Features

Contracts: Manual termination date controls on contracts and enrollments.

We’ve added the ability to manually set and extend termination dates at both the contract and enrollment level.

This update introduces a new, visible “earliest termination date” that reflects the minimum billing cycle requirement on a membership. Staff can now override or extend this date directly, giving you more control over how long a contract remains active without needing to adjust the underlying plan or rely on workarounds.

API: Added a field for 'Customer Badge' to customer node

Retail: New reorder grid with quick PO creation.

We’ve added a new Reorder Grid to product management, bringing the same data from the Reorder Report into a more actionable, in-app view.

In Manage (Menu) > Products > Reorder Grid (Tab) (Permission needed= Permission Sales Summary / Inventory Grid required).

From this grid, you can now generate a Purchase Order, automatically populated based on your On-Hand Goal quantities.

Check-in: Skip check-in alerts for some customer requirements.

Manually skip customer requirements from alerting on check-in when configuring check-in rules:
In Manage (Menu) > Organization and Facility Settings > Check-In Guards > Add Check-In Rule > Customer Requirement Rule > Skipped Customer Requirements (Field)
 

Customer Portal: Added a new add_to_cart event for Google Analytics and Meta Pixel tracking. 

As part of this update, item_id across all events now uses the product SKU, or a unique ID if no SKU is assigned. Additionally, location_id for Google Analytics now reflects the facility short name.

Customer Portal: purchase events are now fired for any contract with an invoice even if $0, previously $0 events were not triggered

New Charts and Reports

Charts: Comparison Charts

We’ve introduced a new Comparison Charts page that allows you to view multiple data series side by side.

You can now combine different metrics into a single view and compare their performance over time, including support for ratio-based charts.

In Insights (Menu) > Charting > Comparison Chart (Tab)

Charting: Added four new sales analytics charts: Monthly Sales Trends by Year, Cumulative Sales (Year to Date), Monthly Sales Growth (Year over Year %), and Sales Contribution (Breakdown)

These powerful new charting tools will allow for deeper insight into which revenue accounts have grown the most, and have the largest impact on revenue.

In Insights (Menu) > Charting > Sales (Dropdown) > Analytics (Dropdown)

Improvements

Plans: Plan Directory pane can now scroll independently.

In Build (Menu) > Plans > Plan List (Tab) > Plan Directory

Replacement Fields: New replacement field has been added for undiscounted recurring dues.

We’ve added a new replacement field: {{contract_recurring_dues_undiscounted_price}}

This field displays the standard plan rate before any discounts are applied, giving you visibility into the original dues amount alongside the member’s actual billed rate.

Customer Portal: Populate multiple promotion codes via URL.

You can now apply two promotion codes through a single Customer Portal link.

This allows you to stack promotions, such as combining an initiation fee discount with a recurring dues promotion when following one direct link.

Inventory: Improved visibility for active products in Stock On Hand reporting.

We’ve added a new 'Hide Inactive' option to both the Inventory On Hand grid and the Stock On Hand report.

With this update, reports will now only include products that are actively available at a given facility, eliminating rows for products that are not set up or sold at that location.

Bulk Invoicing: Specify customer’s home facility as the target for bulk invoicing.

Fixes

Replacement Fields: The replacement field: contract_enrollment_count, now includes unassigned enrollments.

Customer Portal: Fixed facility grouping to display properly on the web storefront.

Dispatches: Clearly report SendGrid errors to the user.