Features

Data Access: Self-Serve Database Snapshot Downloads

Admins can now request daily database snapshots directly in: 
Manage (Menu) > Organization & Facility Settings > Utilities (dropdown) > Database 
to receive a secure download link by email when the file is ready. Access is protected with admin verification and limited to approved email addresses, giving teams tighter control over who can retrieve backups

Products: Edit active/inactive state and revenue account on System Products

New Charts

Charts: New Customers and New Online Profile charts

In Insights (Menu) > Charting > Standard Charts (Tab) > Customers (Dropdown)

Improvements

Calendar: Show Customer Attributes in course check-in grid

Staff can now choose which customer attributes to show in the course check-in grid. Alerted attributes stay in their usual spot, while any additional selected customer attributes appear at the end of the grid for quick reference during check-in.

Calendar: Display Contract and Customer notes in calendar check-in for quick reference

Course check-in now makes important customer context easier to spot. Staff can see contract and customer note previews directly in the notes column, open the full note history when needed, and quickly identify customers with alerted notes before checking them in.

Fixes

Calendar: Switching to focus mode now preserves checkboxes

Switching into Focus Mode during course check-in now keeps existing check-ins selected, so staff can expand the view without losing track of who is already checked in.

Customer Portal: Invoice Items Now Display Correctly on iPhone

Invoice details are easier to review on iPhone, with line items now appearing as expected so users can confirm charges without switching devices.