We’ve got two new Class Settings policies for the All-in-One system, both designed to take a few of those awkward conversations off your plate.
Unsigned Documents Policy
If a member still has waivers or agreements waiting to be signed, you can now stop them from reserving or checking in to class until they’re completed.
In-app Document Signing
To make this painless on the member side, the btwb app now shows a SIGN DOCUMENTS button right on the class detail screen whenever someone gets blocked. They can review and sign their documents to remove the block on their account, right from the app.
*Make sure your members update to the latest version (10.5.134)
Past Due Membership Policy
Same idea but for members with a past due membership. This is off by default but you can turn it on whenever you’re ready to enforce.
Admin Alerts & Override
When your admins are manually adding a client to a class, they will be presented with an alert about this client having an unsigned document or past due membership (if the policies are enabled). The admin can still proceed with adding them to class despite the warning.
Additionally, Admins will see red alerts on any reserved client who currently has either status on their account.
Upated Documents page
Now that unsigned documents can actually gate access, we made it a lot easier to see who’s holding things up. Each document will have a Completed column that shows the total count of people who have signed vs the total requested to sign.
Click into any document to see a new detail page split into Signed and Unsigned tabs, sort by status or request/signed date, filter by client status, and use bulk actions to re-request or void in one go.
//RECENT_UPDATES
We’ve also made a handful of updates over the recent weeks. Here are some highlights:
Improvements based on your feedback:
- Hide Reserved List from Clients — Gyms can now enable an optional “Hide Reserved List” toggle in their Class Settings that will prevent clients from seeing who is reserved or waitlisted for any class on the schedule.
- Membership Plan Search Bar — Added a new search bar to the Membership Plans page to quickly find a specific plan or plans.
- Updated Custom Retail Tax — Updated Retail Products to support custom taxes on a per-product basis. Now an individual product can have a unique tax rate
- Existing Payment Methods in Self Checkout — Clients can now use their existing saved payment methods when going through the Self Checkout flow for a membership plan.
- Client Notes — Admins can now save Notes on a client in the admin dashboard
- Archive Clients — Admins can now archive clients that they don’t want in their main Clients list.
- Remove Client Confirmation — Added a confirmation prompt when performing the “Remove” action on a Lead/Pending/Declined client in the Clients list.
- Member Since Date — Clients now have a Member Since date that’s visible on their Client Details page. This date is automatically set when they are sold their first membership plan. The date can be adjusted manually from the Edit Client window as well.
- Total Attendance Count — The Client Details page now has a Total Attendance Count display in the Attendance History section. This will display the total classes & appointments that the client has been checked-in for.
- Total Attendance Offset — Admins can manually set a Total Class Attendance Offset from the Edit Client window. This allows an admin to include attendance a client may have had in another platform.
- Send Receipt Email — Clients are sent their receipts automatically after a purchase is completed, but now Admins can manually trigger a new emailed receipt if necessary.
- Download Receipt — Previously, Admins were only able to manually download the invoice for a given payment, but not the receipt. Admins can now use a “Download Receipt” button to quickly download a copy of the receipt of a completed payment.
- Tools Integrations — We’ve rolled out a new Tools page on the Admin Dashboard that allows setting up integrations with Zapier and Mailchimp.
- Appointment Self Booking Page Improvements — Added various improvements to the Self Booking page to make it easier for clients to find the appointment slot they need.
- In-app Payment Methods — Clients can now view and manage their saved payment methods directly from the mobile app.
- Membership Plan Type Filter — Utilize a new Plan Type filter on the Membership Plans page.
Bug fixes:
- Self Checkout Redirect — Fixed an issue where signing into a btwb account from the Self Checkout page unintentionally redirected the user to btwb.com
- Waitlist Sort Order — Fixed a bug in the mobile app that did not sort the Waitlist in order of priority.
- Admin Fixes — Fixed subscription pause display, Next Charge column reloading, Groups page mobile styling, increased mobile view touch-targets, and more.
- Manage Paused Membership — Fixed a bug that resulted in the Next Charge display in the Manage Paused Membership window showing “None” when a membership was paused indefinitely.
- Payment & Charge Dates — Payments and charge dates now display in the organization’s timezone and not the user’s local device timezone.
- Email Input Whitespace — Fixes an issue where emails entered in the Add Client flow that had empty whitespace were being invalidated. Now, any accidental whitespaces entered are automatically removed.
- Scheduled Plan with Future Reservations — Fixed an issue where a user had future reservations that got removed when their active plan expired, despite having a new plan scheduled to start before those classes.