Changelog

Account and workspace deletion reworked

When you delete your account or a workspace, records subject to legal retention stay safely stored – and deleted accounts no longer receive any emails.

New inquiry: contact search now reliably finds all contacts

When creating a new inquiry, the contact search did not reliably show typed search terms – matches appeared briefly and vanished again. The search now consistently finds all matching contacts.

Schedule: dates for multi-day plans — in the views and the offer PDF

When a schedule spans several days (e.g. setup the day before), the list and timeline now show day headings or the date next to each entry – and the offer PDF prints the date in front of the time. Single-day plans are unchanged.

Supplier invoices and budget envelopes

Upload supplier invoices, have them read automatically and keep an eye on your budgets per event.

Booking page: Hide, make optional, or require each form field

For every contact-form field on your booking page you can now choose individually: hidden, optional, or required. Guests only see what you actually need — name and email always stay required.

Deleting a contact now removes it from your email address book too

When you delete a contact in Univents, it's now also removed from your connected email address book (Gmail/Outlook) — provided contact sync is active.

Contact person on quotes and invoices

Pick a person as the recipient of your quote or invoice — the company details and the company address come along automatically, even when the person has no address of their own.

Document sync: only what you changed carries over

The sync between quote, delivery note, invoice and the bookings overview now transfers exactly what you actually changed — a quantity change no longer touches prices or texts in the other documents.

Export the guest list as CSV

The guest tab of an event now has an export button that downloads the full guest list as a CSV file — handy for reservation lists outside Univents.

The import wizard now links the matching guide

The first step of the Excel import for products, contacts and events now shows a direct link to the matching help guide — no more digging through the knowledge base.

Inventory: Tag and category filters right next to the search

Filter the product catalog by tags and categories using two pickers right next to the product search — with multi-select and no endless scrolling through the category bar. The tag picker previously wouldn't open; that's fixed.

More bug fixes

A crash when shifting an event's date is fixed, dashboard links to individual inquiries now open the right view, and the reports table shows the correct status for credit notes and delivery notes.

More improvements

Jump through the calendar faster, multi-day events stay visible throughout, manually added production list items get their own group, and cleaner data takeover from the old system.

Finance documents: price changes carry over, staff no longer duplicated

A deliberate price change in a delivery note now reaches the linked quote (and vice versa). Staff from shifts also no longer shows up a second time as individual bookings in the “import bookings” dialog.

Adding line items: Browse products by category

A new catalog button next to the product search shows all products sorted by category for click-through browsing — handy when the exact name doesn't come to mind. Add several products in a row without closing the catalog.

AI chat can now set product tags

The AI chat assistant can now set tags on one or several products at once. Bulk tag updates in the product catalog also run noticeably faster now — even for large catalogs.

Reports: Filter by form answers

A new "Form answer" filter narrows the financial evaluation, staffing, and food-cost reports, as well as the Excel export, down to events that answered a specific question from your booking form — for example a cost center.

Ticket sales with QR entry are part of the Core plan

Sell tickets through your own booking page – with quotas, QR tickets by email and mobile entry scanning – now firmly part of the Core plan and visible in the pricing overview.

Your layout names stay visible

If you renamed one of the bundled standard templates, the layout picker still showed "Univents Default" instead of your name. The picker now always shows the name you gave a layout.

Billing and event address at a glance

The quote and invoice editor now shows you which billing address and event location will end up on the PDF – and the event assistant only copies the customer's address when you ask it to.

Booking page: A dedicated step for each product category

In the step-by-step form, each product category now gets its own step with a clear grid. Plus: correctly calculated prices in the summary, an empty guest field, and a tidied-up total.

Category now visible in the template overview

The category assigned to a template is now shown directly in the template overview, so you can see at a glance which category a template belongs to.

Custom texts now render in PDFs even without a manually selected layout

Documents without an explicitly selected layout rendered with the default layout's template but dropped its custom texts — leaving placeholders like {custom_text_0} in the PDF. Custom texts now always come through.

Imported staff records can be edited again

Staff created through an import were missing first and last name as separate fields. The edit dialog required them anyway, so every save failed — no matter what you were actually trying to change. These staff members can be edited normally again now.

Rental toggle, half quantities and product duplication

The rental toggle is back in the product editor, quantities like 0.5 work everywhere, products can be duplicated with one click – and availability as well as quote versions calculate correctly again.

Correct material quantities, tax rates and clearer finance documents

Material needs now show the right quantities for packages priced per person, an item's tax rate stays put when you edit a booking line, the finance document editor flags outdated PDFs, and staff services no longer get billed twice without notice.

Production lists are part of the Core plan again

The "Generate production list" button wrongly showed the kitchen monitor paywall ("Available from Scale"). Packing, ordering and production lists are part of Core and work again without an add-on.

Supplier orders: Quantities stay up to date automatically

If you change quantities in the bookings after creating a supplier order, open drafts now update automatically — and already-sent orders show a note whenever the quantities have changed.

Supplier orders: Time window for delivery and pickup

Delivery and pickup can now be given as a from–to time window. The order email and PDF then show e.g. "2:00 PM – 4:00 PM" instead of a single time — without an end time nothing changes.

Booking page scrolls to the step, the confirmation and the missing field

Moving to the next step, submitting, and submitting an incomplete request now scroll to the right place — including when the booking page is embedded on another website.

Finance documents: dismiss suggestions, quick PDF links and price fixes

Several improvements to the finance document editor: permanently dismiss booking suggestions you don't need, the template name now becomes the document name, quick-action buttons in the overview, and two fixed pricing bugs.

Inventory: filter by tags, bulk-edit and automatic unit

The product catalog can now be filtered by tags, tags can be added to several products at once, and new products automatically get the unit "piece".

Only the workspace owner can assign roles now

Until now, anyone with staff access could assign access roles — even to themselves. That's now the workspace owner's job, and nobody can change their own role anymore.

Document delivery by email is now reliable

Sending a quote, invoice or delivery note manually now always sends a notification email to the customer. The "attach PDF" setting only controls whether the document is attached.

Staff & access: more transparency on roles and invites

Demoted managers now automatically lose their pending invite, access roles show up as a badge, the admin-seat display shows a breakdown, and staff members can now get a photo.

Tasks and events: better filters, custom venue name and clearer errors

The staff filter in tasks now also finds tasks with multiple assignees, the task list shows the related event, events can get their own display name for the venue, and save errors on booking pages now always show the reason.

The customer portal now highlights exactly one thing to do

Instead of a seven-step checklist with deposit and final payment, the customer portal shows your clients only the one item that's actually up next.

Embedded booking page: requests can be completed again

On a webshop booking page embedded via iFrame, Go to request led to an error page. That step now opens inside the embed — with your own brand colours.

Embedded booking page resizes itself and scrolls back to the top

The embed code now grows with the content instead of producing a second scrollbar or a block of empty space — and the page jumps to the top when the visitor moves on to the request step.

Optional items no longer count toward the total

The total in the app now matches the number on the document you send — optional items are still listed with their price, they just aren't added up.

Optional items stay optional

When you carry positions over from another document, the optional marker now comes along — no need to set it again in every document.

Booking page: the add button is no longer cut off

On narrow product cards the quantity control ran past the card edge and the price broke onto three lines. Price and button now sit on separate rows.

Staff get portal access when you create a shift with them assigned

Assigning staff while creating a shift now grants portal access and sends the notification — same as adding them to an existing shift.

Internal notes stay editable on issued documents

Notes on a line item and a document's internal notes can now be changed even after the invoice has been issued — they are team-only notes and never appear in the PDF.

New booking page design: Location first

Customers pick their location first — the booking page then only shows the products that are actually offered there.

Cleaner template placeholders & more reliable position sync

Documents created from templates no longer carry invisible legacy placeholder values, and quote positions no longer get lost during legacy-system data sync.

New reminder email to customers before the event

On top of the thank-you and feedback emails, you can now automatically send your customers a friendly reminder before their event — with a freely configurable lead time.

Sell tickets on your booking pages

Turn a booking page into a ticket shop: hard quotas, QR tickets emailed with a receipt, and mobile check-in scanning at the door.

July 16, 2026

Formatted booking-page descriptions save again

Bold, colours and lists in the page description could be set but were lost on save. They now stick reliably.