New Year, New Updates, New Client Import! 

As we say farewell to 2025 and welcome 2026, we also welcome a huge collection of exciting updates. This includes a brand new client import tool that improves the way clients are imported in bulk, as well as bug fixes, facelifts and other quality of life improvements! 

Client Management

• Introducing our upgraded Client Import tool! We’ve introduced an improved interface & functionality that makes importing new clients in bulk a breeze 
• Unassigned clients would try to hide from a Client List search (when sorting by make-up credits), but we’ve tracked them down 
• You can no longer accidentally move a client from one account into the same account (logic wins) 
• Creating a new group tag while editing a client now allows that tag to be available right away, no refreshing needed! 
• Deleting 100+ clients was sending the system into meltdown mode. Now it handles bulk changes like a pro. 

Trainers & Staff

• Links from the trainer list Booking & Availability column now appear as a slide-in window instead of a new page 
• We updated the wording from “trainer’s default price” to “initial session price” to better reflect its purpose 
• The location dropdown was being picky on what trainer/location combos it liked. It likes all combinations now. 
• Substitute teachers (that don’t have the “Manage clients and other trainers’ sessions/events” privilege) no longer run into errors when taking bulk attendance for their substitute session
• The “Set up automatic payroll” button is now hidden for non-admins 
• Payroll is now calculated when an event is scheduled, instead of when attendance is taken 
• If a substitute trainer would affect payroll for an event, we now give you a heads up that it’s affected 
• Payroll entries are no longer holding out when faced with specific combinations of client, trainer & category settings
• Doubling the number of trainers available during a time slot was doubling the number of time slots available, but we’ve fixed the time paradox 

Calendar & Attendance

• The calendar month view got a bit of a makeover, with better scrolling and spacing (and some navigation improvements) 
• When saving edits to a recurring series, a prompt appears to save this or all future events. We updated this so that if you must dismiss a conflict warning it doesn’t prompt a second time. No more recurring recurrence prompts! 
• The bulk attendance page now shows the make-up credit amounts for all clients, regardless of whether some of the categories don’t allow credits 
• Updating only one client on the bulk attendance page no longer reloads all clients on the page (which means it loads faster) 
• Did you edit a default category and want to reset it back to what it was before? We’ve added a “Reset to Default” button. 
• No party crashers allowed! Birthdays were still appearing on the calendars of trainers who no longer taught those clients. 
• We’ve returned “Birthday” to the calendar filter (welcome back) 
• We fixed some issues with quick-add session when switching trainers mid-set-up 

Accounts & Invoices

• Any payment notes made when adding a payment during a session now appear in the “Description” section in Accounts & Invoices 
• Trying to add a $0 expense entry was causing some drama, but it’s participating now 
• Invoices that didn’t generate properly were hanging around too long, so we’ve allowed the ability to delete them 
• Stripe refunds were living in the wrong timeline. Now, they are automatically dated to the day of the refund instead of the day of the original transaction being refunded 

Client Portal & Booking

• Transactions in the Client Portal now display the transaction type, so that it’s easier to tell the difference between payments and charges at a glance 
• The search function in the Client Portal calendar got a glow-up (it’s faster & smarter) 
• Book from Calendar & Book from Availability forms now let you know before publishing whether there are no open session slots/no availability configured 

Business Reports

• We brought individual client breakdowns back to the Retention Rate report (the gang’s all here) 
• Deleted calendar categories no longer appear in the Sessions Provided report. Good riddance! 
• You can now filter your Revenue & Expense report to include inactive accounts
• The Make-Up Credit report can now be sorted by trainer

General/Other

• Our homepage got a behind-the-scenes makeover! It looks similar, but runs like a dream 
• New keyboard shortcut! Click on a page in the main menu while holding ctrl/cmd and it will open in a new tab! 
• We’ve made it easier to click away from a search dropdown to close it (so that the search button can be clicked) 
• Future-dated blog posts were getting ahead of themselves and appearing on the homepage (for admins only). They now wait their turn. 
• Using the Enter key when switching to the Website Builder used to cancel the window, but now it submits the window! 
• Various cosmetic tweaks throughout