Features

Customer Portal: Customers can now complete online payments using their existing default stored payment methods.

Any payment methods used for recurring billing will be stored as a default payment, which can be used at a later date.

Customer Portal: Added a new toggle in facility storefront settings that allows customers to use their store credit for online payments.

In Manage (Menu) > Organization & Facility Settings > Facility (Dropdown) > Point of Sale (Dropdown) > Registers > 'Edit' Storefront Register > Allow Store Credit (Toggle)

A toggle has also been added directly on the General tab of a customer record, to individually manage who is able to redeem store credit:

Customers can manually select the amount of store credit they'd like to redeem per transaction:

You can also change this behavior in bulk, by creating a segment for customers with available credit:

And then using the bulk edit tool to alter the customer record with the new permission:

Segments: You can now create customer segments using postal/ZIP code conditions.

This condition allows you to segment specifically by the zip code of their saved address, making it easier to target communications and promotions by location.

Segments: Enrollment segments now include 6 new conditions for tracking status changes — Active Status Started/Ended, Freeze Status Started/Ended, and Terminate Status Started/Ended.

These new conditions allow you to pin-point specific dates for changes in plan statuses.

Contracts: Added the ability to add staff-facing notes on agreement plans.

This can be useful for communicating internal notes on an agreement (such as a belay agreement) without adjusting the document itself.

Plans: Added a warning regarding agreement end dates to plan dates configuration settings.

Plans: Added the 'Billing Cycles to Skip' setting to the 'Session Join' Spoke on recurring Program plans.

This functionality allows for program plans that function with a single prepaid portion, that later will begin billing automatically based on billing settings.

Emails: Added new replacement fields for earliest contract termination date. 

These fields are available exclusively in emails related to recurring contracts that have a minimum contract duration configured.

Added {{contract_min_termination_date_short}} and {{contract_min_termination_date_long}} replacement fields.

Customers: Introduced a new grid in the Customers module to display and search online profiles.

An associated staff permission has also been added to this grid for controlled access.

New Reports

Report: Added a new accounting report to view all Unassigned Deposit Line Items.

In Insights (Menu) > Reports > Standard Reports (Tab) > Accounting (Dropdown) > Unassigned Deposit Line Items (Report)

This report allows you to view Deposit transactions that have been paid, but have not yet been assigned to an active Contract.

Report: Added a new contracts report for All Contracts With Outstanding Deposit Balances.

In Insights (Menu) > Reports > Standard Reports (Tab) > Contracts (Dropdown) > Outstanding Deposit Contracts (Report)

This report allows you to view Active Contracts where a deposit has been placed, but still has an outstanding balance pending.

New Charting

New (and exciting!) Membership Data Visualization Charts have been added to track Key Membership Plan performance across several key metrics. A new category of charting for Membership Analytics has been added to include the new charts for Membership Churn, Retention, and Check-ins.

Chart: Added a new Membership Analytics Chart for membership churn rate.

In Insights (Menu) > Charting > Charts (Tab) > Membership Analytics (Dropdown) > Churn Rate (Chart)

This chart will help you to visualize the churn percentage of your active memberships.

Hover over individual months to view specific churn metrics:
-Total Number of Members at the Start of the Month
-Members whose Status Ended that Month
-Percent Churned

Please note that the chart will appear blank on the first day after release, as data is generated during daily maintenance. The chart will begin populating within 24 hours.

Chart: Added a new Membership Analytics Chart for monthly retention percentage.

In Insights (Menu) > Charting > Charts (Tab) > Membership Analytics (Dropdown) > Retention Percent (Chart)

This chart will help you to visualize the retention duration of your Key Membership Plans, as well as the average duration (shown on chart as 50%).

Please note that the chart will appear blank on the first day after release, as data is generated during daily maintenance. The chart will begin populating within 24 hours.

Chart: Added a new Membership Analytics Chart for monthly average member check-in.

In Insights (Menu) > Charting > Charts (Tab) > Membership Analytics (Dropdown) > Monthly Check In Trend (Chart)

This chart will help you to visualize average monthly member check-ins, compared to total check-ins.

Please note that the chart will appear blank on the first day after release, as data is generated during daily maintenance. The chart will begin populating within 24 hours.

Improvements

Calendar: Calendar pop-up on booking hover now displays enrollments instead of contract holders (displayed as 'Participants').

This pop-up will allow staff to view participants without needing the 'Manage Course' permission.

Contracts: Added a Load Customers button when managing contracts, making it easier to quickly view and work with customer records.

Fixes

Reports: Reformatted Course Summary and Instructor Assignments Report.

• Resolved an issue where some courses were being omitted if no course data was present.

• Added two new columns to the report, displaying session check-ins and attendance percentage.

Customer Portal: Resolved an issue that would return application/octect errors when uploading customer photos from iPhones and iPads.

Products: Prevented deposit products from being sold to anonymous customers.