Dashboard

Flexible reports and analytics

We understand that with it being a new year, you may need to view your registrations or sales within a certain date range. We have introduced the ability to set a specific date range for your analytics.

We also have replicated this in the Reports view under the Financial section.

Contacts

Manage contacts payment methods

We want to allow your team members to have more control to be able to assist your customers. To assist with managing your customers' memberships, we have added the ability to add and remove your customer's payment methods as seen in the image below.

Attendees

Invite an attendee to join your program

Create a profile for one of your attendee without them needing to create an account. You also have the option to associate them to an existing customer or invite a new customer to create an account with Citrus.

Import attendees through entry or file

We understand that you may have many attendees that need to be onboarded onto Citrus, we have added support to import a CSV file or copy and paste the information to be added to your attendees. All attendees require a contact associated and first name, but you can map any other additional fields with our quick mapping tool.

Custom attendee details

Similar to the customer contact properties we released last year, we allow you to add custom properties to your attendees so that your information lives in one place.

Customer Account Settings

Update attendee details

Customers can now add new attendee without being in the registration flow. You can find the option to add a new family member under the Account settings.

Customers also can now keep their family member's information accurate and up to date.

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