September update: clearer client communication and studio workflows

This September’s updates make everyday studio work easier to manage—from the first client email to the next task and invoice.

Visual email template builder

Create and arrange headings, text, images and buttons, use reusable variables, and preview your email before saving. Studio owners can find it in Settings → Email Templates.

Your studio’s branding in client emails

Templated emails bring together your logo or studio name, brand colours and editable wording for a more consistent client experience.

A clearer client portal

Clients can review invoice details and read contracts on a clearer document surface. Studio-side contract previews benefit from the same readability improvements.

A redesigned Expenses workspace

Review studio spending by month, financial year, category and payee, with records and spending totals together.

Team & Tasks in one workspace

Assign work and follow progress through To Do, In Progress, Review, Blocked and Done, with access appropriate to each team member’s role.

Quotes and invoices, one clear overview

Search contacts and filter billing documents to see what needs your action, what is waiting on the client and what is settled. Continue into the existing quote or invoice screen for the next step.

What we’re working on next

An interactive demo studio is in progress, with sample workspaces for owners and employees and a sample client portal. We’ll announce availability when the complete experience is ready.

Explore what’s shipped and vote on what should come next: https://captura.userjot.com/roadmap