Endear Release Notes

Hello there,

Calendar view just got a major upgrade — appointments are now editable right where you see them.

What's new in calendar view:

• Inline editing - Change time, service type, or assignee in the side panel
• Drag and drop - Reschedule and resize appointments on the grid
• Click to create - Drag any open slot to book an appointment or blocked time
• Conflict indicators - Double bookings flagged before you save
• Calendar search - Find any appointment across your full calendar

If you’re not yet using the new calendar view, now is the time to take advantage of all these new features. Learn more about the new calendar view here or reach out to support with any questions.

Questions? Reach out over Live Chat and our team is happy to help.

Hello there,

We're excited to introduce the launch checklist for AI Opportunity Engine in Endear! The checklist lives on your home page and AI features settings card, showing which setup steps are still outstanding.

Our launch checklist covers:

• Message template coverage across every live journey
• Unlinked user profiles and teams flagged automatically
• Tappable rows that route straight to each fix

The launch checklist keeps your configuration healthy, so every opportunity reaches the right person on your team. Complete your launch checklist or see the admin configuration guide to setup AI Opportunities for the first time.

Questions? Reach out over Live Chat and our team is happy to help.

Hello there,

Every brand now starts AI Opportunity Engine with a risk-free 1-month trial, plus new controls to keep usage predictable when you move to paid.

What's new:

• Unlimited sending for a full 30 days
• Email and in-app alerts 7 days before expiry
• Brand-level send limits once paid usage is active
• Live usage tracker in Configure journeys

Start your trial from Settings → Endear AI, and set your send limits when you're ready to move to paid. Questions? Reach out over Live Chat and our team is happy to help.

Hello there,

We've added a settings button to the calendar view in Endear, so you can easily navigate to your appointments setup in one easy click.

If you haven't yet, explore the new calendar view for a clearer way to see and manage all your appointments at a glance.

Hello there,

We just added two highly requested capabilities to AI Opportunities in Endear:

• Schedule send - Queue messages to go out at the optimal time, great for if you're reviewing your opportunities at the end of your shift
• Message preview - Review exactly how each message will look before it sends, especially useful when attaching products or Stories

These additions give you more control and confidence when acting on AI opportunities. Learn more about AI opportunities or reach out to your account manager to get started.

Hello there,

We're excited to announce PIN-enabled devices, now available for brands on the Enterprise Security add-on! Register shared store devices so your team can sign in with just a six-digit PIN — no manager session required.

• Register devices on-site or remotely via activation codes
• Users can login using their PIN on a registered device, no password or email needed.
• Admin & manager dashboard with a view of all devices
• Revoke lost or retired devices
• Auto-logout after inactivity (optional)

PIN-enabled devices make shared device login faster and more secure across every store location. Learn more or reach out to get started.

Hello there,

We're rolling out some major upgrades to appointment management:

• Calendar view (beta) - One of our most requested upgrades is here, with day, week, and month viewing modes. Learn more here.
• Customer self-rescheduling - Built into confirmation emails and pages
• Staff rescheduling - With optional customer notifications. Learn more here.
• Full appointment history - Every change tracked so you always have all the information
• Reschedule filters and reporting - Surface reschedule trends in the appointments table

These latest improvements to Endear Appointments give your team a clearer, more flexible way to manage every booking. Learn more about appointments or get started right in the app.

Hello there,

✨ Here's the latest on new updates to Endear:

New sidebar

Endear's navigation got a refresh. It's organizationally identical, but now with the option to collapse it for more room to work. Don't love it? Head over to Settings for a one-click toggle to switch back.

Customize Your Appointment Forms

• Drag-and-drop custom forms. Editing the fields on your appointment forms is now easy easier with our new drag-and-drop to reorder.
• Additional field types: We also added new field types including dates, URLs, address, and marketing consent. All this data then flows straight into their contact profile.
• Embed the scheduler on your site. Drop the Endear appointment scheduler directly into your website with an iframe — works on Shopify and non-Shopify stores alike, and auto-sizes to its container.
• Easier Rescheduling: Customers can now reschedule their own appointments, less back-and-forth, fewer no-shows.

Message preview now supported for all users

Preview all messages before sending with message preview — now supported in all inboxes & message composers.

Hello there,

✨ We’ve shipped a bunch of updates to make Endear work even better for you:

Appointments Improvements

• Flexible Appointment Booking Modes: Choose which calendars customers can book and set custom appointment intervals — giving you more control and flexibility.
• Custom Confirmation & Cancellation Redirects: After a customer books or cancels an appointment, redirect them to a custom page of your choosing (e.g., payment page or survey).
• Clearer Time Zones on Appointments: Appointment times now clearly display the relevant time zone, removing any ambiguity for both your team and your customers.
• Book Appointments via the Admin API: Create appointment bookings through the new Endear Admin API, opening up integration possibilities with existing workflows & third-party tools.

WhatsApp Campaigns

Supercharge your WhatsApp outreach now with WhatsApp campaigns. Use your existing, approved message prompts to setup large-scale campaigns, that seamlessly transitions to 1-to-1 messaging once the consent window is active.

Performance Metrics for Campaign Variations

You can now track performance metrics for each campaign variation to see which version of your message is resonating best and make data-driven decisions about your outreach.

Rich Text Support in Notes

Notes now support rich text and HTML content, including bold, italics, and links - making your notes more readable, especially for detailed customer interactions.

Hello there,

We're excited to announce campaign variations in Endear! This feature lets you create multiple versions of a single campaign, giving store managers flexibility to personalize messaging while you maintain centralized control. Our campaign variations include:

• Centralized campaign setup - Configure timing, audience, and structure once
• Automatic task assignment - Notify managers with deadlines to complete variations
• Pre-launch validation - Ensure all variations are complete before sending
• Team-based customization - Choose which teams get variations

Campaign variations help you scale personalized messaging across locations without losing oversight. Get started today!