December 20, 2020

Added

Create and assign roles to staff

Added

Included add user/member to mobile app

Updated

New option for processing memberships only when payment is received

Updated

Add widget help for incomplete forms

December 6, 2020

Added

Automatic invoicing with PDF documents for memberships and products

Added

Charge child tab and expenses to parent in a single transaction for automatic payments

Updated

Include membership information in event registration exportation

Updated

Download invoices from member portal

November 15, 2020

Added

Custom reports

Added

New add to calendar buttons in registration and appointment email confirmations for Gmail, iCal/Outlook

Added

New Member report from the Reporting page

Updated

Enhance link and change options between family/organization members

Updated

Include reports with graph and csv file in email blast.

Fixed

Fix subscription calculations in reporting

November 1, 2020

Added

Add start date for products to enable automatic charges between a date range

Added

New member email for family and organization members when their membership is paid by someone else

Updated

Option to set new applying member to the request status

Fixed

Fix forms with multiple document uploads

October 18, 2020

Added

Enhance early bird pricing ticket configuration and checkout display

Added

Add view in browser special link to email editor

Updated

QuickBooks sync - Member bookings at $0 are no longer synced

Updated

Disable email confirmation when staff fills out form for user

Fixed

Fix following Authorize.NET update for refunds to transmit billing address

Fixed

Fix video display in emails

October 4, 2020

Added

Create sequential invoice numbers

Added

New API Public Key for methods implemented on the client side

Updated

Enhance membership purchase process in Widget

Fixed

Fix to allow new email addresses of longer length

Fixed

Fix for QuickBooks refunds with taxes

September 20, 2020

Added

Create document library page

Added

Add file upload question type

Updated

Make question code mandatory for all questions

Updated

Include unsubscribe column in the email reports

September 06, 2020

Added

Add discount start date setting

Added

Add copy form functionality

Updated

Include change log for check-ins

Updated

Enable member portal login with enter key

Fixed

Fix conditional error on processing refunds through QuickBooks

August 23, 2020

Added

Changed zip code/postal code to be optional for the entry and importation of members and contacts

Added

Add option to charge all bookings of a client, once per month instead of at every purchase

Updated

No longer create payment reminders on Member Tab bookings

Updated

When main contact removes an organization member from the portal, we now keep the record and unlink from the organization instead of removing the contact

Fixed

Fix include current date by default when changing the date period from reporting

August 9, 2020

Added

Add auto renew option for monthly subscriptions only

Added

Add search option in the list of members of an organization main contact

Updated

Implement display of available times for bookings restricted to start time and interval

Fixed

Fix embedded member portal login for browsers without session support

July 26, 2020

Added

Enable multiple bookings in Widget within a single transaction

Added

Add video, html, menus, icons and more to email editor

Updated

Improve seating selection for seating charts

Updated

Include Provider information in HL7 file for bookings

July 12, 2020

Added

Add discounts for all membership types

Updated

Prevent profile update of user address when not included with purchase or form

Updated

Add email delivery protection limit for repeated emails

Fixed

Fix restriction on Authorize.NET credit cards refunds not linked to original transaction

June 28, 2020

Added

Implement auto-charge of recurring bookings onto Member Tab

Added

Create weekly notification email for users with many bookings

Updated

Remove the fees section from reports without sales

Updated

Reschedule daily bookings email to go out at 7 pm local time

Fixed

Fix for the daily birthday notification email

June 7, 2020

Added

Implement OpenId Connect SSO service to use Findjoo authentication

Added

Add quantity criteria for discounts

Updated

Include all personal identification information when missing into merged account for Merge Profile function

Updated

Add View Purchaser menu item from Subscription page for direct link to profile

May 20, 2020

Added

Copy common fields and address when adding a new member to an existing organization

Updated

Change automatic log out to 60 minutes of inactivity

Fixed

Allow member tab payments in all management modes from member portal

Fixed

Use payment date when synchronizing late payments with QuickBooks

May 3, 2020

Added

Add a recipient list for donations received

Added

Add paging options to members page

Updated

Enable multiple files to be uploaded from the member portal

Fixed

Do not update client address when partial or incomplete because it is not required

April 19, 2020

Added

App - Members page with search and edit profiles

Added

App - Enable booking cancellation

Added

Enable the deletion of the credit card on file for staff members

Updated

App - View organization calendar of activities for users

Updated

App - Simplify purchase process for users

April 10, 2020

Added

Add grant membership option for donations

Added

Add Title column to members/client list

Updated

Add taxes and fees to Sales report

Updated

Enable automatic receipt generation for bookings

Fixed

Fix reset password through member portal

March 22, 2020

Added

Allow multiple refunds on a single transaction. The action is permitted as long as an amount remains on initial purchase.

Added

Set automatic date selection for bookings when there is only 1 day available

Updated

Separate email edition for basic and advance editor

Updated

Enable item question information to be added to confirmation emails

Updated

Enhanced logging for transaction changes

Fixed

Fix client status filter and sort

February 23, 2020

Added

Findjoo app for iPhones

Added

Add registration for others for appointments

Updated

Update user last payment date on monthly subscription payments

Fixed

Fix issue with changing spouse record to main record

February 9, 2020

Added

Add option to update user field after communication is sent

Updated

Enhance form for member card validation

Updated

Add courses and events option for display calendar

Fixed

Fix membership purchases for spouses who are already primary contacts

January 26, 2020

Added

Create discounts per membership level

Updated

New display of all calendars combined in calendar page

Fixed

Fix for family membership automatic renewals when each member are renewed separately

Fixed

Fix member portal login and session for specific iPhone versions

January 12, 2020

Added

Add export functionality to Memberships report

Updated

Enhance search of availabilities for rentals

Updated

Add minute configuration to reminder settings

Updated

Send specific notification for appointments outside of regular hours

Fixed

Prevent credit sales payment using account credit

December 8, 2019

Added

Findjoo app released. Track attendance, scan tickets, process sales, send push notifications and much more.

Added

New reports for accounts receivables and dues

Fixed

Fix for quantity discounts that can be applied multiple times

November 24, 2019

Added

Enable multi-currency payments for all clients using either Stripe or Square

Added

Add refund date tracking for reporting purposes

Updated

Allow credit card update of customers on file for users with the manager access level

Updated

Layout and display improvements to general invoice for bookings

Fixed

Disable class registration automatically during the registration process when attendance is full

November 10, 2019

Added

Enable multiple files to be included for mass emails

Added

Add images to SMS messages

Added

Option to create specific confirmation emails by membership type

Updated

Improve display of widget for mobile devices

October 27, 2019

Added

Add API method to send mass communications (email, sms, push notification)

Updated

Send mass emails to all registrants of a class for a specific date. Before we could only send an email for upcoming registrations

Updated

Enable purchases for others when buying products

Fixed

Fix for updating credit card tokens on files for Authorize.NET

Fixed

Fix for file upload email confirmation for parents uploading files for their child

October 12, 2019

Added

Implement Praxis EMR software synchronization for appointments

Added

New volunteer notification list and custom question code to alert users when someone expresses interest in volunteering.
This can be included from any checkout form

Added

Add Active field for event tickets

Added

Add expiration date to forms to automatically deactivate at a desired time

Updated

Enable Fees and Total to the membership auto-renewal email

Fixed

Show sold out when single classes are full from the display calendar

September 29, 2019

Added

Create confirmations emails per class and event

Added

New link generation in Website Integration page for display calendars and check-in points

Added

Add the number of failed payments to the subscription page and automatically cancel a subscription after 7 consecutive failures

Updated

Settle outstanding balances with the card on file instead of entering the card information. This is for the member portal.

Updated

Add status option to exclude Inactive members

September 16, 2019

Added

Create a PDF document from any communication that is sent out

Added

Google maps for events and classes

Added

Enable the deletion of historic bookings for the administrator

Updated

Improved layout for menus and pages

Updated

Show the membership status of existing members while processing purchases in the back-end

August 23, 2019

Added

Enhance filtering capabilities for all lists

Added

Add image upload to the simple text editor

Added

Improved layout for menus and pages

Updated

Add subtotal field to all system generated emails with amounts

Fixed

Fixes exclusive and non-exclusive discounts for the same items

July 21, 2019

Added

Add QR codes to electronic tickets for Findjoo App validation

Added

Allow payment of child balance in member portal

Updated

Enhancements to Widget display and fields

Updated

Increase file size limit for video uploads

July 10, 2019

Added

Add reset registration count function for rescheduling past events

Added

New paragraph question to include content between questions

Updated

Enhance settings for product options. Enable entry of inventory and pricing for sub items and choices.

Updated

Enable multi item selection in reporting

July 1, 2019

Added

Implement checkouts with no passwords

Added

Add product email override for sending different email confirmations per product purchased

Added

Implement Google reCaptcha v3 for transparent checkout validations

Updated

Enable update of the amount paid and status for completed transactions

Updated

Add view client profile from purchase in Sales page

June 23, 2019

Added

Implement push notifications for Findjoo App

Added

Add new APIs for viewing and tracking communications

Fixed

Fix batch print using organization filter

June 2, 2019

Added

Include purchase fields (Amount, Discount, Fees, Purchase, Transaction number) in registration confirmation emails

Added

Add copy product function

Updated

Standardize amount fields in the invoice template to be the same as included in email contents

May 25, 2019

Updated

Enable organization payments from non primary contact

Updated

Add member balance update for member tab payments with credit cards

Updated

Implement handling of event member discount for family memberships

Fixed

Fix tax calculation for tax override option on multi currency environments

May 11, 2019

New

Show list of organization members from the profile of main contact

Updated

Add option to include email entry for family memberships

Updated

Migrate QuickBooks implement to use Oauth2

April 28, 2019

New

Add print options to client profile for classes and forms

New

New auto-renew column in members list to view which members are scheduled for auto-renewal

Updated

Add debit and transaction reference id to the sales page

Fixed

Fix display of events from the calendar widget for iPhones

April 14, 2019

New

Include the following fields for Batch Edit operation: Membership, Membership End, Organization, Balance

New

Add credit memo management to QuickBooks synchronization

Updated

Enable fees and taxes to be included in email confirmations

Updated

Include QuickBooks logging to Change Log page

March 31, 2019

New

Added Email and Phone questions types, along with section headers

Updated

Added multiple fields to purchases and membership email confirmations

Fixed

Fix for the events calendar display for the All calendars selection

March 19, 2019

New

Allow additional Administrator logins for multi-location accounts

New

Added last payment date to profiles for searches and queries

Fixed

Fix calendar display for conflicts of classes and bookings at the same time and location

Fixed

Fix issue for discounts on session only classes

March 03, 2019

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.

Updated

Automatically go to next month in the Calendar widget when there is nothing to display in the current month.

Updated

The Record Payment function now inserts the amount paid automatically when the Paid status is selected.

Fixed

Fix sales report to remove caching from previous file generation and add breakdown of optional membership product purchases.

Fixed

Fix the set password link for new staff members to be user friendly for all email agents and devices.

February 22, 2019

New

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

New

Enable copy of events and classes

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

Updated

Additional information in Events, Classes 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 2, 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.