Webinar Recording
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
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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- To allow withdrawal fee that applied to facility booking to use same revenue gl account as withdrawn items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be used for organization that wants its withdrawal fee to be posted with the same revenue gl account as the items withdrawn from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
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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
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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
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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
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