Team Access: Allow to Create new Session Packages and Memberships
In Core via Team Settings> Team Access Groups> on the Access tab we have added a new permission to Restrict users from creating new Session Package and Membership.
This new permission is rolled out by default in the ON position for all current Business user permission groups
When ON this will allow users to click Create New button in Payments> Retail Configurations to create new memberships and packages ( AS IS )
When toggle is set to OFF, the system will grey out the Create New button and will not allow users to configure new memberships and packages in Payments> Retail Configurations
or create Custom Packages and Memberships through all paths in Core such as Custom packages/ memberships options in New Sale and via the Client record. Users must sell only packages and memberships already configured.
Sorting of Schedule Templates and Team Settings
In Core> Scheduler> Schedule Templates> we have added a sorting option in the header of the table where a user can click on specifically the options for: “Template Name” or “Session Type”. Users can now sort alphabetically or reverse alphabetically on either column.
As well in Core> Team Settings, we have added a sorting option in the header of the table where a user can click on specifically the options for: “Team Member”, “Email”, “Account Type”, or “Group'. Users can now sort alphabetically or reverse alphabetically on each column.
Reports> Financial> All Transactions Report
In an effort to unify more of our accounting reporting, we have taken details from the "In Processing" report and combined them with the Net revenue report. This new report should provide a more cohesive view of your earn revenue as well as insight into those transactions sent for but not yet paid.
You may find the new report in Reports> Financial> All Transactions
Key items to note will be the inclusion of new statuses in the Payment Status column-
- “In Processing” for items sent but not yet confirmed paid from BANK/ ACH payment types
- "Refund Scheduled"
- In this case if business decides to issue refund then the Refund status of the invoice will be changed to “Refund Scheduled” as it will only be triggered when the invoice have a clear paid status which will be set by the paid webhooks.
- "Processing Refund"
- Now as soon as the invoice is refunded at Hapana end, then the Refund status will turn into “Processing Refund” status, and
- Refunded status is for once we have received success webhook for refund of the invoice.
Changes to the Core> Dashboard Snapshot
To simplify and provide better data at a glance. The following KPI visualizations will be updated on Core Home page:
Here are the changes in logic and display:
- Update to the Active Leads box to display:
Replace the entire Leads widget with a new widget for Intro Offers
Display the # “Active Intro Offer” in the body
A percentage calculation showing our current 30-day conversion from "Intro Offer" to a purchase of a "recurring membership".
A percentage calculation showing our current 30-day conversion from "Intro Offer" to a package purchase.
- Updates to the Sessions box
Add Today as an option for the dropdown view on the session metrics section as displayed above.
The main KPI metric will change from xx sessions to xx.xx% Booked Utilization with the logic of : % = Count of Booked / Capacity
Under the above, we will list the following:
“Sessions” - Total number of sessions in the period |
“Capacity” - Total number of spots (session size) for all the sessions in the period
“Booked” - Total number of bookings in each of the sessions for the time period
“Attended” - Total number of clients marked attended for the sessions in the time period
| (Percent= Count of Attended / Capacity
“No show” - Total number of No shows for a session already completed (past) in the time period. | (Percent = Count of No shows / Capacity)
“Late cancel” - Total number of Late cancels for all sessions in the time period.