Features

Segments: Added filters for customers and 'Seed Date' in segments.

You can now specify a seed date when previewing a segment. This allows you to check when a specific customer qualified for the segment and test how the segment behaves with future-dated contracts.

Contracts: Past courses now appear in faded color when changing course on a booking.

Customer Portal: Mobile Dashboard access for staff, with relevant permissions.

Staff members that have been given explicit permission can now view the Dashboard directly from the customer portal when accessing on mobile or desktop. This allows for quick, real-time insight into key metrics—anytime, anywhere.

Staff can now update their own profile information through the customer portal.
To edit other staff profiles, users must have the appropriate permission granted in their role settings.

In Manage Menu > Staff, Roles, and Permissions > Permissions (Tab) > Customers (Dropdown) > NEW Permission: 'Manage staff profile login methods'

Customers: Added the ability to create/edit/delete tags on Customer Records.

New Edit Tag Button located on the Summary page of the Customer Record.

Plan Edit: Added new warning text when adding or removing enrollment types to help prevent unintended changes. Learn More link

Replacement Fields: Added a warning note when renaming existing replacement fields to help prevent unintended changes.

Fixes

Calendar: Clicking on a day in the next month no longer causes the calendar to automatically navigate to that month.

Calendar: Resolved an issue where clicking on a course in the calendar would occasionally fail to open the Manage Course view.

Contracts: Resolved an issue where selecting a day in the next month while changing the course on a booking would incorrectly navigate to the next month.

Retail: Deleting inventory counts now no longer requires admin-level permissions, it is bundled with the Stock Control Permission.

Customer Portal: Resolved an issue where changing the start date of a contract with rolling billing did not consistently update the replacement fields in the terms and conditions.

Audit Log: Resolved issue where customer names were incorrectly shown in the staff column of benefit ledger entries.