Filter for Package Name & Custom Properties on General Check-In Report

Use Case

Owners would like to have extra visibility to club use by package description.

As a club owner, I need to filter attendance by package description, so I can see who is attending my club.

Feature details:

To provide better visibility to attendance by package usage we have added a filter and column to the Reports> Clients and Attendance> Check-In Report. Here in a user can now add the column Package Name, and filter to Equal or Does Not Equal a specific package name.

 

Retail Snapshot Upgrades on Dashboard 

Use Case

Historically, the Retail Snapshot on the Dashboard included revenue statistics that including all transactions both in the "Processing" and "Paid" state.

Transactions in the "Processing" state occur when either Direct Debit or ACH has been used as a payment method and the banks take multiple business days to clear the payments. When in the "Processing" status, a transaction may still fail after attempted collection by the banks.

Feature details:

 The revenue reporting on OneFitStop will now only include transactions that are in the "Paid" status. This includes updates to the calculation on the Revenue Retail Snapshot on the Dashboard along with updates to exclude Processing transactions from reports like Net Revenue Detail.

In addition to this change, a new default time period filter has been added: Today. This will show the Revenue just for the current day. Click on Today in the top left of the block to access all available filters.

 

Reduce timing restriction for package purchase from 60 minutes to 5 minutes

Use Case

Some locations felt that clients purchasing packages via the APP are overtly restricted with the hour long wait and it has cost them sales.

Feature details:

When "multiple" purchases are allowed on the package, OFS restricts the purchasing of the package more than once in an hour. This means that at a minimum, a user will have to wait one hour if they need to purchase twice, and another hour if they want to purchase again. This was implemented to stop users purchasing multiple by mistake.

New logic has been added to reduce the wait time to 5 minutes if the system has not received payment confirmation from the gateway. if confirmation has been received on purchases there is no wait time for the next purchase transaction.

Rooms as a resource have their own schedule via configuration

Use Case

As a club owner, I want to assign and book rooms as a resource in conjunction to sessions / classes.

These rooms need to be a bookable resource just as Instructors are and their time on the calendar needs blocked out when they are selected in class and session setup.

As a team member, I need to select and book a room resource when creating session/classes, so that space is not used or booked by another session or trainer.

As a team member, I need to be able to review room calendar/ schedules for availability just as I do for instructor and team schedules

Feature details:

Business user can navigate to Dashboard> Edit Profile> Location – Edit Location to configure Room resources

Once rooms are configured, Team members will be able to review their availability and book sessions into them in the Dashboard> Schedule just as you would for instructors.

 A new Room View is added as a gear option within Schedule as well as filters within the Schedule’s Calendar views to include specific rooms.

For Detailed Release and Instructions on How to Use: Click Here 

Auto-Renew Toggle Disabled in Business Mode When Configuration is set to OFF

Use Case

As a Club operator, I need to control the Auto Renew settings as per their package configuration and reduce the chance that packages not intended to be sold as renew-able are not set to auto renew by my team members.

Feature details:

  • When in Payments> Retail Configuration> Retail Settings> Auto-Renew at Sale is set to: Default
    • the Package/Membership’s Auto-Renew Toggle is Enabled, so at the time of the sale, the cart view of Auto-Renew Toggle should be displayed and status should be enabled.
    • If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the sale, the cart view of Auto-Renew Toggle should not be displayed.
  • When in Payments> Retail Configuration> Retail Settings> Auto-Renew at Sale is set to: OFF
    • If Package/Membership’s Auto-Renew Toggle is Enabled, then at the time of the cart view the Auto-Renew Toggle should be displayed and status should be Disabled.
    • If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the cart view the Auto-Renew Toggle should not be displayed.

Social Media links

Use Case

As a business Owner, I need to store my Social Medial like the business Facebook or Instagram page , so that they may be shared and accessible by my clients.

Feature details:

In Edit Profile > Business Information > under Business Description we have added fields for your social media links so they may be displayed or consumed in the application.

Field Heading

Field Type

Facebook

URL

Instagram

URL

Twitter

URL

External Feedback Link

Use Case

As a Business Owner, I wish to provide a means for my clients to provide feedback as an email link, so that I may gather important information and opinion from my clients.

Feature details:

External feedback link will be a new option that will replace the direct links when requesting feedback via triggered email and will also be used in the API to drive feedback to an external form or process by the business.

In Account Settings > Configurations > Business Profile section add a new heading for: “External Feedback Link:”.

When editing the External Feedback Link in the Business Profile section, display a dropdown menu with options: “Yes” and “No”.

When the user selects “Yes”, an additional input field allowing a string for a URL will be made available for the user to add their external link.

Under the URL input field, display the sub-text: “(including http:// or https://)”

By default, all account at time of sign up and all existing account will have the External Feedback Link set to “No”.

Triggered Email

When the “External Feedback URL” is set to “No” on the email “Engagement | Feedback Request To Client” the placeholder text: <FEEDBACKLINK> will link a user to the feedback process within OneFitStop (current functionality)

When the “External Feedback URL” is set to “Yes” on the email “Engagement | Feedback Request To Client” the placeholder text: <FEEDBACKLINK> will link a user to the URL specified in requirement 1.3.

 

Staff Profiles - added fields

Use Case

As a business owner I need to gather and store additional information about my staff so that I may make them available for use in the applications.

 

Feature details:

Additional fields have been added in the “Profile” section of a team member configuration found at Dashboard> Team Settings> <select or create team member> Edit profile icon. These additional fields and responses will be made available in the API in later phases of APP V2

Profile Image. This section will have an image drag and drop field to add a profile image.

Once a profile image has been added, a crop-utility will display to crop the image to ensure it has equal dimensions. Profile images will save into the DB after cropping in the following size format: 600px x 600px, 200px x 200px, 100px x 100px, 50px x 50px.

About. This section will be a multi-line input text field which will allow a user to add up to 500 characters.

Hobbies. This section will be a multi-line input text field which will allow a user to add up to 500 characters.

Instagram Handle. This section will display a text input field restricted to 50 character. There will be a static “@” at the beginning of the input field.

 

Images for Sessions

Feature details:

Overview:

Images / session profile pictures are coming back to OFS! This functionality will be driven directly via Session Templates only and images will not be able to be added to sessions via any other method.

Instructions for use

When creating or editing a session template, a new section for “Session Image” with an upload button has been provided.

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Under the upload image button display we suggest an Optimal size: of 800px x 400px.

After you have the image selected from your local machine, the system will display the cropping tool where the width to height ratio is 2 to 1 to ensure dimensions on final image upload is correct.

After image is upload the system will display a preview of the image.

If for some reason you need to remove the new image, click the link to “Delete image”.

The session image will not display on the front end of OneFitStop, but will be available via API as the app we will be adding in a session image where configured.

 

Resend Invoices from Client Payment log

Use Case

As a Team Member, I need to be able to resend client Invoice receipts, so that clients have it for their records.

Feature details:

Clients have been reporting that they have not received the gift card/invoice email and currently business do not have this facility to resend the invoice or gift card purchase receipts via email.

Business now have this option via a New icon on client page under Payment Log to resend the invoices.
Upon clicking this option, users are prompted to select the client’s default email address or enter a new email ID.

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and email is sent with a link to view the receipt in the browser:

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in this example the Gift Card ID# is also included in the purchase receipt.

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Allow Team Members to edit their own Email address

Use Case

As a Team Member, I need to be able to update my email address.

Feature details:

Team members should be able to update the email address from the My Profile of the staff member.

Navigate to My Profile in the drop down on the right upper corner of he application. 

Click Edit to update your Profile information.                    mceclip4.png

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