April Showers Brings Trainer Imports

We’ve rolled out some exciting updates this month, including a highly requested feature, trainer imports! You can now easily add multiple trainers at once using a CSV or Excel file, making setup faster and more efficient than ever. Check out more updates below! 

Client Management

• Past session attachments now show on the Attendance History tab, because history without receipts is just gossip 
• In an account with both adult and youth clients, moving the only adult out of the account will no longer move the youth’s charges with it 
• Assigning a group tag in Client Details was turning everything gray. Color has been restored. 
• You can now add up to five additional recipients to an email instead of the previous limit of four 
• You can no longer add two group tags with the same name, but if you already had twin group tags then you’ll no longer get an error when trying to use both 
• Newly added clients now appear instantly, no refresh required. Revolutionary. 
• You can now add a payment method while creating a client. One less thing to circle back to. 
• Youth & Adult client login columns have been merged into one clean “Portal Access” column 
• We added an additional “are you sure” warning before changing the status of a trainer or client 

Trainers & Staff

• Trainers can now be imported in bulk using a CSV or Excel file 
• Non-admins can no longer save session note templates for that are meant for all trainers
• Creating a trainer with a duplicate email no longer freezes the drawer after the warning. We now panic with dignity. 

Calendar & Attendance

• Deleting all locations no longer removes the option entirely from events 
• We fixed a bug where selecting “Paid at Session” before switching the attendance to something other than “Present” would prevent the form from working 
• The email/SMS reminder dropdown now sorts chronologically instead of alphabetically 

Accounts & Invoices

• Invoices no longer save the most recently used settings after an extended period of time 
• We fixed an issue that was preventing the invoice date field from resetting after generating an invoice (no more “why does it still say Tuesday?”) 
• Selecting “Save & Another” after adding a transaction no longer carries forward the recurring charge selection 

Expenses, Revenue & Reporting

• Revenue & Expenses report now remembers your selected payee when you repeat a report 
• The New Category page in Expenses now appears as a slide-in window instead of a new page 
• Make-Up Credit reports now clearly distinguish between clients and trainers
• Make-Up Credit reports weren’t displaying credits that were issued outside of taking attendance. They’re showing up now. 

Online Booking/Client Portal

• Make-up credit limits now stop reschedules before users go into the negatives. Math remains undefeated.  
• Online booking now displays an error when maximum gap is set to 0, which is better than silently pretending that makes sense 
• Rescheduling sessions in the Client Portal was causing problems, but now clients can now reschedule stress-free 
• We fixed an issue that was causing the Client Portal homepage to show the incorrect date 

General/Other

• Clicking away from a multi-step form will no longer lose your progress 
• Overrides, including payroll & session price, now double check whether you’ve added a number to the field properly (blank is not a number, nice try) 
• The image that displays when you have no blog posts (blog empty-state image) no longer looks like it should be clickable. No more mixed signals. 
• Mobile shortcuts weren’t linking to the app correctly, but we got them working again.  
• Using the trainer’s phone number placeholder in general event reminders now uses the business number instead of the admin’s personal number 
• Sales tax can now be edited without having to manually update sessions that “Specify price per client”. Flexibility restored. 
• Conversion tracking on external sign-up forms wasn’t triggering when payments were enabled. It’s now back on track. 
• Various cosmetic tweaks throughout