What’s New This Week

Fillable PDFs

Org Admins can now upload fillable PDF forms, map them to existing data fields (Data IDs), and make them available for users to complete directly from the member’s profile—no engineering help needed.

Admin Setup
Go to: Templates → Fillable PDFs Tab

1. Upload a blank PDF form
2. Highlight fields you want to make fillable
3. Assign each field to an existing Data ID
4. Save the template

Note: New Data IDs must be created elsewhere first (e.g., in Data Management or Flow Templates).

End User Experience
From a member’s profile:

1. Click ➕ File → Upload Files / Fill Forms
2. Select a Fillable PDF template
3. Review pre-filled info from the member’s profile
4. Add or edit missing details
5. Click Save — the completed PDF is stored under Member Files and can be downloaded or printed

AI Activity Notes Summarizer

The new AI Activity Notes feature helps users automatically generate summaries after completing an activity—saving time and ensuring consistency.

Setup Options
Enable in Organization Settings under “Enable AI Activity Summaries”. Choose between:

• Template-based summaries – AI fills out your existing note template fields
• Basic summaries – AI creates one editable paragraph

User Workflow
After completing an activity, users will see a “Generate with AI” button on the End Activity screen. The AI-generated summary appears instantly and can be edited before submission.

Member Self-Scheduling Links

Staff can now create scheduling links for members to book their own appointments. When a member books a time, the platform automatically creates a corresponding activity.

Staff Setup Includes:

• Appointment duration
• Location type: in-person, phone, or virtual
• Availability by weekday and time range
• Rules for advance booking and scheduling windows
• Sharing options: link, email, or SMS

What Happens When a Member Books:

• A new activity is created and visible in the Activities tab
• If the member already exists, the booking links to their profile
• If they’re new, a member profile is automatically created and assigned to the link’s owner

Rescheduling and cancellations are currently handled manually; automation is coming soon.