Past updates

November 26, 2023

October 22, 2023

October 1, 2023

September 10, 2023

August 13, 2023

August 6, 2023

July 23, 2023

July 7, 2023

June 18, 2023

May 21, 2023

May 7, 2023

April 16, 2023

April 9, 2023

March 26, 2023

March 5, 2023

February 26, 2023

February 12, 2023

January 29, 2023

January 8, 2023

Updates 2022

Updates 2021

Updates 2020

Updates 2019

Updates 2018

What's on the roadmap?

Upcoming

New

Send tickets to all registrants

Past updates

November 26, 2023

Added

Integration with Moneris as a payment processor

Added

Add Location/Chapter to Reporting exportation settings

Updated

Show pricing beside membership selection

Updated

Display in Sales page, transactions with forms when there are other items with a cost

Updated

Include member since field to membership email confirmation

October 22, 2023

Added

Membership name update automatically updates member profiles

Added

Enable set fixed language for member directory

Updated

Update integration with Authorize.NET

Updated

Reset event reminders when rescheduled

Fixed

Fix reporting selection when list of reports is limited

October 1, 2023

Added

Send upcoming auto-renewal notices prior to renewal

Updated

Enable refund option on transactions from paid account

Updated

Update Google Map integration

Fixed

Fix reporting page in App

Fixed

Correction pour les rabais multiples avec le même code promo

September 10, 2023

Added

Add simple logic conditions on question display

Added

Include taxes and fees in the amount charged

Fixed

Update mobile menu in member portal to be more visible

Fixed

Fix edit secondary language event description

August 13, 2023

Added

New online documentation with videos

Updated

Include email verified verification to QBO sign up

Fixed

Include list of all fields in forms email overwrite

Fixed

Fix allow save of multiple document files in questions window

August 6, 2023

Added

Allow register sold out class for staff

Updated

Update Stripe integration to include last 4 digits with transaction

Updated

Include user data when exporting form report for organizations with main contacts

Fixed

Fix edit daily costs per space

Fixed

Fix export booking history from archive data

July 23, 2023

Added

Add checkout process time limit to prevent expired deals sales

Added

New fields for form answered email confirmation

Updated

Include additional recipient in sending confirmation for pending purchases

Updated

Modify sorting options for listing events and activities

Fixed

Fix copy template preview after error entry

July 7, 2023

Added

Add email verification check to QuickBooks sign up

Added

Add location specifics in client letters

Updated

Update total amount displayed for subscription purchases

Fixed

Fix expiration date in automated receipts

June 18, 2023

Added

Mobile App update

Updated

Add session expiration warning message

Updated

Validate question codes are unique

Fixed

Fix column picker saved fields selection

May 21, 2023

Updated

Prevent merge of account of user with active subscription

Updated

Enable selection of previous date for group attendees email blast

Updated

Enforce field formatting on forms for phone numbers, postal and zip codes

Fixed

Add validation to prevent text entry on ticket cost

Fixed

Fix schedule creation with event to have only relevant days

May 7, 2023

Added

Add accounting account and class to be set at the Product and Membership level

Updated

Include alternate phone field in list of grid fields

Updated

Include InternalId and Custom fields in the hidden field list

Fixed

QuickBooks version migration fixes

April 16, 2023

Added

New options to set number of days before renewal and membership add-ons with purchase

Added

Download all files from folder

Updated

Allow registrations from calendar widget after event start

Updated

Link to existing organization when submitting an application for a new user

Fixed

Fix Website Integration page select initial item option list

April 9, 2023

Added

Two-factor authentication for staff users

Added

Add email for dependants and title to add member function

Added

Add alternate email and middle name in member portal

Updated

Include POS as checkout payment method

Fixed

Fix for reporting filtering using distribution for Any location

March 26, 2023

Added

Add location dropdown filtering with list

Updated

Enhance title formatting of events display list

Updated

Allow date type questions to set future date

Fixed

Fix create report not saving distribution

Fixed

Fix reports with distribution marked for Any location

March 5, 2023

Added

Enable update of user profile from email click

Added

Display count per location in Members report

Updated

Log source of connexion between website and app

Fixed

Fix restriction of batch edit fields to use hidden and read-only field settings

February 26, 2023

Added

Add setting to remove add to cart button from calendar widget

Added

Add event hook for Widget Reset button for customization

Updated

Extend character limit when exporting data

Updated

UI improvements to Credit Card Settlement window

Updated

Prevent second email for applications when submitted for someone else

February 12, 2023

Added

For multi-tier organizations, allow setting of the location to Any to share with all locations

Updated

Improve load time of Reporting page

Fixed

Fix for new feature that uses staff distribution filtering

Fixed

Fix language toggle

January 29, 2023

Updated

Visual enhancements to widget / portal

Updated

Migration for Stripe automatic monthly payments

Fixed

Fix display of error message with Safari

Fixed

Fix new application to include application name

January 8, 2023

Added

Add importation of sales

Updated

Include date and custom fields to families report

Updated

Add log of transaction made from top-level organization displayed in child location

Fixed

Fix display of error message with Safari

December 11, 2022

Added

Add folder and document upload APIs

Added

Add delete completely member setting for organization delete of members

Updated

Include public and read-only fields settings in App

Fixed

Fix display issue with some iOS versions with advance content editor

November 27, 2022

Added

Sage accounting integration

Added

Limit the subset of profiles for staff using distributions on account

Updated

Enable manual invoice with credit card fees for pending transactions

Fixed

Fix for download invoice with conditional credit card fees

Fixed

Fix schedule conflict for space rentals

November 13, 2022

Added

Personal notes, documents sent and available forms available from member portal / Findjoo App

Added

Auto-seed for organization code

Updated

Square migration to Web Payment Form integration

Updated

Apply monthly surcharge to subscription payments renewals

Updated

Enable use of office name only in email blasts

October 30, 2022

Added

Add type of membership sale (renewal or new) to staff notification

Updated

Prevent deletion of primary account

Updated

Prevent deletion of member with subscription

Updated

Update calendar widget with inner cell display to include description

Fixed

Fix open sub-menu navigation display

October 9, 2022

Added

Added member notes, forms and documents to member portal

Updated

Send automated donation email for monthly donors

Fixed

Fix QuickBooks refund processing for partial refunds

Fixed

Fix families report to not use member reporting setting for export

Fixed

Fix manual add member entry to keep all existing custom data when member already there

September 12, 2022

Added

Added APIs for member notes, forms and documents

Updated

Move registrations when event or activity start date is changed

Updated

Update calendar of events to have option to display events in calendar days

Updated

Add filtering for members without a membership

Fixed

Fix refund report issue with partial refunds

Fixed

Fix iCal event file name content and inclusion

August 28, 2022

Added

Add folder management for documents

Added

Add folder selection for file upload question type

Added

Add last uploaded file date field

Fixed

Fix schedule days settings for new events / activities

Fixed

Fix list of available fields for product invoices

August 7, 2022

Added

Added refund information to receipt templates

Updated

Complete Stripe API upgrade requirements for monthly payments

Updated

Update exportation column selection to be an inclusion instead of exclusion of fields

Fixed

Fix organization selection retrieves code for mapping purposes

July 8, 2022

Added

Include last 4 digits of credit card used in receipt templates

Added

Add subtotal field to all system generated emails with amounts

Updated

Enable automatic deletion of email overwrites when content is emptied

Updated

Include single tax mapping to QuickBooks sync

Fixed

Fix confirmation message for invoice payments

June 19, 2022

Added

Automatically match new registrants to an existing organization

Added

Enable display of past members in member directory

Updated

Show calendar account and groups settings for all setups for accounting purposes

Fixed

Fix registration settlement of transaction with a pending payment

Fixed

Fix exports to use exportation settings as inclusive instead of exclusive

June 5, 2022

Added

New invoice search and payment page for users. No login required.

Added

Add featured display of single or list of events

Updated

Enable edit of all scheduling in Settings page

Fixed

Fix print label functionality for label grouping

May 22, 2022

Added

Main contact can see invoices for everyone

Updated

Restrict messaging to contacts with email opt in by default

Fixed

Fix order display of events when in list

Fixed

Fix event registration list export

May 8, 2022

Added

2 Step authentication process

Added

Enable automated PDF receipts for any purchase

Updated

Add Expired status for members with an expired membership

Fixed

Fix list sorting for names with accents

April 23, 2022

Added

Add fields to Donation email and Invoice Template

Updated

Update member directory paging functionality

Updated

Exclude reporting chart options when no data while using a distribution

Fixed

Fix locality search for addresses

Fixed

Fix reporting count for multiple credit items in single sale

March 19, 2022

Added

Add export of distribution list

Added

Add new staff email content

Updated

Update Stripe Integration for SCA compliance

Updated

Implement void transaction in QuickBooks sync

Fixed

Fix lag of fill form function from profile

March 12, 2022

Added

New feature to enable emailing to members of other clubs / chapters

Updated

Enable creation of distribution list for multi-tiered setups (chapters and clubs)

Updated

Allow email confirmation overwrites per space / room rental

Updated

Activate advanced editor for system template email

February 20, 2022

Added

Enable emailing to contacts from other locations using distributions

Added

Add pay invoice field to activities and event registration confirmation emails

Updated

Enable field formatting for phone number, zip code and postal code

Fixed

Fix capitalization on name fields for forms

February 6, 2022

Added

Add search for notes and form answers

Added

Allow templates per location for multi-tier organizations

Updated

Include copy of notes when merging profiles

Updated

Redirect staff to staff login page after password reset through portal

January 30, 2022

Added

Add product category, account, class in to reporting

Updated

Update Square integration to newest release

Updated

Enable update of member since field

Fixed

Fix auto-column formatting for csv files on computers with french settings

January 16, 2022

Added

Add credit card type to sales reports in reporting

Added

Add balance owed field to be included in membership purchase emails

Updated

Enable RSS feed content formatting for email blasts

Updated

Restrict change log to staff location for multi-location configuration

Fixed

Fix tax display in reporting for local taxes with restrictions

December 12, 2021

Added

Add categories to the Reporting page

Updated

Enable staff multi-select filter for email communications

Updated

Community platform sync for membership change

Fixed

Fix for excluding Inactive categories from display in the Widget

November 27, 2021

Added

Implement error handling for system emails and auto-resend functionality

Updated

Restrict staff login to staff users in member portal

Updated

Add new setting for automatic family membership id assignation

Fixed

Fix modify registration to another user

Fixed

Fix members report breakdown for multi-select custom fields

November 6, 2021

Added

Create custom portal login page for staff

Added

Enable automatic user information inclusion in forms / widget when sending email blasts

Added

Add secondary email to profiles and send emails to secondary email addresses

Update

Enhance search functionality on membership and custom fields

Fixed

Fix taxes display in sales report for cases with multiple taxes and restrictions

October 17, 2021

Added

Add 10 new custom fields

Added

New setting for read-only fields

Update

Include copy of linked products when an event or activity is copied

Updated

New setting for read-only fields

October 3, 2021

Added

Enable time zone specification for events and activities for national organizations

Added

New downgrade membership setting on lapsed membership notifications

Added

Add member only setting to categories for product purchases

Update

Add append value options for multi option fields in Batch Edit function

Updated

Automatic download of system generated invoices from the sales page

September 12, 2021

Added

Add member since field to user profile

Updated

Implement registration end date field validation before processing cart purchases

Updated

Bring along the membership information when selecting the organization of a member

Fixed

Fix date of birth entry for new profiles in french

August 22, 2021

Added

Add distribution filtering to members page

Added

Add sender email per organization for multi-tier organizations

Updated

New setting to share Internal Ids for family memberships

Updated

Enable dashboard graph permissions to roles

Fixed

Fix image resizing for profile pictures to keep original ratio

July 18, 2021

Added

Added registration end date for events and activities

Updated

Include country of member in member portal login for customization

Updated

Add ticket name translation

Fixed

Fix close of context menu when a new menu is opened

June 27, 2021

Added

Enable selection of distributions from members page

Added

Add bounce reason to email tracking

Updated

Display custom field names in distribution filter display

Updated

Include location in Communications page for multi location configurations

Fixed

Fix page auto-resize of member directory when using the pager

June 13, 2021

Added

Enable unlock of a member password

Added

Activate pro-rated fees for activities

Fixed

Add server side validation for required custom questions

Fixed

Fix date field generation for automated invoices

May 31, 2021

Added

Add reporting field breakdown to members report

Added

Enable template to be edited before sending email

Update

Convert staff page to new list display

Update

Implement exact match search with equal sign in members/clients pages

Fixed

Fix product choices options for events and activities

May 8, 2021

Added

Enable notification to staff user for any form

Added

Include the copy of questions when an any item is copied

Added

Add custom fields options to filters and batch edit functions of members/clients pages

Fixed

Fix date formatting for UK users

Fixed

Fix active discount display when there is a start and end date

April 25, 2021

Added

Add upload of attendees per event

Update

Enable distribution and form management per location

Update

Include simple schedule settings with event and activity creation

Update

Included cancelled schedules in activity and event list pages

Fixed

Fix recurrent event display in calendar

April 11, 2021

Added

New dashboard

Update

UI revision (back-end and front-end)

March 21, 2021

Added

New calendar display of events and activities as a list

Added

Add hidden fields setting for member/client profiles

Added

Enable registration for recurring activities like tours and visits

Updated

Convert products and services pages into list

Fixed

Fix member portal display on certain devices

March 7, 2021

Added

Convert products, categories, templates, discounts pages to list display

Updated

Add member discount help text to Widget

Fixed

Fix event registration confirmation for recurring events

February 28, 2021

Added

Add additional fields for tracking product inventory and shipping charges

Added

Add reset registration status for classes, events and applications

Updated

Enable multi person registration purchase for classes

Updated

Allow sender name overwrite in email blasts

Fixed

Fix display of member discount for classes

February 14, 2021

Added

Enable smaller & greater for date range filter

Added

Add language option for loading Widget and integrate with Website

Updated

Change member discount to member price in checkout process

Fixed

Fix view communication

Fixed

Fix donation receipt content to include paid date and auto generated transaction Id

January 31, 2021

Added

Add membership authentication API. This method returns whether or not the person is a member of an organization

Updated

Extend attendance tracking for classes to the following day

Updated

New option to display products as radio button list instead of drop-down lists

Fixed

Fix event discount for members when user registers themselves as guest when purchasing a membership

January 17, 2021

Added

Create sale and distribution of documents with watermarks

Added

Create invoice settlement link. No password needed to pay

Updated

Show product amount in Widget without quantity entry

Fixed

Fix filter on Confirmed status

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 6, 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 3, 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 2, 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 QuickBooks 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 3, 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