|
12/19/2017
|
More Shortcuts Added
|
- You can now select "Add Payment Request" for a given account in the Manage > Accounts list to generate a payment request for that account.
- You can now select "Attendance by Class" for a given class in Manage > Classes to record online attendance for that class.
- You can now select "Attendance Sheet" for a given class in Manage > Classes to generate an Attendance Sheet report for that class.
|
|
12/15/2017
|
Pick a class
|
Filters were added to the "Pick a class" popup to make it easier to find classes when needed.
|
|
12/15/2017
|
User Emails
|
User emails can now be sent to a list of selected accounts instead of just one at a time.
- From Manage > Accounts you can now select a list of accounts and choose the "Send User Email to Selected.." option to send an email to those accounts.
- From Manage > Classes you can now select a list of classes and chose the "Send User Email to Selected.." option to send an email to the accounts enrolled in those classes.
- From Manage > Enrollments you can now select a list of enrollments and chose the "Send User Email to Selected..." option to send an email to the accounts associated with those enrollments.
|
|
12/12/2017
|
Contacts
|
A new contact preference has been added for contacts. Customers can now indicate that they preferred to be contacted via text message.
|
|
12/5/2017
|
Image Browser
|
A new image browser has been added to the "Insert Image" popup window. This new feature lets you browse all of your Image Images and all of the Image Repository images. Select any image in the browser to add it to the current page or user email.
See the images below for an example:
When adding an image...
...click on the new browse server button
You can now pick any of your images or any of the repository images
|
|
12/5/2017
|
Image Vault Categories
|
Categories have been added to the Image Vault. You can now assign your images to different categories to keep them organized and easy to find.
|
|
12/5/2017
|
Demo Scheduler
|
The "How did you hear about us" field in the demo scheduler can now be made required or hidden. The field has been added to the field manager at Setup > Advanced > Field Manager (on the Demo Scheduler tab).
|
|
12/5/2017
|
Drag and Drop uploading expanded
|
In addition to being able to drag and drop files directly into the editor when editing a page or user email, a new drag-and-drop uploader has been added to the Image Vault and File Vault.
When you are in the Image Vault (or File Vault) select the new "Add Multiple Files" option to display the new drag-and-drop window. Drop your files onto the window and click "Upload Now" to begin the upload. After all your files have been uploaded you'll be shown a list of your new files for you to make any updates or edits. You can uncheck the "Review uploaded images" option to skip that step.
See the attached image for an example.
New drag-and-drop uploader
|
|
11/28/2017
|
Make-Up Scheduler
|
Two new options were added for scheduling make-ups for enrolled families. The new options are:
- Require an enrollment in the same semester for the selected student
- The class type of the make-up must match the class type of an enrolled class for the student
These restrictions will only be in effect if your customers log in to use the make-up scheduler. This allows us to check their enrollment history before allowing them to schedule a make-up.
The new settings can be found at Setup > Settings > Make-Up Scheduler Settings.
|
|
11/15/2017
|
Misc. Improvements
|
- Hide inactive locations and class types when entering prices, coupons and fees
- Hide inactive locations and class types when adding classes
- Show prices of zero for the "Price Set Price" named layout columns if all prices for a given class are zero (otherwise zero prices are ignored)
- Ignore cancelled appointments when scheduling new appointments
- New "type ahead" entry field for class types when entering classes.
- Product coupons are now supported on the "Featured products" page
- Make-up and demo scheduler display improved when no make-ups/demos are available
- Fix for checkbox custom fields using hints
- New Braintree payment gateway added
- Site title / logo backlink added for standalone back office customers.
|
|
10/25/2017
|
Registration Pricing
|
A new prorating option has been added to registration pricing. You can now prorate your prices based on the number of class meetings missed in the current month. In this scenario, you would set your prices to the full monthly amount. Then, as the month progresses, the price would be reduced for each missed class. The price would then reset back to the full amount after the last class in the month. Prorating would begin again in the following month.
Prorating features can be found at Setup > Settings > Registration Pricing.
|
|
10/18/2017
|
Online Store Products
|
New features for products have been released. You can now add custom fields and additional instructions to any given product in your store. Each time that product is then added to a shopping cart, your customers will see the additional instructions and be asked to fill in the custom fields. The custom fields can be made required if needed.
These new features can be very useful for things like gift certificates where you'd like to know the recipient name and address information. These settings can be found at the bottom of the product page at Setup > Store > Products in the "Advanced" section.
|
|
9/15/2017
|
Misc. Updates and Fixes
|
- Updates made to moving recurring appointments -- recurring appointments with fees attached will now only prevent the move if they occur after the date the first moved appointment
- Improvements made to the calendar for narrow screen widths
- Improvements to the logic that automatically removes the starter text from user emails when they are sent
- Fix made to coupon enrollment history restriction feature
|
|
8/31/2017
|
Misc. Updates and Fixes
|
- Improvements made to Smart Search
- Fix for issue causing duplicate user defined field value rows
- Fix for handling during the creation of accounts when the contact already exists
- Fix for permissions check in User Emails
- Fix for issue related to store orders
- Make-up/demo scheduler updates
- More responsiveness updates for the back-end website
|
|
8/28/2017
|
Materials Tracking
|
You can now track whether or not materials have been distributed to your students. Materials tracking can be turned on at Setup > Settings > Class Settings. Once activated, you will see a "Materials Received" checkbox when adding or editing an enrollment. At any time, you can show materials tracking in online attendance and in the attendance sheet reports. In either case, use the "include" options to display the "Materials Received" column.
|
|
8/28/2017
|
Attendance Sheet Report
|
You can now add additional custom columns to the attendance sheet report. When you run the report you can indicate what the column headings should be and whether or not the columns should appear at the beginning or end of the report.
|
|
7/31/2017
|
Misc. Updates and Fixes
|
- Enrollment notes lengthened
- More responsiveness updates
- Pages that support different modes in the back end will now save the mode last used
- Updates made to user query filters
- Content areas added for Contact Us to support conversion tracking
- Users can now select individual accounts when generating fees
- Improvements made to the custom forms handler
- Improvements made to the display of holidays
|
|
6/12/2017
|
Misc. Updates and Fixes
|
- Responsiveness updates for the back-end website
- Updates to the overlapping enrollments warning logic
- Updates made to standalone back office processing
- Updates for student captions, gender captions, link styles and registration controls
- Student display in email notifications updated.
- Fix for adding new students during registration.
|
|
5/26/2017
|
Recital Overlap Report
|
A new Recital Overlap Report has been added. This report allows you to select a set of recitals and show any students who appear in more than one of the recitals. Students from the same family who appear in multiple recitals are also shown in the report.
|
|
5/26/2017
|
Demo Scheduler
|
User defined fields have been enabled for the demo scheduler. You can now add your own fields to the demo scheduler form. This is done using the field manager at Setup > Advanced > Field Manager.
|
|
5/26/2017
|
Class Schedules
|
The classes named layouts now supports up to three different filters (for example, customers can filter classes by class type, location, teacher, etc.). Go to Website > Settings > Named Layouts to add additional filters to your class layouts.
|
|
5/26/2017
|
Terms and conditions
|
The ability to require customers to accept your terms and conditions has been extended to the creation of accounts. This option can be enabled by going to Setup > Settings > Account Settings.
Note: this feature is likely to be only useful if you require your customers to create accounts before they can register for your classes. That option is part of online order settings at Setup > Settings > Online Order Settings.
A new notification type has been created for sending the terms to your customers to give them a record of the terms they accepted. The option can also be enabled on the account settings page.
|
|
5/26/2017
|
Students
|
More support has been added for student ages. A calculated student age will show in the list of students on the account page at Manage > Accounts > Accounts. The enrollments tab for a class at Manage > Classes > Classes will now show an average student age for the class as well.
Note: these updates only apply to customers who track student dates of birth.
|
|
5/26/2017
|
Online Registration
|
A new filtering option has been added for auto-apply fees and discounts. When the option to apply the item to a particular registration is selected (i.e., only apply it to the first, second, third registration, etc.) you can now also indicate that only registrations of a certain type or location should be counted. This allows you to define discounts that only apply when people register for the same particular class type or set of class types more than once on an order.
|
|
5/26/2017
|
Online Registration
|
If a customer who is logged in leaves the registration form to add a new student, all existing order values will now be saved. Previously any custom field values would have to be re-entered in this case.
|