Features

Check-in: Introduced the highly anticipated 'Re-check' functionality, along with a new associated permission. This feature allows staff to refresh the check-in screen to reflect updated alerts and warnings that have been addressed. 

Check-In Setting preferences can be set in the Manage (Menu) > Organization and Facility Settings > Facility (Dropdown) > Check-In (Dropdown) > General

Staff-facing instructions from the Check-In Screen, POS, and Calendar Check-In will guide how to use the Recheck Function (Double-click the check-in line item from the Check-In window):

Prompt when checking-in from the POS:

Previous check-in states will be preserved, allowing staff and managers visibility to which alerts have been addressed, and the number of times the customer has been 'Re-checked':

*Currently, checking in a customer from their customer record via the Check-In button will add a second check-in with the Message: Already used Facility Access today

Customer Portal: Added eCommerce event tracking for Google Tag Manager. 

This setting will enable sending eCommerce events for begin_checkout and purchase events as an object in Data Layer.

In Build (Menu) > Storefronts > Global Settings (Tab) > Marketing Analytics Plugins > Google Tag Manager - Send eCommerce Data (Toggle)

Note: This integration cannot be used concurrently with Google Analytics tracking.

Customers: Added a new setting that enables searching by multiple first names separated by a space.

For communities where having two names is common, this setting will allow you to search by first names that includes a space.

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

Settings: Added a new column to the Ticket Projects grid displaying assigned custom permissions.

In Manage (Menu) > Organization & Facility Settings > Tickets (Dropdown) > Projects

Improvements

Settings: Clarified the language describing attachment type expiration settings when configuring attachment types.

In Manage (Menu) > Organization & Facility Settings > Attachment Types > Add Attachment Type

Reports: Updated reporting grids with the redesigned filter layout and improved date picker.

Date Picker: Enhanced date range picker across grids, charts, reports, and segments to improve visibility, usability, and overall user experience.

Register reconciliation date ranges have also been improved to include time of day:

Contracts: Added a results column in the dues review grid to clearly indicate when dues do not match the associated pricing rule.

In Manage (Menu) > Contracts > Dues Review (Tab)

Check-In: Reordered the check-in grid layout to ensure the checkout button is easily visible and accessible. 

Previously, the customer sidebar could obscure the button.

Reporting: Added documentation for {{currentDateLocal}} and {{nowLocal}} in reporting. These now default to using the current facility when available.

Segments: Two new segment conditions have been added to query for manual conditions.

Products: Reordered the Status column to a higher priority position in the purchase order grid to improve visibility and quick identification of PO statuses.

Plans: Added warning text when selecting taxed products in cancellation terms involving deposit forfeiture to help prevent configuration errors.

Fixes

Promotions: Exclusive brand and product group filters did not work correctly when defining product triggers when building promotions.

Customer Portal: Resolved an issue where attempting to sign up for a membership using an imported bank account as the stored payment method could trigger an system notice.

Customer Portal: Invoices for memberships, bookings, and passes are now only visible to the contract holder. Non-contract holders will no longer see these invoices.

Customer Portal: Reformatted date layout to match dropdown options (MM/DD/YYYY).

Charting: Fixed a formatting issue where the date picker could extend off-screen on smaller displays.

Storefronts: Disabled the catalog/calendar embed code button for storefronts that are not set as the home page.

Plans: Enforced a maximum character limit for spoke names.

Plans: Fixed a service error that could occur when duplicating plans with long names.

Plans: Fixed an issue where selecting a fixed date rule could occasionally trigger an error.

Email Automations: Fixed an issue where the click engagement chart was not displaying data correctly.

Stripe: Fixed an error message that appeared when stored payment methods were moved across Stripe accounts.

Products: Resolved an issue where the 'Stock On Hand' date filter incorrectly displayed previous day in the grid.

Customers: Resolved an issue where some international phone numbers incorrectly flagged as invalid.

Customers: Fixed an issue where contract footnotes could disappear when expanding multiple invoices when viewing the Customer Record.

Segments: Fixed an issue that caused a system notice to appear when viewing details of an enrollment segment that depended on an existing customer segment.

In the example below, we can see how an enrollment segment can be referencing an existing customer segment:

Segments: The 'Purchase History' segment condition no longer includes invoices that have been voided.

Front Desk: The 'Find Transactions' grids now require the 'Access Transaction History' permission.