Release Notes

Your public booking page is redesigned. Guests pick a package from the top cards (using your brand colors for the selected state) with no default package forced, enter quote needs right under that choice, and use a single duration control. On desktop the form is tighter and more side-by-side; on mobile it stays stacked and easy to tap.

Custom quotes can include a free-text time frame (for example, “six weeks”). Success pages, emails, admin views, and the calendar show that length as to be confirmed, with pickup marked the same way, and totals as priced add-ons plus a custom quote—not a misleading $0. Changing duration updates the summary, and add-on buttons work reliably again.

New ToteFlow trials now require a verified credit card at signup, and signup is blocked if that primary owner email already has an account. That keeps trials ready to convert and avoids duplicate owner accounts.

Trial and billing emails now send you to Dashboard → Billing (with redirects from older billing URLs), so payment links no longer land on a missing page.

Flo is safer when you confirm or cancel a pending change: double-clicking Confirm no longer applies the same write twice or shows a confusing error. Busy or already-handled actions get a short notice instead.

MCP connections for desktop AI tools (including Cursor) complete OAuth more reliably on your tenant login, with clearer consent about where access is going. Connected tools also see the full list of actions they are allowed to use in one response, filtered to what your plan and permissions actually allow.

Large booking requests—especially ones with several add-ons—no longer risk dropping the confirmation page because the browser session cookie got too big. After a guest submits a booking, the success page loads confirmation details from the reservation itself.

That also keeps Meta Schedule and Reserve events firing on bookings with add-ons, so your pixel tracking stays accurate for fuller carts.

Gift and agent subscriptions now keep a current payment link when money is still owed, and clear it after a successful payment or when nothing is due. New subscriptions start with zero gift balance until payment succeeds, so credits are only granted after the charge goes through.

When you change an agent or brokerage email, the linked login email updates with it (with collision checks), so people can sign in with the address you just saved. Admins see gateway-neutral subscription IDs and copyable pay links where payment is still required. Agents can pay or cancel a brokerage subscription from billing when that applies.

ToteFlow now supports Square as a payment option alongside Stripe and Authorize.net. When Square is enabled for your account, customers can pay invoices, agent credits, and gift upgrades through Square checkout, and gift subscriptions can renew on a schedule with your connected Square account.

New account signup is more reliable: your site is provisioned in the background after payment succeeds, with a clear progress screen instead of waiting on a long request. Duplicate signup attempts are blocked more carefully.

Refunds keep a clearer record of how much was returned, and revenue views use net amounts after refunds. Booking requests from outside your service area are rejected more clearly, and Meta conversion tracking on bookings is more consistent.

You can now bundle catalog add-ons into pricing tiers at no extra charge when a guest picks an eligible tier. Set quantities under Settings → Pricing; included items appear on the package summary during booking and show as $0 on invoices, emails, logistics views, and customer accounts. Gift upgrades use the same included bundles. Existing reservations keep the prices they were booked with.

Add-on pricing can follow rental length: charge a flat amount once, per day, or per week (weekly rates prorate by day). Public booking and admin reservation creation show consistent prices for the selected dates, and add-on cards on the booking flow use a uniform layout.

On your website, the How It Works section lets you show step numbers at the top left, top right, or hide them entirely.

Admin dialogs, forms, and the CMS editor stay within the screen on phones and laptops, with scrollable content and Save actions always reachable at the bottom.

You can now manage your public Terms of Service and Privacy Policy from the admin dashboard under Settings → Legal pages. ToteFlow starts you with sensible default text; customize either page when you are ready. Visitors can open your terms at /terms, and older /terms-of-service and /privacy links redirect to the right place. Your site footer and sitemap include links to these pages.

When you send Stripe invoice payment links, you can optionally require customers to check a box agreeing to your terms before they pay. The option is off by default and lives in Settings → Payment gateway; when it is off, checkout behaves exactly as before. When you turn it on, the agreement link points to your terms page by default.

You can also choose whether your logo appears in the public site footer (off by default when you have a logo configured), and the sticky Book now button on mobile home pages is centered for easier tapping.

You can now show your business logo in the footer of your public site. In Settings → General, under branding, turn on Show logo in footer when you already have a logo configured. Visitors still see your business name and tagline; the logo adds extra polish when you want it.

On mobile, the sticky Book now button on your home page is centered and sized more cleanly on small screens, so it is easier to tap without crowding the edge of the screen.

You can now control how pricing packages appear on your public home page. Mark one tier as featured (with an optional “Most popular” label), choose which tiers show on the home page, and hide others while still offering them on booking. Existing home pages stay as they are until you change these settings under Settings → Pricing.

The visual website editor switches between pages more reliably when you edit your site, and the live preview stays in sync when you move around your content.

Brand colors on public and booking pages now pick light or dark text automatically so headings and buttons stay readable on greens, yellows, and gradients.

If you use Authorize.net, live vs sandbox mode follows the toggle in payment settings. Transaction keys are stored more securely, and payment webhooks must include a valid signature—save your Signature Key in payment gateway settings so Authorize.net notifications continue to work.

Your public blog listing has a refreshed layout. Posts appear in easy-to-scan cards with short excerpts and estimated reading time, filters work more smoothly on mobile and desktop, and the latest post can be highlighted at the top when visitors open the full blog.

Search and social previews for your public site and booking pages now show page titles and descriptions with correct punctuation. Names or headings that include an ampersand (for example, “Totes & More”) display cleanly when shared or indexed instead of showing garbled characters.

When ToteFlow configures in-app tutorial videos for your account, each visibility option now includes a short description so it is easier to choose whether a video appears on your public Resources page, in the admin app, or both. Help text in that form is also easier to read, including in dark mode.

For accounts being onboarded from legacy systems, data imports are more dependable: export files are kept when a retry or another import still needs them, and platform operators can reopen past import runs from history to review status without re-uploading when a production import fails.

You can now open tutorial videos from many areas of your admin dashboard. A help control on supported pages shows videos matched to that part of ToteFlow, so your team can learn features without leaving the screen they are on.

Reservation invoiced and paid totals now reflect all active invoices on a booking, giving you a more accurate picture on reservation details.

Accounts that brought over historical logistics or billing records see cleaner day-to-day views: delivery and pickup reminders and logistics summaries focus on current work, not archived history. Payments also prevents live refund or void actions on invoices tied to that archived history, so you are less likely to trigger a gateway action on an old record by mistake.

Emails and team Slack notifications show a dash instead of a zero when an amount does not apply, so messages read more clearly.

ToteFlow can now send automatic email reminders so customers stay on top of deliveries, pickups, unpaid invoices, unsigned agreements, and overdue returns. Each message goes out once per reservation or invoice—there are no daily digests—and customer emails only send during daytime hours in your business timezone.

Under Settings → Reminders, you choose how many days ahead to notify, turn individual reminder types on or off, and set inventory alerts when tote capacity, add-on utilization, or consumable stock crosses thresholds you define. Booking add-on settings include utilization and reorder fields for those alerts. You can preview all seven reminder templates in Email templates, with clearer sample data in the editor.

Your team receives in-app and email alerts for items that need action—coordinating delivery or pickup, overdue invoices or returns, unsigned agreements, extension requests, and inventory pressure. Overbooking alerts now include rentable add-ons as well as totes.

Customers see an Attention section in their account portal when something needs payment, a signature, or an extension request. On each reservation, admins can turn reminders on or off; reservations imported from legacy systems start with reminders off so you can opt in when you are ready.

You now have a notification center in the admin dashboard. A bell in the header shows new alerts, and you can open Notifications for the full list. Each user can choose how they want to hear about events—in the app, by email, or with optional browser push when your team enables it.

ToteFlow notifies owners and admins (by default) when a customer completes public checkout, when inventory looks overbooked for a date (checkout still goes through; use the alert to review scheduling), when a reservation payment fails, and when a rental agreement is fully signed.

Under Reports, owners and admins can run a sales tax remittance report for a date range, with quick presets and exports for detail and summary. Paid reservation invoices are included in the totals. Set your business timezone in General Settings so report dates match how you operate.

You can turn inventory overbooking emails on or off in settings. Payment-failure emails stay off by default until you opt in under notification preferences.

Searching and sorting invoices in Payments now works reliably when you look up records by gateway invoice ID or invoice number, including common INV- shorthand.

Reservation updates in admin no longer fail when an outbound email cannot be sent—the change still saves, and you get clearer feedback about whether the customer was emailed. We also fixed admin notification emails that failed when the same address appeared with different capitalization.

The Invoice Paid (admin) email template is backfilled for accounts that were missing it, and the template editor opens correctly instead of showing a missing-page error.

On your public website, the Contact section has a dedicated Service area field you can edit inline, separate from your street address. If you previously typed service-area text into the address field, re-enter it in the new field once so it displays correctly. Benefit block images also display with consistent rounded corners and sizing.

Several admin views, including scheduling utilization and coverage tools, load faster.

You can now add optional pricing merge fields to your SignWell rental agreement templates, including the full total, package or tier price, add-ons total, delivery surcharge, coupon details, subtotal, and tax.

ToteFlow only sends a field when your reservation has a value for it, so you can add the fields you need without breaking templates that omit them. Amounts use your business currency format and match what you see on the reservation details tab.

Open Settings → Document signing and use the SignWell field guide to see the available API IDs and examples.

Your Stripe and SignWell webhook history in the dashboard now shows only your business's events, keeping payment and signing activity private to your account.

Platform administrators can also update a tenant's business name, owner email, and subdomain when helping with account changes. A subdomain change switches your public site and booking links to the new address right away, so update any saved bookmarks or embed codes if yours changes.

You can now edit the headline on your home page Features section and the call-to-action heading on your About page directly from Website Content. Existing sites keep their current headings, so nothing changes until you update the text yourself.

We also fixed the Pricing & Packages settings page so tab content scrolls fully above the sticky Save bar, making it easier to review and edit rates at the bottom of each tab.

When you void a rental agreement, ToteFlow now keeps it voided even if SignWell sends a delayed status update afterward. This prevents a voided agreement from accidentally showing as active again.

Voiding is also clearer when SignWell already reports the document as completed but ToteFlow still shows it as sent. You now get the appropriate signed-agreement confirmation, including the extra checkbox required before voiding a completed agreement.