July Product Awesomeness

07/18/2019 / by John Cline

July Product Awesomeness!

Did you know that the month of July is named for Julius Caesar? It used to be called Quintilis! But, after Caesar’s death, the month Quintilis (fifth) was renamed July in honor of Julius Caesar in 44 BC. And none of that has anything to do with anything. It’s just interesting.

We are super excited to bring you a new product release. It has alot of change, but you might not notice because many of the new items are oriented toward a better onboarding experience for newbies. You veterans will be able to tell stories about the old days on Fitli. Like walking to school in snow uphill both ways.

Don’t worry, there are some goodies for everybody. We are hitting the Customers section, Reporting, Purchase Flow, and more. We’re also squashing a bunch of pesky little bugs. Read on and find out what’s what.

Here is a list of all the changes. You can click on some items to quickly navigate down to more details and images.

Feature Updates

- Warning messages about failing auto-renew packages
- A new client category called ‘Lead’ for personal accounts that sign up or log in on a business portal but don’t purchase or book yet.
- A business user can now update what products a specific balance in customer profile can be applied to.
- Add cancel date and by who for auto-renewing plans in the customer list.
- Add birthday icon on the customer list
- User can now apply a promo code on the checkout screen to see discount
- Additional ‘payment source’ options
- Update the Sign Up process – Credit card processing application is optional and the UI has been updated to limit any features that require credit card functionality when it’s not active.
- Adding new in context help tips
- Show/Hide inactive users in Account Balances report
- Generate a link to a customer view of a specific class
- Add 2nd password confirmation for sign up and reset password process.

Bug Fixes

- Reformatted the list of categories in business profile (and signup)
- Update text on cancel/remove block time events
- Update portal to allow the user to see packages before asking for login
- Fixed links from account balance report
- Fix field validation bugs in the checkout process (cash, other, etc.)
- Fix bug in the checkout process that would ‘submit’ after switching from the ‘cash’ or ‘other’ payment source back to ‘card’
- Applying promo code resulting in free purchase no longer requires a credit card to complete the checkout.
- Show unlimited non-recurring plans after expired.
- Wording change for ‘Free’ bookings.
- Removed the unused policy description field
- Removed ‘time’ from birthday field in the employee list
- Increasing session count for a qty of sessions no longer updates the purchase date to the current day.
- Adding an existing user to the customer list will now allow new notes to be added during the add process.

Auto-renew Failure Warning

You know those emails you get that you start ignoring after day 2. Now, there will be a visual cue in several spots to let you know you have a failing auto-renew package or membership.

On the Customer List

On the Account Balances Report

Within the Customer Profile

On the Specific Failing Membership

Leads

Creation of a new client category called ‘Lead’ for any personal account that signs up or logs in on your business portal but does not purchase or book yet. Once they purchase or book, they will automatically conver to ‘Client’.

Fitli Leads

Balances Applicable To

As a general rule, sessions come from packages or memberships. The details about the sessions such as quantity, expiration date, and applicable products are defined by the master package or membership in the Product section. Quantity and Expiration date are both editable by the business. Until now, applicable products has not been. This has been a problem for Drop In cancellations. When a user books via a drop in, then withdraws or the business cancels the session, they get a credit. That credit is applicable to the exact same type of session and only that session. Often users want to use the credit for other classes or appointments. Now they can. The business user can edit a session or group of sessions to change the applicable product(s). The changes will apply only for that client and for that line item.

Select Sessions to Edit

Select Applicable Products

Audit Trail for Canceled Auto Renew Memberships

Simply put, we will now show you who canceled an auto renewing membership and when it was done.

Show Audit Trail for Canceled Memberships

Birthday Icon on the Customer List

We’d already added the birthday icon on the Sesson Profile. Now extending that to the Customer list. Basically, if a client has a birthday within 2 weeks either direction of the current date, we will show the birthday icon. The tooltip shows the actual birth date.

Show Birthday Icon on Customer List

Additional Payment Sources

We are not adding any major new functionality here. This is simply additional options for a business to choose during checkout. It will show up on the sales report. Each item will have a text field for notes as well; same as ‘cash’ and ‘other’ do today. If you have ideas on other fields or functions around this, please let us know or submit a request on https://feedback.fitli.com

New Payment Sources

Credit Card Processing Optional during Sign Up

Since we launched way back in February of 2016, we have activated Credit Card Processing right up front during Business registration. Recognizing that was the best experience for clients engaging with Fitli, we assumed everybody would want it. That’s generally the case, but asking for Tax Id and Bank Info right up front feels like an overreach to some who choose not to proceed with a Free Trial for that reason. Going forward, Credit Card Processing is optional during sign up and can be added later. However, that also means we must curtail certain capabilities on the site. That is what most of the changes in this update relate to.

Credit Card Processing Optional in Sign Up

Receiving Payments Info renamed Credit Card Processing + Status

Drop In price forced to $0

Packages are business only and no Auto-renewing membrships

Buy link goes bye bye when on cc processing active

ToolTips

We are adding a new way to provide in context help by adding a new type of tooltip onto the page. It’s only in a few spots now, but it will expand over time. This is designed for quick and simple bits of advice or explanation.

New Tooltips

Show / Hide Inactive Customers on Account Balances report

The name is pretty self explanatory. You are able to set customers to active or inactive in the customer list. This will include or exclude those customers from the account balances report.

Show or Hide inactive customers on Account Balances report

Generate a link to any session to share with clients

You could do this before in a round about way. Now you just click on a button and the link will be copied. Share it via fb, email, or whatever. Clients will come directly to the client view of that session.

Generate client session link

Tags: action by, content, credit card, customer profile, expire, fitli product, help, manage card, next charge date, onboarding, product updates, relationships, sales report, self check-in, self checkin, session profile