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 |
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URL |
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URL |
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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.
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