Features

Contracts: Booking deposits can now be configured on contracts as required payment terms.

An example workflow for how to use this new feature can be found here on our Knowledge Base.

Configure Deposit settings from the Pricing Spoke of the Plan configuration:

Customers are prompted to place a deposit at the time of booking:

Pricing for the deposit can be edited directly from the booking:

Collect the remaining balance from the green 'Collect Balance' button on the contract:

Cancellation/Deposit Refund terms can be defined from Plan configuration settings when configuring Partial Refunds on authorized cancellations:

Contracts: Added the ability assign or unassign invoice line items to a contract.

Invoice Items can now be added directly to any existing contract, allowing staff to manually add charges or issue credit. This is helpful for retroactively adding upsell items, correcting mistakes, or applying deposit credit without editing the terms of the contract.

Emails: Two new replacement fields are now available for use in email bodies: {{contract_holder_age}} and {{looping_enrollment_age}}. 

Reports/Charting: Charting and reporting windows now include a collapsible sidebar and full-screen toggle, improving visibility when working with large data grids.

Fixes

Check-in: Frozen contracts no still trigger check-in alerts, if the member has active facility access through another plan.

Customer Portal: Minimize uncaptured payments on Stripe.

The system will now validate form fields before Stripe payments are submitted.

Customer Portal: Custom amount option field now auto-selects correctly when purchasing a gift card once the toggle is enabled.

Customer Portal: Relaxed pixel requirements for document signatures and initials to improve usability and consistency.

Retail: Bulk price updater tool now supports four decimal places, consistent with individual item pricing and purchase orders.

Reporting: Auto-generated column totals now correctly handle blank cells and excludes percentage-based columns from calculations.

User Interface: Improved functionality on some dropdown menus which do not open or remain open, now only focuses on open window.

Calendar: Composite courses that are no longer referenced by any rules or bookings are now automatically removed from the calendar.

Account Spending: On-account sales will now escalate to the contract holder only when there is an active membership, punch pass, or program enrollment relationship. Agreement-based relationships (such as waivers) are no longer used to determine account linkage for on-account purchases.

Agreements (waivers) will no longer automatically connect customer accounts for the purpose of shared billing or on-account sales. This change ensures that only intentional, contractual relationships affect billing behavior.

Emails: Emails now display an error message if the email exceeds the size limit (220KB), preventing failed sends due to oversized body content.