What's on the roadmap?

Upcoming

New

Findjoo app (summer 2019) more details to come

New

Take attendance for a class from the client profile

New

Implement reply-to setting in mass email send outs to override the default setting.

New

Add print options to client profile for courses and forms

Past updates

February 22, 2019

New

Add multi-select field in member profile for membership add-ons

New

Enable copy of events and courses

New

Implement staff override functionality of the QuickBooks class for any item when processing transactions from the back-end.

Fixed

Fix Facebook login process following platform changes in Facebook

February 10, 2019

New

New file generation scheduling using distribution filters in Communications page

New

Enable profile picture upload for user and family members

New

Implement common day of month for membership purchase

Updated

Include language selection in member portal for multi language set-ups

Fixed

Fix replace of multiple occurrences of same custom field in batch print

January 27, 2019

New

Add merge profile functionality that combines entire history between records

New

Add lapsed membership automatic emails for a supplemental notification to members that did not renew.

Updated

Include client transaction history with cost breakdown in client profile

Updated

Include charge of member tab automatically with membership renewals

Fixed

Enable automatic balance owed calculation for all amount fields of an invoice

Fixed

Fix sync with QuickBooks to have QuickBooks terminology of payment types

December 23, 2018

New

Enable comments to be included in invoices

Update

Additional information in Events, Courses and Rooms to see which schedule is linked to them

Updated

Extend auto-renewal of memberships for spouses

Fixed

Gift membership must extend current membership for existing members

Fixed

Add a nice error message when session has timed out and a list is queried

December 16, 2018

Added

Add auto-renewals using member tab

Added

Enable taxes and fees to be restricted to a product category

Updated

Include taxes in email confirmation messages

Updated

New custom field setting to control private and public fields in member portal

Fixed

Fix payment method mapping with QuickBooks

December 02, 2018

Updated

Add category and inventory fields to linked products

Updated

Add transaction number to pending purchase email, invoices, receipts and electronic tickets

Fixed

Fix to use client balance for auto-renewals when available

November 25, 2018

Added

New feature to enter and manage individual notes for clients within their profile

Updated

Implement automatic fields for family memberships

Updated

Change templates to separate Client Letters from Invoice and Receipts letters

November 11, 2018

Added

Enable archive database and move members back and forth between active and archive

Updated

Add pay balance link in member portal for members with outstanding balances

Updated

Migrate Stripe integration to latest version

Updated

Include link to copy URL in picture upload window

October 24, 2018

Added

Add member tab management and payment option

Added

New membership report to view breakdown between new, renewals and lapsed memberships

Added

New membership expiration email sent automatically once a membership is not renewed after x days

Updated

Enable bookings of less than 1 hour in Widget for space rentals

October 10, 2018

Added

Add complete multi-language translation for the Widget

Added

Enable credit card settlement option on pending purchases

Updated

Enable creation of Schedules without a Calendar to disable all bookings for closures and events of all spaces at once

Fixed

Fixes for calendar integration in member portal

September 23, 2018

Added

Add client list toolbar to separate primary account holders from family members and organization contacts

Updated

Enable tiny url creation

Updated

Save previous registrations during checkout to enable re-use of information for multiple events / classes registrations

September 02, 2018

Added

New recipient list settings for membership and merchandise purchases

Added

New redirect email setting for forms and form confirmation emails by form (override default for all)

Updated

Add last login information to client list

Fixed

Fix for form entries respondent name display

August 5, 2018

Added

Add summary section to reports

Added

Allow staff to edit form answers of user through their profile

Updated

Add additional information to email section: filter expression in Distribution list, campaign and distribution in Communications

Updated

Implement auto save of templates

July 17, 2018

Added

Implement Sales Receipts transaction in QBO for direct payments

Added

Add delete transaction action for the Administrator user only

Updated

Provide simplified drop down list of available fields for email contents

July 8, 2018

Added

Allow staff members to pause, start and stop monthly recurring payments

Added

Add email confirmation copies to be resent by user through the member portal

Updated

Enable the edition of pending mass emails

Updated

Add sale type field to Sales export report to differentiate backend from online sales

June 24, 2018

Added

Add guest checkout for events and donations

Added

Add newsletter subscription and form answer email

Updated

Enable edit of purchases in client profiles

Updated

Add age restriction setting for date of birth entry in Widget

June 10, 2018

Added

Add application management to receive applications, deny/approve them

Updated

Include payment fields for check or cash purchases in the backend

Updated

New setting to disable click tracking in emails sent

Fixed

Fix for product discounts using multiple parameters

May 20, 2018

Added

Enabled email messages using RSS feeds

Added

Add the copy of templates

Updated

Move the unsubscribe form to the member portal to keep organizational branding

Updated

Add count setting to form answers to limit the number of responses

April 15, 2018

Added

Add batch and label printing for client records

Added

Add automatic birthday emails

Updated

Update tax calculations for national Canadian entities to be by charge per province rate

Updated

New settings for enhanced validation of duplicate registrations during checkout

March 26, 2018

Added

Add Forms for checkout processes without payments

Updated

Allow backend pricing override for staff

Updated

Enable discounts using percentages

Fixed

Fix the list of items to select for Reporting

Fixed

Remove cancellations from registration list

March 03, 2018

Added

Add credit card reader payment option for terminal and reader checkouts

Added

Enable manual check-in for events

Updated

Create a new system message for new members versus renewing members

February 18, 2018

Added

Send invoices by batch

Added

Add client email tracking section to profiles

Added

Add Resend to Unopened for mass emails sent

Updated

Include purchaser name when registration done by someone else.

Fixed

Enhance card swipe validation for different serial numbers

January 14, 2018

Added

Add member discounts to individual tickets

Added

Add labels for store display categories for enhance navigation

Updated

Update on tax synchronization with QuickBooks

Fixed

Fix for sales without a purchaser name for checkouts at $0

December 12, 2017

Added

Create calendar summary report

Added

Enable entry of own donation amounts for the donation Widget

Added

Add purchasing options for Products. Specify the different items and the inventory for each. This is especially useful for selling clothes wit hdifferent sizes.