Roadmap Built in the open

What we're
building next.

Westra ships fast. Here's what's in flight, what's planned, and what we're weighing - so you always know where the product is heading.

Already live
Pipeline
Trial score cards

A configurable evaluation form for every trial — Name/Age/Instrument/Teacher auto-fill from the lead and the booking (name and teacher link straight to their profiles), scored sections (e.g. Musicality, Behavior) plus free-text and Yes/No fields are all yours to shape from Settings → Leads, each markable Required or Optional. The fill page stays strictly for input — Files & photos (attach proof of the physical card) and Activity (a staff-only save log) each live behind their own button next to Print version. A purpose-designed print version — in your studio's own logo and brand colors, no marketing gradients or colored body text, sections auto-balanced by question count or pinned Left/Right, opening straight into the print dialog. Toggle the whole feature on/off; fillable by Admin, Manager, or the teacher who ran the trial. Reached from its own Pipeline sidebar item (Today/week/month/custom filters, CSV export), or straight from the lead and the trial's own schedule page.

Shipped 19 Jul 2026
Reporting
Teacher & client monthly reports

A spreadsheet-style monthly grid drilled into from Teacher payroll and Client value & tenure — every client/provider pairing's session dates, hours and an editable notes column, filterable by the same week/month/last-month/custom range, one party or every party stacked, exportable to CSV. Also: birthdays on the Board/Schedule are now scoped by role (admins/managers see everyone, providers see their own clients, clients see their own provider), and WhatsApp reminders reliably clear themselves the instant you tap Send.

Shipped 17 Jul 2026
Pipeline
One-tap WhatsApp templates, auto-loss & trial booking

Editable WhatsApp templates for leads (intro, trial invite, follow-up) with a preview-before-send and a per-lead follow-up counter, an auto-loss rule (by follow-up count or days open), and a 'Book trial' button that puts a lead's trial on the real schedule before they're a student — teacher/location/instrument/online + meeting link, same as normal booking. The lead's stage now tracks the trial lesson automatically (Trial scheduled → Trial done on clock-out, back to Contacted if the trial is cancelled), the schedule shows a Trial badge linking back to the lead, and leads gained an optional Guardian name field that carries over to the student on conversion.

Shipped 15 Jul 2026
Setup
CSV import & export

Bring your student, provider and package lists in from any CSV — map their columns to ours (or download our template), skip duplicates automatically. Packages also get CSV export, and student exports now include your custom fields.

Shipped 11 Jul 2026
Accounts
Self-service password reset

Staff and clients reset their own password by email — no need to ask an admin.

Shipped 8 Jul 2026
Scheduling
Group classes

Run sessions with more than one attendee — book a roster in one go, each attendee clocks in/out and bills independently, plus reusable Student Groups so you never re-pick a roster twice.

Shipped 8 Jul 2026
Portals
Report cards

Two-way feedback between providers and clients — providers review each client and clients review their provider, organized into Teacher reviews / Student reviews tabs, on a monthly or quarterly cadence you control, with fully custom, drag-to-reorder sections and questions (including the starter set — nothing is locked in) and a self-service Portal access toggle.

Shipped 19 Jul 2026
Integrations
Connect your own AI assistant

Link your own Claude/ChatGPT so it can answer questions about your studio's schedule, clients and credits.

Shipped 7 Jul 2026
Pipeline
Won leads: irreversible confirm + lock + funnel fix

Marking a lead Won now asks for confirmation, offers a one-click convert-to-student option, locks the lead from edits, and gives Won/Lost their own timestamps for accurate funnel reporting.

Shipped 6 Jul 2026
Reporting
Teacher payroll: cancellation rate + hours in minutes

The Teacher payroll & activity report now shows a cancellation rate alongside no-show rate, and hours are shown with the exact minutes alongside (e.g. "1.8 hrs (105 min)").

Shipped 6 Jul 2026
Scheduling
Birthday banner — week & month views on the Board

The Board's birthday banner now covers everyone with a birthday this week or month, not just today, across every view (Day/Week/Month) for clients and providers together.

Shipped 6 Jul 2026
Pipeline
Public intake form & duplicate-client warning

A no-login page lets prospective clients leave their details straight into your pipeline as a lead, manageable from Pipeline → Intake form, with a duplicate-client heads-up built in.

Shipped 5 Jul 2026
Reminders
Payment reminders & makeup credits

A Payment due tab in Reminders flags clients with an outstanding balance for a one-tap WhatsApp nudge, plus a makeup-credit badge when a cancelled session still owes a replacement.

Shipped 5 Jul 2026
Reporting
Reports hub

A new Reports area with three focused pages — provider payroll & activity, client value & tenure, and the lead funnel with a stuck-lead alert.

Shipped 4 Jul 2026
Scheduling
Smarter booking — packs tied to a teacher

Tie a credit pack to a specific provider when you enrol a client, and booking now auto-fills the right provider so you're never guessing which pack to burn.

Shipped 4 Jul 2026
Design
Simpler reminder & studio settings

Reminders moved into a focused hub — provider reminders now share a page with the day-ahead briefing, and improved studio settings.

Shipped 4 Jul 2026
Design
Dark mode

A dark theme you can switch on from the sidebar — Light, Dark, or match your device — with your choice remembered.

Shipped 3 Jul 2026
Reminders
Birthday reminders

Record a date of birth for clients and providers, and get an automatic birthday heads-up for your team.

Shipped 3 Jul 2026
Portals
Provider day summary

A start-of-day view for providers — today at a glance and notes still to finish — plus a one-tap WhatsApp day summary with an editable template.

Shipped 3 Jul 2026
Team
Custom roles & permissions

Create your own named roles and set exactly what each one can view, create, edit or delete across every part of the app.

Shipped 30 Jun 2026
Help
Help centre

A built-in, searchable help centre (the ? in the top bar), tailored to what each person can see.

Shipped 25 Jun 2026
Scheduling
Projected recurring slots

Recurring schedules preview endlessly on the board — future weeks show as faded 'projected' slots you can book in one tap, without locking anything in early.

Shipped 25 Jun 2026
Integrations
Google Calendar colours & custom titles

Give each provider their own calendar colour, build your own event title from your studio's wording.

Shipped 25 Jun 2026
Pipeline
Leads & sales pipeline

Track prospective clients from first enquiry through a trial to enrolment — stages, follow-up reminders, one-tap WhatsApp, and convert-to-client when they sign up.

Shipped 20 Jun 2026
Scheduling
Provider time-zone display

Remote providers see their schedule and sessions in their own local time, with a clear label — the studio still runs on one clock.

Shipped 18 Jun 2026
Billing
Pause a credit pack

Pause a client's pack while they're away — no bookings, expiry frozen — and resume later with the balance and validity intact.

Shipped 16 Jun 2026
Reporting
Attendance dashboard

See attendance rates, no-shows and streaks at a glance — and get alerted when a client with credits goes quiet.

Shipped 13 Jun 2026
Notifications
Low-credit & renewal alerts

Clients and your team get notified automatically before a pack runs out or expires — no more surprises at the door.

Shipped 12 Jun 2026
Reporting
Attendance export

Export attendance to CSV, filtered by the statuses you choose.

Shipped 10 Jun 2026
Notifications
In-app notifications

A bell with alerts that link straight to whatever needs your attention.

Shipped 9 Jun 2026
Reminders
WhatsApp reminders (one-tap)

Send a pre-filled reminder to any client in a single tap.

Shipped 7 Jun 2026
Setup
Multi-industry terminology

Pick your industry at setup and Westra speaks your language — students, clients, lessons, sessions and more.

Shipped 5 Jun 2026
Weighing it up
Scheduling
Rooms & courts

Book rooms, studios or courts as their own resource, assign each session to a space, and catch double-bookings automatically — built for padel courts, dance studios and multi-room schools.

Scheduling
Public booking page

A public page where anyone can book an open slot — a court, a class or a trial — with no account needed, dropping straight into your schedule.

Reminders
Automated reminders

Lesson and appointment reminders sent automatically by WhatsApp — instead of sending them one by one.

Scheduling
Client self-booking

Let clients book into your open slots from their own portal — you stay in control of what's bookable.

Portals
Teachers clock their own sessions

Let providers clock in and out of their own sessions from their portal, not just admins.

Scheduling
Suggested substitutes

When a provider cancels, Westra suggests free providers who can cover the slot — book the cover in a click.

Notifications
SMS notifications

Reach clients by SMS as well as WhatsApp — for reminders, reschedules and alerts.

Billing
No-show penalty charges

Auto-charge a cancellation or no-show fee (not just a credit) once payments are connected.

Accounts
Parent / guardian accounts

A dedicated parent login and view — see a child's balance, schedule and progress without the student's account.

Want something on this list? Your studio's admin can pass it along.

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