CourtReserve

feature: New Features & Enhancements - 2.28.2023

EVENT WAITLIST | AUTO REGISTER WITH AUTO BILLING
In events with Auto Register from Waitlist enabled, a new option has been added to also AUTO CHARGE these players if a payment profile exists. It is recommended to require a payment profile in registration for the event.

NOTE: To mass update events already existing, update your EVENT DEFAULT settings and an option will be presented to update all active events with this feature.


CUSTOM GUEST COSTS
We have created the ability to apply Custom Guest Costs at your organization. To create your CUSTOM GUEST COSTS, visit SETTINGS > COSTS.

The COSTS page has been enhanced to feature a new 3-tab view to speed up access to your cost settings. 

  • Tab 1: Court Costs | The first tab is your Court Costs. This process has not changed.
  • Tab 2: Custom Court Costs | This piece was previously part of your Court Costs. We have moved it to its own tab to speed up processing time. 
  • *NEW* Tab 3: Custom Guest Costs | This new tab allows you to set custom costs for your guest fees across different membership types and allow for the same customization capabilities already provided for Custom Court Costs. Guest Fees are still turned on for reservation types at the RESERVATION TYPE level (Settings > Reservation Types). Only customizations to those costs are updated through this new area. 


EXCLUDE RESERVATION TYPES FROM TOTAL BOOKING HOURS
You now have the ability to exclude Reservation Types from counting towards a member's total reservation restriction settings. To enable this feature visit SETTINGS > RESERVATION TYPE. Then enable the new option shown below. Previously, if the reservation type was not bookable on the member portal, it DID NOT COUNT towards restriction totals. With this new added option, the only way to control if the reservation type counts towards totals is by turning this feature on/off. Please review any reservation types that you wish to exclude from total tracking. 



CHECK-IN KIOSK | WAIVER REQUIREMENTS
You may now enable a setting to PREVENT a player from checking in at a kiosk if they have not completed their required waiver at your organization. Visit your Kiosk's setting page to update.

"Allow Check-In if Player has Not Completed Waiver" will be checked by default if waivers are enabled at your organization. If you would like to REQUIRE a waiver at check-in, UNCHECK this box and an additional message box will display for your message if a player's waiver is not found when attempting check-in. If a waiver is not found through the kiosk check-in, your player may visit your front desk to complete the waiver through your regular signing process. The waiver will automatically be pushed to the waiver queue and be ready for your staff to have them complete. 


POINT OF SALE | STOCK ADJUSTMENTS 
For organizations using Point of Sale, we've added a Stock Adjustment navigation option to the Items Menu. This new Stock Adjustment page is scan-lookup friendly and provides a more efficient way to make adjustments to your inventory. Once a SKU is scanned/entered in the search box, the item will auto populate for you to then enter updates. 


EVENT VISIBILITY BASED ON FAMILY MEMBERS
If events in your organization are only public to specific membership types, we've enabled the ability for those events to be seen by other family members that are logged in. For example- a parent will now be able to see and register their child for an event that was only "public" to the child's individual membership category. The parent will be able to see the event through their login and process the registration for their player. 

feature
  • Event Override: Adding a date to your event series now provides the options for event overrides.

update
  • Event Visibility filter on the member portal has been updated.

feature: New Features & Enhancements - 2.15.2023

EVENT OVERRIDES

We have updated an Event's "General Info" tab to allow more control of overriding changes of event dates previously updated individually. You will now see an option to apply changes being made to dates that you have overridden individually on the DATE(S) tab. This ability has been provided for time, instructor, courts, resources, and player max. Each column of the DATE(S) tab now works independently.  Updating one field of an event date (i.e. Courts) no longer takes the entire date out of series on an unrelated mass update of your event (i.e. new Instructors).

On the DATE(S) tab of your event, we have also included a flag in each box that has been updated. Clicking the flag will allow you to revert the change back to your general setting for the event. Clicking the flag adjacent to the date will allow you to revert all changes for that date. 


DISPLAY PLAYER AGE ON EVENTS

A column has been added to your Event rosters to show a player's age. It will display in the event roster, on your scheduler's roster, and in the player's profile. Hovering over the age will show you their date of birth. If the player is under 18, the display will show a X-yr X-m display. If the player is 18+ the display will show X-yr only. If the player has no age in their profile, nothing will display in the field. 

To enable this feature, go to SETTINGS > GENERAL > CHECK "Display Age on event Rosters" at the bottom of the list.


POINT OF SALE DISCOUNTS

Discounting in the Point of Sale is now available! In your POS cart display, the edit pencil has been replaced with a bright blue "DISCOUNT" button. Now you can choose which quick discount you would like to apply, enter a custom percentage, OR Override your price. 

NOTE: Setup Quick Discounts in your POS Settings page. Discount buttons will appear if you have 3 or fewer preset discounts. 4+ discounts will display a drop-down list. 


STRINGING MODULE - BETA

Our Stringing Module is now in BETA for all customers! It allows system users to create stringing jobs with the information needed on the player's racquet. The module allows system users to keep track of all jobs, and allows stringers to update jobs they have been assigned. CLICK HERE for more information on how to set-up and start using this feature today! (Free for a limited time)


NEW GENDER OPTION

For organizations tracking gender, we have updated the display and options available. Players may choose from a drop-down "Male", "Female", or "Prefer not to disclose". The field will now default to blank if no selection is made.


CONVENIENCE FEE

Convenience fees are ready for BETA! They will not be included in this release for all organizations, but if you would like to learn more about what is included and begin using them during the BETA window please complete THIS FORM. 

feature
  • Enabling / Disabling Drag & Drop added to the Expanded Scheduler for users with this permission enabled.

  • Widgets: The Member Registration widget now allows you to redirect your user to a different URL once the form is submitted.

update
  • Membership Report: Updated display and improved search functions.

  • New Audit Log entries for Event Rescheduling, Waitlist, and Reenrollment.

  • POS: Change due now appears on receipt when cash sale is made.

feature: New Features & Enhancements - 12.20.2022

NEW VISIBILITY FILTER ON EVENT LISTS

We have added an amazing new filter option on the Event List for your players/members to make it much easier to find OPEN & ELIGIBLE events.  Before this change players could easily be frustrated by having to sort through events that were not eligible for registration (Full, Not Eligible, Not Open for Registration, etc).  This new filter option makes it simple to filter those out.

NOTE: There is also an admin setting to control the default nature of this option for your players.

FIXED DURATIONS BY COURT (CUSTOM SCHEDULERS)

We made a small enhancement to our new Fixed Durations feature on Custom Schedulers to allow fixed durations at the court level. Previously, fixed durations were applied to all courts on a scheduler with no ability to limit.

Check out this quick video of this new feature:
CLICK TO SEE QUICK DEMO

MEMBER REPORT - LESSON TYPES

We added a new filter option for LESSON TYPES on the Member Report.  This will allow you to extract member/player dates based on specific lesson types.

feature
  • Added ability to override required payment profile setting at the FAMILY level.

  • Added ability to show FULL status on events setup with multiple dates.

  • Added a date filter on the Email History to provide faster loading times (Default = 60 days)

feature: Packages

Excited to announce our new feature, Packages!

PACKAGES
Often referred to as packages, packs, or punch cards this feature sells punches (or units) of a specified activity (court time, lessons, events or any combination of those). Clubs can charge members for a set number of punches and then use those punches to pay for lessons, court time, and/or event registrations depending on how the package is setup. Some benefits of packages include: reducing processing fees by reducing the total number of individual payments, collecting revenue upfront for planned activities, and providing a way to direct pre-payments to specified types of activities.

Check out the teaser video below:

For the full setup guide, click HERE.

feature: New Features & Enhancements - 9.27.2022

DISCOUNTING COURT TIME & EVENTS

Now when setting up costs for court time and events, you can now give "free" time for any combination, For example, if you have a membership plan where you want to give away X free hours of court time + open play time, you can now do this. You can set this up under SETTINGS->BOOKING SETTINGS in the new Discounts area.

There is even a setting that will allow you to only apply the discounting on the event side to certain categories.


FIXED DURATIONS (CUSTOM SCHEDULERS)

We have added a new feature called FIXED DURATIONS that will allow you to set up specific booking intervals across certain days of the week.  Check out the example below:


To Setup
: Create or Edit any custom scheduler and choose the "Build Fixed Duration" box.

feature
  • For those using "subbing", a new option has been added to allow a player to sub on behalf of any other player.

feature: Event Guests + more!

EVENT GUESTS
We are excited to announce that you can now set up an event to allow members/players to bring guests! To set up, navigate to the new Guest Setup tab. 


Setup includes:

  • Ability to control the max # of guests at each occurrence.
  • Ability to choose which membership types are eligible to bring guests
  • Ability to set the guest price by membership type
  • Ability to control the max # of guests each player/member is allowed to register.

WAITLIST TAB ON SCHEDULER
Improved visibility of the waitlist on the scheduler by adding a new WAITLIST tab when clicking on registrants. A new "Register to Waitlist" button was also added for quick Waitlist additions.


SPLIT RESERVATION FEE BY PLAYER EQUALLY NOW OPTIONAL
Now a fee for a reservation type can be set up to allow the reservation owner to either pay the full reservation fee or split the cost (see below)

NEW SALES TAX REPORT
We added an improved Sales Tax report that is now part of the Sales Summary

feature
  • Added new integration with mobile EMV credit card devices for SafeSave.

update
  • Improved the mobile header to be presented better when player has no account.

feature: New Features & Enhancements - 8.23.2022

RESERVATION RESTRICTIONS
Now when system users are making reservations for players on CourtReserve, users will see an "Ineligible" badge beside any player that is ineligible due to booking restrictions.  In addition, system users can see a complete list of reasons the player is listed as ineligible. 

NOTE: A new sub-admin permission has been added to prevent overriding this setting if necessary.

SPLIT RESERVATION FEE BY PLAYER EQUALLY
Now a reservation fee(s) can be equally split among the players booking the court.

RESERVATION IMPROVEMENTS
We added multiple new options to improve the Reservation process:

  • Ability to book X courts in a single reservation.
  • Ability to allow players to "sub" another player in their spot.
  • Ability to allow the reservation owner to transfer ownership to another player.

EVENT OVERBOOKING WARNING
Submitted by Evergreen Tennis
Now when a system user tries to register someone into an event that would exceed max capacity, a warning message is presented.  We also added a new permission to prevent a sub-admin from overbooking the event and to direct them to the waitlist.

NEW MOBILE UPDATES

  • Added a search bar to the top of the event list.
  • Added Court(s) & Instructor(s) to the event list.
  • Added a "Category" list to the admin side.
  • Added a "Pay" button on the check-in list for instructors.
  • Default to Lesson Types when reserving as an instructor.

Check out the webinar below highlighting this week's new release:

feature
  • Added new permission to require a court when creating events.

  • Added the Player name on the Invoice of who was actually on the reservation/event/lesson.

  • MOBILE - Added a search bar to the event list for easy filtering.

update
  • Added ability for players to see the registrant list when joining waitlist (if enabled)

  • Hid "Inactive" memberships on booking settings.

  • Improve event occurrences by showing a "warning" label if an event date has been overridden with the ability to revert back to original event configuration.

  • Updated "Check-In" custom status to "Checked-In"

  • Switched the order of the Routing/Account #'s for e-Check payment profiles.

  • Now we show the first initial for any Instructors to make it easy to decipher between instructors with the same last name.

feature: New CourtReserve Features & Enhancements 🥳

INSTRUCTOR SCHEDULING
Excited to announce a new and more flexible way to schedule your teaching professionals.  Now when assigning an Instructor (Pro) to a Lesson or an Event, the schedule of the program can be independently changed outside the time of the Event and/or Lesson. This allows more accurate time reporting and the ability to schedule instructors at different time intervals across an event or lesson.


MEMBERSHIP TYPE AUDITS
Now all updates to a membership type are logged in the audit log.  This is a great way to track who is making changes across membership types and what was changed.

SETTING TO HIDE PRICING FOR ADDITIONAL PLAYERS
We have added a new Integrated Payments setting to hide all pricing information for additional players added to a reservation.  This is a great setting to enable if you have players on a reservation paying different prices.  This allows other players not to see those costs when making a reservation.

SETTING TO REVERT BACK TO "CLASSIC" MODE ON THE APP
For those organizations that preferred the dashboard of the previous mobile app, we have added a new "Mobile" settings area under the website settings that will allow you to present the mobile dashboard in a "CLASSIC" mode which is the same dashboard presentation we had in our previous mobile app.

feature
  • Added Categories in the Event menu on the Member Portal.

  • Financial transactions now default to 30 days on a member/family account with a date bar to change the date range.

  • Added a new Portal Setup setting to REQUIRE Withdraw Reason when withdrawing from an Event.

  • Added a new sub-admin permission to require a player when creating a Lesson.

  • Added Guest Names on all Reservation confirmation notifications.

  • Added new setting to allow players to reserve courts in the past up to X minutes.

update
  • My Family page now includes a SIGN WAIVER button for any family members needing a signed waiver.

  • Improved the user experience on the mobile app when hitting the back arrow keys.

  • Updated the font to be consistent across the mobile app for all organizations.

  • Added Announcements back to the mobile dashboard as the TOP option.

  • Added BILLING back to the mobile app dashboard for those organizations integrating payments.

  • Added the ability to override a payment on the admin side of the mobile app

update: Summer Release 2022

PLAYER MATCHMAKER (BETA)
Our big summer release is finally here! This features allow users to create "Open Reservations" to allow others to find and join based on a set of criteria.  A wonderful feature that can really solve a lot of issues including:

1. Allow players to fill their reservations when they don't know up front who can play.
2. Ability for players to fill their reservations with a specific purpose in mind.
3. Ability for brand new players at your organization to find playing partners as a new member.
4. And much more!

I would suggest watching the full webinar before turning on this feature. This walks you through everything from setup, finding matches, creating open reservations, and more:


BILLING DETAIL CHANGES
We have made some UI changes to the billing details to make it easier to perform transactional actions on a player/family account.

1. Added a POST FEE button for posting fees.
2. Added a REFUND button for easily recognizing where to go to refund payments.
3. Added a PRELOAD BALANCE button for taking payment and adding it to a balance.
4. Added a POST MANUAL CREDIT button for manually adding a credit to a player/family balance.

    QUICK DEMO VIDEO of the Billing Changes 👆

    CUSTOM FIELDS FOR WAITLISTS
    Now when players sign up for waitlists and you have custom fields set on the event, the players can fill out the custom fields that will be copied over if they get registered into the event.

    ADDED SETTING TO ALLOW FREE HOURS PER WEEK 
    Now you can set a free allotment of hours by week at both the family and member player in addition to Monthly.

    feature
    • Added a new invoice setting to send membership due notices when using batch billing.

    • Added Primary info fields to the Event Registrant Detail report.

    • Added ability for our support team to mass assign/update/cancel memberships.

    • Added ability to send SMS (TEXT) alerts to the waitlisted players on an event.

    • Added LAST VISIT DATE to the member report.

    • Added a new setting to control how we display registrant names instead of showing FULL NAMES all the time.

    • Added a new sub-admin permission to control POS Management.

    • Added a new sub-admin permission to allow sending of mass text alerts.

    • Added Event Start and Event End to Event Registrant Summary report.

    update
    • Added Court / Player info on Lesson Cancellation notification.

    • Improved the header refresh on the player details to update balance without having to refresh the entire page.

    • Improved performance around sending mass emails including welcome emails to go out faster.

    • Improved the court assignment logic so that if you moved Courts it will reset the court assignments.

    • Improved the Attendance Report to sort by Last Name

    • Added an Include Lessons option to the Instructor Time report to report on Lessons only.

    • Improved the reservation screen on the admin side by not changing times if you change a reservation type.

    • Added a new date filter for upcoming/past reservations and events on the member details for faster loading.

    feature: New Features & Enhancements - 5.10.2022

    EVENT REGISTRATION NOTIFICATIONS
    Now when setting up an event, you can have an event registration confirmation go to any admin(s), sub-admin(s), or specific user(s). You can find this under the Additional Setup of any event.  This setting can also be set on the Event Defaults page.

    NOTE ON POS TRANSACTIONS
    You can now add a note to a POS sale. This will also appear on the fee side and be displayed on the transaction detail report as well as any printed receipts.

      EASY COURT ASSIGNMENT
      Court Assignments can now be done from the Event Registrant List and the Here's Who Today report by clicking the pencil.


      NON-INVOICED FEES CAN NOW BE PAID
      You can now pay any fees not attached to a current invoice without having to pay the invoice first.

      INVOICE PAYMENT (eCHECK)
      If your organization is setup to receive eChecks, an eCheck payment can now be made for outstanding invoices without creating a payment profile.

      INVOICE PAYMENT PAY NOW BUTTON
      Now when invoice emails go out through Batch Billing, there is a PAY NOW button added to the email to make it quick and easy for customers to pay.

      update
      • Changed the word DETAILS to RECEIPT under a Member/Player transactions.