New FeatureFormsMember ManagementNotifications & EmailsOnline PaymentsPermissions & SecurityProfiles & Safety
Major release introducing form library, CSV exports, coupon system, and access code protection. Includes 11 new features, 12 improvements, and 6 bug fixes across forms, member management, and profiles.
✨ New Features
- Form library — a new submission management interface where members can view and interact with all of their own form submissions in one place.
- CSV exports — export members, profiles, and form submissions to CSV.
- Coupon system — apply discount coupons to form submissions during checkout, with full coupon creation and management available on the admin side.
- Access code protection — protect public forms with access codes so only authorised respondents can submit.
- Configurable form submission notifications — set up multiple email addresses for notifications on forms.
- Quantity selection in payments — members can now select quantities for order items during form submission, with order summaries automatically reflecting the totals.
- Rich text editor upgrades — added a colour picker, paragraph style toggle, and inline image uploads to the rich text editor.
- Form profile card — Forms now clearly display which profile is connected to each form submission
- Sortable members table — sort the members list by columns including first name and last name directly in the admin dashboard.
- Ability to add custom profile organisation photos under new Membership Details tab for organisations that require different profile photos to ones provided by users.
- Invitation actions — complete bulk or individual review of invitations - edit, resend and remove invites.
⚡ Improvements
- Streamlined news article publishing — articles now auto-save on continue with improved publish logic and image support, removing the need for a manual save button.
- Better submission error handling — clearer error messages when submissions fail, increased payload limits for large forms, and smarter default submission limits.
- Persistent file uploads — file and image uploads more optimised.
- Cleaner search experience — simplified the search interface with automatic clearing when switching scope context.
- Updated country data — refreshed and expanded the country list with improved sorting for address inputs and removed hardcoded country restrictions.
- Medical conditions display — enhanced handling and display of medical conditions in the members table.
- Mobile-friendly login — register button repositioned so it stays visible on mobile browsers.
- Granular form permissions — form managers can now assign other managers and assistants to their Forms.
- Additional Colours - added additional colours to choose in colour picker for group management.
- Medical Conditions - Added additional medical conditions to profile - Dyslexia and Surgery
- Form Audience Type - add ability to change form audience type and switch between public, dynamic and specific forms.
🐛 Bug Fixes
- Fixed an issue where notification emails weren't sent when publishing news articles.
- Fixed form fields in CSV exports appearing out of position; they now follow the correct order.
- Fixed text selection jumping when using the colour picker in the rich text editor.
- Fixed file downloads and file display in the client app and submission exports.
- Fixed ownership transfers failing silently when handling archived memberships.
- Fixed duplicate plugin instances that were causing editor instability.
This release represents a significant expansion of TrustLoop’s form and member management capabilities. The new form library gives members a centralised hub to view and manage all their submissions, while administrators gain powerful new tools including CSV exports, a flexible coupon system, and access code protection for sensitive forms.
Payment workflows have been enhanced with quantity selection and automatic order summaries, while the rich text editor now supports colour customisation, paragraph styling, and inline images. Member management improvements include sortable tables, custom organisation photos, and granular form permissions. The release also addresses critical bugs in notification emails, CSV field ordering, and ownership transfers.
New FeatureFormsGeneralGroups & OrganisationsMember ManagementNotifications & EmailsOnline PaymentsOwnership TransfersPermissions & SecurityProfiles & Safety
Significant enhancements across payments, forms, member management, and system performance. Introduces Stripe payment integration, public form links, improved safety tracking, and granular permission controls.
✨ New Features
- Stripe payment integration for forms - Organisations can now accept payments directly through form submissions. When a form includes order items, members complete payment via Stripe before their submission is finalised.
- Stripe Connect (OAuth) - Organisations connect their own Stripe account to receive payments directly, with a simple connect/disconnect flow in settings.
- Public form links - Forms can now be shared via a public URL. Use the new "Copy Link" action to quickly grab a shareable link.
- Form resubmission requests - Administrators can request that a member resubmit a form, making it easy to follow up on incomplete or incorrect submissions.
- File attachments in forms - The form designer now supports file attachments which can be viewed or downloaded by users.
- Delete form submissions - Administrators can delete individual form submissions, which also resets the audience status for that member.
- Smarter audience filters - Forms can now target members based on dietary requirements and health considerations.
- Epipen tracking - The safety alerts section now includes an Epipen column, along with an improved mobile layout.
- Profile editor in forms - Forms can now include profile and contact fields, allowing members to update their information during submission.
- Delete groups - Groups can now be deleted, including cascade deletion of all sub-groups.
- Profile linking - Profiles can now be linked during the ownership transfer process for a smoother experience.
- File attachments in broadcasts - Broadcast emails now support file attachments, allowing Administrators and Staff to send documents alongside their messages.
⚡ Improvements
- Payment descriptions - Administrators can add descriptions to payment items for clarity.
- Sorting improvements - The members in list view can now be sorted by full name, gender, and birthday.
- Health and dietary filtering - Filter members by dietary requirements and health considerations for better reporting and group management.
- Dietary requirements - Dietary requirements now include a risk level and description, giving Administrators and Staff clearer context about member needs.
- Expanded medical conditions - Several new predefined medical conditions have been added to the profile, improving coverage and reducing manual data entry.
- Empty states - Group member lists now display helpful empty states instead of blank screens.
- Two-step confirmation - Ownership transfers now use a two-step confirmation flow to prevent accidental assignments.
- Batch processing - Notifications are now processed in batches for improved reliability when sending to large groups.
- Improved email styling - Email headers have been updated with consistent logo positioning and formatting.
- User permission scopes - Granular permission scopes are now enforced across user operations, ensuring members only have access to what they need.
- Form access control - Form creation, editing, and submission routes now have proper authorisation checks.
- Improved login handling - Better error messages and redirection for inactive accounts and email mismatches during sign-in.
- Improved phone number input - The phone number field has been rebuilt for a smoother input experience.
- Scope selector - The organisation/scope dropdown now auto-scrolls to your active selection and expands more intuitively.
🐛 Bug Fixes
- Performance fixes - Resolved several caching issues that could cause stale data to appear after creating organisations, groups, or moving between pages.
Over the past fortnight, TrustLoop has delivered a significant set of enhancements shaped directly by client feedback. This release strengthens the tools organisations rely on every day, making administration simpler and giving teams more flexibility and control.
Key highlights include Stripe payment integration for forms, public form sharing, enhanced safety tracking with Epipen columns and expanded medical conditions, and granular permission controls. Member management gains new sorting and filtering capabilities, while notifications now support file attachments and batch processing for improved reliability. Performance improvements address caching issues to ensure data consistency across the platform.
New FeatureFormsGeneralMember ManagementNotifications & EmailsOnline PaymentsPermissions & SecurityProfiles & Safety
Substantial enhancements across forms, member management, security, and system reliability. Includes new member scope targeting, form duplication, dietary risk indicators, and tightened permissions.
✨ New Features
- Duplicate forms – You can now duplicate an existing form with a single click — no more recreating forms from scratch.
- Member scope targeting – We've replaced the old group-based form targeting with a brand-new member scope system. You can now target forms to specific organisations, groups, or even individual members with much more flexibility and precision.
- Multiple form submissions – Public forms can now accept multiple submissions from the same member, giving you more flexibility for recurring data collection.
- Form access controls – You can now manage exactly who has access to each form and what they can do with it. Form managers and assistants have their own permission levels, so the right people can update forms without giving everyone full admin access.
- Automatic form sync for new members – When you add someone to an organisation, they now automatically receive any published forms scoped to that organisation. No more manually assigning forms after adding members — it just works.
- Dietary requirement risk indicators – Dietary requirements now show risk levels directly on member cards and in member detail views, so you can spot high-risk dietary needs at a glance.
- Strict staff visibility – TrustLoop Admin can enable an option for your organisation that prevents staff members from viewing each other's profiles. Only organisation administrators will be able to see staff profiles if this is enabled. Let us know if you need this feature enabled.
- Scheduled jobs engine – A new scheduled jobs engine powers automated background tasks like audience syncing and notifications.
⚡ Improvements
- Payment status on form submissions – Payment badges now appear directly on form submissions, with clear status indicators for paid, pending, and unpaid items.
- Better profile display on forms – When filling out a form, the relevant profile now shows up as a clean, polished card with an avatar and their details clearly displayed.
- Additional info questions – New yes/no questions have been added to the Additional Info section of profiles, giving you more ways to capture important member details.
- Print and export profiles with attachments – Profile exports and printouts now include attachment previews — medical documents, uploaded files, and images are all part of the printed view.
- Clearer SMS billing info – The broadcast SMS screen now displays billing information more clearly, so you always know what you're sending and what it costs.
- Tightened form permissions – Forms now enforce further permission checks across all form-related actions, including viewing form members, submissions, and distribution settings.
- More secure sessions – Session timeouts have been tightened and your session cookie now stays in sync with the server-side session auto logging when session timeout is reached.
- Clearer account signup flow – Registration page titles and subtitles have been updated so new users know exactly what to expect at each step.
- Stripe account status – If your Stripe account isn't connected yet, we now show a clear message instead of leaving you guessing.
- Faster page loads – We've added security headers, output compression, and cache-control headers for static assets, meaning pages and assets load faster and more securely.
- Consistent medication labels – All medication consent fields now use the consistent "Permission to have" label, removing previous inconsistencies.
🐛 Bug Fixes
- Fixed dietary requirement risk levels not showing in member filters and indicators.
- Fixed duplicate broadcast emails being sent to the same owner.
- Fixed the news feed not properly supporting multi-organisation visibility and group targeting.
- Fixed member card colour coding to match the updated customer specification.
- Fixed form submission display for risk levels and descriptions in Dietary Requirements.
- Resolved a scenario where guest users could hit confusing "access denied" errors when their session cookie expired.
- Corrected a typo where "From Assistant" was displaying instead of "Form Assistant" throughout the interface.
This release represents a substantial update to TrustLoop, delivering enhancements across forms, member management, security, and overall system reliability. Many of these updates were shaped directly by client feedback, strengthening the tools organisations rely on every day.
Key highlights include a brand-new member scope targeting system for forms, one-click form duplication, dietary requirement risk indicators on member cards, and tightened form permissions. The release also introduces automatic form syncing for new members, improved profile displays, and a new scheduled jobs engine for background tasks. Security improvements include stricter staff visibility controls and more secure session management, while bug fixes address issues with dietary requirement displays, broadcast emails, and session handling.
