December 16, 2022

Added new feature to Tax Types to allow for a  surcharge tax to be specifically added only to Credit Card payments or only to EFT (bank) payments. This will be useful for clubs wanting to charge an extra fee for clients using credit card payment types.

 

December 16, 2022

Added a Master Preference for 'Automatically Calculate Prorate at time of Agreement Creation'. This will calculate the Prorate automatically instead of defaulting to $0.

 

December 4, 2022

Added the ability on the Master Agreement next to ‘Cancellation Fee’ (currently can enter a $ value) for ‘%’ that will determine the remaining value of the contracted period and then create a Cancel Fee invoice for that percentage of that projected value.

 

​December 1, 2022

Updated 'Unsubscribe' system for emails to be more robust and remove the need for altering the client's original email

• For Automated Email System, check 'Optional Email' if an email is not mandatory and should not be sent to unsubscribed clients

• Emails not checked as optional are considered mandatory and will be sent to both subscribed and unsubscribed clients

 

November 8, 2022

Updated Client Agreement 'Change Dues' button name to be 'Adjust Agreement' to more accurately reflect the options available with this feature

 

November 1, 2022

On Sessions Remaining Report - separated the added sessions into 2 columns – 1 for invoice added and 1 for manual added.

 

October 31, 2022

Added feature to be hide all inactive Items on Products, Services and Sessions page unless the 'Show Inactive' checkbox is checked

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October 26, 2022

Added 'Age' and 'Active Agreements' as additional criteria on the Client Contact Info Report

 

October 25, 2022

Added 'Age' and 'Gender' as additional columns on the Agreements Report

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October 12, 2022

Added new Task Template trigger event of 'Invoice with No Billing'

• This allows for automated tasks/emails to be create and sent to clients automatically in the case of the client having an active agreement but not having a current billing method on file

 

October 11, 2022

Resolved issue with Collections report not loading in certain circumstances

 

August 23, 2022

Master Preferences updated with the separation of the accepted payment types for Invoices and Point Of Sale.

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General Reports

• Unused Expired Session report can be found under general reports. This report will display all the unused expired sessions for Personal Sessions, Group Sessions and Group Classes. 

June 29, 2022

Payment Plan Summary 

• Summary of payment plan showing the following:

  • Total number of payment plan payments

  • Total value of payment plan payments

  • Total number of declined payments 

  • Total value of declined payments 

  • Total number of other payments 

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June 28, 2022

Improvements made to Invoices 

• Invoice item rows are only shown when an item is selected in the drop-down.

• Empty invoice rows are now hidden. 

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June 27, 2022

Master Preference feature added for setting a max overdue amount for Suspended Clients

• Once the max value of overdue invoices is reached for suspended clients only then add a Cancel Date would be added to the Client Agreement and add a Client Note that says 'Agreement cancelled due to maximum overdue invoices value of suspended clients being reached.

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June 21, 2022

Online Sign Up Icon shown for Agreements that were purchased online. 

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June 20, 2022

1. Category Group Fitness changed to Group Class​

2. Group Sessions 

• When adding a group session to the calendar the Item drop-down is disabled until clients have been assigned

• Items in the drop-down are based on available Group Sessions for ALL Clients assigned

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3. Upgrades made to the Client Status Type 

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June 01, 2022

New Agreement Fields Added to the Master Agreement 

• New fields for Future Fixed Payment Start Date - If you would like the Fixed Payment Start Date for an agreement to change as of a specific date, enter the new Future Fixed Payment Start Date and choose a date for this to take effect. Once the chosen date has passed, the Fixed Payment Start Date will update to the new date overnight and the Effective Date will reset.

• Future Delay Payment Start Date By (Days) - If you would like the Delay Payment Start Date By (Days) value for an agreement to change as of a specific date, enter the new Delay Payment Start Date By (Days) value and choose a date for this to take effect. Once the chosen date has passed, the Delay Payment Start Date By (Days) value will update to the new value overnight and the Effective Date will reset.

 

May 04, 2022

New Filters Added to Automated Email System 

• Filters Last Checked In, Gender and Age Range added to the Automated Email System. 

 

May 03, 2022

Reinstate Agreements 

• Note added to Reinstated Agreement with the date, time and Staff Member that reinstated the agreement. 

• Your Pin is now mandatory when reinstating an agreement. 

 

April 25, 2022

Reinstate System for Agreements 

• You now 3 options to select from when reinstating a client's cancelled agreements. 

  • Option 1 - generate an invoice and process payment for all past dues owing ​

  • Option 2 - adding a partial credit to the past dues and then add 

  • Option 3 - adding credit for all past dues owing

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April 21, 2022

NSF Recovery Report 

• Totals were added for the specific date range on the NSF Recovery Report

 

April 20, 2022

Checkboxes Added to Agreement Name Filter 

• Checkboxes were added to the Agreement Name Filter on the Active Member Count Report and Agreement Cancellations Report. 

 

April 19, 2022

Check-In Settings 

• An enable manual gate option was added via the Check-In Settings which can be found under the Configuration tab on the Master Preferences page.  

 

March 30, 2022

Security Options 

• A new security option added to the Master Preferences gives you the flexibility to allow which staff and manager can change Invoice Locations. 

 

March 29, 2022

NSF Recovery Report 

• Attained filter added to the NSF Report to allow you to filter your report by Staff or Software which will show you a percentage of transactions recovered by your Staff or the ICL Software. 

  1. Go to General Reports​

  2. Click on Recovered NSF 

  3. Select the location if you have more than one locations

  4. Select Staff Only or Software Only from the Attained filter 

  5. Enter the payment dates

  6. Click the Show Results button 

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March 28, 2022

Agreement Report

• Agreement Name multi-select added to the Agreement Report. When the Agreement Type is selected, you can now filter the list of Agreement Names that have the Agreement assigned. 

 

March 17, 2022

Disabling COVID-19 Screening Requirement - clients will no longer need to complete the COVID-19 Screening questions before Check-Ins and Booking of appointments via the calendar. To disable the COVID-19 screening follow the steps listed below: 

1. Go to Settings and Tools

2. Click on Master Preferences

3. Click on the Configuration Tab 

4. Scroll down to Access Control Settings

5. If you no longer need your clients to complete the COVID-19 screening before their Check-In and booking of appointments check the box to the Disable COVID Screening Requirement.

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Automated Emails 

• Prevention of emojis being used in the subject lines of emails. 

• For emails that are sent by servers, the sent one-time checkbox is disabled and a time and date stamp is added to show when the emails started sending and completed. 

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March 07, 2022

Time and Date Stamp

• Time and Date stamp added when support staff is assigned. 

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Agreement Payment Start Date 

• If an Agreement has a Fixed Start Date, the Payment Start Date cannot be before the Agreement Start Date. 

 

March 03, 2022

Lead Source Report 

• Support Staff column added to the lead source report. 

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February 24, 2022

Master Agreements Administration Fee

• If you would like to change the Administration Fee for an agreement, you can now make this change via the Master Agreement by entering the new Administration Fee and the date you would like this new fee to be effective. The changes to the Administrator Fee will be effective the morning after the effective date. 

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February 17, 2022

Prevent clients with no billing information from checking in 

• Enable the prevent clients with no billing information from checking in via the Configuration tab found under Master Preferences which would then automatically deny clients into your facility and the check-in screen will reflect as no billing information when access is attempted. 

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February 16, 2022

Account Number Field added to Locations and the Transaction Detail Report

• You can now add the account number associated with each of your locations by following the steps below: 

  1. Go to Settings and Tools

  2. Locations

  3. Click on the edit icon and enter the account number associated with that location. 

• After the account number is added via your locations you can now filter your transactions detail report using location and the associated account number. 

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Update to Master Agreements 

• If the Annual Fee 1 is left blank on the Master Agreements both the Annual Fee 1 and Annual Fee 2 fields would automatically be uneditable or inactive unless an Annual Fee 1 was entered, then the Annual Fee 2 field would be editable or active. 

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February 14, 2022

Virtual Store Agreements 

• Clients would only see agreements only available in their location.

 

February 07, 2022

Income Projections

• Client's Agreements that are currently on a freeze, Income Projections now shows the dues scheduled to be deducted when the freeze has ended.

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February 03, 2022

Client Transfer Report

• Location filter added to the client transfer report. 

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February 01, 2022

Additional Security added to reports

• If your facility has multiple locations each report now only displays the location linked to the staff and managers of that same location.

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January 25, 2022

Automated Email System - multi-select added to Locations and Emails Groups

• You can now send one email to multiple locations and/or multiple email groups.

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Client Source - Other Clubs

• You can compile a list of other clubs that your clients may have used in the past to the Client Souce by going to the Other Club Text Box which can be found under the Modules Tab in your Master Preferences. You can access this list of clubs when selecting 'Other Clubs' as a Source on the Client User Information page.

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January 18, 2022

Reinstate Button 

• Reinstate Button added to Group Agreements with a future cancel date. 

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January 11, 2022

New Feature: Adding Affiliates 

• You can now add Affiliates via the Configuration Tab which is found in your Master Preferences.

  • ​Select the Number of Affiliates you would like to add from the drop-down. You can add up to 30 Affiliates. 

  • For each Affiliate you would be required to add the following: 

    • For each Affiliate you would be required to add the following: 

    • Affiliates Name 

    • Affiliates Logo 

    • A brief description of the Promotion (Maximum 80 Characters) 

    • URL link which would take your client to the affiliate’s promotion.