> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# July 6, 2026 — Widget setup checklist and payout exports

> The Benefits page now guides you through finishing widget setup, and Practice Administrators can export a CSV for each payout deposit.

## New features

### Benefits widget setup checklist

The Benefits page now replaces the live widget preview with a **Finish setting up your benefits widget** hero card when your widget is not ready to publish. The card tells you exactly what is missing and gives you a one-click way to fix it, instead of showing an empty or broken preview.

What this means for you:

* **No services added** — Use the **Add services** action to open Widget Settings on the Team tab. If your practice has only one team member, that member's drawer opens automatically so you can add a service right away.
* **All team members hidden** — Use the **Manage Team** action to turn on **Show in widget** for at least one team member.
* **No active clinician on the team** — Contact Thrizer support at [help@thrizer.com](mailto:help@thrizer.com) if you believe this is an error.

Once at least one team member is visible on the widget with a publishable service, the hero disappears and the live preview returns automatically. Clinicians who do not manage widget settings see an inactive-widget notice with the name of a practice administrator to contact when available.

See [How to set up the Thrizer Widget](/help/widget/how-to-set-up-the-thrizer-widget) for the full setup flow.

### Per-payout CSV export

Practice Administrators now have a new export action on each row of the **Payouts** tab in the Transactions hub. It downloads a CSV of only the transactions included in that payout week, named `transactions-payout-<payout-date>.csv`.

What this means for you:

* **Reconcile a single deposit** — Match the CSV against the payout amount that landed in your bank account, without filtering the full payments list by date.
* **Same columns as the filtered payments export** — Per-payout and filtered exports use identical columns, so you can compare them directly for bookkeeping or reconciliation.
* **Who can use it** — Practice Administrators only. Clinicians without administrator access continue to use the filtered payments export on the **Payments** tab.

See [Payments, payouts, and refunds](/help/clinician/payments-payouts-and-refunds) for details on both export options.