Product updates

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.

You can now show the remaining request count in the subscriptions table. Click Actions -> Customize on any of the table views to change what you see.

The two main forms for collecting client information in Wayfront are Onboarding Forms and Intake Forms.

Onboarding Forms let you collect general info about the client account. While Intake Forms will have project specific questions.

And if the client added an add-on service to their project they'd have 3 different forms to fill and the steps weren't super clear.

Now we've made it so clients can easily see all the required forms, and also update their onboarding info if anything's changed.

When a customer pays via ACH they want to get started right away instead of waiting for the payment to clear. We've removed the delay now, and you can see in order details if the invoice has been paid fully.

You can now assign tasks to the client to complete.

So for example you can have a "send report" task assigned to a team member and another "review and approve" task assigned to a client. This way everyone can see the next steps.

We've added search to the template editor so you can quickly look up files and template code.

When you share a link to your client portal on Slack or socials, we'll show a nice preview image with your logo and brand colors.

Make your order tasks visible on the client side so they can follow progress more easily.

You’re now able to upload files directly to the client profile. This is perfect if you need to share something but don’t want to upload it in an order.

To share files, open the client profile and choose Actions → Share file, or go to the Files tab of the client profile, and use the File button.

We’ve replaced the onboarding page builder with this new dashboard builder. Create a custom layout and show clients whatever you want, from videos to tasks and even services.

Go to Settings → Dashboard and customize it to your liking.

Your invoice push notifications and emails will now include customer information and amounts.

Automate your agency with our new native Make integration. Create new client accounts, update orders or create ticket messages on autopilot.

Read more about this new integration in our help center.

Add images to your option fields to make selection easier.

Wayfront will remember the first touchpoint of each client and save the UTM parameters, referrer, and landing page to their profile.

Sometimes, your clients don’t want to get notifications about a specific order. They are now able to simply unfollow an order by clicking the bell icon.

We've updated the client side with our new design. While mostly cosmetic, there are some cool new features under the hood. You can enable it under Settings > Company.

When you go into an order with a huge checklist of steps you gotta do a lot of scrolling to get to messages. I didn't wanna move tasks to a separate page so we made them expandable – that way you always see what needs to be done next.