Business App

Provide the option to add a Convenience Fee when a client chooses to pay an invoice via credit card. We should be able to set our percentages for this fee. This is not a Surcharge, which can be illegal in some regions. A Convenience Fee is very common and covers the cost of processing credit card payments.

Have the ability to modify forms into two columns in order to shorten layout on scroll

We've received a handful of requests from SMB's seeing if they can change the blurb where it says "We respond immediately" to something custom, or even something saying "Online", "Agent is Available", etc. Currently only able to update the heading above it where it says "Hi, how can I help you today?"

Looking at the various startups in this field, like https://www.relay.app/ for example. Is this the direction you are heading towards with Automation?

Please Update your Categories here in roadmap to represent the newest development in AI automation and AI workforce.

There is currently a lack of help resources and onboarding guides tailored for end customers who want to use the Business App and its connected products directly. Most existing materials are focused on agencies. Please consider implementing in-app help, tooltips, and guided tours accessible directly within the Business App interface. A solution like Product Fruits could be integrated to provide multi-language support and a better onboarding experience for end users. This is a critical gap in enabling self-service adoption and reducing support dependency.

Currently, there is no option to remove the 'Leads' and 'Web Chat Performance' cards from both the Multi-Location and Single-Location Executive Reports. Additionally, there is no way to hide the corresponding tab in the left-hand navigation. Since we do not utilize these products, seeing zeros and empty data points—especially at the top of the report—creates unnecessary friction for our clients and detracts from the overall reporting experience. We recommend adding the ability to remove or hide these sections, similar to the existing functionality for 'Websites', 'Advertising', and other modules. This would allow us to better tailor the report to each client’s active products and improve overall usability.

For businesses with multiple locations under a single brand, it's essential to have the ability to edit listings in bulk. This functionality—offered by platforms like Yext—should be a baseline feature in any multi-location management platform. It ensures consistency across all brand locations and significantly improves operational efficiency.

Automation Triggers for when a form is submitted are needed. This is especially necessary when someone wants to use a form more than once. Examples would be to request a reservation or schedule a lesson. Where we would like to run the automation each time a form is submitted. The issue we have today is there is not really a trigger that can do this as far as we can tell. Having the ability to use the form submit as the trigger would solve this issue. Currently we are using a custom field hidden in the form to act as a trigger in most cases. However this does not work when we want to use a form multiple times for things like reservations or lessons. If there is a workaround for this I would be interested to learn more.

In it's current form, when you create an acquisition widget they all use the same ID "__v_snapshot_widget" this makes it impossible to use more than one acquisition widget on a single page. I'm suggesting the system dynamically assign a unique ID to each widget to resolve this issue, much like https://elfsight.com does with theirs. This would eliminate any javascript conflicts that may occur when loading multiple widgets on a single page.