Features

API: Smarter Repeat Check-ins

API check-in gates can now reuse a recent successful result while automatically rechecking customers who previously received a warning or alert. Each gate has its own configurable time window, ensuring different gate rules remain independent.

API: Customer-Friendly Check-In Messages

Check-in gates can now provide clear, customizable messages for customers when account, payment, benefit, or requirement issues need attention. These messages remain separate from detailed staff guidance and are available for 30 days.

Improvements

Contracts: More Flexible Bulk Price Change Reviews

A new filter has been added to view bulk price changes by exact matches, changed amounts, or a custom dollar range to focus on the updates that matter.

Plans: Hide Selected Plan Contracts from Customer Profiles

Plans can now be configured to keep their contracts out of customer profile lists, while checkout and staff management continue to work normally.

New Toggle Option has been added to Build (Menu) > Plans > 'Edit' the plan > General (Tab) > Hide Contracts from Online Customer Experience.