Schedule Emails, Texts, and Workflows to Send Later

Margarita Perez on October 28, 2026

New

Schedule Emails, Texts, and Workflows to Send Later

You can now schedule emails and texts from a case, schedule a workflow to start at a future date and time, and see everything that’s scheduled on one page.

What’s new

Schedule emails and texts from a case

On a case’s Communication tab, the Send button for emails and texts now has a down arrow next to it. Click the down arrow, pick a date and time, and click Schedule. Times are shown in your organization’s time zone.

The Schedule for later window opened from the down arrow next to the Send button, with Date and Time fields, a note that times are in America/Chicago (CT), and Cancel and Schedule buttons.
Click the down arrow next to Send to schedule a message.
  • Marked in the log. A scheduled message appears in the communication log with a Scheduled label and the date and time it will send.
  • Edit, send now, or cancel. From the log, you can change the date and time, send the message right away, or cancel it before it sends.
Two scheduled emails in a case log, each with a Scheduled label, the date and time it sends, and Edit, Send Now, and Cancel links.
Scheduled messages show in the case log with options to edit, send now, or cancel.

Scheduled messages send once. They can’t be set to repeat.

Schedule a workflow to start later

When you click Execute Workflow on a case and select a workflow, you can choose Execute Now or Schedule for Later. To schedule it, pick a date and time, then click Schedule.

Workflows can also be recurring. Check Make Recurring to have the workflow run again on a repeating schedule.

The Select which workflow to execute window, with a workflow dropdown, Execute Now and Schedule for Later options, date and time fields, a note that times are in America/Chicago (CT), a Make Recurring checkbox, and a Schedule button.
Choose Schedule for Later to start a workflow at a set date and time, or make it recurring.

See everything that’s scheduled in one place

A new Scheduled page under Communication lists every scheduled email, text, workflow, and announcement, with the date and time it’s set for, the case it belongs to, and who scheduled it.

  • Filter by type. Use the All, Emails, Texts, Workflows, and Announcements tabs. Each tab shows how many items are scheduled.
  • Narrow the list. Search by case or message, filter by case type or date, or show recurring items only.
  • Make changes. Edit a scheduled item, or use the menu next to it for more options.
The Scheduled page under Communication, with tabs for All, Emails, Texts, Workflows, and Announcements, search and filter options, and a list of scheduled items showing the scheduled time, type, message, case name, case type, who scheduled it, and actions.
The new Scheduled page shows everything set to send or start later.

Also updated: Mass Announcements

Scheduling Mass Announcements works the same as before. Scheduled announcements now show a Scheduled status on the Mass Announcements dashboard instead of Pending.

The Mass Announcements dashboard showing a recurring announcement with a Scheduled status, and two earlier announcements with a Sent status.
Scheduled announcements now show a Scheduled status.

Why it matters

You can write messages and set up workflows when it suits you, and have them go out at the time that works best for your contacts.

See it in action

Emails and texts

  1. Open a case and go to the Communication tab.
  2. Write an email or text, then click the down arrow next to Send.
  3. Pick a date and time, then click Schedule.
  4. Your scheduled message appears in the logs with a Scheduled label.

Workflows

  1. Open a case, go to the Workflow tab, and click Execute Workflow.
  2. Select a workflow. Choose Execute Now to run it right away, or Schedule for Later to run it at a later date and time.
  3. If you’re scheduling it, pick a date and time. You can also check Make Recurring to have it repeat.
  4. Click Schedule. The workflow appears in the list of workflows with a Scheduled status.

Search Text Messages by Keyword

Margarita Perez on October 28, 2026

Improved

Search Text Messages by Keyword

The search in the text message slide-out now finds conversations by words in the messages, not just by contact.

The text message slide-out with 'Pet Retention' typed in the search box, highlighted. The matching conversations are listed, with the words Pet Retention highlighted in each message preview.
Searching “Pet Retention” lists every conversation with those words and highlights where they appear.

What changed

Before

Searching in the text message slide-out only found conversations by contact.

If you remembered what was said but not who said it, there was no way to search for it.

Now

You can search by words in the messages, too.

Conversations that contain the word you search for appear in the results, even when the match is in an older message.

Why it matters

You can find a conversation from what was said in it, without scrolling through each contact’s messages.

See it in action

  1. Open the text message slide-out.
  2. In the “Search contacts or messages” box, type a word from a message.
  3. Conversations that contain that word appear in the list, with the matching words highlighted.

Mighty Network Member Badges and Photos Now Stay in Sync

Margarita Perez on October 23, 2026

Fixed

Mighty Network Member Badges and Photos Now Stay in Sync

Case badges and photos now update as soon as someone joins or leaves your Mighty Network.

What was happening

Before

Case badges and photos didn’t stay in sync with Mighty Network membership when people joined or left.

Now

Doobert updates cases in real time whenever someone joins or leaves the Mighty Network.

What’s fixed

  • When someone joins. Cases that share the new member’s email address are automatically linked to their Mighty Network membership, so those cases show the member’s badge and photo. This includes cases that were previously marked as “Not a Member.”
  • When someone leaves. Their badges are removed from the linked cases right away.

Why it matters

A case’s member badge always reflects whether that person is currently in your Mighty Network, so you can trust what you see on the case.

Clearer Time Zones in Logs and Messages

Margarita Perez on October 23, 2026

Improved

Clearer Time Zones in Logs and Messages

Times in logs and messages now use time zone labels like ET and CT, which remain consistent throughout the year and automatically account for daylight saving time.

What changed

Before

Logs and messages showed standard time abbreviations, such as CST, all year round.

They didn’t account for daylight saving time in the US, so a time in the summer could still be labeled with the standard time abbreviation.

Now

Logs and messages use time zone labels that cover both standard and daylight time, so the label is correct at any time of year.

The new time zone labels

  • ET for Eastern Time
  • CT for Central Time
  • MT for Mountain Time
  • PT for Pacific Time
  • AKT for Alaska Time
  • HST for Hawaii Time

Why it matters

The time zone shown next to a log entry or message now matches the time of year, so there’s no confusion about whether a time is in standard or daylight time.

Filter Cases by More Than One Status

Margarita Perez on October 23, 2026

Improved

Filter Cases by More Than One Status

The Case Status filter on the Cases page now lets you select multiple statuses at once.

Cases page filters with the Case Status filter highlighted, showing two statuses selected: Awaiting Response and New App.
Select as many statuses as you need in the Case Status filter.

What changed

Before

The Case Status filter allowed only one status at a time.

Now

You can select multiple statuses in the Case Status filter. Each selected status appears as its own tag, and you can remove one by clicking its ×.

Why it matters

You can see cases in several statuses together in a single search, instead of filtering for each status one at a time.

See it in action

  1. Go to the Cases page.
  2. In the Case Status filter, select two or more statuses.
  3. Click Search. The list shows cases in any of the selected statuses.

Improved Case Note Saving and Data Protection

Margarita Perez on October 20, 2026

Improved

Improved Case Note Saving and Data Protection

Clicking outside the Create Case Note window no longer closes it and erases what you’ve typed. Doobert also asks before discarding a note you haven’t saved.

Create Case Note window with a confirmation message: 'You have unsaved changes. Are you sure you want to discard this case note?' with No, Cancel and Yes, Discard buttons.
Clicking the X or Cancel after typing now asks before discarding your note.

What changed

Before

While writing a case note, clicking anywhere outside the Create Case Note window closed it without saving anything you had typed.

The subject, description, and any attachments were cleared, and reopening the window showed an empty form.

Now

Clicking outside the window no longer closes it, and everything you’ve typed stays in place.

If you click the X or Cancel after typing, Doobert asks before discarding your work.

What’s improved

  • Your text stays when you click outside. Clicking outside the Create Case Note window leaves it open, with everything you’ve typed still in place.
  • Unsaved work is protected. If you click the X or Cancel after typing, a confirmation message appears. Choose No, Cancel to keep working, or Yes, Discard to close the window.

Why it matters

Clicking outside the window no longer erases case documentation you’ve spent time writing.

See it in action

  1. Open any case and, in Notes About Case, add a new case note.
  2. Type a subject or description, then click outside the window. The window stays open, and your text is still there.
  3. Click the X or Cancel. A confirmation message asks whether to keep working or discard the note.

More Control Over When People Can Book Your Calendars

Margarita Perez on October 15, 2026

Improved

More Control Over When People Can Book Your Calendars

Each scheduling calendar now has Booking Rules and Date Overrides, so you can decide how soon and how far ahead people can book, and close or change your hours on specific dates.

What changed

Before

Bookings were always limited to 60 days ahead, and any open time could be booked, even if it started minutes later.

There was no way to close a calendar on a specific date or change its hours for one day.

Now

You set how much notice a booking needs and how far ahead people can book, for each calendar.

You can also block specific dates or give them custom hours, for one calendar or for your whole organization.

What’s in your calendar settings

Booking Rules

A new Booking Rules section on a calendar’s Settings tab sits between Weekly Hours and Event Limits, and saves with Save Settings.

  • Minimum scheduling notice. Set how far in advance a booking must be made, in minutes, hours, or days. People can’t book times sooner than that, and the booking page tells them how much notice is needed.
  • Booking horizon. Choose a rolling window, counted in calendar days or in days the calendar has hours, or allow booking indefinitely into the future, up to a maximum of 365 days. Existing calendars keep their current 60-day window until you change it.
  • Clearer daily limits. Your existing per-day booking limits work the same way, but the booking page now explains when a day is fully booked.

The minimum notice can’t be longer than the booking window.

Booking Rules settings: a minimum scheduling notice of 3 days, and a booking horizon set to Rolling window with a 30 calendar day booking window. The other horizon option is Indefinitely into the future, capped at 365 days.
Set the minimum notice and how far ahead people can book.

Date Overrides

A new Date Overrides card appears after Weekly Hours on the Settings tab.

  • Block a date or set custom hours. Close a calendar for a specific date, or give that date different hours from your usual weekly schedule.
  • Organization-wide closures. Mark a date, such as a holiday, as closed for all of your calendars at once. If a calendar has its own override for that date, the calendar’s override is used.
  • See it at a glance. A month view shows blocked dates and custom hours, and an Upcoming overrides list shows whether each one applies to the whole organization or just this calendar.
  • Existing bookings are never canceled. If you block a date that already has bookings, you’ll see a warning with how many there are, so you can review and reschedule them from the calendar.
Date Overrides card with a month calendar marking blocked organization-wide dates and a custom-hours date, an Upcoming overrides list labeled Organization-wide and This calendar, an Add override button, and a warning that one existing booking falls on a blocked date.
Blocked dates and custom hours, with a warning about existing bookings.

Who these rules apply to

Booking Rules and Date Overrides apply when people book from a case scheduling link or your public booking page.

Staff booking inside Doobert aren’t held to the minimum notice, booking window, or blocked dates. Instead, they see a warning and can choose to book anyway. Double-booking a time that’s already taken is always prevented, for everyone.

Why it matters

You get time to prepare before each appointment, you control how far ahead your schedule opens, and holidays or closures no longer show up as open times.

See it in action

  1. Open a calendar in Scheduling and go to its Settings tab.
  2. Under Booking Rules, set a minimum scheduling notice and a booking horizon, then click Save Settings.
  3. In Date Overrides, add an override to block a date or set custom hours.

Read and Reply to Emails and Texts Right From the Case Log

Margarita Perez on October 13, 2026

New

Read and Reply to Emails and Texts Right From the Case Log

In a case’s Logs, View More now opens a message right inside the log, and you can reply to emails and texts without leaving the case.

What’s new

Messages open in place

Clicking View More on a log entry now expands the message right in the log, so the rest of the log stays visible. Click Hide to close it. Only one message is open at a time.

Previously, View More opened a pop-up that covered the log and was read-only.

Reply to emails

A reply box appears below an opened email. The recipient and subject are filled in for you.

  • Insert template adds an email template to your reply.
  • Quote original includes the original message below your reply. It’s on by default.
  • Discard clears your reply.
An email opened in the case log with a reply box below it. The recipient is filled in, with Send, Insert Template, Quote original (checked), and Discard.
Reply to an email without leaving the case.

Reply to texts

Opened text messages have a reply box too. It shows which number your reply will be sent from.

Insert template adds a text template to your reply.

A text message opened in the case log with a reply box below it, showing which number the reply goes to and which number it is sent from.
Reply to a text without leaving the case.

Pop out when you want a bigger view

Click Pop out on an opened message to view it in the details window. You can reply from there too. When you close the window, you’re back in the log right where you were, and any reply you started is still there.

The Email Details window opened with Pop out, showing the email and a reply box with Send, Insert Template, Quote original, and Discard.
Pop out opens the message in the details window, where you can also reply.

Drafts are saved

If you start a reply and close the message, your draft is kept. A Draft label appears next to that entry’s View More link until you send or discard it.

A log entry with a yellow Draft label next to its View More link.
A Draft label marks an entry with an unsent reply.

Why it matters

Reading a message no longer hides the log, and replying no longer means leaving the case.

Who can reply

Reply options appear only for users who have permission to send messages on the case. Everyone else can still open and pop out messages.

See it in action

  1. Open a case and go to its Logs.
  2. Click View More on an email or text you received. The message opens in place.
  3. Write a reply and click Send.

No More Duplicate Texts From a Case’s Communication Tab

Margarita Perez on October 13, 2026

Fixed

No More Duplicate Texts From a Case’s Communication Tab

Clicking Send once on a case’s Communication tab now sends exactly one text message.

What was happening

Before

Sending a text from a case’s Communication tab could send two identical texts to the contact, even when Send was clicked only once. The case log showed two entries.

Texts sent from the chat drawer (the text-message inbox) were not affected.

Now

One click sends one text, and the case log shows one entry.

The Send button locks as soon as you click it, so a quick double-click doesn’t send a second message.

What’s fixed

  • One click, one text. Sending a text from a case’s Communication tab sends it once, including when Undo Send is turned on.
  • Double-clicks are covered. A fast double-click on Send still sends only one text.
  • Pressing Enter is covered too. Submitting with the Enter key sends only one text.
  • Emails are protected the same way. A fast double-click on Send for an email from the Communication tab now sends one email.
  • Other case tabs run actions once. The same fix applies to the Overview, Tasks, Scheduling, and Workflow tabs, so actions there happen only once.

Why it matters

Your contacts get each message once, and your case logs stay accurate.

See it in action

  1. Open any case, go to the Communication tab, and send one text. The case log shows one entry, and the contact receives one text.
  2. Double-click Send on another text. Only one text is sent.
  3. Send an email from the same tab. Only one email is sent.

Sort Animals by Whether They’re on a Case

Margarita Perez on October 13, 2026

Improved

Sort Animals by Whether They’re on a Case

You can now sort the Animals view by the Case column.

The Animals view table with the Case column highlighted. The Case column header has a sort arrow next to it.
Click the Case column header to sort animals by whether they’re on a case.

What changed

Before

The Case column on the Animals view wasn’t sortable, so there was no way to group animals by whether they were attached to a case.

Now

The Case column header is clickable. Sort one way to group animals attached to a case together, or the other way to group animals that aren’t on any case.

Why it matters

It’s easy to find animals that still need a case, or to review every animal currently on one.

See it in action

  1. Open the Animals view.
  2. Click the Case column header. Animals attached to a case group together.
  3. Click the header again to reverse the sort.