Reference
Limitations and roadmap
Features not yet available and known gaps. See /changelog for the public product roadmap.
NurtureSite is actively developed. This page lists known gaps so you are not surprised.
Scheduling
| Feature | Status |
|---|---|
| Confirmation emails + ICS | Available (templates + RFC 5546 attachment) |
| Reminder emails | Available (scheduling:send-reminders hourly) |
| Customer reschedule | Available (/book/manage/{token}) |
| Manual admin booking | Available (Scheduling hub) |
| Google/Microsoft calendar sync | Available (factory OAuth broker; staff connect) |
| Real-time calendar push webhooks | Deferred — busy cache ~5 min |
| iCloud CalDAV OAuth | Not available — staff use Google/Microsoft; customers use ICS email |
| Schedule exception admin UI | Exceptions work in engine; limited admin UI |
| Rich deposit editing in admin | Deposits configured per service; service price + deposit fields available |
| Customer invoices (balance + ad-hoc) | Available — site admin Invoices; requires Stripe Connect |
CRM (site)
| Feature | Status |
|---|---|
| Lead, task, deal, alert UI | Available |
| Lead scoring rules | Available in CRM settings |
| Visual follow-up automations | Available — CRM → Automations (Vue Flow canvas) |
| Outbound email settings | Available — CRM → Settings + NurtureSite site page; see CRM outbound email |
| Per-node email sender | Available — site default / user / custom on Send email node |
| Automation health panel | Available — queue, Redis, mail driver in CRM → Settings |
| Mailgun domain wizard | Available — platform or BYO; DNS verify on portal and site admin |
| Reply routing to lead threads | Available — with platform/Mailgun outbound |
| Enroll / stop automation on lead | Available on lead detail |
| Inbound webhook trigger | Available — requires public site URL |
| Outbound webhook node | Available — HTTPS; private IPs blocked unless allowlisted |
| Email open/click conditions | Available — pixel + link tracking |
| Reply condition | Available — tokenized Reply-To + Mailgun inbound (platform/Mailgun transport) |
| SMS node | Available when Twilio credentials are configured |
| Dry-run / live automation testing | Available in automation editor |
| Lead export CSV | Available at /admin/leads-export |
| Demo sites | Automations do not run live on demo/preview sites |
| HIPAA mode | Internal nodes, including Open Dental, remain available; email/SMS/invoice/webhook require PHI communication consent; team notifications strip PHI |
| Open Dental patient-match node | Available — read-only request through the NurtureSite factory broker; match by email, phone, or email then phone |
| PMS appointment completed trigger | Available — a completed outcome can enroll matching automations after factory attribution |
| POS guest-match node | Available — Toast/Omnivore guest match through the factory broker |
| POS order lifecycle triggers | Available — placed / paid / completed / cancelled (webhooks preferred) |
Practice-management software
| Feature | Status |
|---|---|
| Open Dental read integration | Implemented and covered by automated integration tests; developer portal / Read All access granted |
| Hosted Open Dental test-database proof | Pending (factory developer key + sandbox license confirmation) |
| Live practice connection | Not yet available — requires practice authorization and go-live review |
| Patient/appointment writes | Not available — future partner phase |
| Retained factory data | Keyed-hash patient/appointment references plus timing/status, purged after 90 days |
| Clinical/chart data | Not requested or retained |
See Open Dental integration for scope and safeguards.
Restaurant POS
| Feature | Status |
|---|---|
| Toast Standard API + partner modes | Implemented — Standard API preferred; partner marketplace behind connection_mode=partner |
| Omnivore adapter | Implemented — live locations require API key + ~$30/loc/mo pass-through consent |
| Menu / hours sync | Implemented — Menus V2 + hours push to site; V3 when ordering-partner certified |
| Ordering Phase A (order URL) | Implemented — Order online CTA to hosted Toast/Olo |
| Ordering / payments Phase B | Not available — needs partner write + credit card scopes |
| Food-order card processing | On Toast/Olo — NurtureSite Stripe for reservations/deposits only |
| Retained factory data | Keyed-hash guest/order references plus timing/status, purged after 90 days |
See Toast and Omnivore POS for scope and safeguards.
NurtureSite account
| Feature | Status |
|---|---|
| Scheduling glance + Connect | Available |
| Full appointment management in NurtureSite | Not available — use site admin |
| In-portal plan tier self-switch | Contact support |
| Instant self-serve cancel | Cancellation request workflow |
| Customer portal 2FA | Not available — use a unique password; see Account security |
Analytics
| Feature | Status |
|---|---|
| First-party dashboard in NurtureSite | Available |
| Realtime sessions | Plan-gated |
| Retention limits | By plan tier |
Public product roadmap
Customer-facing initiatives (in progress, up next, and exploring) are published on the Updates and roadmap page. This Help Center article remains the detailed inventory of known product gaps.
Help us improve
Use Getting help to report issues or request features. Accurate feedback helps us prioritize roadmap work.
Related: Updates and roadmap, Managing appointments, Getting help.