This update is long overdue. We’ve been quietly building behind the scenes, and now it’s finally time to share what’s next for Zendo – big thanks to our incredible community for sticking with us through it all!
When we first launched, Zendo was a simple real-time communication tool with built-in payments. But as more users joined and more feedback came in, Zendo evolved into a full-fledged client portal with productized services, flexible billing, onboarding, messaging, and more.
That growth came at a cost. Our underlying architecture made it harder and harder to add new features, and the platform became increasingly complex. Over time, we lost the clarity and simplicity we started with.
It is time we take a step back and set up Zendo for the future. That is where Zendo 3.0 comes in 🚀
Why Zendo 3.0 will feel better from day one
We began working on Zendo 3.0 in late 2024 to overcome the limitations of our current architecture. This new version is a complete rebuild of the platform, designed to simplify how everything works, modernize the foundations, and make it easier to build and ship features in the future.
But rebuilding Zendo means more than just faster development. It also brings real, immediate improvements to your experience: faster performance, greater stability, smoother UI, more customization options, and deeper integrations down the line.
While Zendo 3.0 will include significant upgrades from day one, not everything will be available at launch. Some features will be rolled out after the initial release, so we can get the new version into your hands sooner. Most of our team is now focused on building 3.0, so updates for version 2.0 will slow down, but we’ll continue to support it with regular maintenance, critical fixes, and reliable customer support.
We’re aiming to launch Zendo 3.0 before the end of 2025. Here’s a closer look at what’s coming.
Requests – more flexible, and no longer tied to the Service
In Zendo 2.0, requests are central to how communication and service delivery works. The system is simple and effective for many workflows, but we’ve seen its limits in more complex use cases, especially when you need to talk to a client or gather input outside of a purchase. To fill those gaps, we added things like “free services” and the Messages module, but they were always workarounds.
With Zendo 3.0, we’re building a more flexible foundation. Requests become fully independent, meaning you’ll be able to create them manually or trigger them automatically through custom automations, without tying them to a specific service.
What it means for you: You’ll have a simpler way to handle things like pre-sale questions, onboarding, or general communication. No more hacks or workarounds needed.
When work gets complex, projects will keep you on track
Requests are great for small, self-contained interactions, but they fall short for ongoing projects with multiple deliverables or tasks. That’s why we’re introducing Projects.
A project is a new workspace that holds everything related to a client engagement. Inside, you’ll find a dashboard showing the latest activity, task progress, project details, and attachments. You can gather requirements, collaborate with clients in real time, and keep track of everything in one place.
What it means for you: Projects give you one place to manage all work for a client — from conversations to tasks and files. Everything stays organized and easy to track, even in more complex projects.
Track work inside projects with Tickets
In Zendo 2.0, managing client work happens at the request level — and for many workflows, that’s more than enough. But as project complexity grows, breaking work into smaller, trackable tasks becomes essential. That’s why, in Zendo 3.0, we’re introducing Tickets.
Tickets will live inside projects, just like in tools such as Jira or ClickUp. Each one includes everything your team needs to get the job done: a description, assignees, checklists, comments, and attachments. You’ll also be able to apply the same limits you’re already familiar with from current requests, such as how many active tickets a client can have at once.
What it means for you: You’ll be able to split larger client projects into clear, manageable steps – all within Zendo. No need to rely on external tools for task tracking.
The system is modular by design, so you can keep things simple or scale up when you’re ready. That same thinking is guiding how we’re rebuilding services, one of the most significant changes in the upcoming version.
Simplified Service setup that adapts to your needs
In Zendo 2.0, services came in different types, each with its own feature set. While that worked for many teams, it also introduced limitations. Certain features were only available for specific service types, which made setup less flexible and occasionally confusing.
With Zendo 3.0, we’re changing that. The service model is being fully unified. All services will follow the same flexible structure, allowing you to combine features like one-time payments, split payments, tiered pricing, and add-ons within a single service.
Smarter Order Forms
The order form is also improving. In Zendo 2.0, it simply collected information from clients during checkout. In 3.0, it will actively configure the service itself, using conditional logic similar to advanced intake forms.
This will give you more power to personalize each client experience while keeping your service setup clean and scalable.
Bundles – group Services into structured offers
Bundles will be a flexible way to combine multiple services into one offer. You’ll be able to use them to build special deals, group related services, or create subscription tiers from individual components. In Zendo 2.0, this was only possible for subscriptions.
In Zendo 3.0, any service, regardless of billing type, will be able to be bundled and displayed as a tier. This will allow you to create offers that are easier for clients to understand and buy, while increasing your ability to upsell and cross-sell.
Add-ons – reusable extras across all Services
Add-ons in Zendo 3.0 will become standalone, reusable elements that can be attached to any service. You’ll be able to define quantity limits, billing types (recurring or one-time), and choose from multiple display options – dropdowns, tiles, or single/multi-select.
Because add-ons are integrated into the order form, they will also support conditional logic. This means your clients will only see relevant options, improving both clarity and conversion.
Service Catalog evolves into a customizable Storefront
Now that your services, bundles, and add-ons are fully modular and flexible, the final piece is how you present them. That’s where Storefronts come in, giving you control over how everything is organized, displayed, and delivered to your clients.
In Zendo 2.0, services were managed through a single, fixed Service Catalog. In Zendo 3.0, you’ll be able to create multiple Storefronts, each tailored to a specific audience. You can organize services into categories, add call-to-action buttons, feature carousels, and control the overall layout and presentation.
The checkout process is also being redesigned into a one-page, single-step experience, making it faster and smoother for clients to complete their purchase without unnecessary steps or friction.
What it means for you: You can showcase your services in a way that feels cohesive, on-brand, and client-friendly, no matter how straightforward or complex your offer is.
Getting paid is about to get easier
As part of the Zendo 3.0 rebuild, we’re also reworking the entire payment system to reduce our dependency on Stripe. While Stripe will still be supported, the new architecture will make it much easier to add alternative payment methods in the future, including PayPal and potentially others.
This change won’t affect your current options, but it opens the door to greater flexibility, especially for teams working with international clients or alternative billing models.
What else is coming?
The changes we’ve described so far are just the beginning. Zendo 3.0 is a major rebuild, and while we’re not listing every detail yet, here’s a high-level look at what’s in progress.
We’re actively working on updates to:
☑️ Services
☑️ Requests
☑️ Projects
☑️ Financial Documents
☑️ Tickets
☑️ Storefront
☑️ Checkout
☑️ Orders
☑️ Automation
☑️ Custom Fields
☑️ Tax System
☑️ Permissions
☑️ Dark Mode 🖤
Some of these features may evolve or ship later than others, but this is our current roadmap. The result will be a platform that’s faster, clearer, and built to scale with your business.
What do you think?
We know this is a big shift, and we’re building Zendo 3.0 with real people and real workflows in mind. If you have thoughts, feedback, or questions about the changes we’re planning, we’d love to hear from you.
Already part of our community? Join the conversation on Discord.
New here? Join us on Discord to share your perspective, stay updated, and be part of shaping and be part of shaping the future of Zendo.
Thanks for reading and for being part of the journey.
Zendo Team 🧡
