Features

Auto Emailed Reports: Assign a specific ‘Sending Facility’ to staff-facing Emailed Reporting.

The default 'sending facility' for report emails is now the recipient's home facility. This new option allows reports to be assigned a specific facility as the designated sender.

In View Menu > Reports > Redpoint Insights 'Reporting' (Tab) > Manage Emailed Reports (Tab) > Create Custom Report OR 'Edit' an existing report.

Calendar: Manually adjust setting for default view when viewing the Calendar.

In Manage Menu > Organization & Facility Settings > Facility (Dropdown) > Calendar

Calendar: Added a toggle to only show booked events when viewing the Calendar.

Calendar: Added a toggle to only show events requiring instructors when viewing the Calendar.

Plans: Added a Toggle on Plan Details to hide Enrollment last names on the Contract Holders Portal, designed to be used with Group Bookings.

Increased confidentiality settings in Plan Details to ensure Enrollment last name is not viewable from the Contract Holder's Portal on group booking plans. Participants enrolled in an event will not see any information in their portal.

In Manage Menu > Plans >Big Edit>General  'Has Public Contracts' Toggle present on all Plan Details. This is toggled to OFF by default. 

Perspective from the Contract Holder's Portal. The participants do not see any information in their customer portal if they are enrolled in a group event.

Customers: Added confirmation alert when checking-in customers from their customer record to prevent mistakes.

To reduce errors, a confirmation alert has been added when manually checking in customers from their customer record.

Check-in: Added ability to suppress alert for missing amenity when customer has a valid check-in.

When creating/editing check-in guard rules, optionally Toggle to suppress check-in alerts for missing amenities on customers that have a valid Program Tag.

In Manage Menu > Organization & Facility Settings > Check-In Guards

Dashboard: Introduced a new Dashboard Menu to view Operational Metrics at-a-glance.

View Metrics for: Sales By Facility ($), Sales By Account ($), Check-Ins By Facility (#), Check-Ins By Badge (#), New Customers By Facility (#), and Online Sales By Facility (#).
Filter by Time frame - Added options to view data and compare metrics over various timeframes, including 'Today', the last 24 hours, 72 hours, 168 hours, 3 days, 1 week, 1 month, 3 months, 6 months, and 1 year.

Include Dues Posting - Optionally include revenue generated from Dues Posting on Dashboard Charts.

Show Prior Periods - Optionally toggle a dotted line that will populate comparative data from the previous year.

Customize Charting View - Dropdown Menus allow you to view 1-3 columns of charting for ease of visibility. Additionally, choose to view only Value Totals, or to Label each value individually.

In View Menu > Redpoint Insights 'Dashboard' (Tab)

(Default Permission to view the dashboard is Admin Only)

Fixes

Revenue Accounts: The Revenue Accounts Grid Filter now defaults to displaying only active accounts.

In Manage Menu > Organization & Facility Settings > Revenue Accounts

Customer Portal: Added a specified alert when signing a document to show which initials/signature fields failed validation.

Reports: Fixed an issue where the Account Summary sales report displayed only the trailing month of invoices.

Billing: Customers with both credits and due balances will now have the 'Apply All Open' action automatically executed during billing to ensure accurate balance calculations.