Reference

Limitations and roadmap

Features not yet available and known gaps.

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 Skips external notify, webhook, and SMS nodes

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

Help us improve

Use Getting help to report issues or request features. Accurate feedback helps us prioritize roadmap work.

Related: Managing appointments, Getting help.

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