This is the 2nd release of 2014. We continue to enhance your system to make it more effective to run your business.

Member Portal

Updates to smooth out the registration Process

Visit: Tools, System Settings, Non-Member Settings

  1. Join Mailing List Requirements
    • New Fields
    • Check Those to be Collected
  2. Mailing List Header
    • Rename the HEADING, don’t like “mail list”, here is the ability to change that heading!

Point of Sale – Purchase Orders

  • When adding Purchase Orders – use the UPC code to scan the item into the list.

Memberships

  • New Membership Type field, Display name. Up to 30 Characters, these will display to Administrator when purchasing Memberships
  • Reopen/Override, now allowing the ability to change values
  • When a change is made to a Membership (adjustment, scheduled payment add/change/delete, etc. the Administrator login name will now write to the History Notes

Reports

  • DOWNLOAD: Reports, Financial, Add Charges
  • MASS EMAIL/DOWNLOAD: Reports, Misc/Stat, Member Analysis Report
  • NEW: Reports, Financial, Expense Summary

General Improvements & Anomalies addressed

  • Password reset link fixed
  • Billing preferences displaying accurately
  • Add Membership Service fees will only populate on appropriate scheduled payments
  • May now add Membership Service fees to zero value scheduled payments
  • Member Training Summary will handle “pay after” sessions correctly
  • Station “blocks” now removable
  • No longer able to schedule beyond a trainer’s availability
  • Service Scheduled Payments again synchronizing to start date

Contact Client Services with any questions, 732.982.1624, Monday – Friday, 8am – 8pm ET

Copyright Ⓒ 2014 Shape.Net Software