March 2026 Release — Bookings, CRM & Customer Portal Update

Bookings now support multiple customers being attached to a single booking. Each individual customer can have their own Customer Portal access and can all manage the booking in the same way.

Added the 'Booking Stage' system featuring conditional controls that can either be automatically adjudicated by Encore using booking data in the background, or manually confirmed as completed.

Added the ability to Edit or Cancel schedule items on the Manage Booking page.

Added the ability to show or hide cancelled schedule items in the Schedule tab on the Manage Booking page.

Added the 'View Run-Sheet' button to view a printable version of the event schedule.

Added the ability to enable or disable access to the Booking Schedule on the Customer Portal tab within the Manage Booking page.

Added the 'Customers' tab which replaces the 'Customer Portal' tab. It focuses on all things CRM within the booking and has three sub-tabs: Customer Portal (manage which customers can access the Customer Portal), Contacts (manage the contacts attached to the booking, add/remove booking customers, and change the primary customer), and Activity (future customer portal activity tracking once telemetry collection is implemented). This brings all customer-related functions into a single one-stop-shop for all things Booking Customers.

Added the 'Booking Lifecycle' settings page in Organisation Settings, allowing users to configure which steps are required for each booking pipeline status. Includes per-transition configuration UI with required/recommended/not enforced radio matrix, auto vs manual rule type distinction surfaced in the UI, and types introduced to safely parse registry data to the client without leaking server-only service imports.

Added the ability to view a Schedule for a booking in the Customer Portal, subject to the Customer Portal permissions policy set on the booking. The Schedule tab in the Customer Portal only shows items with a 'shared' audience.

Added the ability to create new Booking Brief entries from the Customer Portal.

Redesigned a number of components on the Manage Booking page, including the Customer Portal tab and Event Schedule tab.

The Customer Portal tab has been updated to warn when newly assigned customers are not provisioned for Customer Portal access.

Following the introduction of customer-created brief entries, the Brief tab now warns if a brief entry was created by a customer. Customer-created entries are always visible to supplier staff members.

The Organisation Settings page now features a sleek new modern design, including a new sidebar layout with Bootstrap accordion navigation, a settings shell using a new layout with independent scroll on the main panel, and restyled sections including the save button, error/success feedback, and collapsible toggle. Settings pages now use a bespoke layout model, and settings now has a quick-links page which replaces the old modules grid.

Fixed a bug preventing the creation of a new CRM Contact with an address provided that doesn't utilise Address Line 2.