Release Notes December 2024 Version 24.63

🎉 It’s that time again! We’ve got a ton of updates and brand new features designed to improve your operations! Highlights include a newly redesigned client profile Overview page, the ability to compare and annotate images side-by-side in Forms, custom visit receipts for appointment-based services, and more! Check out these new features and enjoy a smoother and more efficient workflow in your business.

Featured Improvements

• Redesigned Form Builder for Easier Editing
• New! Side-by-Side Image Comparison in Forms!
• Customizable Client Profile Overview for a Focused Experience
• Attachments Page for Client Profiles
• Restrict Purchases for Flagged Clients
• New! Control Staff Access to Attendance History
• Retroactively Share Purchase Options that are Shared by Default with Families
• Enhanced Visit Receipts for Appointment-Based Services
• Refined Summary Cards on Refunds Report
• Easily Identify Surcharges in the Projected Revenue Report
• Improved Collections Process for Client Account Management
• Additional Improvements

Redesigned Form Builder for Easier Editing ✨

We’re excited to introduce an enhanced experience for creating and editing form templates! The updated form builder now includes new features designed to make customization simpler and more intuitive. One standout addition is the preview option, which lets staff like Emma at Serenity MediSpa check how consultation forms will look to clients as she builds them, helping her spot and fix layout issues early for a polished final result.

Additional updates include the ability to duplicate form elements for faster setup and improved validation feedback—errors are now highlighted, and the builder automatically scrolls to the first error, making fixes quick and easy. This redesign ensures form-building is smoother, more organized, and more efficient than ever!

New! Side-by-Side Image Comparison in Forms!😻

We’re excited to introduce the Side-by-Side Form element—a game-changer for visual documentation! Now available in both the Staff Back Office and the Elevate Staff App, this feature allows you to upload and compare two images directly within a form.

At Radiant Glow Medispa, Jessica, an esthetician, uses the side-by-side image comparison in forms to track treatment progress. She uploads “before” and “after” images, making it easy to compare results, add notes, and discuss improvements with clients.

The best part? You won’t have to manually re-upload the same photos from your completed form. Any photos and files added to a form will automatically appear in the Attachments section, ensuring convenient record-keeping.

Now, you can track progress, annotate with ease, and keep a complete, organized record—all in one place.

Learn more about the Side-by-side form element in our Side-by-side images Knowledge Base article!

Customizable Client Profile Overview for a Focused Experience 🚀

Get ready for a major upgrade! We’ve reimagined the client profile Overview page in the Staff Back Office to improve usability, increase customization options, and ensure your team can prioritize what matters most. This updated design highlights critical information, making it easy for staff to quickly address client needs.

Key improvements include summary cards that display essential metrics, with account balance and credits now prominently visible at the top for smoother billing and account management. Staff can also customize their view to fit specific business requirements allowing each team member to personalize the layout to serve them best.

Sarah, a billing specialist, customizes her client profile to show account balances at the top for quick access, while Jake, who manages the front desk, sets his view to prioritize client check-in and attendance history. Both customize for their specific workflows with ease.

Experience a refreshed way to navigate client profiles with this tailored, focused approach.

Check out our Client profile overview page Knowledge Base article to discover more details about the client profile and to see various actions you can perform.

Enhanced Attachments Page for Client Profiles 📎

Introducing new features to simplify and elevate document management on the client profile Attachment page. With this update, locating, uploading, and previewing client attachments is faster and more intuitive.

Highlights include a new table view for quick access to attachments, PDF and image previews for easy identification, and the ability to upload multiple files at once with a convenient drag-and-drop feature. Editing attachment details is now possible, providing greater flexibility. And, files and images uploaded to forms can now be automatically added to the Attachments page, creating a smooth integration of client information across the platform.

Take a look at this Knowledge Base article to see how you can Add, modify, or remove attachments from a client’s profile.

Restrict Purchases for Flagged Clients 🚫

You now have the option to restrict flagged clients from both booking services and making purchases. This added control provides a more comprehensive way to manage client access and ensure account compliance.

Learn more about restricting purchases for flagged clients in our Manage client notes Knowledge Base article.

New! Control Staff Attendance History 🔒

Business owners can now grant staff access to a client’s Attendance History and Upcoming Schedule without providing full access to the client profile. This update allows teams to manage appointments effectively while maintaining client confidentiality.

A new staff permission, View client’s upcoming and past schedule gives staff members access to these specific pages within the client profile. When this setting is turned off, attendance details will remain hidden, ensuring sensitive client information is protected. This update offers flexibility in managing staff access, supporting both operational efficiency and privacy.

Discover more about the new staff role permission, View client’s upcoming and past schedule, in this Staff role permissions Knowledge Base article.

Retroactively Share Purchase Options by Default with Families 🧑‍🧑‍🧒‍🧒

Purchase Options set to “Share with family and friends” will now automatically extend to new family or friend connections added after the initial purchase. This ensures clients continue to enjoy shared benefits seamlessly.

At Harmony Fitness Studio, Maria purchased a membership that she shares with her partner, Jake. When Maria later adds her sister, Sofia, as a connected relationship, the shared Purchase Option automatically applies, giving Sofia immediate access to the membership benefits without any extra steps.

To activate this feature, go to App Drawer > Setup > Store Configuration > Click into existing purchase option and scroll down past Advanced Settings to Sharing Memberships and Passes > Select Share with family and friends by default.

Enjoy a more efficient way to navigate shared Purchase Options!

Enhanced Visit Receipts for Appointment-Based Services 🧾

We’ve rolled out a new visit receipt for appointment-based services. Staff can now quickly access, print, export, or email visit receipts from the client’s Attendance History, Upcoming Schedule, and the appointment slide-out, making it easy to provide clients with detailed transaction records.

For example, at Radiant Glow Medispa, Jessica, a massage therapist, can now generate a visit receipt that includes her license number, session details, and costs. Receipts are generated instantly after purchase and can also be accessed from the store confirmation page for added convenience.

For quick setup or edits, navigate to App Drawer > Setup > Notifications > Client Notifications > Billing > Visit Receipt.

Learn more about the visit receipt in our Receipts Knowledge Base article.

Check out the Staff member profile fields Knowledge Base article to learn how to add a custom text field or the staff’s license number to the visit receipt.

Refined Summary Cards on Refunds Report 💵

The summary cards on the Refunds report have been improved to display more relevant information, and now have added tooltips to clarify each card’s purpose. This update offers a clearer view of refund data, making it easier to review and interpret key details at a glance.

Explore detailed information about the new summary cards in the Refunds Report Knowledge Base article.

Easily Identify Surcharges in the Projected Revenue Report 💰

Credit card and ACH surcharges are now easier to identify in the Projected Revenue report. The Purchase column–renamed to Item–shows surcharges for virtual terminal or ACH payments in a separate line. Surcharge amounts can also be seen in the Amount column for quick reference.

When processing a refund or voiding a transaction in the Client Profile or All Sales report, surcharges appear as individual rows, making transaction management simple. Staff can refund surcharges directly from the Refund Amount column, with all updates reflected in the Refund report for a clear and complete view.

Delve deeper into surcharges in the Projected Revenue Report Knowledge Base article.

Improved Collections Process for Client Account Management 🥸

To improve collections handling and reduce billing issues, we’ve introduced updates that help manage client accounts more effectively when payments are missed. Now, when a client is sent to collections, the full remaining balance of their membership contract or payment plan is added to their account.

For memberships, missed payments will be sent to collections. Memberships will be deactivated, and any upcoming payments may be added to collections. Packages and session passes will automatically have their auto renewal turned off.

Additionally, clients sent to collections are automatically flagged, restricting them from booking new services or making new purchases until they settle the balance. These updates offer a smoother process for both staff and clients, reducing the risk of chargebacks and ensuring accounts are managed transparently.

Check out our Collections Knowledge Base article to dive deeper!

Additional Improvements

Achieve Client App

Clients will now return to their last booked service: When a client completes a booking on the Achieve Client App. they will now return to the last booked service.

Elevate Staff App

Button to copy the direct booking URL for classes and events on the Elevate Staff App: Just like in the Client Portal, staff can now quickly share a class or event booking link from the attendance list in the Elevate Staff App using the new Copy Direct Booking URL button. This makes it easier to manage bookings and attendance with clients during or after class, ensuring a consistent service experience.

Message Center

Alerts and push notifications will not send when muted: Staff will no longer receive alerts or push notifications when a Message Center conversation has been muted.

Redesigned Purchase Options settings section: We are redesigning the Access to Service section within the Purchase Option Setup settings in the Staff Back Office, particularly to help businesses with large service lists. The new user-friendly design makes it easier and more efficient for staff to search for specific services and better manage this section.

Reports

Purchase Options filter update: Options under the Purchase Options filter will now be sorted alphabetically so that you can find what you’re looking for easier.