Changelog

What we shipped.

Everything we’ve improved. A running record of new features, refinements and fixes — newest first.

Highlights

The changes worth knowing about
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Day picker for drop-off shops
Shops that take a set number of jobs a day let customers pick a day — with how much room is left — instead of a clock time.
Sep 20 · Booking
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Automatic rental extensions
Customers extend a rental from a text message link and pay in one tap.
Aug 22 · Rentals
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Gift cards
Sell and redeem at the register, sell online, and let customers check their balance. Refunds can go back to a card.
Aug 12 · Register
Show 4 more highlights
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Unified inbox
Texts, emails and website messages from each customer land in one conversation. Every message shows how it arrived, and replies go back the same way by default.
Jun 22 · Customers
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Page builder
Build every page from ready-made sections, each with simple Content, Layout, Style and Advanced settings, plus a brand palette that keeps colors consistent.
Jun 5 · Website
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Custom domains
Connect a domain you already own, like yourshop.com. Customers see your brand, and secure HTTPS is set up and renewed automatically. Most domains go live within minutes of adding two DNS records.
May 23 · Website
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Class booking
Run classes alongside appointments: schedule sessions, manage rosters, check-ins and waitlists, and sell memberships and class packs. Customers book online and manage everything from their account.
Apr 29 · Classes
October 2026 2 updates ›
Oct 7
Find products faster at the register Register
Each product shows on one line, with its sizes and colors in a quick picker and the stock for each, including what your suppliers have. Filter by location, brand or supplier, sort by price, and see more than 15 results.
Oct 7
Smarter search everywhere Inventory
Faster search that finds items by any word, barcode or part number, fixes typos, skips a word that matches nothing, and puts your best sellers first.
September 2026 9 updates ›
Sep 20
Staff booking overrides Booking
Decide whether staff can book inside your notice window or onto a full day. Overrides stay marked and still count toward the day.
Sep 20
Day picker for drop-off shops Booking
Shops that take a set number of jobs a day let customers pick a day — with how much room is left — instead of a clock time.
Sep 20
Live availability while booking Booking
Times load as soon as you pick a resource, and the booking screen can refresh itself every minute.
Sep 19
Bigger, smarter imports Imports
Imports run in the background with live progress, match on SKU, UPC or MPN, set brand and vendor, combine columns, and ask before creating any category.
Sep 19
Sort uncategorized items faster Inventory
Narrow the pile by where items came from, then carve it up by a word in the name and assign the lot.
Sep 19
Brand and vendor filters Inventory
Filter inventory by your own brands and by any vendor, including ones without a catalog feed.
Sep 14
Help and guides Help
Step-by-step guides inside the app, linked from the screens they explain.
Sep 12
Inventory-aware layaway Register
Items placed on layaway are reserved automatically, keeping availability accurate and preventing accidental double sales.
Sep 2
Account statement Billing
Your Intake statement lives in Account, and you can save a card for billing.
August 2026 11 updates ›
Aug 27
Data quality report Customers
See which customer records are missing fields and export the list to fix.
Aug 26
Email campaigns Customers
Send to customers who have agreed to hear from you, with unsubscribe handled and results tracked.
Aug 26
Discount codes Register
One set of codes across the register, the storefront and rentals, with redemption reporting.
Aug 23
Tile dashboard Dashboard
A simpler dashboard that each person can reorder and trim to what they use.
Aug 22
Automatic rental extensions Rentals
Customers extend a rental from a text message link and pay in one tap.
Aug 15
Splash and holding pages Website
An optional page before your homepage, and a site-wide holding page while you get ready. Staff always see the real site.
Aug 12
Gift cards Register
Sell and redeem at the register, sell online, and let customers check their balance. Refunds can go back to a card.
Aug 10
Import customers and inventory Imports
Upload a spreadsheet, map its columns, review conflicts field by field, and undo an import if it went wrong.
Aug 9
Customer portal Customers
Customers can see their bookings, orders, rentals and messages, and manage their account.
Aug 9
Site rewind and live customizer Website
Every page keeps its history so you can roll back. The template customizer previews changes live.
Aug 1
Inbox search and email threading Customers
Search across contacts and message bodies. Replies to your emails thread back into the conversation.
July 2026 13 updates ›
Jul 24
Business customers Customers
Business accounts with contacts, tax exemption at the register, payment terms and purchase-order prompts.
Jul 24
Special orders board Inventory
Group special orders by vendor, assign vendors inline, order in batches, and link each one to its sale.
Jul 17
Split payments Register
Pay with any mix of tenders in any order. Card payments charge immediately and can be voided.
Jul 14
Multiple registers and pay displays Register
Name each register, stamp sales with it, and give each one its own customer-facing pay display.
Jul 14
Works offline Platform
Actions taken without a connection queue up and replay when it returns. The time clock works offline too.
Jul 12
End of day Register
Drawer reconciliation, close and reopen, a printable end-of-day report, Stripe payout reconciliation and a Xero export.
Jul 11
Manual payment methods Payments
Take Venmo, Cash App and other manual tenders at the register and at online checkout, with instructions on the confirmation.
Jul 9
Staff scheduling Team
Shifts, time off, availability, templates and a demand overlay, with conflicts marked on the shift itself.
Jul 8
Time clock Team
Punches, approvals, pay periods, overtime reporting and printable timesheets.
Jul 6
Shop pages inside your site Website
Booking, shop and portal pages render inside your own nav and footer, with instant product search in the site header.
Jul 2
Roles and access Team
Build roles, choose which sections each one can open, and set permissions per role. The nav hides what a role cannot use.
Jul 1
Recovery for at-risk regulars Customers
Spots regulars who have not been back, flags late completions and reschedules on the customer timeline, and shows a recovery funnel.
Jul 1
Team invites with a setup link Team
New staff set their own password and PIN from an invite link. The link stays copyable on the Team page.
June 2026 11 updates ›
Jun 22
Unified inbox Customers
Texts, emails and website messages from each customer land in one conversation. Every message shows how it arrived, and replies go back the same way by default.
Jun 22
Reply to website and email leads by email Customers
Replies to website and email inquiries go out as branded email from your shop's address.
Jun 22
Contact form: phone field and spam protection Website
Choose whether the contact form asks for a phone number, and bots are filtered out quietly with no extra step for real customers.
Jun 21
Reliable booking deposits Payments
Appointments are now created only after payment succeeds, while the selected time remains safely reserved during checkout. Declined or abandoned payments no longer create incomplete bookings.
Jun 21
One payment setup for everything Payments
Booking and the register share one payment setup, so you connect Stripe once in Settings › Payments. Paid bookings are kept even if a customer closes the page during checkout.
Jun 21
Contact-form messages land in the inbox Customers
Messages from your website contact form open a conversation in the inbox, so nothing is missed.
Jun 20
Item pages with photo galleries Inventory
Product pages show a large photo with clickable thumbnails, so customers can see every angle.
Jun 20
Payment links for walk-in sales Register
Payment links now work for walk-in sales that don't have a customer attached.
Jun 16
Navigation and page editing fixes Website
Menu links save reliably and can be dragged into order, footer links go where they should, and the booking progress bar reads clearly on dark themes.
Jun 5
Page builder Website
Build every page from ready-made sections, each with simple Content, Layout, Style and Advanced settings, plus a brand palette that keeps colors consistent.
Jun 5
Media library Website
All your images in one place, sorted into folders. Archived images stay recoverable instead of disappearing.
May 2026 43 updates ›
May 29
Card payments at the register Payments
Take card payments at the register — typed-in cards, Apple Pay and Google Pay — with the card brand and last four digits saved on every sale.
May 29
Send a payment link Payments
Text or email a payment link, or show a QR code. The customer pays from their phone and the register shows the receipt as soon as payment lands.
May 29
One-click card refunds Payments
Refund a card sale from the sale itself — Intake records the refund and returns the money to the card in one step.
May 29
Refunds made in Stripe show up in Intake Payments
If a refund is made directly in Stripe, the sale in Intake updates to refunded or partly refunded automatically.
May 29
A nudge before charging Register
If a sale needs a customer attached, the register asks before the card is charged, not after.
May 29
Auto-refund safety net for card payments Payments
If a sale can't be completed after a card is approved, the charge is refunded automatically, so a customer is never billed for a sale that didn't happen.
May 29
Faster card checkout Register
Choosing Card goes straight to payment — no reference number to type.
May 23
Custom domains Website
Connect a domain you already own, like yourshop.com. Customers see your brand, and secure HTTPS is set up and renewed automatically. Most domains go live within minutes of adding two DNS records.
May 23
Multiple domains per shop Website
Add more than one domain and choose your main one — the others redirect to it. Handy when moving from an old domain to a new one.
May 23
Automatic www and apex pairing Website
Add www.yourshop.com and yourshop.com works too, so customers reach you whichever they type.
May 23
Domain status, in plain English Website
Every domain shows exactly where it is in setup, and what to fix if something needs attention — your Intake address keeps working meanwhile.
May 20
Confirmation when switching locations Team
After switching locations, Intake confirms where you are while preserving the page you were working on.
May 20
Team page redesign Team
A cleaner Team page: each person's name, email, role and PIN status at a glance, with actions grouped and removal kept apart.
May 20
Locations admin Locations
Add locations with their own address, contact details and timezone, set your main one, and retire a location while keeping its history.
May 19
Switch locations Locations
Switch between locations from the sidebar and stay on the same page.
May 19
Sidebar identity block Team
Refined sidebar layout. Your name and role sit at the top, your current location below the logo, and a small "Powered by intake" footer at the bottom. Cleaner hierarchy; less visual noise.
May 19
Invited team members can sign in straight away Team
New team members are added to your main location automatically, so their first sign-in just works.
May 11
Customer details, redesigned Customers
A complete rebuild of the customer detail page. Opens with the customer's name and three tappable contact tiles — Call, Text, Email — that work the moment you tap them on mobile. A big New appointment button sits front and center. Below: visit count, lifetime spend, and how long they've been a customer at a glance. Their activity timeline is grouped by month with color-coded icons for appointments, sales, classes, and memberships.
May 11
VIP customers Customers
Mark any customer as a VIP with one tap from their detail page. VIPs get a small amber star next to their name in your customer list, and you can filter your list to VIPs only via the sort picker. Works the same on desktop and mobile. VIPs are entirely yours to define — top spenders, regulars, owner's friends, whatever fits your shop.
May 11
Customer list, redesigned for mobile Customers
On a phone, the customer list now opens to a single-row filter bar: search, sort, and add a new customer. Search filters live as you type. Sort opens a bottom-sheet picker with all seven options including the new VIPs-only filter. Customers render as stacked cards instead of a horizontal-scrolling table.
May 10
Mobile schedule Calendar
Day view shows each appointment as a full-width card with the resource color as a left stripe. Single-resource view adds gap rows so you can see your downtime between bookings. Week view groups by day with compact cards. Resource filter chips at the top let you tap to focus on one person or one bench.
May 10
Mobile nav Mobile
Bottom bar with Home, Schedule, Customers, and More. More opens a drawer with everything else from the sidebar. Top header shows your shop's logo and a back chevron when you're inside a detail page. Stays anchored at the bottom — no drift when you scroll to the end of a page.
May 10
Today dashboard on mobile Mobile
Cleaner hero card with today's appointment count, this week's revenue, and new customers added. Plus a 3-day strip showing what's coming up.
May 10
Forms and settings on mobile Mobile
Form pages across Resources, Services, Settings, Waitlist, and Register now collapse to single-column on phones. Color pickers render as a proper grid of swatches. Tables get horizontal scroll instead of crushing content.
May 10
Steadier navigation on iPhone Mobile
The bottom menu stays put when you scroll past the end of a page in Chrome on iPhone.
May 9
Schedule gap minutes calculated correctly Calendar
Gaps between appointments on the phone schedule show the right length.
May 9
Sale detail modal Register
Click any sale in your history or on a customer's timeline to see its items, totals and payment — and refund it from there.
May 9
Settings in one place Settings
Business, branding, communication, account, appearance and payments settings together on one page, with a clear Save bar.
May 9
Logo size slider in Branding Settings
Drag to resize your logo in the admin header. Preview updates live; save when satisfied.
May 9
Easier-to-read dark themes Settings
Dark themes have a little more contrast, so text is easier to read everywhere.
May 7
Memberships and packs Classes
Class memberships and class packs are live. Canceling a class registration restores the customer pack credit or membership usage. Monthly memberships roll over automatically each period. Stale packs expire on a daily sweep.
May 7
Class reports Classes
New reports page in the Classes section with six panels: drop-in regulars, at-risk members, used-up packs, recently canceled, lapsed memberships, and top earning products. Each panel exports to CSV.
May 7
Customer activity timeline Customers
The customer detail page now shows every event in one chronological view: appointments, POS sales, class registrations, and pack and membership grants. Filterable by type, grouped by month.
May 7
Class drop-in via register Classes
Picking Cash on a class registration opens the POS register with a drop-in line item prefilled. Take payment, and the customer is automatically registered for the class on sale completion.
May 7
Find customers quickly Classes
Search by name, email or phone when adding someone to a class.
May 7
Sticky add-customer row Classes
On the class detail page, the Add Customer row now sits at the top of the roster and stays pinned while scrolling.
May 7
Clearer confirmations Classes
Canceling, marking a no-show or removing someone from a waitlist now asks in a clear in-app dialog.
May 6
Quotes dashboard Quotes
See your open pipeline, aging quotes, fresh quotes from this week, and conversion rate — all at the top of the Quotes page. Click any card to filter the list to those quotes. Aging quotes are color-coded so you know when to follow up.
May 6
Refunds and exchanges in one transaction Register
Handle a return and a new sale in one go: refund the item, add the replacement, and collect or refund the difference. Even swaps commit instantly.
May 6
Transaction history Register
Every sale, refund, draft and quote in one list you can filter, sort and search — with related transactions grouped together.
May 6
Quotes list improvements Quotes
Sortable columns and live search on the Quotes page. Click Convert to sale to load a quote into the register cart, ready to collect payment.
May 6
Stay signed in through updates Platform
Staff no longer get signed out when Intake is updated.
May 2
Receive shipments into inventory Inventory
Scan or type items as a shipment arrives, adjust quantities and costs, add new products on the spot, and commit — stock levels update instantly. Backorders and substitutes are tracked separately.
April 2026 24 updates ›
Apr 30
AI-assisted setup Setup
Describe your business in a couple of sentences and setup fills in your hours, services and booking style for you to review — or walk through each step yourself. Either way you're ready to take bookings in minutes.
Apr 30
Reports Reports
Revenue, bookings and cancellations, customer retention, popular services, staff utilization and busy times — all switchable between today, this week, this month or any date range.
Apr 30
Attention cards you can click Dashboard
Click any "Needs your attention" card to see the exact appointments behind it. Red means it's on you; amber means you're waiting on the customer.
Apr 29
Class booking Classes
Run classes alongside appointments: schedule sessions, manage rosters, check-ins and waitlists, and sell memberships and class packs. Customers book online and manage everything from their account.
Apr 29
Nightly backups Platform
Your data is backed up every night to a separate region and kept for 30 days.
Apr 28
Always the latest version Platform
After each update you see the newest version straight away — no stale pages.
Apr 28
New calendar view for drop-off shops Calendar
Drop-off mode shops now have a calendar built specifically for how drop-off scheduling works: per-resource swimlanes within each day, no time axis, appointment cards stacked in each column. Drag a card to a different resource to reassign. Drag between days to reschedule. Day and week views available. Time-slot mode shops are unchanged — the existing time-grid calendar is still what you see.
Apr 28
Smarter resource auto-assignment for drop-off bookings Booking
When a customer books a drop-off appointment without picking a specific staff member, we now check which resources are eligible to perform the service AND have remaining daily capacity. If your first-pick resource is full, we automatically fall through to the next available one. If everyone's full for that day, the customer sees a clear message and can pick another date.
Apr 28
Per-resource daily capacity limits Booking
Give each staff member or station its own daily limit. Together they set your shop's daily capacity, with an optional shop-wide cap for busy days.
Apr 27
Booking page fixes Booking
Dates and times on your booking page display correctly in every browser.
Apr 27
Choose your drop-off methods Booking
Settings → Booking now has a Drop-off methods section. Add, edit, reorder, or deactivate the options your customers see when they book — walk-in, scheduled appointment, ship to us, curbside pickup, anything you need. Past bookings keep the original method label even after edits.
Apr 27
Customers can now pick who they book with Booking
When your shop has more than one bookable resource — staff member, station, or chair — customers see a "Choose who" picker after selecting a time. Only the resources actually free at that time appear, so customers can't accidentally book someone who's busy. Single-resource shops are unaffected — bookings auto-assign as before.
Apr 27
Calendar refresh on the customer booking page Booking
The date picker on the public booking page is now full-width and easier to read on every screen size. Available days, the current day, and your selection are clearly marked.
Apr 26
Public roadmap and changelog Website
See what we're building next and everything we've shipped — here on intake.works and inside your Intake account.
Apr 26
Week and month calendar views Calendar
Two new ways to see your schedule. Week view shows each resource as a swimlane across seven days, so you can spot who is slammed at a glance. Month view is a density grid with color-coded bars per day. Click any cell to drill into day view.
Apr 26
Side-by-side rendering for overlapping appointments Calendar
When two or more appointments overlap on the same resource, the calendar now splits the column horizontally so you can see all of them. Previously, overlapping appointments would stack on top of each other and only the last one drawn was visible. A small badge in the corner shows how many appointments are sharing that time slot.
Apr 26
Change the resource on an appointment Calendar
Reassign a booking to a different staff member or station without canceling and rebuilding it. If the new resource is busy at that time, you get a clear warning with the conflicting appointment shown — so you can choose to override or pick a different slot. Every change is recorded in the appointment notes.
Apr 26
New appointment modal with date, time, and resource Calendar
Quick-book now lets you set the date, time, resource, and customer all in one place. Click + New from anywhere — calendar cell, customer page, top nav — and the modal opens with smart defaults you can change.
Apr 26
Calendar legend Calendar
A new Legend button in the calendar toolbar opens a panel that explains what every visual signal means — appointment status, prep and cleanup time, walk-in holds, breaks, and resource colors. Open it once, then close it for good once you have the hang of things.
Apr 25
Click-and-go appointment status Booking
The status pipeline got a real overhaul. Click any step in the progress bar to move there. Forward moves are silent; backward moves trigger a confirmation. Cancelled appointments now show a clean reopen card. Every action gives you toast feedback, so you always know it took.
Apr 25
Edit services and add-ons inline on appointments Booking
Add a service, change a price, override a duration — all directly on the appointment page. Totals and timing update live. The calendar block grows or shrinks in real time as you make changes.
Apr 25
Your shop's timezone everywhere Settings
Calendar, dashboard and capacity all use your shop's local time. Set it once in Settings.
Apr 24
No double bookings Booking
If two customers try to book the same time at the same moment, only one gets it — the other is told straight away.
Apr 24
Resource columns on the day view Calendar
Each staff member or work station now gets its own column on the day view. Filter to just yours, share the screen with your team, or see who has space when a walk-in shows up.

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