Features

Segments: Added a new Customer Segment condition to filter customers based on their Default Billing Method (credit card or bank account).

Reports: Added a new Course Capacity Report to provide visibility into course bookings and remaining spots.

In Insights Menu > Reports > Redpoint Insights 'Reports' (Tab) > Standard Reports (Tab) > Calendar (Dropdown) > Course Capacity (Report)

Reports: Added a new Staff Assignments Report to help track and manage staff scheduling.

In Insights Menu > Reports > Redpoint Insights 'Reports' (Tab) > Standard Reports (Tab) > Calendar (Dropdown) > Staff Assignments (Report)

Reports: Added a new Predicted Billing Estimate Report to view predicted billing totals based on current memberships and contracts.

In Insights Menu > Reports > Redpoint Insights 'Reports' (Tab) > Standard Reports (Tab) > Contracts (Dropdown) > Predicted Billing Estimate (Report)

Charting: Improved data charts by displaying a top-stacked value label.

Segments: Added a toggle to lock a customer segment so that it is viewable and editable by admins only.

This change will help to ensure that critical customer segments are not unintentionally altered by staff.

Draft Contracts: Added a delete action to draft contracts, allowing users to remove unwanted contracts directly.

Exports: Updated exported report and grid filenames to include the organization's name for increased visibility and organization.

Fixes

Payment Source: Restored exported mapping field for payment sources.

In Manage Menu > Organization & Facility Settings > Payment Sources

Plan Metrics Grid: Corrected an issue where exported CSVs opened with unusual characters in Excel.

Plan Custom Notifications: Fixed a bug that prevented custom plan templates from being used for freeze and terminate requests.

Contracts: Addressed an issue where moving a contract start date backward did not properly update the enrollment activation date.

Contracts: Resolved a problem where modified contracts did not correctly prompt for full refund amounts upon cancellation.