Feature Releases Announcements

Stay up to date with the latest feature releases and enhancements in Zanda.

☑️ Choose to Show Upcoming Appointments on the Portal

March 26, 2025

An option has been added to the client portal settings to choose whether clients can view their upcoming appointments. This was previously dependent on the setting to allow bookings on the portal. You can now choose to allow clients to view the upcoming appointments list without needing to allow online bookings, giving you more control over how your clients use the portal. 

☑️ New Client Forms Report

March 24, 2025

A new report for viewing all forms created or completed within a specified period of time. Allows your practice to gain an overview of form activity within the account. Visible for all users with the permission "Access all Client Reports".

☑️ Zoom Telehealth Link available on Client Portal

March 4, 2025

We've added the Telehealth Zoom link to the client's upcoming appointments list in the Client Portal. 

1. Enable your client portal for Online Bookings, and allow your clients to login. 

2. When clients login, they will see the My Appointments list. 

3. The My Appointments list will show their upcoming appointments. Telehealth appointments will have the Join Telehealth Call button. 

4. Clients will need to click that button to join their call via browser or Zoom app. 

You can share these instructions with your clients. 

☑️ New User Permission for Accessing Referrers and Third Parties

March 4, 2025

A new user permission is added to provide access to all Referrer and Third Party Profiles separately from client, contact and shared profiles. This feature is enabled by default to all users who have access to the People Menu feature.

• If enabled, the user can add, search, and access any profile that has the role of either referrer, third party, or both a referrer and third party. To learn all the details of this feature performance, see this article. 

☑️ Date of Birth column added to the Client Advanced Search

February 25, 2025 

Client Advanced Search feature is available via People > Clients > Advanced Search, Tools > Communication > Bulk Send, Tools > Bulk Update. 

☑️ New Client Automations

February 21, 2025

Introducing an intelligent automation system for welcoming new clients!

Whether you or your Zanda account users add a client manually or they register through the portal, our automation can take immediate action or be scheduled for a later time.

It can send welcome emails, SMS notifications, or even create user tasks, allowing you to concentrate on other tasks.

💡 Learn more about New Client Automations

☑️  Bulk Update to Telehealth Links on Future Appointments

February 21, 2025 

Simplify your Telehealth appointments management with a single click. With our latest update, you can now enable Telehealth on all future appointments at a specific location in bulk — giving you and your clients more flexibility and convenience.

💡  Learn more about updating future appointments in bulk to enable Telehealth in specific locations. 

We're committed to making your day-to-day processes easier and more efficient. Click the links above to explore all the details and get started with these exciting new features!