Features

Customer Portal: Signing Up for a Waitlist Now Requires an Email Address

Reduce friction when notifying customers when a space in a program booking becomes available. Email is not required for enrolling as a participant, only when joining the waitlist.

Fixes

Customers: Better Phone Number Matching for New Zealand

Phone number lookups now handle New Zealand numbers correctly instead of assuming a US country code. This makes it easier to find the right person when searching by phone and reduces failed matches for teams working with New Zealand contacts.

Tickets: Cleaner Ticket Resolution

Tickets are now easier to wrap up without getting stuck behind hidden draft comments. Staff can see and manage unpublished comments more reliably, and comments can no longer be accidentally edited down to nothing.

Contracts: Clear Alert When Staff Termination is Disabled

Added an informative alert in the manual termination buttons from the customer record when the staff permission is disabled. This change reduces confusion when termination terms are set up to disallow manual staff terminations.

Contracts: Deleting Draft Contracts With Custom Benefits Works Properly

Draft contracts with custom benefits can now be removed cleanly in one step. Staff no longer have to delete the extra benefits first, so cleaning up unfinished contracts is faster.

Customer Portal: Default Options for Required Plan Questions Now Populate Correctly

Required Plan questions will now populate the default response correctly, reducing errors when customers book into program plans.

Customer Portal: Calendar Course Summaries Always Display

Course details now load directly with the calendar, fixing an issue where short summaries could be limited to the first 100 plans on a calendar.

Contracts: Fixed a Stuck Screen when Updating Contract Question Answers During Alter Contract

Updating a contract through Alter Contract no longer gets trapped in a loop when you edit the question.

Plans: Fixed a Stuck Screen when Editing Plan Number Question Pricing

Automations: Segment testing UTC bug in Email Campaigns

More Accurate “Run For Date” Results

When you test or load customers for an email campaign using a selected date, results now consistently reflect that exact day. This removes timezone-related date shifts, so campaign simulations and customer counts are more reliable.

Calendar: Default Session Duration when Creating Custom Course

When creating a custom course from the calendar, the session duration now automatically uses the plan’s default session length.

Products: Clearer Reorder Point Guidance

We updated the product reorder help text to better explain how Reorder Point, On Hand Goal, and Case Reorder Quantity work together. The new wording makes it easier to set values correctly so reorder suggestions trigger when you expect and stay aligned with your stocking goals.