Change Log

A list of Band Pencil product updates by date.


15 April 2025

"Not Secure" Warning When Clicking a Link in a Band Pencil Email

This issue is related to how our transactional email provider tracks when a link is clicked in one of the emails sent from Band Pencil.

Is It Safe? Yes — it's completely safe to proceed.

The final destination, e.g. the Client Portal and all key pages on bandpencil.com — are fully protected with HTTPS encryption. You can safely click “Continue to site” if prompted.

Learn more about this here: View link

Notice


14 April 2025

Bulk Assigning Members to Events

You can now bulk assign events to a member. Learn more View link

New Feature


13 April 2025

Invoice Line Item Description

You can now add a description to the invoice line item when adding new.

Improvement

Client Additional Emails

You can now add extra email addresses to a client record! Feel free to include them in text, like: "Partner Fred Doe, email fred@example.com". When you're composing an email on the event page, we'll automatically pick out any addresses and suggest them for adding to send to additional emails. View link

New Feature


10 April 2025

Contracts

On the Contracts page, under Contract Options, you can now choose to display the Event Information section above the Terms & Conditions section. You also have the option to disable the request for marketing consent during contract signing.

In addition, the Electronic Signature Record in the signed contract PDF has been enhanced—it now appears on a separate page, presented in a clearer, more readable format with additional details.

Improvement

Performer Contracts

The Electronic Signature Record in the signed contract PDF has been enhanced. It now appears on a separate page, presented in a clearer, more readable format with additional details.

Improvement


31 March 2025

Email Delivery

A handful of users have reported not receiving emails from Band Pencil. Our delivery logs show all messages are being sent successfully, with no issues detected however, we will continue to monitor.

We recommend users check their junk or spam folders, move any Band Pencil emails to their inbox, mark them as "Not Spam", and add postmaster[at]bandpencil[dot]com to their safe senders or contacts list.

Find out more here: View link

Notice


14 March 2025

Previous & Next Event Buttons

We have added the ability to go to the previous and next event from the event page using the left and right buttons in the top-right corner.

New Feature

Searching / Adding Dropdown Items Bug (Fixed)

No further issues have been reported and functionality seems to be working as expected. This bug is now marked as fixed. If you are still having issues, please contact support.

Bug Fix


12 March 2025

Searching / Adding Dropdown Items Bug

We're aware of a bug impacting the following when searching or adding items from a dropdown:

Dashboard (when adding a new event):
- Event Location
- Event Referral Source

Event Manager Page (when searching records):
- Searching clients
- Searching setlists
- Searching locations
- Searching files
- Searching services

If you are unable to add a new location / referral source when adding a new event, create the event with no location and assign it on the event manager page. All records can still be searched manually by scrolling. The issue is with 'type to search'.

We're confident the issue stems from a recent update to Chrome. We have found a workaround to force it to work on desktop, but further testing will need to be carried out to assess whether this fix has been successful.

Updates to this bug will be released on our Change Log with the title 'Searching / Adding Dropdown Items Bug'

Bug Fix


21 February 2025

Upcoming Pipeline

We've refreshed the upcoming pipeline page for better readability and scrolling. Now, only statuses that have at least one upcoming event will be shown.

Improvement


18 February 2025

Import Tax Number

You can now add the tax number when importing members to Band Pencil.

New Feature

Pasting Bug

We've fixed a bug so you can paste text more easily to assigned contracts.

Bug Fix


10 February 2025

Managing Assigned Members

We've made some changes to the event page making it easier to manage members assigned to the event. This includes, click to change availability, visibility, and role/instrument. We've also made it easier to see the auto book flow.

New Feature


20 January 2025

Editing Member Information Assigned to Event

Following our update last night, we resolved a bug that affected a small number of users who were unable to update member information assigned to events. This issue has been fixed, and we are actively monitoring the situation. If you are still experiencing any problems, please don’t hesitate to contact us.

Bug Fix


19 January 2025

Quotes

We're thrilled to announce the launch of a new feature in Band Pencil: the ability to create and send quotes to your clients! Quotes function similarly to invoices but include the option for clients to accept them within a specified timeframe. You can choose between a builder quote, where clients can select individual line items, or a simple acceptance option, allowing clients to approve the entire quote.

This feature is now live and accessible on your event page—just click "+ Create Quote" next to the invoice creation button. As this is a new feature, there may be some initial teething issues, so if you encounter any issues, please don’t hesitate to reach out.

Help articles: View link

New Feature

Rich Text Editor for Contracts

Client and performer contracts now include a rich text editor, allowing you to add formatting such as bold text and more. There’s nothing you need to do, but you may want to review and update your existing templates to take advantage of this new feature.

Improvement

Amending Client Contract Header & Footer Text

You can now amend the text in the client contract header (document section) and footer. By default, Band Pencil will display the standard default for each contract, unless changed by you.

You can amend the header and footer by navigating to your contracts page and clicking 'Contract Options'.

Learn more: View link

New Feature

Client Contract Merge Tags

We're excited to introduce merge tags for client contracts! Merge tags are bits of code that let you insert dynamic data directly into your contracts. For example, you can use the {{client_name}} tag to automatically display the client's name.

You can start adding merge tags to your client contract templates right away. Simply use the dropdown menu when creating or editing a template.

Learn more: View link

New Feature

Emailing Members & Clients

When emailing from the event page, you can now include up to six additional email recipients when emailing clients (the client must still be one of them). This is perfect for situations like coordinating with multiple people for a wedding.

Additionally, when emailing clients or members, you can attach and send up to three files (with a maximum size of 5 MB each). This feature also applies to scheduled emails!

New Feature

Invoice & Quote Line Item Description

You can now add a description to your invoice and quote line item explaining exactly what it is. This description will appear on invoices and quotes online and in PDF exports.

New Feature


18 January 2025

Member iCal Feed

We've fixed a bug within the member iCal feed which was preventing some events from syncing.

Bug Fix


15 January 2025

Dashboard Updates

We’ve introduced several updates to the dashboard to provide you with more helpful quick-glance stats for your upcoming events. These updates include the total number of enquiries and the active count of upcoming events.

Additionally, tasks now only display incomplete tasks assigned to you, making it easier to focus on what needs your attention.

We’ve also added a new section called 'Items Requiring Attention,' which highlights:

- The number of unreviewed New Leads (leads submitted via your lead capture form that haven’t been viewed yet).
- The number of overdue Invoices.
- The number of overdue Contracts.
- The number of Outstanding Form Responses.
- The number of Submitted Member Invoices that haven’t been processed yet.

Improvement


13 January 2025

Client Portal - Send Message

We've removed some Band Pencil branding from the email sent when a new message is sent. The sender's name in the email will be the client's name, unless no client name is assigned, in which case it will default to Band Pencil.

Improvement


10 January 2025

Email Outbox Open Rate

We've enhanced the Outbox Sent Emails report by including the email open rate, allowing you to quickly identify which emails have been read and which haven't. The percentage displayed is calculated based on the number of recipients and the number of opens.

Improvement

Sent Emails

We've updated the UI on the sent email page to improve usability. It now displays the actual email sent instead of a text preview. For scheduled emails, the text preview will still be shown.

Improvement


05 January 2025

Lead Capture Form

We're excited to announce that our Lead Capture Form now includes custom fields! Your lead capture form will continue to work as normal, but if you plan to use custom fields, you must add the updated embed code to your website.

We will be making additional changes to the form layout, so if you are using the lead capture form, please ensure you update your embed code by the end of February.

Improvement


02 December 2024

Lead Capture Form Analytics

We’ve introduced a new feature that lets you monitor lead capture views (the number of times your lead capture has been viewed) starting from November 2024. You can also track the number of lead captures (new events) displayed in a graph on the lead capture page.

New Feature


29 November 2024

Band Builder

When adding a new instrument to the Band Builder, you can choose from the instruments already assigned to your members, making the matching process simpler. However, you’re still welcome to type in new ones if needed.

Improvement


19 November 2024

Song File Viewer Page

We've resolved an issue on the recently launched song file view page, enabling audio and video playback in Safari browsers.

Bug Fix


16 November 2024

Email Merge Tags

You can now add email merge tags when editing or adding an email template by using the drop down. View link

Improvement


13 November 2024

Contact Form

We've resolved an issue with the contact form that was preventing submissions in certain browsers. It should now work smoothly across all platforms.

Bug Fix

Song File Viewer Page

We've enhanced the song file view page to give you greater control, including improved options to view and download files.

Improvement


09 November 2024

Billing Email Preference

We've fixed the bug which was preventing users from updating their billing email preferences.

Bug Fix


06 November 2024

Lead Capture Form

We've made some updates to the lead capture form, particularly focusing on email notifications.

Client Notification Email: We've refined the wording to improve readability. This updated email is now saved in Band Pencil, allowing you to track the open rate of the "Thanks for your enquiry" message.

User Notification Email: We've reformatted this email to make it easier for you to view and access the enquiry directly in Band Pencil.

The reference number is now more accessible to the client and you (this is the ID for the event - you can use the search function in Band Pencil to find the event).

Improvement


31 October 2024

Add to Invoice When Adding Services

You can now add an invoice line item when adding a new service to an event. If you're assigning a new service we will automatically add the amount from the default fee you set when adding a new service. You have the ability to select the invoice to add the service to, amount and tax.

When deleting a service it will not delete the line item, likewise when deleting an invoice line item which was created when adding a service will not delete the service - you will have to do this manually.

New Feature


25 October 2024

Upcoming Event Reminder

The upcoming event reminder sent to members will now show the event status.

Improvement


07 October 2024

Event Status

You can now decide to show the event status on the Member Portal. To do this navigate to your event settings->Member Portal Settings->Show event status.

Improvement


09 September 2024

Email Merge Tags

Email merge tags can now be used within email templates. Read our support article here for more information: View link

New Feature


19 July 2024

Contract Sign By

You can now add a sign by date to a client contract to request the contract is reviewed and signed by a certain date.

This date will be displayed:

- In the email when selecting 'Email Contract' from the event manager page.
- Displayed on the contract view page on the Client Portal.
- Displayed on the Client Portal dashboard.

By default no date is selected, but if you select a date and want to remove it set the date to '01/01/0001'.

When adding a contract by the new event automation you can now set a 'Sign By' date. This is the number of days the contract is due from the date the automation was ran.

New Feature


08 July 2024

Member Invoices

Member Invoices report now breaks down invoice fee and additional costs.

Notice

Reports

Reporting dates have been extended to show more events/revenue/member invoices.

Notice


05 June 2024

Event Information Update Bug

A new update has been released that appears to resolve the problem of being unable to update event information or email members and clients. This issue was triggered by a recent Apple update.

This bug was also changing the event status to cancelled and in some cases removing event timing information.

Please contact support if you are still facing this issue.

Bug Fix


24 May 2024

Images in Emails

You can now insert images from a URL into emails. The images must be publicly accessible, such as those from your website.

You can also now add text and background colours as well as quotes to text!

New Feature


23 May 2024

Song Information

You can now toggle to show/hide the song information on the setlist builder page.

Improvement

Member Address When Searching

The member's address will show when search for a member to assign to an event to aid in selecting a member who may be close to the gig location.

New Feature


09 May 2024

Contracts Bug

Issue fixed relating to contracts (both client and performer) showing incorrect '$' sign.

Bug Fix


02 May 2024

Client Portal

All users are now able to set whether the event status displays on the Client Portal. By default it does, but you can turn this off on the event settings page.

Improvement


28 April 2024

Referral Sources from Lead Capture Form

We have added the option for you to collect referral sources on the lead capture form. We display this as 'How did you hear about us?'. You can hide this, but by default it is displayed.

This field will not auto-populate into Band Pencil for two reasons. 1) Some users may want to code the referral source as an 'online enquiry'. 2) As this is a free text field some users may want to group it as a different referral source, e.g. the user may write 'we hear you perform at X event', and you would code this as 'hear us at a previous gig'.

Improvement


To keep the changelog focused on the latest updates, we’re displaying changes made within the past 12 months. For older updates, feel free to contact us.

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