Retain Your Joy…

Hi Everyone! We have a couple of highly requested features this week. These new features will offer greater usability on mobile devices and better insight into your business’s performance.

• We’ve added a new Client Retention report that displays your client retention rate over a specific period of time.
• We added a new “List” calendar mode which makes the day/week views work much better on mobile. This is automatically enabled in your account.
• We’ve added a new option that allows you to specify separate default views (and day/week mode) on desktop and mobile. These are available in My Preferences.
• We adjusted the header bar so that the Notifications icon turns yellow if you have new notifications, and we added the word “Settings” to make this more apparent.
• When merging two client accounts together using the “Change Family” feature, payments are now moved with the last client even if they were not assigned to that client specifically.
• We reworked the layout of the event popup on the calendar. Now the actions are a bit further apart (making it easier on touch devices) and we move the “Email” button down into the list of actions making it easier to find.
• We added a new “Day Name” placeholder to the Event Reminder email and SMS templates. So now you can customize the message with the actual day of the week name (“Don’t forget your session this Thursday!”)
• We fixed a handful of minor layout issues related to checkboxes (and radio buttons) being out of place caused by some internal changes made in the last update.
• We fixed an issue that could prevent events from displaying in the calendar if the event’s text was empty. This would occur only in some very specific scenarios.
• We added a new email template for refunded payments. When adding a refund to a client account, there is a new “Email Receipt” option visible (similar to what you see when recording a payment). Similarly, if a refund is processed online (through Stripe or PayPal) that email template will be used.
• We changed the wording around the calendar sync feature in the My Preferences page. We removed specific references to Google and iOS to avoid confusion for people syncing with Outlook and/or BlackBerry devices.
• We adjusted the layout of the Client Account page so that it fits better on iPads.
• We fixed an issue with the data grids that would cause the all/none select checkbox to stop working.
• We’ve removed the report header from all reports if you generate them in “Excel” format. This gets rid of the awkward formatting (and sometimes empty columns) that would appear. Now it’s easier to view and work with your data in Excel.

For multi-instructor schools:

• There is a new “Take Attendance” instructor privilege – When disabled, that instructor cannot take attendance. This is enabled by default.
• There is a new “View Own Payroll” instructor privilege – When enabled non-admin instructors can view their own payroll history in the My Preferences page.
• The calendar context menus no longer show the option to email clients (or take attendance) if those privileges aren’t granted to the instructor.

Did you know? When you set overdue attendance in bulk, the drop-down list now resets to “Unrecorded” so that you don’t accidentally set the wrong attendance status for the next batch of clients.