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December 21, 2023​

  • Updated 'Payment Processing Links' pages and new 'Online Sales' page added
    • 2 new options for a true 'online' sign up form are now available
    • To set up - view your agreements (Settings and Tools: Agreements) and click the edit option on an agreement you want to sell online
    • Scroll to near the bottom to see 'Payment Processing Link' and an optional checkbox for 'Online Sales'
    • If you wish to build your own landing page with the agreements to be sold online, use the 'Payment Processing Link' and associate that with the buy now button on your landing/sales page (if you click that link you can see what the online sign up pages look like)
    • Alternatively, if you click the 'Online Sales' checkbox for each agreement you want to sell online, In Charge builds a landing/sales page for you.
      • Click the link next to that checkbox it will take you to a page that displays all of the agreements you have checked as 'Online Sales' and then the correct agreement can be chosen from there.
      • Once they choose the agreement it simply takes them to the 'Payment Processing Link' of that agreement.
      • The Online Sales link can be saved as a homepage on the tablet or computer you are using to do the sales or as a page on your website
      • Make sure you have filled in the description and you can add up to 5 'bullet points' for each agreement that will display on the sales page.
    • You can watch a video about the new online sign up process here:​

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December 19, 2023​

  • Added check to prevent HTML code from being added to SMS message body (which would cause errors and prevent sending)

  • Change to hide the 'Freeze Agreement' button on Paid In Full agreements on Client Agreements page

  • Updated Check-In background colour for clients with Punch Passes available

    • Changed to 'blue' from 'green' to reflect that the punch pass user is not a member, but rather a lead​

 

December 14, 2023​

  • Added fix to resolve issue with 'Add Text' buttons showing additional unusable options for Paid In Full agreements

  • Resolved issue to allow for Items with blank descriptions to still show in Items lists

  • Added new SMS report (only for specific clubs using this pay per use service)

 

December 8, 2023​

  • Added fix to resolve issue with Check-In Punch Passes being deducted even with active agreement

  • Improved layout of client mobile page view of invoices

  • Added Group Class Waitlist Notification functionality

    • For any Group Class with a current Waitlist, if a client cancels then the first person on the Waitlist will receive an SMS notification​

      • Notification will include a link to confirm their spot which will move them into the available spot​

    • After 30 minutes if the spot is still available then SMS will be sent to the first 2 on the Waitlist (2nd notification for the first on the Waitlist)​

    • This continues every 30 minutes until someone confirms

    • If no one confirms then the spot becomes available to be booked by anyone

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December 7, 2023​

  • Updated ability to sign up for Childminding classes online by individual child name

 

December 5, 2023​

  • Updated Online class signup to include Instructor name in classes list

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November 24, 2023​

  • New Kiosk system update

    • If no PIN code is entered on final page of Kiosk, then page will refresh to start page rather than opening the calendar for a sales appointment booking​

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November 22, 2023

  • If there are no active items in a sub-category (or no items at all) then that sub-category is automatically hidden from Point of Sale

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​November 14, 2023

  • Graphic Design Updates

    • New changes to the menu system look and feel

      • Added icons in menu​

      • Removed colour gradient in menu

      • Added black background to open menu sections

    • New more streamlined home page button designs added​

    • Removed unused white space at top of page

    • Allowed for transparent background logos to be uploaded 

    • Removed logged-in name from top of page and moved to top right of top bar

    • Replaced page descriptive text with 'hint' icon to show text only when clicked

 

​October 24, 2023

  • Added Master Preference that prevents clients from adding new billing

  • Prevent declined payments from stored payment method from displaying on Cash Out Report

  • Graphic Design Updates

    • After the publish, the new design changes may not immediately be visible. You may need to press CTRL+F5 to perform a 'hard refresh' in order to see the new styling.

  • 'Assign Next Available' button added for barcodes on User Information page. If auto-numbered barcodes option is being used this will automatically assign the next number in sequence

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​October 10, 2023

  • New People Counter web-link

    • Ability to set an Average Workout Time and Maximum Capacity on the Locations page for each Location, and then use the associated Check In Counter link (found near the bottom of the page) to display current client count at that location on website.

 

October 3, 2023

Added SMS functionality to the Automated Email System​

  • This will allow clubs wish to send bulk SMS messages to their clients to use this feature to do so. Additional fees apply and the account must be activated prior to first use.

Added "POS Invoice" to reference number for payments processed on the POS system within invoices for clarity

Changed the Unsubscribe link in Emails to be 'HERE' instead of previous URL link

 

September 26, 2023

Made a change to ensure Auto Renew Dues Amount can not be less than Dues Amount

Updated Client Activity report to only allow Client Status dot to show for 1 day's worth of clients to speed up this report output

Added optional 'Day' dropdown to send for "Send One Time" option for automated emails

  • System will send the email one time on the specific day selected

 

September 19, 2023

Made a change so if there are no active items in a sub-category (or no items at all) then that sub-category is automatically hidden from Point of Sale

 

September 5, 2023

Made a change to ‘Group’ label on the Point of Sale to be 'Group Class' and added 'Group Sessions' as well

New feature added so when Agreement Text is added the system ensures Payment Start Date is not in the past - if it is, then give new options for what staff can do:

  • Option 1 will invoice the client for all past dues (from Payment Start Date in the past)

  • Option 2 will add a credit for past Dues

 

August 29, 2023

Changed the wording for Cancel button from 'Capture Signature and Cancel Agreement' to 'Cancel Agreement with Signature' for clarity

Added extra space between agreement cancel buttons for ease of use

 

August 25, 2023

Resolved issue with 'Active Clients' and 'Cancelled Clients' search criteria on Client Contact Info Report that would return erroneous results

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August 22, 2023

Added sorting to Paid Group Sessions Report and Cancelled Group Sessions Report

Added Client status filter to Group Sessions Tracking Report

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August 15, 2023

Added History Feature to Active Member Count Report

Improved CC expiry date dropdown list to now show past years

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July 31, 2023

Added the ability to collect initial payment for online sign ups with credit card and then require future dues payments be made with EFT (bank) billing method

Added new feature to show when a Payment is linked to specific billing type on Invoices

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July 17, 2023

Added a new option to 'Inactivate' Locations so they do not show in the Locations list or on drop downs and in reporting

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July 10, 2023

Added a new option 'Hide From Calendar Booking' checkbox on Items to prevent them from being listed in the calendar drop down for booking

 

June 22, 2023

Added ability to add images into the Task Types in Task Builder

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June 21, 2023

​Added a new Master Preference to allow Admins and Owners to accept CC when CC is not an allowed payment type

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May 25, 2023

Issue resolved where Products, Services and Session page would error in certain circumstances

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May 25, 2023

Added additional age group ranges in the Automated Email System send filters

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March 5, 2023

Added 'Gender' and 'Age' as columns on the Cancellation Reasons report output, plus a new column for 'Days a Member' to display how many days the client was a member prior to cancelling

 

March 1, 2023

Added a new Owner level feature in Master Preferences to allow Owner's to exclude access to any reports in the system they do not want Admin or lower staff rights levels to be able to access

 

February 27, 2023

Added a new 'Category' drop down to Master Agreements. Selecting a Category here will automatically add any client purchasing that agreement into the selected Category type

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February 9, 2023

Removed taxes from being calculate into the Income Projections report to make this a more accurate representation

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