Features

SendGrid: Added a tool to import Sendgrid marketing contacts 

This tool enables SendGrid “email address” signup forms embedded on your website to be ingested into Redpoint, creating customer records for downstream marketing use.

You can embed a SendGrid form on your site and periodically pull newly captured email addresses into Redpoint. The tool can optionally delete contacts from SendGrid after ingestion, allowing you to operate on SendGrid’s lowest-cost marketing plan ($15/month).

This operates independently of Dispatches, but provides a mechanism to collect email addresses via your website and make them available in Redpoint for activation through Dispatches.

In Manage (Menu) > Organization & Facility Settings > Integrations (Dropdown) > Sendgrid Automation and Campaign Email > Import Contacts (Button)

Dispatches and Automations: Draft Auto-Save and Recovery

Drafts now auto-save across Dispatches and Automations reducing the risk of losing work if your browser closes or you navigate away.

As you build, your progress is saved automatically. If you return to a Dispatch or Automation with unsaved changes after closing a tab or leaving the page, you’ll be prompted to restore your draft and continue where you left off.

Note: For Dispatches and Automations, auto-save begins 10 seconds after the modal is opened.

Segments: Added advanced options for segmenting using customer notes

Added more advanced options for segmenting customers based on 'Notes' on their customer record beyond text content. Options include: Alerted Status, Important (note setting), Created At Date, and Edited At Date.

Templates: Smarter Enrollment Status Email Templates with Reason-Based targeting

You can now show or hide parts of an enrollment status email (or document) based on the reason entered for that status change.

This lets your team tailor messaging for situations like “moving away” versus other cancellation reasons, so recipients only see content that fits their case.

Templates: Default Section for Conditional Emails and Document Templates

You can now set a section to display only when none of the other section conditions are met. This makes it simple to define one version for a specific condition and a separate default version for all remaining email and document cases.

On Account: Prevent Invoicing items on account when there is past due balance

More Control Over On-Account Sales

Facilities can now choose whether customers with past-due balances are still allowed to make new on-account purchases.

In Manage (Menu) > Organization & Facility Settings > Facility (Dropdown) > Point of Sale (Dropdown) > Options

Improvements

Audit Log: Added a UTC column for multi-time zone organizations

Charting: New KPI Highlights box to most charts

These new highlights make it easier to interpret key information from generated charts

Charts: Reformatted Interval, Style, and Stacking filters with radio buttons

We’ve updated chart filter options (interval, stacking, and style) to use radio buttons instead of dropdowns—making it easier to see and select available options at a glance.

Contracts: Improved contract price locking/editing behavior, and added help text

This change will make it easier to manually adjust pricing on concluded bookings. 

Check-in: Added recheck as a check-in menu option to distinguish from refresh

Plans: Added a new 'Customer Information' tab on Plan configuration settings

This new tab separates out certain information regarding customer information to more clearly specify plan settings for required information from the customer.

SQL Editor: Added hover text for some tables and fields

Contracts: Bump billing cycles in bulk billing cycle changer and added total dues column

In Manage (Menu) > Contracts > Bulk Recurring Changes (Tab) > Billing Cycle Changes (Tab) > Next Bill Date Action

Tickets: Added three new ticket filters for Reference number, Last Activity Date, and Created Date

Customer Portal: Smarter Marketing Email Opt-In Preferences

Marketing email choices now behave more consistently during checkout and contract purchase. When a customer makes a clear opt-in or opt-out choice, that preference is saved even if their email address stays the same. When no choice is made, their existing preference is left alone, so checkout will not accidentally change how they receive marketing messages.

New Charts

Charting: New analytical chart: Cumulative Year over Year Year to date % Growth

Charting: New analytical chart: Returning Visitor Distribution

Charting: New analytical chart: Membership Conversion Velocity

Charts: New Ticket Status chart

Track unresolved tickets by status and see how long they stay open. Use day, month, or year views to spot backlog spikes and aging trends across facilities

Charts: New promotion redemption charts for Redemption Counts and Revenue

Also added a filter to limit results to First Customer Redemption for added visibility of new engagement.

In Insights (Menu) > Charting > Standard Charts (Tab) > Promotions (Dropdown) > Redemption Counts and Redemption Revenue (Charts)

Fixes

Surcharging: Cart error resulted in surcharge tracking payments failing to void

Promotions: When configuring Generated Codes, the Customer Limit was visually hidden

Customers: Removed redundant call to action from duplicates modal

Customers: Clicking cancel would sometimes select the highlighted customer

Dispatches: Resolved an issue with 'Send-at Time' display for Dispatches spanning multiple time zones

Calendar: Terminated customers will no longer display in calendar check-in

Customer Portal: Removed extra period on 'Available' language

Customer Portal: Resolved an issue when using area codes in Puerto Rico

Contracts: Resolved an issue when adding a custom property to draft contracts with pricing

Contracts: Prepaid Freezes Resume Correctly

When a prepaid membership has a future unfreeze date scheduled, the customer now returns to active status as expected on that date. This prevents memberships from staying frozen longer than intended and keeps the prepaid term accurate.

Segment Conditions: Storefront Engagement query condition moved to explicit equals

On Account: Customers were unable to use on-account purchases if they had a terminating contract with that feature, even when another active contract allowed it

Reports: Daily Check-In Metrics report would throw an error if there were no check-ins for a facility

Reports: Daily CheckIn Report would fail when no check-ins were recorded