Changelog

Date questions on intake forms — add a Date field to any meeting type's intake form. Bookers pick a date from a calendar, and you see it on the booking.

You stay “you” on every call — when you share your meeting tab, the Notetaker tells your voice apart from everyone else's by audio source, so it no longer mixes up you and your client (even when the other person speaks first or there are three or four people on the call).

Rename or merge speakers — open a meeting's transcript and fix any label: rename a speaker, or merge two labels into one person by giving them the same name. Your changes save to the transcript.

Regenerate the summary — after correcting names (or any time), tap Regenerate to rebuild the summary, key points, and follow-up from the latest transcript. The button sits at the top and bottom of the summary.

Better transcription of admissions terms — the Notetaker now recognizes the vocabulary these calls actually use — I-20, SEVIS, TOEFL, transfer credit, enrollment deposit and more — so they come through cleanly instead of garbled.

Client birthdays — add a birthday to any client. It shows on your dashboard calendar the week it falls in, and if you've connected Google or Outlook, a yearly birthday reminder is added to your real calendar (it won't mark you as busy). Clear the date to remove it.

Presenter & attendee roles for guests — when you invite guests to a meeting, mark who's presenting and who's just attending, with an optional note. Each guest gets a personal email about their role, and the calendar invite shows who's doing what.

Create a company meeting from your dashboard — a new "Create Company Meeting" button schedules a multi-person meeting from one of your meeting types: pick from your available times, invite people with roles, and you're warned if it clashes with anything already on your calendar.

Pick from open times when booking — say "book an intro call with Maria on Thursday" and Daily suggests the times you're actually free that day (respecting your hours and your connected Google/Outlook calendar). Tap one to confirm — no more back-and-forth about what time works.

Ask Daily to book a meeting — tell Daily "book Maria next Tuesday at 2" and it offers your actual meeting types to choose from, then sets it up. Nothing happens until you tap Confirm. (Paid meeting types still go through your booking page.)

Reschedule by asking — "move my call with Maria to Thursday afternoon." Daily checks your hours and your calendar — including events on your connected Google or Outlook — and only offers times you're actually free. Confirm and it moves the booking and emails the client the new time.

Add tasks from chat — "remind me to send Maria the contract by Friday." Daily adds it to your task list (and Google Tasks / Microsoft To Do if connected) once you confirm.

Block time & set your hours by asking — "block next Friday" or "set my Mondays to 10–4." Daily shows you the change before anything is saved.

A morning briefing — the first time you open Daily each day, it greets you with an overview: who you're seeing, what's next, and what needs prep.

One Daily, everywhere — the assistant is one tap away from any page (the sidebar, ⌘K, or the home box), with the same powers everywhere. Ask about a client or meeting without losing your place.

No more invented details — Daily always looks things up before answering, so it can't make up a client, phone number, or a meeting type that isn't really on your booking pages.

Session recaps in the portal — for each past session, clients can now see key points, decisions made, the follow-up email sent, and an action-item checklist they can mark off as they complete tasks. You see their progress in real time.

Protected client portal — portal access now requires a unique access code sent to the client's email, so sensitive information stays secure.

Correct times in reminder emails — reminder and confirmation emails (and the AI prep brief) now show the meeting time in the client's local time zone. Previously the time could be off by several hours.

Tidier blocked dates — blocking a range of days (like a vacation week) now shows as one entry instead of a separate row for each day.

Blocked time off spans the full range on your calendar — a multi-day block now appears on every day it covers, not just the first day.

Verified Microsoft publisher — YourDay is now a Microsoft verified publisher, so signing in or connecting Outlook, Teams, and Microsoft To Do works for accounts in any organization without the "unverified app" warning.

Blocked dates on your dashboard — your upcoming blocked dates now appear on the home dashboard, and you can block time off without leaving it.

Stronger account protection — credentials for your connected tools (Google, Zoom, Microsoft, Square, Apple, Zapier) are now kept strictly server-side and can never appear in page data. Extra database-level safeguards back this up.

Sensitive pages never cached — your dashboard, the client portal, and booking responses are marked private so meeting links and personal details aren't left behind in a browser's cache on a shared computer.

In-person meetings stay in person — booking an in-person meeting type no longer attaches an online video link to the booking.

Working password reset — the reset email link now opens a page to set your new password, and resetting signs you out of other sessions for safety.

Branded auth emails — password reset and other account emails now come from YourDay instead of a generic address.

Send from your Outlook — connect Microsoft, then turn on "Send client emails from my Outlook" in Settings → Integrations. Booking confirmations, reschedules, reminders, and cancellations are sent from your own mailbox, so replies land naturally and you keep a copy in Sent. If sending ever fails, we fall back to YourDay's address automatically — nothing is ever missed.

Better inbox delivery — every email now sends with a plain-text version and one-click unsubscribe, which keeps booking confirmations and reminders out of spam folders.

Microsoft sign-in — create your account or log in with any Microsoft account (Outlook.com, Microsoft 365). Your existing account links automatically when the email matches.

See what clients submit — every answer from your intake form now shows in a Client Information panel when you open a meeting on your calendar, and on the Bookings page (click "View what the client submitted").

Choose which details show — each intake field has a "Client Info" toggle in the form builder, so you pick what appears in the Client Information panel (every field still appears on your booking form). Phone and WhatsApp no longer repeat in the event description.

Site navigation menu — every feature and solution page is now reachable from a top menu, with quick dropdowns for Product, For, Company and Resources.

Daily explains features — ask "how do I connect Zoom?" or "how do payments work?" and Daily answers from a built-in product guide covering setup, integrations, payments, and more.

Daily knows your connections — it checks which calendars, video tools, and payment processors you've already connected, so guidance skips steps you've done.

Smarter links — Daily can now jump you straight to a specific Settings tab (like Integrations), plus Analytics and the Client portal.

Square payments — accept booking payments via Square alongside Stripe, with auto-confirm and one-click refunds.

Microsoft Teams meetings — a unique Teams join link is generated per booking and added to the invite and confirmation email.

iCloud Calendar sync — connect Apple iCloud, and bookings create and update events on your calendar.

Zapier automation — send booking, client, and payment events to 7,000+ apps via a Zapier webhook.

More reliable email — confirmations, reminders, and follow-ups now send from a dedicated yourdayschedule.com address with replies routed to you. Works even without Gmail or Outlook connected.

Privacy Policy & Terms of Service pages published.

Meeting Notetaker — sharper transcripts — upgraded to a higher-accuracy speech model with custom vocabulary (IELTS, TOEFL, GPA, and more).

Speaker labels — transcripts now identify who said what, cleaned up automatically after the meeting.

Email the summary — send a meeting summary or follow-up straight from the meeting page.

Faster AI — meeting prep and follow-up drafts now stream in live as they generate.

Smarter Daily assistant — searches meeting content, not just titles, so it finds people mentioned anywhere.

Guest invites — let clients add guests when booking. Guests are added to the calendar invite and notified on reschedule or cancel.

New feature pages — Daily AI Assistant and Meeting Notetaker added to the site.

Daily AI chat — ask about your schedule, meetings, and clients from anywhere in the dashboard. Replaces the old search box.

Meeting Prep v2 — research-driven briefs built from your past meetings and notes, with PDF download and a live prep panel during calls.

Email signatures — add a custom signature (including HTML) to your sent emails.

Get paid for meetings (Stripe) — connect Stripe, price a meeting type, and clients pay at booking. Full refunds from the Bookings page.

AI Meeting Listener — launch live transcription and AI summaries straight from a calendar event.

Tasks widget — the dashboard shows tasks due this week, and meetings can be deleted with confirmation.

Client portal — clients see upcoming meetings, shared documents, and outstanding intake in one branded view.

Booking pages load noticeably faster, especially on slower mobile connections.

Intake forms gained conditional logic — show or hide questions based on earlier answers.

Redesigned dashboard and booking pages in the Sunrise system — warmer, calmer, and easier to scan.

Faster availability calculation for hosts with many meeting types.

Document collection — request and receive files from clients as part of the booking flow.

Intake forms — build custom questionnaires that attach to a booking.