Audit

Download

Audit Report now may be downloaded for further processing

Reports, Audit, set query, Search, click Download icon


Dashboard

Graphs

Security and Settings now coordinate to display Graphs

Find User, View Admin, Locate Admin, from Actions click Security; Expand Home Page Info – check appropriate items


EFT

View Batch

Increased response time when rendering View Batch List

Functions, EFT, View Batches


eSignature

Guest Memberships

Now use eSignature for Guest Agreements

Functions, Memberships – All Memberships, look up Guest, click Document Locker, Facility Document, and click Sign


Help

Webinars

New Webinar Scheduling tool introduced

Help, Webinars… note new interface


Memberships

Financials

Addressed Income Category assignment for Membership Extra Charges

Tools, System Settings, Membership Fee Settings – set Extra Charge Income Category

Secondary

Addressed Term Date on Secondary Memberships when added to a Month-to-Month Primary

Functions, Memberships, View Memberships, use Secondary query to locate and view Term Date

View

Option to see Last Checkin Date from View Membership Result Table

Functions, Memberships, View Memberships – use tool to add or remove Last Checkin Date from results


Portal

Non-Member

Ability to use eSignature when purchasing a service

Settings

Ability to Remove Purchase Team from Portal Login Page

Tools, System Settings, Member Portal, Uncheck the Show Purchase Team Button

Tiles

Ability to Add/Name Video Tiles

Tools, System Settings, Member Portal, Video 1, 2 and 3

Typo

Addressed Type – “Emergency”


POS

Discount Code

Discount Codes are working properly with Services

Workflow

After editing a result of a Product Search, will return to results of initial search

Functions, POS, Product List – Query, Edit, Save


Quick Links

Prospects

New Quick Link – View Prospects

Tools, Quick Links – check off View Prospects, Save


Reports

Cancel

Filtering with Entered Date will product proper results

Reports, Memberships, Membership Cancel Report

Favorites

When a specific report is run more than once with different variables and marked Favorite, both reports will display

Financial

Added Discount Code and Referral Source to Report

Reports, Financials, New Membership Financials – toward right. This column and others can be removed from output using the Tool Icon, upper left of results, uncheck any field not needed, Save

Added Download option for the Member Financial Expenditure Report

Reports, Financial, Member Financial Expenditure Report; Click Download Icon

Memberships

Checkin Counts will properly reflect number of check-ins for period on Membership Management Metrics Report

Reports, Memberships, Membership Management Matrix – Search – download PDF

Addressed error when downloading Management Membership Metrics PDF

Reports, Memberships, Membership Management Matrix – note Checkin Counts

Payroll

May now download individual Trainer’s Payroll details

Reports, Financial, Trainer Payroll (and Summary); Click Download Icon

Services

Next Scheduled Class now populating in No-Show Report

Reports, Training, No Show – Addressed Next Appointment Date when referencing Class Appointments

Training

Process Expired Services now display the Last Scheduled Date, and the Next Session

At Login and Reports, Training, Process Expired Services – note the new date fields


Schedule

Appointment Processing

Drop Session Link will now adhere to cancellation rules regardless of variables

From Member Portal, My Schedule

Optimized

Schedule Matrix will render more efficiently

Workflow

After Deleting Appointment, now returns to Schedule Matrix

Functions, Schedule, SchedMatrix, click Appointment – Delete


Service

Usage

When updating Usage settings at the Service Type level, purchased services will maintain their usage settings

Functions, Services, View Type – locate type, Edit, changing usage rule will not effect current services of this type

Auto Action

Close on Due Date will now execute without issue

Trial Sessions

Trial Sessions will Close/Roll per Service type instruction

Functions, Services, View Type – locate type, Edit, assure set to Charge type Trial, confirm Auto Roll setting

Types

May now use Pay As You Go with a No Term Service

Functions, Services, View Type – Create Service with No Term, and Frequency set to Pay As You Go


Tools

QuickLinks

Addressed Security, a change will no longer clear saved links


Trainer Portal

Reports

Appointments Not Charge will sort by entered date

From Trainer Portal, Reports, Appointments Not Charged, note the sort


Users

Prospects

Ability to Link Prospects

Functions, Users, View Prospects, locate prospect, from Actions click Details, from Miscellaneous area, Linked Prospects to Add; Also note the Remove Option