Features

AI Reporting: New and powerful AI Reporting Tools are Now available.

In Insights (Menu) > AI Tools

We’re excited to introduce AI Reporting, a powerful new way to explore your Redpoint data without needing to write custom SQL queries. With this new tool, you can ask questions in plain language, and the system will generate SQL and run reports for you. More information about this feature and how to use it can be found here on our Knowledge Base.

This tool empowers your team to generate data insights about your members, sales, and operations without relying on custom reports, even if they've never written SQL before.

The AI has been trained on Redpoint’s database schema (tables like Customers & Memberships, Sales & Payments, Inventory, Courses & Programs, Facilities, ect.)

In Insights (Menu) > AI Tools > AI SQL Generator

Example Prompts to Try

• List top 10 retail products sold in 2025. Use revenue account with “retail” in its name.
• List all the members who terminated last month, include the reason and any notes.
• Histogram data by age bracket of current members.
• Top 10 staff members who sold the most “shoes” last month. Use “shoe” in the revenue account.
• Compare average weekend check-ins to weekday check-ins by hour, #withDateFilter.
• List all currently frozen members, their freeze date, and # of months frozen.

Tips for Improving Results

• Be specific: “Sales by month in 2023” is better than “Tell me about sales.”
• Use filters: e.g. “Purchases of product description containing ‘grigri’ in the last 30 days.”
• Request formats: ask for “Top 10,” “grouped by age bracket,” or “sort descending.”
• Start simple, refine later: begin broad and then narrow down with filters and reformatting.
• Use natural dates: “last quarter,” “year to date,” “past 7 days.”
• Check the SQL: AI will show you the SQL it generated.
• Fix errors quickly: If you see an error, click Ask AI to Fix Error (sometimes twice).
• Add Filters: #withDateFilter → add a date range filter, #withFacilityFilter → limit to a specific facility, #withVariantFilter → filter by product variant, #withPlanSetFilter → filter by membership plan set
   

Email & Document Editors: Full Screen Mode

We’ve added a new full screen button to the email and document editors. This makes it easier to focus on writing and editing by giving you more space to work comfortably and efficiently.

Email Enhancements: Facility-Level Email Settings

We’ve introduced new facility-level controls for email settings, giving you more flexibility and compliance support when sending both operational and marketing emails.

In Manage (Menu) > Organization & Facility Settings > Facility (Dropdown) > Email

• Email Footers:
  Every email now includes a footer line to help keep you compliant with CAN-SPAM regulations.

• Marketing Email Settings:
  You can now customize details specific to your marketing campaigns:
  • Marketing Email Address – The sending address for marketing messages.
  • Marketing Friendly Name – The display name shown on marketing emails.
  • Marketing Reply-To Address – The email address where replies to your marketing campaigns will be sent.

These updates give you more control over how your messages appear to customers, while making sure your emails meet compliance standards automatically.

Email Automations: Full Screen Mode

We’ve added a new full screen button to the Email Automations Details. This makes it easier to view Automation Details by giving you more space to work comfortably and efficiently.

In Build (Menu) > Notifications > Email Automations (Tab) > Click to expand Automation Details.

SendGrid Settings: Test Email Button

We’ve added a new Test Email button within the SendGrid integration settings. This makes it simple to confirm your setup is working correctly by sending a test message directly from the integration screen.

In Manage (Menu) > Organization & Facility Settings > Integrations (Dropdown) > SendGrid Transactional & Marketing Email > Click to Expand Integration > Send Test Email (Button)

Segments: The following key membership segment conditions have been added:

Improvements

Tickets: We’ve refreshed the look of public-facing ticket emails.

To make them cleaner and easier to follow, the old “blue box” design has been replaced with a layout that better resembles a natural email conversation, improving readability for your customers.

Email Automations: You can now preview and load the exact customers who match a segment query for a specific date. 

This makes it easier to verify counts before sending, giving you more confidence and control when targeting campaigns.

Email Automations: Runaway Query Protection

When editing an email automation, Redpoint now performs a smart “sanity check” on segment queries to help prevent runaway sends.

• This check runs only if you change the segment conditions during editing.

• Redpoint runs a test against yesterday’s data to confirm whether the query would exceed the daily maximum you’ve configured.

• If the query would exceed your daily max, you’ll now see a clear warning and confirmation prompt before saving.

• You can still choose to proceed, but the warning ensures you know whether the automation is being used as intended.

Note: This check only applies to facilities configured for the automation, and will not run if no changes are made (to avoid unnecessary slowdowns).

Contracts: Image attachments in the validation window are now displayed more clearly and consistently, making it easier to review and confirm contract details.

Grids: The standard 'Load Customers' action now automatically opens in a new tab.

Fixes

Tickets: Fixed an issue where long text in tickets was not wrapping correctly.

All content now displays clearly without being cut off.

Emailed Reports: Fixed a date-related bug introduced in version 1.3.122 that caused some reports to display red error text.

Segments: Editing customers directly from within a segment now works smoothly without triggering system notices.