Release Notes for May 2025

May 29, 2025

Here's what's new in Loopit this month — from enhancements to the customer-facing website to new ways to manage bookings and invoices more effectively.

✨ New Features

🖥️ Website & Booking Module Updates

You can now further personalise your public booking site:

  • Header customisation: Set your own background and text colour, and add a header callout (when not embedded in an iframe).
    Go to: Settings > Website > Customisation/Content tabs
  • Marketing Callout: Highlight key selling points in search results and on vehicle detail pages with a “Marketing callout” tag.
    Go to the asset (or category default) > Details tab > Marketing Callout
  • Vehicle page layout refresh:
    • New Share button
    • Plans now listed on the right side of the page for desktop
    • Key features now include icons
    • Minimum term is now clearly labelled (e.g. “120 days minimum term” instead of just “120 days”)

📄 Credit Notes View

We’ve introduced the ability to view credit notes directly in Loopit — providing more transparency into where credits came from, their amounts, and how they’ve been applied.

Coming soon: PDF downloads and more detail exports.

⏸️ Pause a Booking

Need to temporarily pause an active booking? You can now pause and resume bookings with ease — ideal for servicing, customer holds, or other interruptions.

🧾 Invoice Activity Log

A new activity log is now available on all invoices, showing a detailed history of system actions and email notifications sent to the customer.

🧑‍💻 Online Signup Flow

We’ve added a new step to collect emergency contact and reference details during the online signup process — helping you meet compliance or internal requirements more efficiently.

📊 Dashboard Enhancements

The dashboard has been refreshed to better surface lead and booking activity:

  • View requested bookings, leads, and quotes at a glance.

🔧 Other Improvements

  • Minimum Term Clarity: We now show the actual expiry date for a booking's minimum term instead of a duration only.
  • You can now schedule booking changes for future dates.
  • The dashboard booking activity view now includes:
    • Scheduled swaps
    • Package changes
    • Other booking edits
    • Plus, new date filters for better insight.
  • Invoice PDFs now display usage summaries for more billing clarity.
  • Contract pricing now clearly shows whether prices include or exclude tax, based on your booking rules — across both workspace and allowance pricing.
  • Unmigrated payment methods are now excluded from the customer portal’s payment options.
  • New "Proceed Anyway" button allows users to bypass booking rule requirements (with caution).
  • Payment logs now show surcharge amounts directly in booking activity.
  • Fixed: OTP verification is now sent correctly for company-type owners.
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