Feature Friday - December 13th: Enhanced UI, Receipt Numbering, Automatic Application of Contract T&Cs and Visitor Data in the Check-Ins Dashboard

Happy Friday! As the festive season approaches, we’re excited to share some fantastic product updates with you.

Enhanced UI

To create a smoother, more intuitive experience, we’re upgrading how you interact with multi-select drop-downs across the platform.

What’s changing:

Many of the multi-select drop-downs will now feature:

Checkboxes for easier selection

A search bar for faster filtering

Think of it like the location selector on the Calendar page!

This new design will be available across:

Billing

• Add/Edit Plan

• Add/Edit Rate

• Add/Edit Store

• Add/Edit Goods

Community

• Add/Edit Opportunity

Collaboration

• Add/Edit Post

• Add/Edit Benefit

Receipt numbering

We're excited to announce receipt numbering is now live! Designed to help customers manage receipts more effectively and adhere to auditing requirements, it's specifically valuable for businesses who operate as real estate agents and are required to use trust accounts.

What’s included:

• Unique, consecutive receipt numbers are now automatically assigned and can be printed on receipts.

• For overpayment receipts, a unique overpayment number will be used instead.

To activate this new feature, go to Settings > Billing Settings > Billing Rules and toggle on "Add Receipt Numbers." Once enabled, admins can also configure the receipt format by specifying the total number of digits and adding leading zeros: "Complete the receipt number to [ ] digits with leading 0s."

Receipts created after enabling this option will be numbered automatically, whereas existing receipts will remain unchanged. If you disable the feature, numbering will pick up from the last assigned number when re-enabled. This numbering is also reflected in the Payment reports in the Data Hub.

Automatic application of contract T&Cs

We’re thrilled to introduce a new feature that simplifies contract renewals by automatically applying the most up-to-date Terms & Conditions (Documents) to renewed contracts.

How it works:

• Upon contract renewal, the system automatically applies the latest versions of the Documents configured in the Contract Type Settings at the time of renewal.

• If no Documents are configured in the Contract Type Settings, the system uses the Documents from the current contract and applies their latest versions to the new contract.

• We’ve also enhanced visibility by displaying the specific version of each document directly on the Contract Details page, ensuring clarity and transparency for admins and users.

New in Data Hub: Check-ins dashboard now includes Visitor Data

The Check-Ins Dashboard in Data Hub is your all-in-one tool for tracking presence and gaining valuable insights into occupancy. With the addition of visitor data–exclusively available to Visitor Hub users–it’s now easier than ever to monitor both member and visitor check-ins.

Here's what you can do with the updated dashboard:

Track check-ins for both members and visitors.

Analyze daily and hourly space usage to optimize occupancy and staffing needs at reception.

Check the different check-in sources - tablet app vs. admin.

Meet regulatory and security needs by exporting check-ins for specific periods.

We hope you enjoy these exciting new updates. Have an amazing weekend!