🚀 Release 65 is here! 🚀
This update is packed with powerful upgrades to improve scheduling, check-ins, reporting, and overall business management. From a sleek new Custom Schedule Widget to smarter time zone handling, we’ve made booking, reporting, and client management faster and more intuitive.
Behind every feature is a story—meet the customers who inspired many of the updates in this release.
Let’s dive in!
What’s New
Enterprise
More Updates
What’s New
⚡️ This release brings powerful new features and updates designed to make scheduling, check-ins, reporting, and client management smoother and more intuitive.
Coming soon! New and improved Custom Schedule Widget
What is it?
The Schedule Widget just got an upgrade! We’ve developed a completely new Custom Schedule Widget designed to enhance the booking experience for your clients. Built with React, this new widget offers a smoother, faster, and more intuitive experience.
Key features:
Mobile-Friendly: New modern design adapts to your website—clients can book from any device.
Quick Filters: Enable filters to help clients find classes or events in seconds.
Seamless Booking: No more redirects to the Client Portal—clients book right from your website!
Customization for Staff: A brand new customization page for staff to add their personal style.
📍 Grab your widget code by going to App Drawer 
> Setup > Website Widgets > Custom Schedule 🟢, and to customize the design click Add Skin. Customize, then click the 3 dot action menu (⋮) to copy the widget code, then embed the new widget into your website!
Introducing Attendance Mode in the Check-In App
What is it?
Checking in for classes and events just got easier with Attendance Mode in the Check-In App, replacing the web-based system.
Key features:
A redesigned, intuitive interface for a better check-in experience.
Built as an app to prevent session timeouts and logouts.
Faster, more efficient check-ins for reduced wait times.
📍 To get started, download the Check-In App on the App Store or Google Play Store, or update to the latest version to access the newest features. Select Attendance Mode once you’re logged in. Head over to App Drawer > View All > Setup > Web Applications > Self Check-In Kiosk to adjust your check-in settings.
New privacy setting to hide client profile images at check-in
What is it?
You now have the option to hide client profile images during client self check-in with a new privacy setting.
Key features:
Check-In Methods: Available in the Check-In App for both Self Check-In and Attendance modes.
Privacy-first: Hides client profile images when enabled.
Control visibility: OFF by default, so businesses can choose their preference.
📍 To update your settings, head over to App Drawer > View All > Setup > Web Applications > Self Check-In Kiosk.
Easily identify Purchase and Service Tips in Payroll Reports!
What’s New?
Tracking tips just got easier! Tips now appear as Purchase Tips, added at checkout for the staff who made the sale, and Service Tips, added after an appointment for the provider. Now, when an appointment is sold and a tip is added at checkout, it will show up on the purchase date in Payroll Summary and Payroll Details reports—separate from service-related tip.
Key Features:
Clear separation: Purchase Tips now have their own row in Payroll Details.
Purchase Tips attribution: Tips go to staff who sold the appointment, not who provided the service.
Accurate tracking: Tips appear on the purchase date for easier payroll management.
No more mix-ups: Consistent data between Payroll and Tips reports.
📍 See these updates in the Tip column in the Payroll Summary Report, and the new row with Purchase Tip, the staff’s name, and the purchase date in the Payroll Details Report. Access these reports from the App Drawer > Reports > Staff.
Fewer duplicate notifications for expiring passes and memberships
What is it?
Clients will now receive a single notification when multiple passes, memberships, or packages expire on the same day, reducing duplicate notifications and confusion.
Key features:
If expiring items are part of a package, the notification will display the package name instead of listing individual items.
If items in a package expire on different days, separate notifications will still be sent to maintain accuracy.
📍 Review your Automated Notifications, by going to the App Drawer > Marketing > Automated Campaigns > Client Retention > Pass or Membership is Expiring
Client names now visible in Month View for better scheduling
What is it?
Now, when staff have their schedule settings customized to display client names first, this preference is now also applied to the month view on appointment cards.
Key features:
Client names at a glance – View client names in Month view without hovering.
Improved efficiency – Quick and easy calendar viewing for high-volume businesses.
Smoother workflow – Reduces clicks and frustration.
📍Go to App Drawer > Setup > Look and Feel > Schedule Design > Appointment Display Style to update your Schedule Design Settings.
More control over staff permissions for financial and client data management
What is it?
You now have more control over staff permissions, improving security and accountability in client management, billing, and bookings.
Key features:
Restrict profile merging - A new "Merge client profiles" setting prevents accidental or unauthorized merges, protecting data integrity.
Limit manual balance adjustments – The "Manually adjust client account balances" setting ensures only authorized staff can make financial changes, reducing errors and unauthorized credits or debits.
Control who can book clients with negative balances – The "Book clients with negative account balances" setting allows specific staff to override booking restrictions while keeping financial oversight in place.
📍Head to App Drawer > Setup > Staff > Staff Roles to check out these new settings.
Faster & more efficient reporting for high-volume businesses
What is it?
We've made key upgrades to reporting, ensuring faster load times, clearer data, and a smoother experience when managing clients, inventory, and finances.
Key features:
Inventory Report – Optimized for businesses managing 1,000+ products to improve performance.
Projected Revenue Report – New summary cards provide a clearer breakdown of successful, failed, and scheduled payments.
📍To take advantage of the updates to the Inventory Report and Projected Revenue Report, go to App Drawer > Reports > Sales and select the report.
More control over appointment confirmation notifications
What is it?
Better communication without overwhelming clients! Staff members can now choose if appointment confirmations are sent—via email, SMS, or push notifications when booking an appointment from the schedule online or in the Elevate Staff App.
Key features:
More Control for Staff - Staff can add past or on-the-spot appointments without sending notifications, streamlining the process.
Unaffected Global Settings - Client notifications may still be sent when clients make their own bookings, based on the global settings.
📍Review your enabled notifications from App Drawer > Setup > Notifications > Client Notifications > Appointment Confirmation.
Session Pass activation updates when rescheduled
What is it?
No more manual fixes! Session pass activation date now updates automatically. If you set up a session pass to start on the first visit, the session pass activation now remains unset until a session is attended.
Key features:
Automatic updates: A rescheduled first visits will now automatically adjust activation date.
Smarter Pass Handling – Passes stay inactive until used, even if the first visit is rescheduled.
Less Manual Work for Staff – Expiration dates now update automatically.
Auto-reconcile unpaid visits at check-in
What is it?
Less admin work, smoother check-ins! A new Business Policy setting auto-applies the highest-priority Purchase Option a client has an available for unpaid bookings. This setting is OFF by default.
Key features:
Hands-free reconciliation: Automatically applies the applicable Purchase Option at check-in.
Smart logic: Uses priority-based Purchase Option selection (Low, Medium, High).
No unnecessary actions: If no applicable Purchase Option exists, payment stays Not Paid.
📍 Go to App Drawer > Setup > Business Policies > Purchase Options to update this Business Policy.
Smarter time zone handling for seamless scheduling
What is it?
The wait is over!! We’ve improved time zone support to eliminate duplicates and remove the need to manually choose between standard and daylight time for a smoother scheduling experience for you and your clients.
Key features:
Clear, Location-Based Time Zones - Time zones now include a city (e.g., Eastern Time – Toronto) for better clarity.
Simplified Time Zone Selection – Time zones now adjust for Daylight Saving Time automatically—no need for businesses switch manually.
Time Zone Detection - If the policy Allow clients to adjust time zone is enabled, and the client allows location services, the time zone field will automatically will be filled in with the client's local time zone.
📍 Update your time zone settings from the App Drawer > Setup > Locations > Time Zone to take advantage of these improvements!
New booking & conversion metrics in Lead Management Report
What is it?
Tracking lead conversions just got easier! Enhancements to the Lead Management Report bring new summary cards and real-time, automated insights into bookings made by leads, attendance, and conversion rates.
Key features:
Bookings Made – Tracks the total number of bookings made by leads in the selected date range.
Booking Rate – Measures the percentage of leads who have successfully booked a service.
Show Rate – Calculates how many leads who booked actually attended the service.
Signed Rate – Tracks the percentage of attending leads who purchased a membership or pass (excluding drop-ins and free options).
📍 Supercharge your business with these insights live in the Lead Management Report by going to App Drawer > Reports > Clients > Lead Management Report.
Refunded transactions now linked to returns for accurate inventory tracking
What is it?
Say goodbye to manual tracking! Refunds and returns are now automatically linked —ensuring inventory and financial records stay accurate without any manual work.
Key features:
Automatic Linking – Refund transactions are now directly connected to their corresponding returns to inventory.
Prevents Errors – Each return can only be linked to one refund transaction, preventing duplicate inventory updates.
More Accurate Reports – Cost of Goods Sold and Inventory reports now correctly reflect refunded and returned items.
📍 This update is live—no setup required!
Enterprise Updates
Easier centralized management for FitVID memberships across franchise locations
What is it?
Managing FitVID memberships across franchise locations just got a whole lot easier! HQ Admins can now centrally manage FitVID memberships and their dependencies (video categories, store categories, client types, revenue categories). This eliminates manual setup at individual locations, ensuring consistent FitVID access for clients across all regions.
Key features:
Faster Updates, No manual Setup - Push video categories, store categories, client types, and revenue categories to all franchisees—no individual location setup needed.
Seamless FitVID Access for Clients - Every location stays up to date, ensuring a smooth, hassle-free experience for clients everywhere.
Enterprise headquarters can now set regional access for FitVID memberships
What is it?
Enterprise Headquarters can now set regional access for FitVID memberships, allowing clients to access video content from multiple locations. With this feature, clients can now view FitVID content from different locations, based on the permissions set at the Enterprise Headquarters.
Key features:
Regional Access Control – Set and modify which locations have access exclusively from Headquarters.
Membership Access Requirements – The membership must be available at the Enterprise Location, and the location must be included in regional access for clients to access the video library.
📍Now go ahead and push a setting to Enterprise Locations and update your Enterprise Settings from the App Drawer > Setup > Enterprise > Enterprise Settings and simplify FitVID management for your franchisees today!
More updates
📢 Small but mighty improvements! We’ve fine-tuned key features to make everyday operations even more seamless. Here are a few extra enhancements you’ll love.
Improved waitlist payment handling
When a client moves off the waitlist with a valid Purchase Option, it is automatically applied, reducing manual work.
Fixed recurring booking interruptions
Recurring bookings now continue even if a session is canceled due to a closed day, preventing unexpected cancellations and ensuring consistent scheduling.