The October 27 Business Portal release expands document sending and signing, adds past-due customer alerts, and brings bulk editing to product inventory and categories.
Scheduling updates include team availability shadow boxes, booking and cancellation emails, and class color indicators. This release also updates Tabs, billing addresses, sales tax, commissions, the Order Report, and event free trial limits.
Documents
Send Up to Five Documents From a Customer Profile
- Send up to five documents, for e-signing or otherwise, from a customer profile, with a maximum combined file size of 10 MB.
- Customers receiving the email authenticate with an email code and can sign each document in sequential order.
- Signed versions are emailed to the customer and are also available to download.
- All documents automatically link to the customer's account.
- Document versioning and document history have also been added.
Customer Accounts
Past-Due Alerts on Customer Profiles
- A new Customer in Arrears modal appears when you open the profile of a customer with a past-due balance.
- An exclamation-point icon indicates that something is past due on the account.
Products
Bulk Editing for Inventory and Categories
- Bulk edit product inventory.
- Bulk edit product categories.
Schedule
Availability Shadow Boxes, Notifications, and Class Colors
- Team Member Shadow Boxes show open availability based on each team member's work schedule.
- Enable shadow boxes under Settings > Business Settings > Default Settings > Schedule Settings.
- In Team Member View, use Alt/Option with click-and-drag, or press and drag on a touch device.
- Drag-and-drop events using Alt/Option with a click, or by pressing and holding on a touch device.
- When the scheduling restriction is enabled in Schedule Settings, bookings cannot be made outside the shadow boxes.
- Resize shadow boxes to make them taller or smaller with drag and drop.
- When enabled, team members receive emails about their own bookings and cancellations.
- Optional class color changes indicate when at least one attendee has signed up and when a class is full.
Tabs
Family Prepaid Payments and Line-Item Times
- Use Prepaid for family members on Tabs.
- Time has been added per line item on Tabs.
Payment Vaulting
Billing Address Capture Improvements
- Billing address capture has been improved for recurring payments and for vaulting cards and ACH payment methods.
Sales Tax
Tax Settings for General and Registration Fees
- A Taxable flag has been added to General Fees.
- Taxable Registration Fees are shown separately when assigning a plan.
Commissions and Payouts
Choose List Price or Sale Price for Commissions
- Specify whether commission is calculated on the list price or the sale price.
Custom Reports
Optional Line Items in the Order Report
- The Order Report can now display line items when that option is selected.
Events
Free Trial Limits for Each Class or Event
- Set a free trial limit per class or event under each specific class.
- The free trial button disappears from MyStore when the limit is reached.
Memberships and Recurring Payments
Prefill Billing Addresses When Assigning a Plan
- When assigning a plan with recurring credit card payments, the billing address now automatically populates from the customer's profile. A new address can also be added for the card.
- This is intended to help reduce higher card processing fees by supporting qualified rather than unqualified transactions, depending on the card type, and to help with chargebacks.
Want to See SIXPAC in Action?
Watch the quick demo to see how payments, scheduling, memberships, customer records, reporting, and POS work together in one platform.
Watch the Demo