Release — 26 April 2026

Contact Groups have been added (ENCORE-286 Beta) allowing multiple contacts to be grouped together. Contact Groups support CRUD operations via the REST API (/api/v2/organisations/:orgId/contacts/contact-groups). Groups can be archived and restored independently of their members. Bulk-add members with a modal-based interface and member role assignment (ENCORE-287 Beta). The CRM Sidebar displays active groups with member counts. The group detail panel shows all members with edit/remove capabilities.

Bulk contact member management (ENCORE-287) now supports adding multiple contacts to a group in a single operation with role assignment per contact.

A Contacts REST API (ENCORE-283) is now available for listing, creating, updating, and deleting contacts.

When an organisation is nearing the final 20% of its booking quota for the month, an advisory notice is now displayed at the top of the new booking form. At time of release, applies to Solo plan organisations only.

When an organisation has used its full booking quota for the month, the new booking form is disabled and an informative message is displayed. At the time of release, applies to Solo plan organisations only.

A new organisation settings page for managing contract templates has been introduced. Templates support rich text content via Tiptap, including headings, lists, horizontal rules, and blockquotes. Variable chips can be inserted into templates — placeholders such as {{booking_date}}, {{client_full_name}}, and {{deposit_amount}} are substituted with real booking data at the point a contract is added to a booking. Templates are versioned — every edit increments the version number and records a delta. Templates can be archived to remove them from the active selection without deleting historical contracts. Full CRUD is available via REST API.

Contracts are created from templates directly within a booking, with variables hydrated against live booking, client, organisation, and financial data at creation time. Signing mode allows contracts to be directed to a specific contact, or open to any customer already assigned to the booking via the Customer Portal. A billing hook allows contracts to be configured to automatically convert a quote to an invoice (or a deposit/balance invoice pair); where a split is generated, only the deposit invoice is issued immediately — the balance invoice remains a draft. Contracts progress through a defined lifecycle: Draft → Sent → Viewed → Signed (or Void at any point before Signed). The Viewed transition is an absolute server-side gate — contract content is never delivered to the customer without the transition being recorded first. Void support with two-click confirmation on the CRM side is included.

Invoices now support differentiation between Bespoke, Deposit, and Balance invoice types. Quotations can now record links to multiple resultant invoices — e.g. a quote acceptance atomically creating a Deposit Invoice (for issuance) and a Balance Invoice (as a draft until later).

Predefined Invoicing Items have been added — a reusable library of line item templates at the organisation level, with optional grouping, default pricing, VAT rate, quantity, and unit label. Items can be organised into named groups and reordered via drag-and-drop. Archived items are hidden from the picker but retained for historic reference.

CTA Invoice Payments via Encore Payments now support split (deposit/balance) invoices via a one-time discount code applied at checkout.

The 'Live Requesting' tab is now only shown if the livemusic Feature Stream is enabled. When this is not the case, the Live Requesting tab is hidden entirely rather than being locked.

The Quote Builder has been updated with a Deposit Required toggle, supporting both a percentage and fixed amount deposit, with a live deposit/balance preview.

The invoice view has been updated to display invoice type (Deposit / Balance / Bespoke). The quote view has been updated to display deposit configuration and warn when conversion will generate a split invoice.

Quote and Invoice editors now include a '+ Add Predefined Item' button alongside the '+ Add line' button, opening a searchable picker grouped by category. Selecting a line item stamps it as a new line with description, quantity, unit price, and VAT rate pre-filled.

The 'View Booking Invoice' page has been updated to surface a navigation link to any sibling invoices, allowing easy navigation between related invoices such as a deposit and balance invoice pair.