Endear Release Notes

Hello there,

We’ve upgraded audience filters to give you more precise results. Here’s what’s new:

• Nested filtering - Filters joined with AND in the same group now match the same purchase, message, or appointment. Learn how it works.
• Reorganized filter groups - Purchase History now holds what customers bought, and Customer Insights holds totals like Total Spent. See where each filter lives.

Your saved audiences keep working as usual, though some audience counts may shift.

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

Hello there,

Every appointment in Endear now has a status to give you a clearer picture of every customer visit. Here is what's new with appointment statuses:

• Set a status: Mark appointments as scheduled, completed, no-show, or cancelled
• Auto-complete: Appointments move to Completed at their end time
• Archive: Replaces delete and supports accurate reporting
• Past appointments: Log visits that already happened with their outcome
• Status reporting: Filter charts by status and track cancellation rate

Learn more here or reach out to our Support Chat with question.

Hello there,

We've streamlined Endear's navigation so your team sees only the tools they use every day.

What's changed in the left-hand navigation bar:

• Data tab moved to Settings and restricted to Admins only - Admins can now find every former Data page (Marketing subscriptions, Marketing events, Support tickets, and Staff profiles) by going to Settings > Integrations & data. These pages are no longer accessible by Users and Managers.
• Dynamic SalesChat tab - If your brand doesn't use SalesChat, the tab will no longer appear.

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

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.