Financials

New attendee report

Available upon request, you can quickly get an export of your attendees to see session credits and more. We are releasing this as temporary solution until we are able to provide integrations to best fit your workflow.

Contact report enhancements

Filter out archived and non-connected accounts on contact reports to get the report you were looking for. We've added the same filters that you find on the Manage Contacts page to your contact report.

Stay on top of new members

Be aware and welcome new members as they sign up for your membership to ensure they receive the best experience.

Beginning of discount beta

For those that have opt'd into the discount beta, we would like to introduce the new coupon creation flow. You can now create coupons for your customers to use to receive a percentage or fixed amount off of their purchase. It is also optional to set the period that the promo is valid in the case that it is a limited time deal.

We have more features such as configuring which customer the coupon applies to, limiting to specific products, restricting the amount of uses and actually applying the discount on an order. Contact our support team, and let us know if you are interested in joining the beta to influence how it works.

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