Two releases landed in late October, one on Oct 22 and a second on Oct 26. A lot of it comes down to two questions: who on your team gets to see the money, and does the invoice a client opens match the job they booked? TalleFlow is a CRM for creatives, built for photo booth businesses and event pros, and here's what changed for anyone running event work in it.
Custom roles and team permissions
Create custom roles from a unified roles table, tune what each built-in role can do, and set permissions so sensitive finance and contact details stay hidden from the wrong teammates. Each member now has a single effective role. You can pick a custom role when you send the invite, and assign roles from one dialog.
Team settings also keeps a history of who joined, left, or changed roles, and owners and admins can see when teammates were last active. Costs follow the same rules in Offerings: teammates without cost permission don't see kit and item costs, while owners and admins can still edit the internal numbers.
Try it: make a role for event-day crew that can't see finance, then invite your next hire with that role already picked. More on how teams work in TalleFlow is on Crew & Team.
Profit by event and by project
The event profit widget now filters by event date and shows pending expense approvals per project, so a margin review covers the dates you actually care about. Export it to CSV with totals when you need the numbers elsewhere. Inside a project you can track invoiced revenue and margin, and approve, edit, or reject pending expenses. Team pay rates are set from member profiles.
If you sync to QuickBooks, synced expenses now post against the bank or card you paid from.
Try it: filter the widget to last month's event dates, export the CSV, and look for projects that still have expenses waiting on approval. Finance & Reports has the bigger picture, and the QuickBooks integration page covers the sync.
Invoice checkout, promo codes and tax
Clients now pay itemized lines at invoice checkout, with optional promo codes and per-invoice automatic tax when you enable it. The total they see matches what they owe instead of a single opaque amount. Discounts apply to the items you marked discountable, so travel and fee lines stay intact.
Travel itself got rules. Set distance or zone-based travel fees in Finance settings, and the fee basis carries into the invoice editor, so an invoice you already sent keeps its total if you change the policy later.
Try it: add a zone-based travel rule, mark your package items discountable, and check the itemized invoice before you send it. See Invoices & Payments.
Drag a date on the calendar
Move tasks, projects, and meetings on the agenda or month grid, then confirm the new time. No more opening each record to edit dates.
Try it: when a client moves a party from Saturday to Sunday, drag the project on the month grid and confirm.
What clients see in the portal
Clients can see past and upcoming meetings in the portal, open the full details, and add sessions to their own calendar. You choose which portal sections clients see.
See the Smart Client Portal.
Task statuses and subtasks
Rename, reorder, and add task statuses so kanban, filters, and the portal match how your business actually works. Subtasks arrived too: one level, with expand rows and completion prompts. You can open a subtask from task details or an expanded table row without losing your place.
Try it: add a "Prints packed" status between your existing ones, then break your next setup task into subtasks. Project timelines shows where tasks fit.
Automations
On the automation canvas you can insert or delete steps without breaking the graph, branch on structured project address fields, and send email or documents as the project owner, whoever triggered the automation, or the primary assigned team member. Automation emails now appear on the triggering project's timeline, and new-lead reminders cancel once you send an outbound email. More on Workflow automation.
Also shipped
Projects by venue: browse upcoming and past projects from a venue
Canva designs in documents and emails: drop them into documents and emails after connecting Canva in Integrations (Canva integration)
Document settings tabs: access, theme, and thank-you settings sit in fixed tabs for contracts and invoices, and embedded YouTube videos show a clickable poster in the portal
PDF attachments on document emails: attach a PDF when you email a client document
Review links and separate library folders: save where clients should leave reviews in branding, and keep document folders apart from email template folders
Package drafts from your website: pull package names and prices from your site into editable drafts during onboarding, and publish them when you're ready (Packages & Offerings)