EFT

Batch

When finalizing the batch for a Service EFT, if there are any SERVICE failures you can add fees to the fail and it will be reflected in the scheduled payments under Services rather than Membership.

Membership

Service Fees

3 Additional Membership Service Fees
Tools, System Settings, Membership Service Fees

Portal

Assessments

Updated Bar Graph, added PDF download

Checkin Report

Updated Checkin Report added PDF
May no longer access other Members Checkin Data

Classes

May now view classes without error

Design

Updated with modern display blocks for membership, service, and category types.

Exercise & Cardio Tiles

Added both to front page
Enhanced User Interface

My Info Page

Removed Fitness Assessment, Cardio, Checkin info and Graph
Changed Back to Home

Prospect purchase membership

Next bill date will now display properly

Prospect purchase services

May now select Service type without error

Services

Only Service Types marked “Non-Member can purchase online” will display for sale

Reports

Portal activity

New Report: Member Activity – provides details of member activities of in the portal
Reports, Member Portal, Member Activity

Checkin

Activity Analysis, Addressed duplicate display of periods
Reports, Checkin, Activity Analysis

Member Checkin Detail, Addressed error when selecting “only include one checkin per day”
Reports, Checkin, Member Checkin Detail

Insurance Report, Addressed Time out error
Reports, Checkin, Check-In Insurance Reimbursement Report

CRM – New Report

Reports, Sales CRM, Sales Summary Report
MUST SEE

Financial

  • Added query dates to display of Financial Summary Report results
  • May now select more than one Cash Drawer when running the Financial Summary Report
  • Addressed discrepancy on Transactions and Summary reports, when payments applied to Bill Later items
    Reports, Financial – Financial Transactions/Summary

Memberships

Management Metric Report, added PDF and Excel download options
Reports, Memberships, Management Metric Report

Misc/Stat

CC expire, added ability to see 2 month expiration warning
Reports, Misc./Stat, Credit Card Expire Report

Sales Commission

Added ability to pull a PDF/Excel report by Sales Rep
Reports, Financial, Sales Commission, from any Sales Person, click Details – use PDF or Download option provided

Training

Management Training Metrics, added guests converted to member column
Reports, Training, Management Training Metrics

Services

Purchase

Addressed error when clicking Recalculate during purchase

Scheduled Payments – quickly update all payment dates of a service

  1. Click on Scheduled Payment Date
  2. Check off – Change billing day for all future service payments?
  3. Use drop down to select NEW Billing Day:

Type

Form was updated for clarity, removed Term values when No Term & AutoClose action set to Rolling/Closing on Zero. On No Term, Price field will indicate weekly or monthly
Functions, Services, Add/Edit Type

POS

Emailing receipt functionality restored

Quick Links

New Quick Link for Assessments
Tools, Quick Links – check off View assessments – Save

Users

Checkin

  • Upon checkin a new option is available “Payment”, click to apply payments to open membership, service, and/or POS Open Balances
  • If using background checkin – enhanced, look for the button to Open In Shape to access the checkin screen to apply payment.

Billing

Prepaid Accounts – updated features

  • When putting Cash (or any payment type) on a prepaid account, the transaction will be assigned to an Income category named – Prepaid, with payment shown as the specific payment type
  • When using prepaid funds to pay for an item, the transaction will be assigned to the Income category of the item, with payment shown as Prepaid

New Feature: Billing Responsible Party

Ability to select another active member as Responsible Party in a member’s billing information will be used. The responsible party’s billing info will be used. Additionally, may now run invoice by Responsible Party from View Services.
Functions, Users, Find User – locate member, from Actions, Edit Billing
Functions, Services, View Services – locate Responsible Party, click Invoice. By Default Dependent Parties are included. Click “Dependent Parties” to see list, and uncheck to omit from invoice.

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