Changelog

Next session through the client portal — when the conversation ended with “let’s meet again” and the client has nothing booked, the drafted follow-up email now links to their client portal instead of your booking page. From there they book with their details already filled in, next to their shared recaps and files. The portal still asks for the one-time code sent to their email, so the link is safe to send.

Nationality carries over from the portal — when a client books from their portal, the country field on your intake form is now filled in with the nationality they gave on an earlier booking, along with their name, email and phone. They can still change it.

Merge duplicate clients — from the ⋮ menu on a client row, or Merge… in their detail panel, pick the correct client to keep. The kept client’s name, email and phone win; bookings, meeting sessions, tasks, notes, memory and birthday move onto them, and upcoming bookings — and their calendar invites — switch to the kept email. A blocked client can’t be the one you keep. Merge guide.

Delete a client — remove a client’s record, notes and memory. Their bookings stay on your calendar under the old email. The confirmation offers Merge instead if you picked the wrong action. You can also ask Daily to merge or delete a client for you. Clients guide.

AI prep for Outlook invites — open an upcoming Outlook meeting on your dashboard calendar, such as one someone booked through another scheduling tool, and click AI prep. The brief draws on the invite, your YourDay history with the people attending, and public web research.

Corrections follow the client — editing a client’s form answers on the Clients page now updates their upcoming bookings, so the meeting popup shows the same details. Correcting a first or last name renames the client and updates the title of their upcoming calendar events.

Sync to upcoming bookings — one click copies a client’s saved answers, name and phone onto all of their upcoming bookings, for details that already differed before you edited anything.

Company meetings respect round-robin assignments — New meeting now checks meetings assigned to you on a teammate’s round-robin booking page, so it can’t overlap a client who is mid-checkout.

Reconnect without cancelling bookings — old calendar event links are cleared when a primary connection changes. Missing events alone no longer cancel bookings. Calendar guide.

Client details stay on your meetings — reconnecting a calendar cleared the old event links, which had left an open meeting without the client’s phone, WhatsApp, email and form answers, and hid the Client dossier action. The meeting now finds its booking from the invite itself.

Guest invitation recovery — queued guest emails can retry after temporary delivery failures, including invitations from finalized polls.

Portal access follows corrected emails — changing a client’s email replaces their portal link and invalidates their previous session. Portal guide.

Clearer booking controls — removed the unsupported Require confirmation toggle and corrected meeting-type buffers, including buffers across midnight.

Daily includes your calendar events — ask “what do I have tomorrow?” and Daily lists YourDay bookings together with events from your connected Google, Outlook, and iCloud calendars, including all-day events. Calendar events are read-only, and iCloud events appear as “Busy” without a title. Daily guide.

Daily points out new clients — when Daily lists your schedule it marks people you have never actually met as new clients, and you can ask “which new client meetings do I have this week?” Earlier bookings that were cancelled or never held don’t count, and clients you imported or already had are not counted as new. Daily guide.

Meetings find their work card — eligible completed recordings can link to the client’s only active card. When the destination is ambiguous, Recent meetings not on a card lets you choose. Meeting links guide.

Several next steps from one meeting — where meeting suggestions are enabled, a suggestion can include up to five internal host tasks with supporting quotes. Edit titles and dates, untick unwanted tasks, then accept or dismiss. Daily can also prepare an existing suggestion for your confirmation. Review guide.

See which cards need attention — find overdue work, near deadlines without a task, long waits, and cards with no movement through the Needs attention filter. Alerts leave stage changes and follow-ups in your hands. Alert rules.

Card context before your call — Up next and on-demand AI prep include Daily Flow stages, deadlines, waiting status, and open tasks for the client. Private card comments stay out of this prep context. Meeting prep guide.

Up next stays visible while checking — the minute-by-minute and return-to-tab refreshes now keep your current meeting on screen instead of replacing it with “Checking your calendar” each time.

Lighter public page loads — the homepage and feature pages load less JavaScript and fewer duplicate styles upfront, with less background link prefetching.

Uploaded recordings respect your allowance — each phone or Watch processing attempt needs a five-hour temporary hold, adjusted when Soniox confirms the audio duration. Failed processing keeps the private upload available within its recovery window. Summary retries reuse a saved transcript. Allowance guide.

Connect Google Calendar from Settings — connect or disconnect your calendar under Settings → Integrations. Signing in to YourDay no longer connects or replaces a calendar. Existing connections remain available. Calendar guide.

Disconnect reports the real result — Zoom and Outlook now confirm that saved credentials were removed, and report a failure if the connection could not be cleared.

Team and booking boundaries — removed team members can no longer change your bookings through calendar sync. Group bookings reject off-minute timestamps, and waitlist entries cannot be moved onto another host’s meeting type.

Safer client uploads — retrying a completed upload preserves the saved file. New client uploads require a confirmed future booking with uploads enabled, with 20 upload starts per booking and a 20 MB file limit. Failed or abandoned attempts count; deleting a file does not restore a slot. Upload limits.

Submitted votes stay put — a second submission for the same email can no longer replace a poll ballot. Guests who need to change their availability should contact the host. Voting guide.

Waitlist entries keep their status — joining again with the same email preserves the entry. Clients who have booked stay off the active list when they resubmit the form. Manage your waitlist.

Package checkout limits — new checkout attempts share a limit of 100 per seller per 24-hour window. Unfinished attempts count; existing checkout links and purchased credits remain available. Package sales guide.

Reconnect without recreating records we already track — disconnecting HubSpot now keeps record references for each connected HubSpot account, so reconnecting can update the same meetings and files. Existing duplicates and references lost before this fix still need separate cleanup. Disconnect and reconnect guide.

Failed syncs are visible — the HubSpot card shows Sync needs attention when records fail, even if the account is connected. Correcting a client or booking also queues its linked completed sessions again. Sync troubleshooting.

Meeting notes preserve booking changes — adding a session’s notes to HubSpot keeps the booking’s rescheduled time and cancellation or no-show status. Recording exports for booked sessions also enforce the saved HubSpot notice and client opt-out. What gets synced.

Cancel from the calendar after a meeting starts — the host’s Cancel booking action stays available through exactly 30 minutes after the scheduled start, then disappears. Client cancellation cutoffs stay separate. Cancellation guide.

Change the meeting type on a booking — open a booking and choose Reschedule: there is now a Meeting type picker above the date. Switch a 45-minute consultation to a 90-minute appointment and the available times, the length, the calendar invite, and the client’s email all follow the new type. Available for free meeting types on bookings that have not been paid for — paid bookings, package credits, group classes, and bookings assigned to a team member are left alone so nobody is charged or scheduled incorrectly.

Switching off a Google Meet appointment removes the Meet link — converting an online appointment to an in-person one now clears the video call from the calendar entry, so the invitation no longer shows a “Join” button it should not have. Teams appointments cannot be converted this way — Microsoft does not allow the Teams link to be removed from an existing invitation — so cancel the booking and create a new one instead.

A changed meeting type reaches everyone’s calendar — when you change a booking’s meeting type, its Google and Outlook entries update their title and details as well as the time, so attendees no longer see the old appointment name. Ordinary reschedules still only move the time, leaving any edits you made to the event yourself untouched.

Booking-link previews show your brand — sharing /book/<you>, a specific meeting type, or your package store used to unfurl with YourDay's logo and copy. It now previews your own logo, name, and meeting or bio description, with your logo hardened against being swapped for an outside image.

Upload a link preview image — in Booking Pages → Branding → Visual, add a dedicated Link preview image to use instead of your logo. Best at 1200×630 with your mark near the middle: LinkedIn, Slack, and X show the full width, while WhatsApp and iMessage crop toward the centre. Leave it empty to keep using your logo. Preview cards are cached by each app, so share a fresh link to see a change straight away.

Retry a recording save — if saving fails after you stop, your transcript and notes stay in the open tab. Choose Retry saving without restarting the microphone. Uploaded device audio also has a 24-hour recovery window when transcription fails. Recording recovery guide.

Clearer payment confirmation — Stripe and Square checkouts now verify both payment and booking status before showing Booking confirmed. If payment arrived but the booking could not be confirmed, or verification times out, the page explains what happened and asks the client to contact the host before paying again. Payment troubleshooting.

Booking edits report the saved result — cancellations and reschedules no longer report success for a stale change. Cancelled or completed bookings cannot be reopened by an old edit, and rescheduling an unpaid checkout keeps it pending payment.

Tasks stay consistent across the dashboard — adding, editing, completing, or deleting a task keeps the task cards and calendar task chips in step with the saved result, including changes proposed through Daily.

Missing calendar copies recover independently — during rescheduling, an existing event on one connected calendar no longer prevents creation of a missing copy on another. Existing Google, Outlook, and iCloud copies update in place.

Tighter account boundaries — extra ownership checks protect shared meeting recaps and client checklists, and internal booking-capacity checks have narrower access. Client portal guide.

Cloud transcription usage protection — recording and mobile Daily dictation reserve allowance before connecting, with unused allowance released after the provider confirms usage. Deleting a meeting does not reset its cloud usage. How recording allowance works.

Mac 0.2.7 compatibility — update the Mac app for cloud recording with the new protections. Microphone and system audio connect separately; the local model remains available without using cloud transcription allowance. Mac recording guide.

Five items, ranked — the “Since last time” list on the home dashboard\u2019s Up next card now shows what you owe first, then what the client owes, then open questions, the next meeting you agreed on, and the latest decision — five lines, the rest counted as “+N more in the dossier”. Finished commitments keep their tick but drop to the bottom.

The dossier carries the detail — Open dossier now shows the client\u2019s whole memory record with the same edit and Rebuild from sessions controls as the Clients page, and each past meeting opens to a short lead plus its key points and action items, with a link through to the full write-up instead of reprinting it. Meeting recorder guide.

Client memory — after each recorded meeting with a linked client, YourDay updates a private record for that person: goals, key facts, dated decisions, open questions, what each side still owes, what you agreed about the next meeting, and a one-line read on the relationship. Open a client under Clients to see it, edit any line, or Rebuild from sessions. Existing clients get their record the next time you record with them. Only you see it — it never goes to the client or to HubSpot. Meeting recorder guide.

“Since last time” on the Up next card — the home-dashboard card now shows what changed with that client since you last met: open commitments by owner (yours tick off when the matching task is done, theirs when they tick it in the portal), the latest decision, open questions, and the next meeting you agreed on. Turn the card on in Settings → Notifications & Settings → Up next card.

“Where are we with Maria?” — ask Daily and it answers from the client’s memory in one go, instead of stitching old summaries together. Daily guide.

The follow-up draft offers the next session — when the conversation ended with “let’s meet again in two weeks” and the client has nothing booked, the drafted email closes with your booking link for that meeting type (and your package store when several sessions were discussed). It’s in the draft you already review, so delete the line if it’s wrong.

“Before we meet” in the day-before reminder — the 24-hour reminder now lists the unchecked items from the client’s most recent shared recap, so they arrive with the essay draft or the documents they promised. Switch it off under Branding & appearance → Emails → 24-hour reminder. Reminders guide.

The portal checklist is the client’s list — the recap you share to a client’s portal was pre-filled with your action items. It now starts from what the client agreed to do (the summary extracts those separately), and your own tasks stay in your list. Client portal guide.

Calendar intelligence on Insights — instead of “open more Tuesday mornings”, Insights now proposes the exact change with the evidence: “Fri 15:00–17:00 has had 0 of your 34 bookings in 90 days — close it?”, “Consult runs 47 min on average, booked as 30 — make it 45?”, extend an edge hour your waitlist keeps asking for, or add a buffer. One click applies it; dismissals are remembered; it never closes hours with an upcoming booking or an active waitlist. Ask Daily “any schedule suggestions?” for the same list. Off switch: Settings → Notifications & Settings → Suggest schedule changes.

Honest month comparison — the booking and collected-revenue changes at the top of Insights now compare the current month-to-date with the same period in the previous calendar month, in your timezone. The label says exactly that, replacing a misleading “MoM” comparison that could show exaggerated jumps early in the month.

Notetaker: 60+ languages, stated plainly — the AI notetaker page now says what the transcriber supports: 60+ languages, from Spanish and Portuguese to Arabic, Hindi, Mandarin, Japanese and Korean, following a call that switches language mid-sentence with no language setting to pick. Summaries and action items come back in the language of the conversation. Added to the capability chips, the “under the hood” section and the FAQ.

Daily speaks your language — the Daily page now notes that you can write to Daily in Spanish, Arabic, Mandarin, French and more, and it answers in the language you use; dictation in the mobile app understands the same 60+ languages.

Cancellation emails in the client’s timezone — when a booking was cancelled, the email showed the time in your timezone, so a client who booked 11:00 AM Pacific could read that their “1:00 PM” session was cancelled. It now shows their own time with the zone name, matching the confirmation and reschedule emails.

Your real cancellation policy, on the booking page — the “What happens next” note and the policy checkbox on the confirmation step used to say “24 hours” no matter what. They now reflect the cancel and reschedule cutoffs you set on each meeting type (“anytime before the meeting”, “up to 48 hours before”, and so on). Client portal guide.

No more phantom prep summary — the booking page told clients a “meeting prep summary” email would arrive before the session. Nothing sent one. The copy now promises exactly what they get: the calendar invite, the confirmation, and reminders.

Activity bookings — flip on Settings → Notifications & Settings → Bookings → Activity bookings and every meeting type gains a Max attendees per slot setting (1–100). More than one seat turns the type into a shared session: the slot stays bookable until every seat is taken, each attendee gets their own booking with its own confirmation, portal access and cancellation rights, and paid types collect per person through Stripe or Square. Activity bookings guide.

Party bookings — group types show a “How many people?” selector on the public page. Times are filtered to slots with enough seats for the party, one guest books and pays for everyone in a single checkout (price × people), and your inbox note and calendar event say “Party of N” so you know the headcount at a glance.

Minimum party size — for private hires and group minimums (“book the barrel room, minimum 10”), set Minimum per booking on any group type. The selector starts at your minimum and nobody can book fewer seats.

Built for leisure & experiences — a new page for tour operators, tasting rooms, class instructors and studios showing the whole flow, from selling individual seats to refilling cancellations from the waitlist. See it here.

Drag-to-reschedule on the week calendar — on the dashboard's week view, drag any upcoming booking to a new time or day. It snaps to 15-minute steps with a live preview as you drag; drop it and confirm in the popover (“Client will be notified”) to reschedule for real — same rules and side effects as any other reschedule, including the client's updated confirmation email and calendar/Zoom invite. Desktop mouse only, week view only; events from other calendars or extra connected accounts, and past meetings, aren't draggable.

Guided setup — new accounts get a Set up YourDay checklist and click-by-click tours for availability, timezone & calendar, your first booking page and sharing your link, plus optional tours for packages, polls, waitlist, the meeting recorder, company meetings and your logo & brand colours. Restart any time from Settings. Quick start.

Getting started, out of the way — the Getting started link now sits at the bottom of the sidebar (under Client portal) instead of at the top, and a new toggle in Settings → Notifications & Settings → Guided tour hides or shows it. It still disappears on its own once the core setup steps are done.

Poll times in 5-minute steps — creating or editing a meeting poll now uses a date field plus a time dropdown in clean 5-minute intervals, instead of a picker that listed all 60 minutes of every hour. Existing polls with an odd minute keep their exact time. Polls guide.

Fonts tab, heading first — in Branding & appearance → Fonts, the heading font now sits above the body font, matching how the two render on your booking page.

AI prep is now on-demand — automatic pre-meeting briefs (and the banner at the top of the home dashboard) are gone from the web app: auto-generated research could occasionally match the wrong person or company, so briefs now generate only when you ask. Open any meeting on your calendar and press AI prep — same research, same detail, reviewed by you before you rely on it. The Up next card and person dossiers are unchanged. Meeting prep guide.

Tidier live recorder — the AI Meeting Listener page no longer shows a duplicate Ask Daily box in its top bar, and the recording status strip now shows which client the session is linked to, so you always know whose notes you're capturing.

Revenue Guardian — Insights now finds repeat clients who have not completed a session in 45 days and have nothing else booked. Open the card to review a personalized rebooking draft and the right booking link, then copy it or open it in your email app. Nothing sends until you review it and press Send.

Book again without re-typing — when a client starts a booking from their portal (Book another session or Book with package), the form arrives with their name, email, and phone already filled in. Everything stays editable, and custom intake forms are covered too — email, name, and phone fields pick up the details automatically. Portal guide.

Client emails, redesigned — confirmations, reminders, cancellations, and invites now carry a warm doodle backdrop, subtle icons in the colored header, and an Add to calendar row (Google / Outlook / Apple). Portal sign-in codes, package codes, and recap notices moved onto the same branded card with your logo and brand color, and everything now arrives from “Your Day Schedule”.

Live transcripts stay in spoken order — when two people talked over each other, the live transcript could group each speaker's words into separate blocks, out of order. Turns now close properly during crosstalk, so the transcript (and the AI summary built from it) follows the conversation as it actually happened.

On-device recordings no longer count toward transcription minutes — recordings transcribed locally on your device cost nothing to process, so they no longer draw from your monthly cloud transcription allowance.

Your calendar edits sync back — iCloud included — delete a booking's event on your connected Google, Outlook, or now iCloud calendar and the booking cancels the next time you open your dashboard: the client is emailed, your other connected calendars are cleaned up, and the waitlist is notified. Drag the event to a new time and the booking follows, with the client sent an updated invitation. Calendar guide.

In-progress meetings stay under Upcoming — the client portal now keeps a meeting in the Upcoming tab until it actually ends, so a client joining late still finds the video link where they expect it.

Date-specific availability works on its own — hosts who set hours only through date-specific overrides (no weekly schedule) now show those slots on their booking page. Previously the page looked fully booked.

Switching dates clears the picked time — on the booking page, choosing a new date no longer carries over the time selected for the previous date, so clients can't submit a stale combination.

Weather in your calendar — a small daily forecast chip (weather emoji + the day's high) on your dashboard week and month calendar, so “is Thursday a good day for the in-person session?” answers itself. Set your city and °C/°F in Settings → Notifications & Settings → Calendar — chips appear for the next five days, in your timezone. Just for you: clients never see weather on booking pages. An on/off toggle lives next to the city field.

Send recaps to every guest — when a recorded meeting belongs to a booking with guests, the Send modal now lists those guests pre-checked alongside the client, and the AI summary or follow-up email goes to each of them individually. Untick anyone you'd rather leave off; adding a brand-new recipient still offers Add as client and send. Recorder guide.

“Take notes” knows its booking — starting the notetaker from a booking on your calendar now links the session to that exact booking: the client is pre-selected on the setup page, and the send modal knows precisely which guests were in the room.

Browser notifications for bookings — allow notifications once (a banner in the dashboard asks) and any open YourDay tab raises a desktop alert when a client books, cancels, or reschedules, using the same wording as your Inbox. Click it to open the Inbox. The same permission powers the 15-minute meeting-prep alert and background-recording reminders. Alerts fire only while a dashboard tab is open — email and Inbox record everything regardless.

Notification permission banner — instead of relying on you to find the toggle, a one-line banner under the top bar offers Allow when your browser hasn't decided yet. Dismiss it once and it stays gone; you can still allow the site from your browser's site settings later.

Meeting summary in portal recaps — when you Share to portal from a meeting, the client's Recaps tab now opens with the AI summary at the top, followed by key points, decisions, their action items, and the follow-up email once it's sent. Nothing changes for meetings you haven't shared, and Unshare pulls the whole recap back. Transcripts and your private notes never leave the dashboard. Portal guide.

Email check on the booking form — when a client leaves the email field, obvious mistakes (a missing @, no domain, a stray space) are flagged right under the field, and a likely typo gets a one-tap “Did you mean name@gmail.com?” suggestion. The suggestion is a nudge only: clients can ignore it and still book, and regional addresses like .ae or .sa are never “corrected”. Works on the default contact form and on any custom intake email field.

HubSpot integration — connect from Settings → Integrations and we sync one-way, automatically: clients become contacts (existing contacts are updated, never duplicated), bookings become HubSpot meetings that follow every reschedule and cancellation, and finished Meeting Listener sessions arrive as meeting notes with the transcript attached as a private file. Your whole history is backfilled on connect. Read the guide.

Honest transcription notice — if you've connected HubSpot, the notice your clients see when booking now says so: their transcript and summary are also copied to your HubSpot account. The AI note-taking heads-up email matches, and our Privacy Policy spells out exactly what the sync copies.

Accessibility 100 across the site — every public page, booking pages included, now passes Google Lighthouse's accessibility audit with a perfect score on desktop and mobile. Text contrast was raised sitewide, screen readers get proper page landmarks, the booking calendar's controls are labeled, and links inside articles are underlined. And if your booking-page brand color is on the light side, we now deepen it just enough that white button text stays readable — your clients never squint.

All Business Types, redesigned — the industries page has a fresh editorial look: an icon card for each of twelve industries with live / coming-soon status, plus new bento layouts for team sizes and appointment types.

Independent security review — three independent audits swept the whole platform and database. Every verified finding was fixed and deployed the same day, including tighter blocked-client enforcement and safer notification emails. No client data was ever exposed.

Always-on safeguards — every code change now passes automated security scanning (dependencies, secrets, static analysis) plus the full test suite before it can reach production, and sensitive account actions (data exports, account deletion, refunds) are recorded in a permanent audit trail.

New homepage — the landing page now leads with what YourDay actually does: Your meetings, handled. Before, during, and after.

Profile picture upload — click your avatar (or Change photo) in Settings → Account to upload a picture (JPEG, PNG, GIF, or WebP, up to 2MB). It appears on your public booking page, the client portal, your sidebar, and the Team panel.

Clearer username errors — saving a username that's already taken or contains invalid characters now shows the exact reason next to the Save button, instead of failing silently. Usernames are lowercase letters, numbers, and hyphens; changing yours changes your booking links.

WeChat ID intake field — the intake form builder has a new WeChat ID field type. When a client fills it in, their meeting's Client Information shows a WeChat button that copies the ID to your clipboard — paste it into WeChat's Contacts → Add to start the chat. (WeChat has no direct chat link like WhatsApp's, so copy is the fastest honest path.)

Message buttons on older forms — if your form collects a number or ID through a plain text field named “WeChat ID”, “WhatsApp”, or “Phone”, the matching iMessage / WhatsApp / WeChat button now appears too — no need to rebuild the field with the dedicated type.

CSV client import — moving from another scheduling tool or a spreadsheet? Use Clients → Import to upload your contacts. Name and email import (phone, timezone, and company too, when present), rows matching an existing client's email are skipped, and you see a preview before anything is saved. The new import & export guide covers the accepted column headers and limits, and Daily can walk you through it.

Company on client records — CSV imports now pick up a company column (also accepted: company name, organization, organisation), and the Add client form has an optional Company field. The company shows on the client's detail panel, editable inline like their other details.

Daily always answers in your timezone — Daily could occasionally report a meeting's time hours off (reading it in UTC instead of your timezone) even though your calendar showed it correctly. Times in Daily's answers are now pre-converted to the timezone from your availability settings, every time.

Find clients faster when linking a meeting — the “No client linked” dropdown on a meeting's page is now a search box: type a few letters of a name or email, and the list is sorted alphabetically. Handy after recording with the macOS app, where meetings arrive unlinked.

Transcription notice replaces the consent gate — the Details card toggle is now called Transcription notice. Instead of requiring clients to accept before they can book, YourDay shows a notice that the meeting may be transcribed with a pre-checked acknowledgment box (“I understand this meeting may be transcribed…”) — unchecking it opts out — and the Book button is never disabled. The notice shown (or the opt-out) is still saved with the booking as tamper-proof evidence, now split into two columns in the booking-history CSV export: Recording consent and Transcription opt-out.

You're told when a client opts out — an opted-out booking shows a No transcription badge in your Bookings list, a red do-not-record alert when you open the meeting on your dashboard calendar, and its calendar event (Google, Outlook, or iCloud) leads with a “do not record” line. YourDay doesn't block the recorder itself — honoring the opt-out is on you. See the updated guide.

Daily can book these meeting types again — the assistant can now create bookings on meeting types with the transcription notice enabled; the notice and opt-out only apply to clients booking through your public page.

Require recording consent — switch it on per booking page (Booking pages → Details). Clients must accept a recording & transcription notice before booking; the exact wording and server time they accepted are stored with the booking and included in the booking-history CSV export. See the recording consent guide.

Security page — the new security overview covers encryption, tenant isolation, payment separation, and how to report a security concern (plus a standard security.txt for researchers).

Self-serve data exports — use Clients → Export CSV for a portable contact list, or open Settings → Privacy & security to export client and booking CSV files.

System status & SLA — the new status page shows a live check of the web application and primary database. Paid plans now include a 99.9% monthly uptime commitment with published measurement rules, exclusions, service-credit levels, and claim instructions.

Multiple calendar accounts — in Settings → Integrations, click + Add account on the Google Calendar or Outlook card to connect additional accounts (a personal Gmail next to your work one, a second Microsoft 365 tenant). Extra accounts are busy-blocking only by design: their busy events block your booking slots everywhere, while confirmed bookings still land only on your primary calendar — YourDay never writes to them. Each extra account lists on its card with a × to remove it — removal takes effect on the next availability check. Full guide: Connect your calendar.

Extra-account events on your dashboard — events from extra accounts now appear on the dashboard calendar (week, month, and list views) as muted, dashed read-only blocks showing the event title and which account they come from. Only you see them — clients still just see the blocked slot. Click one for the details card; they can't be edited, labeled, or turned into tasks from YourDay.

Integrations page — everything YourDay connects to (Google, Outlook, iCloud, Zoom, Teams, Stripe, Square, and 7,000+ apps via Zapier) now has one home on the site: /integrations, linked from the footer.

Feature pages refreshed — the AI page now covers meeting prep briefs, the Up next card, person dossiers, and live “Catch me up” recaps; guest roles, reminder templates, Recommend Meeting Times, and the WhatsApp/iMessage buttons appear on the pages they belong to.

Off by default — Automatic meeting prep no longer asks on your first dashboard visit, and the Up next card no longer appears on its own. Turn either on in Settings → Notifications & Settings. If you already enabled them, your choice is kept.

Start your meeting prepared — for upcoming meetings with external attendees (booked through YourDay or living only on your connected Google/Outlook calendar), YourDay auto-prepares an AI brief 30 minutes before start from the calendar event, your private client history, and public web research. The brief appears at the top of your home dashboard, with Regenerate and Skip per meeting, and — if browser notifications are allowed — a single alert 15 minutes before (never doubled with the macOS app). Opt-in on first visit; toggle anytime in Settings → Notifications & Settings.

Up next card & person dossiers — the home dashboard's new Up next card shows who you're meeting, when you last met, and open action items from past recorded meetings. Open dossier (also on every client under Clients and on a meeting's linked client) collects everything you know about a person — notes, carryover action items, and every recorded meeting's summary — in one view.

Up next card is optional — prefer a quieter dashboard? Switch the card off (and back on) in Settings → Notifications & Settings → Up next card.

Waitlist summary moved to Availability — the waiting-count card now lives on the Availability page, next to your working hours and blocked dates, keeping the home dashboard focused on today.

Settings tidied — the Notifications tab is now Notifications & Settings, and the Meeting labels switch moved there from Account, so the day-to-day toggles live in one place.

AI writing could come back empty or cut short — a change on our AI provider's side made prep briefs, meeting summaries, and follow-up drafts sometimes arrive blank or truncated, with no error shown. Generation is reliable again — and noticeably faster.

Live “Catch me up” recaps — while the AI Meeting Listener is running, use Catch me up for everything since your last recap, or pick the last 2, 5, or 10 minutes. The recap streams beside your notes without stopping the transcript or affecting the final meeting summary.

Recording survives dashboard navigation — open Clients, Files, Calendar, or another dashboard page and the meeting keeps transcribing. A live timer in the sidebar and a persistent recording bar bring you back or let you stop. YourDay sounds a reminder when you leave, sends periodic browser reminders while you stay away, warns after two hours, and safely stops after three hours and five minutes unless you extend it.

WhatsApp & iMessage buttons on client numbers — open any meeting from your calendar or Bookings page and the Client Information section now shows a green WhatsApp button next to a WhatsApp number and a blue iMessage button next to a phone number. One tap opens the chat with that client — no copying numbers between apps. Numbers saved with a country code open correctly abroad; numbers without one open as local.

Sent date on meeting emails — after you email a meeting summary or follow-up from Meetings → open a meeting, a note like “Sent Thu, July 30, 2026” appears under the send button and stays there. Both the Summary tab and the Follow-Up Email tab have it, so you can tell at a glance whether the client already got their recap.

Bigger files upload reliably — files over a few MB (PowerPoint decks were the usual victim) failed with a generic “Upload failed” in the client portal and the booking flow. Uploads now go directly to secure storage, so every accepted file type — PDF, Word, Excel, PowerPoint, images, plain text — works up to the 20 MB limit. If an upload ever does fail, the message now says what went wrong instead of leaving your client guessing.

Priced bookings no longer come through free — if your Stripe or Square connection was disabled or disconnected outside YourDay, a client booking a priced meeting used to get the booking anyway, with nothing collected. Those bookings are now declined with a message asking the client to contact you, and you get an inbox alert naming the meeting type so you can reconnect. Free meeting types are completely unaffected.

Payment status repairs itself — if YourDay had a stale record of your Stripe account being unable to charge, it now re-checks with Stripe at booking time instead of waiting for you to open Settings. Hosts who were stuck unable to take payments start working again on their own.

Blocking a client closes their portal — Clients → Block previously only stopped new bookings; the client could still open their portal, read shared files and cancel meetings. Blocking now revokes portal access immediately, including any session they already had open.

Poll vote changes are visible — poll links are forwardable, so a revote could silently overwrite someone else's selections. You now get an inbox notification when a voter changes their answer, not just on their first vote.

Refunds cancel upcoming meetings — refunding from Bookings → Payment used to leave the meeting confirmed on your calendar and the client's, so a refunded client could still show up. An upcoming meeting is now cancelled in the same step: calendar event removed, client emailed that the booking was cancelled with the refund, and your waitlist (if enabled) told the spot opened. Refunding a meeting that already happened just marks the payment refunded — history stays intact.

Account deletion cancels your subscription — deleting your account from Settings → Privacy & security now cancels a paid subscription automatically before anything is removed, so billing stops the moment your account does. If the cancellation can't be confirmed, deletion safely aborts and your account stays intact — nothing is half-deleted. Your own Stripe/Square payout accounts remain yours and are untouched.

Zoom connection is now verified — YourDay is published on the Zoom App Marketplace, so connecting Zoom no longer shows Zoom's “unverified app” warning and works for every host without limits. Automatic Zoom links on your bookings are unchanged.

iCloud calendar invitations — bookings on a connected iCloud calendar used to create a host-only event while clients received only the YourDay confirmation email. Clients and added guests are now included as attendees, so iCloud sends them the calendar invitation and keeps it updated when the meeting is rescheduled.

Add yourself to a company meeting — when you compose a meeting from New meeting, you can now list yourself among the guests as a presenter or attendee. You'll get the same role email and note everyone else does, and you show up as presenting on the invite. Your calendar RSVP stays accepted — you won't get a duplicate invite to your own meeting.

Guest invites say who's presenting — the email each guest receives now lists Presenting and Attending separately, so everyone can see the shape of the meeting before it starts. When nobody has a presenter role, it stays a single Guests line — matching what the calendar invite already showed.

Cancelling a poll asks first — Polls → Cancel was a single click with no undo, so a misclick killed a live poll and its votes. It now asks you to confirm.

iCloud events block your booking slots — an appointment on your connected iCloud calendar now removes that time from your public booking page, exactly like Google. Timed events only: all-day events and events marked “free” don't block — use blocked dates for whole days off.

Outlook events block your public page too — Outlook busy times were checked in some places but not on the public booking page itself. Now one shared check covers Google, Outlook, and iCloud everywhere slots are offered.

iCloud connects reliably — Apple answers calendar lookups in a slightly different format than we expected, so valid credentials could be turned away with “could not sign in”. Fixed. If iCloud refused you before, reconnect in Settings → Integrations — the same app-specific password works.

Connection errors name the real problem — instead of one generic “check your password”, connecting iCloud now tells you whether Apple rejected the credentials (including the Advanced Data Protection case), the account has no calendar to sync to, or iCloud simply couldn't be reached right now.

Step-by-step iCloud guide — the Help Center's Connect your calendar article now walks through generating an app-specific password, connecting, what syncs to your iPhone and Mac, and what each error message means.

Direct booking links resolve again — links to a meeting type that's hidden from your public page had stopped working, as had older links to a type whose URL you'd since renamed. Both work again, so anything you've already shared or embedded is live. Nothing to re-send.

AI features generating again — Call Prep, follow-up drafts, recorded-meeting summaries and speaker labels, and the Daily assistant had stopped returning results. They'd fail quietly rather than show an error, so it looked like nothing happened. All generating normally again.

Edit open polls — add or remove time options and rename a poll after it's live (Polls → Edit). Votes already cast stay counted for the options that remain; a removed time simply drops out of the tally. Voters aren't notified, so reshare the vote link if plans moved.

Reschedule links are verified — a client rescheduling from an email link now confirms a one-time code sent to their address first, the same quick step that already protects cancellations and the client portal. A bare link on its own no longer exposes booking details.

Reschedule times in the client's timezone — the portal's reschedule picker now shows available times in the client's own timezone (it previously showed yours), with the date called out when a time lands on a different day for them.

Lighter first loads — your booking page and the site load noticeably less JavaScript on first visit, so clients on slow connections get to the calendar sooner.

Sent follow-ups stay handled — after you send a follow-up from a recorded meeting, Insights no longer suggests creating another one for the same client meeting.

One-tap dismissal — recommendation cards now have one clear Dismiss button instead of separate “Already handled” and “Not relevant” links. You can still undo a dismissal.

Seven new help guides — the help center now covers the client portal, meeting polls, waitlists & cancellation rules, team & round robin, the Daily AI assistant, the meeting recorder, and account deletion — organized into new Scheduling tools, Clients, AI tools, and Account & privacy sections.

Get paid card knows Square — Settings → Billing & plan now shows which payment processor is active. Square hosts see Charges enabled — Square with a link to their Square dashboard (previously the card suggested connecting Stripe even when Square was already set up), and new hosts can choose Connect Stripe or Connect Square right from the card. If both are connected, Stripe is used.

Payments help covers Square — the “How it works” article now includes step-by-step Square setup alongside Stripe, plus payout, fee, and refund guidance for both processors. The rest of the help center (quick start, meeting-type troubleshooting, article summaries) now mentions Square wherever payments come up.

Delete your account — Settings → Privacy & security → Delete account now permanently removes your account and all data (bookings, clients, files, integrations). Clients with upcoming meetings are notified automatically. This can't be undone.

Action items are yours only — the Action Items tab on a recorded meeting now lists only tasks you committed to, so “Add as task” fills your to-do list with your own work. Client commitments stay in the follow-up email instead.

Trial banner shortcut — the Upgrade now button in the trial banner now opens Settings on the Billing & plan tab instead of the Account tab.

Paused booking types — a meeting type you've turned off now declines new bookings even from old direct links. Existing clients can still reschedule.

Faster Meetings page — the meetings list loads quicker by no longer fetching full transcripts it doesn't display.

Team invitations — adding a team member now sends them an invitation instead of adding them instantly. They accept or decline from their own Settings → Team page, and only accepted members can be assigned meetings — nobody ends up hosting your bookings without saying yes.

Reminder email links — the “manage booking” and reschedule links in reminder emails pointed clients to a dead page. They now open the client portal and reschedule flow correctly.

More private portal links — client portal links are now built so the access code never appears in server logs or analytics, keeping your clients' booking details more private.

Recommended poll times — the most popular time now appears first and is marked Recommended. Tied leaders are called out clearly; you still confirm the final time, and every voter receives the meeting invitation.

Appointment packages — create a package in the new Packages page (title, price, number of appointments, optional expiration, eligible meeting types). Public packages get a store page linked from your booking page; private ones sell through an unlisted link. Buyers pay with Stripe or Square and receive a unique code by email.

Redeem by code — clients enter their code at the booking confirmation step on any eligible meeting type and the booking confirms without payment, one credit per appointment. Codes are tied to the buyer's email, and cancelling a package booking returns the credit automatically.

Packages in the client portal — a new Packages tab shows each package's remaining credits, expiration, and code, with a one-tap Book with package button. Daily knows about them too — ask “does Sarah have credits left?”.

Archive or delete a package — archiving stops new sales while existing credits keep working, and a package that has never been sold can now be deleted permanently. Packages with sales can't be deleted, so purchase history is always preserved.

Accurate client booking counts — a client's booking count was being incremented twice on new bookings; counts now stay accurate.

Waitlist for fully-booked meeting types — turn on Enable waitlist in a meeting type's Booking Pages editor. When every slot is taken, clients see a join form instead of a dead end. The moment a booking on that meeting type is cancelled, everyone waiting gets an email with a booking link — first come, first served.

Cancel & reschedule cutoffs — set a minimum notice window (like 24 or 48 hours) for how close to a meeting a client can still cancel or reschedule, per meeting type. Inside the window, the client portal shows why the option is unavailable instead of the button; existing meeting types are unaffected until you set one.

Waitlist respects your schedule — the join form only appears on days you actually work. Days outside your weekly hours (or a day you've blocked off) stay unavailable instead of inviting clients to wait for a slot that can never open.

Faster booking calendar — the public booking page loads available dates noticeably faster, especially on the first visit to a month.

Round-robin team booking — add team members in Settings → Team, then set a meeting type to Round robin in its new Routing card. Clients see the whole team's combined availability, and each booking is assigned to the least-recently-booked host who's free — their calendar gets the event and video link, while your client records and payments stay with you.

Meeting polls — propose a few candidate times in the new Polls page, share one link, and let guests vote (no account needed). Pick the winner and it becomes a real confirmed booking with calendar invites for every voter.

10-minute last call — an optional third reminder right before the meeting, off by default. Every reminder's subject and message are now customizable with variables like {{client_name}} and {{reschedule_link}} — see the new Reminder emails guide in the Help Center.

Copy times — a card on the Availability page that grabs up to five real open slots and copies them as paste-ready text with your booking link. Never type out your availability (or offer a taken slot) again.

Branding settings stay saved — opening the booking-page editor in a fresh session and saving no longer resets previously saved branding and email settings.

Help Center — guides and how-tos, now in the top-nav Help Center. Start with Getting paid (connect Stripe, set prices, payouts, fees, and refunds) and the Zoom guide — with availability, meeting links, and booking-page walkthroughs on the way.

Payments confirm reliably — a paid booking is confirmed the moment checkout completes, and an automatic check with Stripe backs it up, so a completed payment is never left waiting.

Edit a client's contact details — a wrong email or phone from a booking (or any intake answer) can now be fixed right in the client panel, under Intake Form Responses. Tap the field, edit, and save. You can also just ask Daily — “change Sarah's email to sarah@example.com” — and confirm.

Corrections reach everywhere — fixing a client's email updates their upcoming bookings, their reminders, and the real calendar invites on Google, Outlook, and iCloud — so the corrected address finally gets invited instead of the typo.

Cancelled meetings leave your calendar — cancelling from the meeting popup now reliably removes the event from Google Calendar instead of leaving a “ghost” behind.

Reliable email sends — hidden characters that sometimes rode along when a client's email was pasted from a phone no longer block confirmation or follow-up emails.

Dashboard fix for Safari — the dashboard no longer crashes on Safari and DuckDuckGo.

Faster, lighter app — a round of speed work across the board: quicker dashboard and booking pages, trimmed page weight, and a lighter marketing site on first visit.

Daily sets client birthdays — just tell Daily “set Maria's birthday to March 4” and it saves it to the client and adds a recurring birthday to your calendar. You confirm before anything is written.

Reminders for every host — booking reminders were only going out to hosts with Google connected. Now hosts on Outlook or email-only get them too — everyone's clients are reminded.

Verified “Sign in with Google” — YourDay is now a Google-verified app, so signing in with Google no longer shows the “unverified app” warning screen.

Faster & steadier — public booking pages load quicker, Daily automatically retries during a busy moment instead of erroring, and meeting-prep research runs in parallel so briefs arrive sooner.

Insights — your Analytics tab is now Insights: an AI-generated feed that surfaces trends, risks, and suggested actions from your booking data — fragmented days, missing follow-ups, busy stretches — in plain language, refreshed as your week changes.

“Personal Time” label — tag breaks, focus blocks, meals, and errands as Personal Time. Daily treats them as protected — it won't move, shorten, or fill them to resolve a work conflict.

Meeting labels guide — a new ? button next to the label dropdowns opens a quick guide explaining every category and what each importance level means for how Daily handles it.

Faster page loads — trimmed unused web fonts from the critical path, so pages load noticeably lighter on first visit.

Importance & category labels — give any meeting an importance (Critical, Important, Standard, Flexible or Optional) and a category (Revenue, Strategic, Operational, Learning or Relationship). YourDay auto-suggests both from the meeting's title and guests — just tap to confirm, or change it yourself. Your calendar shows the importance as a colored edge and the category as a small icon.

Daily works around your labels — ask Daily things like “move my flexible operational meetings to open a three-hour focus block” or “protect my revenue calls.” It never moves a Critical meeting, freely shuffles Flexible ones, prioritizes what earns, and always shows you the plan before anything changes.

Turn labels on or off — a switch in Settings → Account hides the labels everywhere and stops the AI suggestions if you'd rather keep a plain calendar. Your existing labels are kept for whenever you switch back on.

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.