New Features
Settings to Customize Labels on Client Portal
New settings have been added to give users the option to customize labels in Storefront to accommodate for alternative workflows.
Details:
- This update expands how organizations can use the “Shop Now” feature by allowing it to bypass the scheduling screen when scheduling is not required. This flexibility supports a wider range of workflows while preserving existing scheduling options.Organizations may continue to use the scheduling screen for self-scheduled appointments, such as classes, appointments, or time-based services. In these cases, templates can be configured to stop after scheduling.
- For ongoing, rolling, or non–time-specific services, such as online applications, intake forms, emergency requests, or other continuous programs, the “Shop Now” button can be used to move clients directly into the workflow. The button label can be customized to reflect the appropriate action (for example, Apply Now, Request Assistance, or Get Started).
How to access:
Setup > Storefront Settings
Registration Autofill on New and Existing Clients with Client Portal and SSO
Organizations with SSO can now request a feature be enabled to autofill Registration for new Clients, existing Clients, or both.
Details:
Please Note: To use this feature, request that PantrySoft support enable the internal setting.
Enhancements & Improvements
In some cases, a link must open in a new browser tab to ensure the system works correctly or to prevent you from losing your place in PantrySoft. When this occurs, we clearly indicate this in advance so you know what to expect.Links that open in a new tab or window will include this descriptive icon:
This information is provided to improve usability and accessibility by giving advance notice of how the link will behave.