ServEaseDocumentation

July 5, 2026

Introductory Offers replace Trials, a smoother booking journey, clearer receiver conflicts, and more reliable subscription billing.

This release introduces Introductory Offers — a more flexible way to attract first-time customers — and improves the booking experience when slots fill up or receivers are already booked.

Introductory Offers

Trials have been replaced by Introductory Offers, a broader first-visit promotion you can tailor to your business.

Each service can have one introductory offer with:

  • A custom name — for example Trial lesson, First visit, Assessment, or Consultation
  • Flexible pricing — free, fixed introductory price, fixed amount off, or percentage off
  • Per-option or whole-service pricing
  • Eligibility rules — per customer, per receiver, usage limits, and more

When a customer qualifies, the offer is applied automatically across the admin app, customer portal, public widgets, booking summaries, emails, and reports. Existing trial settings were migrated automatically so your current first-visit pricing keeps working.

Configure offers in the service wizard Offer step. See Service options and pricing for setup details.

Smoother booking journey

We improved what happens when a selected time slot is no longer available:

  • The customer portal now finds and suggests the next available slot when a chosen time has just been taken
  • Customers can accept the suggestion or pick a different date without starting over
  • When choosing receivers, the portal now distinguishes Already booked (same service) from Booked elsewhere (another service at that time), so customers understand why a receiver cannot be selected

ServEase subscription billing

Settings → My Subscription billing is more reliable for tenants on paid plans:

  • Transaction fees from your billing period are now included correctly on monthly renewals
  • Annual subscribers receive separate monthly invoices for transaction fees while the platform fee stays prepaid
  • Trial-to-paid checkout no longer bills usage from the trial period
  • Completing checkout (not only adding a card in the billing portal) is required to restore full access after trial

Customer account and sign-in

  • Customer phone numbers now display correctly on customer profiles
  • Magic-link sign-in and registration now require a phone number only for new customers; returning customers can sign in with email alone
  • Login and booking-continue pages include a clearer privacy and security notice

Notifications and promotions

  • The first unfinished booking encouragement email (sent after an auto-cancelled unpaid first booking) can now be delayed per service — from immediately up to 7 days after cancellation
  • Discount codes apply more reliably during booking and checkout preview

Reliability fixes

  • Deleting a team now correctly removes its linked schedules and refreshes public widget availability
  • Customer email links (including View booking and Book again) work reliably even when legacy API settings pointed at the wrong host
  • Various fixes to introductory-offer eligibility, catalog availability caching, and booking stability

What's new for administrators

  • Configure Introductory Offers instead of legacy Trials
  • Control encouragement-email timing per service
  • More accurate My Subscription billing previews and renewals
  • Clearer receiver conflict handling in the customer booking flow
  • Improved team deletion behaviour
  • Ongoing bug fixes and platform stability improvements

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