Features

Plans: A new toggle for 'Include Customers in Search' now allows non-staff customer records to be assigned as instructors within the Staff Assignments Tab on a course, expanding functionality beyond staff-only restrictions.

In Course Builder > Staff Assignments (Tab) > Include customers in search (Toggle)

This feature allows instructors to be assigned to a course without defining them as staff, which can be useful for independent contractors who do not regularly access Redpoint at your facility.

Plans: New functionality for managing large groups has been added to the plan creation screen, now accessible through a dedicated "Group Management Profiles" Tab.

Track a running list of participants for Group Events, including required documents, also accessible to the contract holder via their Online Customer Portal. Generate a shareable link to guide participants to the necessary documentation, such as facility waivers, for easy completion.

In Manage Menu > Plans > Group Management Profiles (Tab) > + Create New Profile

Begin by creating a Group Management Profile for an event type, along with a description and required documents for the event. In this example, we will create a Group Management Profile for Birthday Parties.


Assign a Group Management Profile to the relevant Plan. In this case, the Plan for a Birthday Party.


Once assigned, the Group Management Profile will affect Bookings made to that Plan.

Customers can purchase this plan in the same way they purchase all other contracts made available in storefronts. Customers can book a Group Climbing Event without the need to provide all of the participant names.

Once the booking has been made, the Contract Holder will have the ability to share a private storefront link to the Required Documents, and will have visibility of participants who have filled out the documents.


After following the link, participants will see the Storefront with required documents defined by the Group Management Profile.

The Contract Holder will also be emailed, prompting them to take action on their booking.


In the 'Edit Booking' screen, navigate to the Customers Tab to assign or add participants using the 'Assign Group Participants' button. Customers who have completed the required documents via the shareable link will be suggested for assignment.

Custom Reports: You can now add an optional header description when creating custom reports, so that users of the report can better understand how it works.

In View Menu > Reports > Repoint Insights 'Reporting' (Tab) > Manage Custom Reports (Tab) > Create/Edit Custom Report > Report Header (Text)

Customer History: Customer history now consolidates 'Check-in' and 'Benefit Ledger' entries into a unified record for a more complete view of customer activity.

View Customer History via the 'History' button located within a Customer Record.

Revenue Accounts: Added an option to filter Active and Inactive Revenue Accounts within grid filter.

This Filter will make it easier to view/hide active/inactive Revenue Accounts following Data Migration.

In Manage Menu > Organization & Facility Settings > Revenue Accounts > Filter (Button)

Charting: Added a Toggle to 'Show Data Labels' when viewing Charting.

In View Menu > Charting > Show Data Labels (Toggle)

Toggle will reset to 'Off' in between viewing charts to prevent performance issues and longer load times.

Contracts: Added Properties/Add-Ons Tab to contract detail which displays grid of all unique identifiers required by enrollees on a given contract.

View Properties and Add-Ons required for each Contract within Contract Details.

Contracts: Added new Monthly/yearly comparison chart transformations on relevant reports.

View comparative data within Charting to view year over year trends.

Reporting: New 'Sold By Staff' column added to 'Product Sales Line Item Details' report.

In View Menu > Reports > Redpoint Insights > Reporting (Tab) > Standard Reports (Tab) > Sales (Dropdown) > Product Sales Line Item Details

Products: 'Add Multiple Variants' window now allows empty barcode and sku.

When Editing a Product > Variants (Tab) > Add Multiple Variants (Button)
Added Warning if fields for barcode and sku are left empty.

Improvements

Storefront: Added a warning when utilizing Embed Link Tags that 3rd party cookies may have an impact on Lightbox Mode.

Some mobile devices may not display the embedded Lightbox properly if configured incorrectly.

When Editing a Plan > Edit Presentation (Spoke) > Get Embed Link Tag (button)

 Products: The Products Grid now loads up to 3x faster, significantly improving performance.

Cya later, load times!

Fixes

Plans: Add max length on name for asset schedules.

Previously, an asset schedule with too long a name would return a System Error.

Customer Portal: Emphasize buttons more on 'Continue As' window when logged into Kiosk or Web Storefront.

Customer Portal: Guest checkout will no longer autofill the name as 'Online, Guest.'

Contracts: Alter contract without terminating enrollments caused a service notice in some cases.

Warning prompt added to mitigate invalid configurations.