Features

Customer Experience: Customers can now add themselves to waitlists, view their current position, and leave the waitlist

You can now configure online waitlists for any programs including prepaid camps, recurring programs, single-session bookings and more!

For details on how to configure and manage online waitlists please see the full support article here

Calendar: Added new Waitlist Settings when editing a course, giving you four customizable options to control how bookings and waitlists are managed.

A full description for how to use this new feature can be found in our Knowledge Base Article here

• Restrict Booking When Waitlist Exists

  • How it works: If the waitlist contains any customers (either Eligible to Book or Waitlisted), booking is restricted exclusively to those marked as Eligible to Book.

  • Use case: Helps prioritize customers already in line when space opens up, preventing new bookings from bypassing the waitlist.

• Eligible from Waitlist

  • How it works: Booking is always limited to customers on the Eligible to Book waitlist, even if the waitlist is currently empty.

  • Use case: Ensures that only those specifically managed through the waitlist process can secure a spot, useful for courses with strict approval or prerequisites.

• Open

  • How it works: All customers can book at any time, regardless of whether a waitlist exists.

  • Use case: Keeps booking flexible and open, ideal for courses where you want to maximize attendance and don’t need to enforce waitlist priority.

• Closed

  • How it works: Both booking and the waitlist are closed to all customers.

  • Use case: Used when a course is finalized or unavailable, ensuring no additional sign-ups or waitlist entries are accepted.

Customers: New Customer Ribbon configuration allows highlighting selected customer attributes for increased visibility.

Common use-cases might be for highlighting Belay Status, Student Status, or other attributes you deem it important for your staff to know when interacting with the cutomer.

To reference the full documentation please go here

This attribute will also display next to the badge when searching for customers, and when hovering over the customer name.

When viewed in the customer sidebar, either in the check-in screen or POS, the Customer Attribute defined in the Customer Ribbon will display, for added visibility:

You can configure this option in:

Manage (Menu) > Organization & Facility Settings > Customer Custom Attributes > Customer Ribbon

Front Desk: Customer Custom Attribute settings now include the ability to configure which customer attributes appear in the sidebar and in what order.

In Manage (Menu) > Organization & Facility Settings > Customer Custom Attributes > Customer Record Layout > Create New Customer Custom Attribute Layout (button)

The Customer Sidebar will now display the desired custom attributes in the layout defined in Sidebar Display.

Customer Portal: OTP authentication supports Singapore and Malaysia

We've added support for Singapore and Malaysia phone numbers for OTP (one-time passcode) authentication in the Customer Portal.

Localization Settings: Added support for the Singapore Dollar (SGD) currency and locale settings.

These settings can now be used as the default currency and can be used for invoices, payments, and viewable in reporting.

Customer Experience: Added support for Meta Pixel integration including sending InitiateCheckout and Purchase events

For full details on how to configure the integration and the exact data sent, please see the full article here

Improvements

Group Management Profiles: Group manager link is now publicly accessible

Previously to view the link and see participants that have filled out documents, you had to be signed in as the contract holder of the booking. The link emailed to customers is now a unique link that anybody with the link can view. You may also access this link through a new button when looking at the booking.

Note: The contract holder of the booking will still be able to view the document submitted in their online profile.

Check-in: Check-In now displays alerted notes above benefits to ensure critical information is more visible to staff.

Other notes are still available for view underneath the benefits and attributes.

Check-in: Show the Prior Visit of the customer in sidebar

The prior visit is the most recent check-in for this customer before the current day. Prior visit is used so that the value is same before and after the customer has checked in. The prior visit for any facility is shown here.

See above for photo

Check-in: Large photo displayed by default

The large photo is now displayed by default at check-in, while a slightly increased photo size is used throughout the rest of the platform. If you organization does not use photos you can turn off the large photo at check-in Manage (Menu) > Organization & Facility Settings > Check-in Settings. Click Edit and scroll down to the bottom to find the Large Check-in Photo setting.

See above for photo

Front Desk: Customer search shows popup on hover

Customer Search now displays a quick-view popup of the customer record when hovering over a customer name, making it easier to reference key details without leaving the search screen. This also shows when selecting a customer in a contract.

Charting: Filters have redesigned to improve usability and ease of access

Reorder Report: Added a barcode column and new exclusion options.

New filter options allow you to filter out products that do not require reorder or have a reorder quantity set to zero.

Fixes

Calendar: Fixed an issue where public titles defined in the Presentation Spoke were not displaying as expected.

Previously the calendar tiles in the customer experience used the plan name instead of the public title. The public title was still used on the booking page itself.

Document Spoke: Removed the 'Preview Send Email' button from the Document spoke preview.

This fix helps to prevent confusion between document preview and email functionality.

Front Desk: Last sale tab in the sidebar did not scroll when screen was small

You can now scroll all the way to the bottom on long invoices..

Dashboard: Fixed an issue with custom date selection for Australia customers

In Australia, when selecting custom dates in the dashboard the end date could be one day off.

Settings: Fixed the language in Facility Settings to clarify when credit card surcharge applies

The surcharge is applied to all posted dues regardless of billing cycle length.

Notifications: Email automations sent through SendGrid could be falsely reported as skipped-dup

If your SendGrid account is out of credits or another error is encountered when sending an email it will now have a status of sendgrid-error