Guest Notes
Guest notes are now available in CRM.
This release expands CRM history and filters, improves package calculations and POS totals, and resolves access and membership issues.
14
Total updates
8
New features
3
Improvements
3
Fixes
Guest notes are now available in CRM.
CRM and reports add filters for new and returning guests, and Sales Summary now includes the new-guest count.
Guest profiles now include a section for past bookings.
Editing is restricted for imported memberships, and membership details are restricted when the purchase belongs to another store.
Guest account advances can now be cleared from the supported CRM flow.
Tax Mapping settings now accept decimal tax values.
Staff break time can be added from the staff action sheet in the Appointment module.
Resolved an issue where the final customer cards in the CRM list could be hidden.
The Guest Collection report now includes a guest filter.
POS dashboard cards now show the total amount.
Package item price calculations are now applied consistently across CRM, POS, Appointment, and Settings purchase flows.
Items can now be searched by SKU.
Resolved an issue where a package did not apply after a service name was changed.
Report access now follows the logged-in user's assigned role correctly.