New Features Release Version 5.1.7

Please Note: The release webinar format has changed to a Q&A format and does not demo each feature. Please select the preview link for each key feature below to see detailed walk-through videos.

Activies

Allow Waitlist Members to Confirm Their Own Spots

• Allowing the member at the top of an activity waitlist to accept a spot themselves when it becomes available offers more convenience for both the member and staff
• A friendly email can now be automatically sent to a waiting member when a spot opens up, allowing the member to confirm the spot or decline to give someone else a chance
• Help Article

Detail Extra Costs on Registration Confirmation

• A range of additional merge fields now allow you to itemize the Extras charged when members register for programs

Choose how to Advise an Activity is Closed Online

• You now have the option of renaming the label for closed activities online so you can use your preferred messaging
• Help Article

Adjust the Refund Amount When Cancelling a Class

• Session lengths may vary for some courses and a straightforward pro-rata refund may not be applicable when you need to cancel a class
• It's now possible to amend the refund amount to one that is most appropriate for the particular situation
• Help Article

Use Multiple Facilities More Precisely

• Facility usage can now be blocked-off more precisely for events that span multiple facilities in a given day
• Help Article

Option to Track Attendance Via Signing

• You may have programs where it is best to track attendance by signing-in and signing-out, such as childcare
• New weekly and monthly Activity Attendance Sheet reports provide signing sheets in the right format
• Help Article

Organize Roster by Cost Center and see Resident Count

• You can now view the Event Roster by Series, Event Roster with Attendance Sheet and Attendance Sheet reports by a particular Cost Center
• The Event Roster with Attendance Sheet can now also be used to compare residents with nonresidents in terms of numbers and fees
•  

Organize Activity Registration Summary by Cost Center and Resident status

• To review registrations by the cost center they relate to, you can now include Cost Center in the Activity Registration Summary and choose to filter or group by Cost Center
• You can also see whether the registrations were from residents or non-residents and the total fees for each
• Help Article

Tie Questionnaire Responses to Events or Revenue

• For easy matching, you can now search the Prompts report by Event ID and see the associated GL
• Help Article

Facility Booking

Search for Consecutive Weeks of Availability

• When choosing a suitable facility for a requested time-slot, you may wish to focus on the facilities that have that same time-slot available for several weeks consecutively
• It's now possible to specify your search requirements as consecutive in Advanced Reservation to help find the best fit
• You can also now export the availability options found or email them directly to interested clients
• Help Article

Choose Amendment Cycle to View

• When working on a facility contract, you may need to refer back to see which changes were made at a specific point in the past
• You can now choose which amendment cycle to look at when reviewing an amendment summary or details
• Help Article

See Taxes on Facility Booking Report

• For easy reference, taxes are now included as an additional column on the Facility Booking report
• Help Article

Review the GL Assignment of Facility Bookings

• To help with reconciliation, you may wish to see the expected revenue per account based on the day of booking
• You can use the new Facility Booking with GL Assignment report to see the GLs associated with each booking
• Help Article

View Contract Extras based on Status

• You can now filter the Facility Contract Extra report by Contract Status to focus on certain items, for example, security deposits for completed contracts
• You can also now choose to exclude returned items, so for example, you can review deposits that have not been returned
• Help Article

View Tentative Facility Usage

• You may wish to view the usage details of facility contracts that are in a tentative state before they are confirmed
• The Facility Usage report has been enhanced to allow inclusion of contracts in a tentative state
• Help Article

Finance

Allow Your Members to View Their Account Statement Online

• Rather than having members ask staff for confirmation of their transaction history, you may wish to save time and allow members to look up the information directly
• You can now choose to allow members to access their account statement from their online profile
• Help Article

Allow Members to Access Their Own Tax Receipts Online

• It's now possible to allow members to access their tax receipt on their online profile, adding convenience and reducing enquiries
• Help Article

Specify Tax Credit Qualified Default

• Depending on your region, items may usually be qualified for tax credits or not
• You can use Settings to specify the default tax credit status for each type of item created
• Help Article

Reverse a Payment to Account Credit

• You may have payments made by parents that third parties later contribute to, for example when subsidy is granted
• Select staff can now have the ability to reverse a payment to account credit once a third party contribution has been confirmed. The account credit can then be used to pay a smaller portion of the invoice
• Help Article

Enhanced A/R Aging Summary Report

• The A/R Aging Summary report can now show the account balance and shared credit along with financial notes that can be left on the member or account profile
• For more specific reporting, the A/R Aging Summary can now be filtered on the location of the item sold as well as the usual location of the purchaser
• To aid with reconciliation, Customer Adjustments are now included on the A/R Aging Summary Report
• Help Article

View Debit on Payments With GL Assignment

• On the Payment With GL Assignment report Debit Payments and Transaction numbers are now listed explicitly for easier reconciliation

Organize Revenue Reports by Cost Center

• To review revenue by the cost center it relates to, you can now include Cost Center in the Detailed Deferred Revenue report and choose to filter or group by Cost Center
• You can also see Cost Center in the Sales Information Report and Course Revenue Report and filter by it
• You can now see Cost Center in the Monthly Revenue Forecast report too

Marketing

Reach Members by Texting Their Phones

• To increase the chances of more members seeing important communications, you may wish to send them by text message in addition to email
• SMS communications can now be set up to keep your members in the loop
• Help Article

Point of Sale

Offer Memberships for Sale Online

• Sell more memberships by making them available online using widgets embedded directly on your own website or hosted on the Xplor Recreation domain
• Customers can search memberships by keyword and filter them by various attributes
• Whether buying for oneself or others, the simplified flow is quick and easy in both guest and member modes
• This first phase supports fixed-term memberships without payment plans

Point of Sale

Sell Activities in the POS

• Save time at the front desk by taking payment for activities as quickly as possible
• Activities can now be found and sold directly in the POS, and assigned to buttons for even quicker selection
• Help Article

Move from Purchase Through to Transaction Record

• Right after completing a purchase staff may wish to perform further actions related to the transaction, such as making a payment on a subsequent invoice
• The POS payment confirmation screen now offers a direct link to the profile transaction record
• Help Article

Subsidy Rules Applied to Online Checkout

• Recent subsidy rules around item type, age range and percentage minimum now apply to online Checkout 2.0 as well as POS
• Help Article

Download the PDF