Changelog Cliento

New Appointments section in the dashboard: view all upcoming and past appointments at a glance

Stats overview: total, upcoming, completed and cancelled appointment counts

Search by title, client, company or project — combined with status and period filters (today, this week, upcoming, past)

Schedule a new appointment from the global Appointments page or directly from a client's profile

Each appointment card shows date, time, location, linked client and project

Export any upcoming appointment to Google Calendar or download as an .ics file

Delete an upcoming appointment with a single click — past and completed appointments are protected

Appointments visible on the client detail page, filtered to that client

New Recurring Invoices section in the dashboard (Solo & Pro)

Choose a frequency: monthly, quarterly or yearly — the invoice is generated and sent automatically each cycle

Set a payment due delay (e.g. 30 days) applied to every generated invoice

Pause or resume a recurring config at any time without deleting it

Each generated invoice appears in your Invoices list and is sent to the client by email, just like a manual invoice

Full traceability: last run date and next scheduled date visible on each config card

Two-factor authentication (2FA): secure your account with an authenticator app (Google Authenticator, Authy…) from your profile settings

Confirmation dialog before deleting a client, showing linked projects, invoices and quotes — option to archive instead if deletion is blocked

Confirmation dialog before deleting an invoice, quote, project comment, template or webhook — no more abrupt browser pop-ups

Clear success or error message after sending an invoice, marking it as paid, or converting a quote into a project

Clear error message if a quote's PDF export or email send fails, instead of failing silently

Same safety net extended to account login, sign-up, invoice and quote creation, payment links, and the client portal — you'll always know if an action succeeded or failed

Search bar to quickly find a client by name, company or email

Search and status filters (draft, sent, paid, accepted...) on invoices and quotes

Clear "no results" message when a search or filter doesn't match anything

Dialogs are now keyboard-friendly: close with Escape, click outside to dismiss, and Tab stays within the dialog instead of jumping to the page behind it

Kanban project view with drag-and-drop between status columns (Solo/Pro)

Toggle between List and Kanban view persisted in localStorage

Automatic status messages sent to the client portal when a milestone is created or validated (all plans)

Customizable message templates per event type with variable substitution (Solo/Pro)

System messages displayed with distinct amber style in the client portal timeline

CSV client import with dry-run preview before writing to database (Solo/Pro)

Supported fields: name, company, email, phone, address, country, VAT number

Duplicate detection by email and per-row error reporting before confirmation

Standalone Stripe Payment Link without an attached project (Pro)

Fields: amount, currency, description, optional client, due date and VAT toggle

Automatic invoice creation at Sent status with Payment link badge in dashboard

Payment confirmation via Stripe webhook — invoice marked as Paid automatically

Email sent automatically on link creation with Pay now button

Resend link button available from the invoice list

Multi-project client portal: one permanent link per client aggregating all active projects (all plans)

No more one-token-per-project friction — share the client link once, valid for all future projects

Unified milestone timeline, validation buttons and comments across all active projects

Portal link regeneration to instantly revoke access if shared with the wrong person

Weekly portal inactivity reminder: in-app notification when clients haven't visited in 30 days (Solo/Pro)

Outbound webhooks: POST to any external URL on key events (invoice paid, milestone validated, quote accepted)

Configurable per event type, compatible with Zapier, Make, and custom backends

Payload signed with HMAC-SHA256 via X-Cliento-Signature header

Automatic retry with exponential backoff (3 retries) on delivery failure

3-month revenue forecast with visual breakdown (Collected, Secured, Probable, At-risk)

Smart revenue calculation combining invoices, milestones, and accepted quotes

Automatic alerts when a month shows no forecasted revenue

Edit milestones before client validation (title, description, due date, amount, auto-invoice)

Edit project templates directly from the dashboard (default templates remain read-only)

Client risk detection with score and actionable recommendations (Pro)

Risk badge in client list and detailed risk breakdown in client profile

Advanced accounting export compatible with Pennylane (CSV format)

Automatic VAT calculation (HT/TTC) based on your VAT rate

Export history to track all your accounting exports

Silent network error handling in notifications (no more console noise)

Stricter milestone validation to ensure data integrity

Reusable project templates (Solo/Pro)

Creation of templates with predefined milestones

Application of templates when creating projects

Duplication and deletion of templates

Default templates: Showcase website, Web application, Visual identity, System design, Strategic Audit, Digital Support

Automatic Monthly Report by Email (Solo/Pro)

Report sent on the 1st of the month at 8:00 AM

Includes revenue, projects, validation rate, top clients

HTML Email Template with CSS Graphics

Automatic User Filtering by Activity

Validated Milestone → Automatic Invoice (Solo/Pro)

Auto-invoice option on each milestone

Automatic Invoice Creation upon Client Validation

'Auto-invoice' Badge Visible on Milestones

AI Analytics Recommendations (Pro)

Dashboard Data Analysis (Conversion, Revenue, Projects)

Optimization Suggestions Based on Trends

Display in the Analytics Dashboard with Regeneration

Dedicated Client Profile with Chronological Timeline (Solo/Pro)

Unified Timeline: Milestones, Comments, Files, and Projects per Client

Insights Automatic: average budget, total revenue, frequency, frequent services (Solo/Pro)

Customer score evolution over time with linear graph (Pro)

Customer score degradation alerts via email (Pro)

AI-based follow-up and pricing suggestions based on customer profile (Pro)

Cliento News in the notification bell (all plans)

Visual separation of News and Activity in the notification panel

Individual and global marking of new items as read

Real-time payment status synchronization

Freelance email notification for each payment (Stripe)

Automatic PayPal reminders (cron job J+3)

'Pending confirmation' section on the invoice dashboard

Payment tracking (paidAt, paidVia fields)

Bank/IBAN details in the freelance profile

Bank details displayed on PDF invoices

Dedicated banking information section

Full dark mode integration

Intelligent Deadline Suggestion Based on History

Automatic Detection of Late Projects

Alert for silent clients

Automatically calculated client score (/10)

Client responsiveness badge

Creation of project-linked invoices

Payment status management (draft, sent, paid)

Automatic payment reminders

Professional PDF export of invoices

Custom email templates (Minimal, Professional, Modern)

Template selection in settings (Solo+)

Monthly and client revenue (Pro)

Accounting CSV export (Pro)

Custom domain support in emails (Pro)

Performance fixes (polling, plan cache, development memory)

Generate a quote

Accept → automatically creates the project

PDF Export of Quotes

Send Email Direct from Dashboard

Payment Tracking

File Upload & Validation

Improved Comments (author, date, avatar, deletion)

Polling Notifications

Automatic Reminder for Unanswered Quotes

Milestone Validation Email Automatically Includes the Next Step After Validation

Vercel + Neon deployment

Stripe integration (Solo and Pro plans)

Milestone payment (client-side 'Pay & Confirm' button)

Custom domain for the client portal (Pro plan)

Freelance profile page (name, logo, colors, email signature)

Analytics dashboard

Visual timeline for the client portal

Plan Restrictions

Full authentication with email verification

CRUD for projects, milestones, and tasks

Client portal without an account

Automatic email reminders

PDF export

Cliento branding