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March 2026 Updates

March 2026

New Features

Send Waivers & Documents to Staff Members
Businesses can now send waiver and document signature requests to staff members — not just clients. This is particularly useful for businesses that require staff to sign agreements, policies, or onboarding documents.

Send Multiple Documents for Signature at Once
Staff can now send multiple documents to a client for signature in a single request, saving time when multiple waivers or agreements need to be completed.

Service Defaults Per Business and Service Type
Owners and managers can now set defaults per service type for two key settings — whether clients can book themselves and whether only staff can cancel. This saves time when setting up new services and ensures consistent configuration across your schedule.

Staff Can Now Change Instructors from the Event Occurrence Page
Staff can now change the instructor for a class or event directly from the Event Occurrence page. Previously this required navigating to the Schedule view, finding the class, clicking the gear icon, removing the instructor, and then adding a new one.

Client List — Last Sign-In Date Replaces "Unclaimed" Tag
The "Unclaimed" badge has been removed from the client list and replaced with a Last Sign-In Date, giving staff more useful at-a-glance information about client engagement.

Add Client Name to Email Templates
Staff can now include the client's name in custom email templates, making automated communications more personal.

Enrollment Notification for Staff
Staff members can now opt in to receive notifications when a client enrolls in a class, course, or appointment — keeping instructors and front desk staff in the loop without having to check the roster manually.

Skill Tracking — Additional Client-Facing Functionality (Early Access)
More Skill Tracking pages are now available for clients, building out the full program experience:

  • Clients can view Active and Completed programs as well as Available and Locked programs
  • A dedicated Skill Details page shows individual skill progress
  • The Students tab on the Program page now includes search and overall individual progress
  • Staff can now filter the student list by completion status
  • Services are now linked to their associated Skill Program so clients can see which classes contribute to their progress
  • Skill rating history from previous appointments now correctly carries forward, so instructors can see what prior instructors have already rated
  • The Student Program page is now clearly marked as read-only, reducing confusion about where ratings are entered

Skill Tracking — Business Controls

Businesses can now control whether skill tracking is visible to clients via a new toggle in Advanced Settings — useful for businesses that want skill data visible to staff only without affecting saved progress

 Multi-Factor Authentication Now Required for Staff 

MFA is now being rolled out as a requirement for full staff accounts, starting with newer accounts and phasing in gradually. Limited Staff are not required to set up MFA. Staff can verify their identity via email code or authenticator app. 

 Fixes & Improvements

Billing & Payments

  • Changing the billing day of a plan now correctly updates the billing cycle — previously this wasn't adjusting as expected
  • Altering a billing day was incorrectly prorating the following bill — fixed
  • Recurring plan visit proration was unexpectedly reducing plan usage in certain scenarios — resolved
  • Dependents using Stripe can now correctly use their Account Manager's saved payment methods at checkout
  • Credit cards created during checkout now correctly report billing details to Stripe
  • Invoices broken by a forward slash in a client phone number — fixed
  • Invoice proration wording changed from "to" to "through" for clarity
  • Chilean Peso (CLP) was incorrectly displaying USD on checkout discount/participant items — fixed
  • CLD currency formatting in the Price Change Tool has been corrected

Waivers & Documents

  • Guardian waiver prompt was not appearing when creating dependents from the enrollment flow — fixed
  • Waiver signature requests were failing to send when a client had a missing "required" field — resolved
  • Waiver send buttons were non-functional in certain cases — fixed
  • Documents with missing "required" information were not sending — resolved

Enrollment & Courses

  • Account Managers were receiving a 404 error when attempting to pay a purchase request — fixed
  • The "Already enrolled" message on course pages was showing for the enrolled client even when their dependants could still enroll — the message has been updated to more accurately reflect who can still sign up
  • Clicking the back button after viewing an event now correctly allows the same event to be re-selected

Clients & Profiles

  • Staff were being redirected to client registration on the wrong business in certain scenarios — fixed
  • Some users were frequently having to clear cookies to sign in — resolved
  • Client import tool was allowing multiple records with the same email address to be created — fixed
  • Account email changes were failing after a Devise upgrade — resolved

Schedule & Notifications

  • Navigating back to the schedule now correctly returns to the same time position rather than resetting to the earliest time
  • A timezone error during event creation was discarding timezone information on submission — fixed
  • The calendar time indicator was generating errors for certain locales — resolved
  • Event cancellation from the schedule page was returning a 500 error — fixed

Payroll

  • Payroll calculations were incorrectly pushing events to the wrong pay period — fixed
  • Payroll queue now shows a delay hint when calculating state, so staff know processing is in progress

MailChimp

  • MailChimp integration was displaying 500 errors for certain businesses — fixed
  • Sequential MailChimp API calls have been reduced for better sync performance

Other Fixes

  • Account credit changes are now tracked and reportable
  • Applying a promotion was preventing staff from completing checkout in some cases — resolved
  • Modifying a pass or pack in the cart was leading to a 404 page — fixed
  • Admin button to remove pending enrollments from a roster has been added
  • Pending purchase requests that had expired were not resolving correctly — fixed
  • Notes drafts now auto-save, so work isn't lost if you navigate away before saving
  • Visits were not deducting from client passes in certain scenarios — fixed
  • Private notes on client profiles were silently failing to save — this has been resolved
  • Schedule loading indicators are now consistent throughout the schedule page

Under the Hood

  • Security gem upgrades
  • Performance improvements to invoice processing, schedule conflicts search, and the Today page