, Italian, Dutch, and Portuguese, so you don’t have to add translations manually.

Switch between them under Settings → Language. Each language is fully translated across the client portal UI, so your international clients get a native experience out of the box.

You can now add timestamped activities to any client profile. Open a client in the CRM, click the new Activities tab, and start logging notes. Each activity shows who posted it and when.

This is perfect for keeping track of different kinds of updates without constantly editing the main client note at the top of the profile.

You can now tag invoices to keep track of what belongs to what. Useful if you’re white labeling for different clients or just want better organization.

Open any invoice, go to Actions → Tag invoice, enter a name, and click Add. The tag will show up next to the payment status. Back in the invoice overview, you can filter by tag to quickly find what you’re looking for.

You can now control access to individual settings areas. So if you're working with a contractor for tracking or customizations, you can give them access to templates or emails without also having to give access to integrations.

You can now organize your leads and clients into companies. On the client side users can add coworkers to their company and control their permissions.

You can now mark notifications as read/unread, archive, or snooze for later. If you use notifications as action items for your day this should help with that.

cmd+k (ctrl+k) will open the agent with context about your current url.

Here's how you can use it:

• Navigate to an order or ticket and get a summary of the conversation, customer sentiment, ideas for a response etc.
• Navigate to a template file and learn about the available variables <- people ask about this ALL the time.
• Get a summary of form fields and rules to better understand what's happening <- yes, we deal with some crazy forms lol
• Look up one time or recurring services and summarize the service configuration (it's sort of like search but smarter).
• Ask the AI agent for workspace setup recommendations and best practices <- even if you're fully set up there might be some things missing.
• Finally, if the AI does a bad job (and it will every now and then) you can ask it to escalate to support.