While Viewing EFT Batches Now have the ability to Download
Functions, EFT, View Batches, Action – View, Download
When reopening a Membership addressed issue where Cleared Balances are reinstated
Functions, Memberships, Purchase Membership – locate member, click Reopen
When downloading Trainer Payroll, Trainer’s name is now included
Reports, Financial, Trainer Payroll – run report, PDF and download options will include trainer name
Point of Sale
Two Payment types
The ability to pay with 2 credit cards has been added
Will again show images
Credit Card Entry
Expiration date will no longer default to 01/2015
Ability for Non-Members to Purchase Free Service, and Schedule
Website should point to “yourshape.cshape.net/ServiceListView.aspx?cat=-1”, without quotes. A Free Service type with $0 value available to purchase. At checkout it will indicate the “service is free”. The prospect may then signup for the class(es) associated with the Free Service.
Notes from One-on-one sessions in the Trainer Notes section of an appointment will now appear to the Member.
From My Info Page, click More below Services. Click History, notes are to the left
When downloading Checkin reports, the time will appear in AM/PM form. If it doesn’t, change the column in Excel.
- Highlight Column;
- Right Click,
- Select Format Cells.
- Select Number Tab,
- From Category Select Time.
- Scroll to bottom to Select 03/14/2012 1:30p and Save
Employe Hours Report
Employee Card ID will now be included in report, and the download file
Reports, Misc./Stat Employee Hours Report
Income Section of Financial Summary Report. Addressed issue where using paper check as part of a multiple payment type transaction was not reporting properly.
Reports, Financial, Financial Summary Report – scroll to income categories
Addressed error when running Group Invoices when a secondary doesn’t have a scheduled payment.
Sales Commission Report
Added new filters to Custom Query option; Sales Rep and Type of Sale where type of sale can be Memberships, Services or POS
Reports, Financial, Sales Commission Summary – Custom Query
View Schedule may now be downloaded
Functions, Scheduler, View Sched
Ability to download Unused Session Report
Reports, Training, Unused Sessions – Download
When on the Schedule Matrix, Summary totals for the day, One-on-one sessions, Classes, and Class Attendee totals are provided. These will also display on the PDF report
sched matrix, add weekly totals and PDF for printing
Admin and Member
Templates now Alphabetical
View Templates from Functions, Security, Templates, or Find User, locate, from Actions, Security, or View Members, Search, click Padlock to apply a member security template
New Checkout Settings
From an individual Admin’s or an Admin template, Expand Functions, Expand POS, to allow check off the Payment Type (Write-Off, Tracking-Only, No-Charge) and/or set Max-Discount
Checkout Page – add security for each option security settings for each non-Payment type
When canceling the service, options to clear the open and remaining balance will work if cancellation is for future date
If View is set for Contact information, the contact info is included in download
Functions, Services, View Services, to the right click on the email/cell phone icon + to turn on contact info. – to turn off contact info
Program Class Series
When creating a program class series, or updating now able to enter any capacity as necessary
Functions, Classes, Program Class Series, View Manage Series, Edit Series – enter capacity.
Allow partial sessions to impact Session count by the increment
System Setting, Scheduled Appointment Settings, Allow Session Increments
View Service List View
The Charge Block Rate has changed to Session Rate; This is in contrast to Hourly Rate, which will calculate the hourly rate of sessions per hour. Thus a $10 15 minute session will have a Session Rate of $10 and an Hourly Rate of $40. (60min hr/15 min session=4 * Session Rate)
Functions, Services, View Services, Grid View
When a responsible party is displayed, Payment amount will not include those of the member and their billing dependants
MagFi, identify responsible party, Notice Payment Display, click for details
When adding a User, and expanding the “Add Additional Members” section, two new columns appear. Added ability to…
- Select a member type for each individual
- Indicate the main member being added in the responsible party
Functions, Users, Add User, expend “Add Additional Members” if the main member being added is the responsible party for any of the additional users being added, check the appropriate box. Also use the Member type to assign each individual added their own.
Feature added to MagFi
Results of Responsible Party now provides
- Display total number of dependents
- Payment button link to the amounts owed for the Responsible Party and their Dependents