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.

Accounting & Billing

Amendment 1.5 - Deferred Revenue

• We have applied the new deferral logic to amendment 1.5 for facility booking
• The system will now defer revenue to the day of booking in all cases, where in past the earliest date the system would recognize is the invoice date
• This improvement applies to both bookings and equipment extra
• There are settings in the backend custom.setup that need to be enabled
• Leave your feedback for PM-I-5564

Deferred Revenue - Facility Booking

• The system will now defer revenue to the day of booking in all cases, where in past the earliest date the system would recognize is the invoice date
• This improvement applies to both bookings and equipment extra
• There are settings in the backend custom.setup that need to be enabled
• This feature is available without amendment 1.5
• Leave your feedback for PM-I-4862

Deferred GL - Membership per Location

• With the ability to configure location-specific deferred revenue GLs for memberships for all locations, your membership setup is maximally flexible
• Users may now select custom GLs per location when configuring the deferred revenue GLs for memberships for all locations.
• Leave your feedback for PM-I-5784

General Ledger Report - GL Extensions

• Many organizations tend to keep the GL Account number standard across locations but still wants the ability to differentiate the revenue by having a different suffix or prefix
• You can now enable General Ledger Report to show GL balance for each GL Account with its extension
• Leave your feedback for PM-I-5583

Manual Journal Entry - System GL

• This enhancement is to allow user to make manual journal entry with system GL account including Payment GL, and Accounts Receivable with given permission
• This functionality provide the ability to select any system gl account for manual journal entry
• Leave your feedback for PM-I-5588

Withdrawal Fee GL Account Option

• To allow withdrawal fee that applied to facility booking to use same revenue gl account as withdrawn items
• This feature should be used for organization that wants its withdrawal fee to be posted with the same revenue gl account as the items withdrawn from
• Leave your feedback for PM-I-5684

Calendar & Events

Custom Booking - Holds

• Days selected in the registration and amendment process for custom booking, will now be held until they are processed on POS/Checkout or abandoned/released
• For admin staff, to view the holds details on a particular day, you can hover on the day with the icon
• For online customers, the registration screen will simply show the icon for days they have chosen and held, as detailed holds information is not made available for customers
• Leave your feedback for PM-I-5466

Custom Bookings - Amendment View

• Staff and customers will now be able to see any amendments made to their custom booking registrations for any amendment made along with the dollar value impact to their registration
• This will assist in reviewing the changes made to custom booking transactions over time, and in addition add supplemental detail for the registration confirmation
• Leave your feedback for PM-I-4030

Event Prerequisites - Services

• Often, the prerequisites for a course can be satisfied by any course associated with a particular service
• Now admins can save time when setting up courses by simply selecting one or more services as a prerequisite, not a series of individual courses
• Service prerequisites can be selected together with a required outcome as well, such as “Pass”
• Leave your feedback for PM-I-3997

PM Scan - Drop-in Events

• We have improved the handling of drop-in events with custom settings and logic enhancements
• Drop-in events will utilize existing and new settings and interpret them differently from other events like registered courses
• You can now add one set of open events based on your schedule, for activities such as "Open Swim" or "Weight Room", and have accurate attendance and scanning tracking
• Leave your feedback for PM-I-5426

Waitlist & Holds Improvement

• When a spot held for an event is released, the system will now take the next person on the waitlist and move them into pending confirmation, providing automatic waitlist settings are enabled
• During registration days when demand is high for events and programs, this feature improvement will ensure all customers have a fair chance at obtaining the spots that come available in the order in which they were waitlisted for
• Leave your feedback for PM-I-5510

Contacts & Accounts

Document - Required Signature

• When sending a document for signature using send to sign or save and send, the system will not allow the document to be submitted or signature box to be completed without a signature being added
• Leave your feedback for PM-I-3036

Schedule View - Add to Calendar

• Customers can now add their events to their calendar, or additional calendars, after they have completed their registrations
• Customers may have forgotten to add their events to their calendar, want to add to additional calendars, or were not logged into the proper device when making the initial registration
• Leave your feedback for PM-I-5623

Schedule View - Event Details

• When hovering over the event name in list view, you can now see additional information like location, dates and instructor
• This feature is available on the contact schedule view for admin staff, as well for customers through their online portal to help improve usability for the online experience
• Leave your feedback for PM-I-5622

Facility Management

Facility Agreement - Payments

• Show payment details such as payment type on the Facility Contract Agreement document
• Payment details can be shown with invoices or independently
• Leave your feedback for PM-I-2692

PM Scan - Facility Booking Events

• We have added the handling of facility booking events with custom settings and logic enhancements
• Facility booking events will utilize existing and new settings and interpret them differently from other events like registered courses
• Creating facility booking events with the new settings and logic, will capture the accurate unique visit statistics that many parks and recreation find valuable
• Leave your feedback for PM-I-5429

Global Settings

Fee Rollover - Fee Names

• The fee rollover process has been improved to provide placeholder names and ability to find/replace, as well as add a prefix or suffix to the fee names
• You can now perform your fee rollover tasks more quickly and easily with these new enhancements
• Leave your feedback for PM-I-5662

Fee Update - Object Views

• We have provided the update fee prices button on the object view for fees to make use of the existing view, filter and grouping functionality
• Using object views, with filters and adding groupings, makes the initial fee selection process easier and overall fee management, update and rollover process more streamlined
• Leave your feedback for PM-I-5663

Online Experience

Appointment Booking - Mobile Responsive

• Customers online can now make appointment bookings more easily on their mobile devices
• Customers can see all the information they need when making their appointment bookings for your organization to ensure they are selecting the correct date and time
• Leave your feedback for PM-I-5634

Custom Booking - Online Usability

• We have made some improvements to the usability and flow for the customers online custom booking experience
• Customers can now checkout fully with their selections for the initial registration
• Leave your feedback for PM-I-5780

Online Sales - Available Quantity

• When enabled, this feature ensures that items with limited available quantities such as inventory products and tickets cannot be oversold online
• Items with no remaining units will not disappear or simply be disabled, but be clearly marked as sold out
• This feature may be seen in action on public- and member-facing product views and on Checkout 2.0
• Leave your feedback for PMEN-I-657

Reports & Analytics

Activity Roster Form

• A new report called Activity Roster Form - Daily
• A daily roster sheet with blank columns users can add to use for writing in any required information or using as a headcount check-box
• Leave your feedback for PM-I-4252

Consolidated Attendance Report

• A new report called Consolidated Attendance report
• Estimate the number of people within a given location
• Filter for dates, attendance type, and locations
• Leave your feedback for PMEN-I-1237

Detailed Deferred Revenue

• A new start date filter to give the ability to retrieve deferred revenue GL postings on a date range, rather than up to a point in time
• Ability to filter by revenue GL cost center
• Leave your feedback for PM-I-5448

Event Roster Report

• Sort the attendee list by age
• Filter the attendee list by gender
• Leave your feedback for PM-I-5601

Registration Comparison Report

• A new report called Registration Comparison report
• A way to count registrations online or through the front desk, on a per minute, per hour, or daily basis
• Filter for dates, event attributes, and locations
• Leave your feedback for PM-I-3743

Staff Payment Estimate

• Show the fees for the course on the summary page
• Show information about the instructor pay rate on the detail page
• Show/hide options for more columns on the summary page
• Leave your feedback for PM-I-4256

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