Registration

Registration user experience updates

We are working to improve the experience for your customers, in this release we added the camp name and date to the top of the registration flow so that customers know which camp they are registering for. We've also automated some of the flow assuming that emergency contact for the attendee should default to the customer that is registering them. We've also added the name of the attendee to the order so that they know which receipt belongs to which attendee.

Continue or cancel registration

For customers that may be interrupted when completing their order or never to completed a registration. They now have the ability to complete the registration or abandon the order entirely.

Camps and Sessions

Multi-day camps

With the introduction of multi-day camps, we've updated the camp detail page to show the individual dates.

Embed Performance

We've made some performance enhancements to decrease page load time so that event detail and embed view should load faster.

Search and filter

We've improved how we display your camps by decreasing load time, ordering them by their start date and adding the ability to filter by status and date. We hope this allows you to focus on your upcoming events but still have the ability to view older events when needed.

Multi-day camps

We understand that a camp may span across multiple days however are needed to be purchased as one camp. With this problem, we are introducing multi-day camps to allow you to set multiple dates and times. Quickly add dates that recur daily, weekly, or monthly without needing to enter the same information over and over again.

Registration actions

Not only have we added a search and filters for registrations to easily see the attendees that are signed up, but we have added registration actions to allow you to give you more control over your registrations.

There are few actions, so let's cover them and the cases they are available:

• Check-in
  • As a initial method to take attendance, this marks the order as Fulfilled. You can only check in when an registration has a status of Placed.
• Undo Check-in
  • We are human and mistakes happen, in case you accidently checked in some that you didn't mean to this marks the registration as Placed and the order back as Paid. You can only undo a check in when an registration has a status of Checked In.
• Abandon
  • In the case that the customer hasn't paid and just has a pending order you can abandon the sale and it will no longer appear as a pending order on the customer's view. You can only abandon when an registration has a status of Started or Pending.
• Cancel
  • You may wish to remove a registered attendee from the camp registration. If there are Citrus payments involved, this action will mark the registration and the order as Canceled. You can only cancel when an registration has a status of Placed or Checked In and the checkout method is Invoice, Check, or Cash..
• Refund
  • We are working hard to finalize our refund flow until then we are introducing a streamlined way of requesting a refund. This will create a templated email with the required information to start the manual refund flow. This is a temporary fix until the refund feature is released. You can only refund when an registration has a status of Placed or Checked In and the checkout method is Citrus..

Team

Search and filter

As your team begins to grow it is important to filter and search for the team member you are looking for. In this release, we've added the ability to filter by active, inactive and invited.

By default on page load, only the members with the status of active and invited are shown.

Team member actions

Leading a team can be a large task on it's own, we've added functionality to easily perform actions to manage your team. We've added the ability to quickly call or email your team so that you don't have to lookup or copy and paste your team's contact information every time. We also added the ability to activate and deactivate team member access to the organization in case of a team member departure.

Resend or revoke invites

It is important for your team to be on the same page so it is important to ensure they receive their invite to join Citrus. We added the ability to resend or revoke invites so that you have more control over who is invited to your team.

Contacts

Search and filter

As sneak preview and the start to our CRM, we now allow you to view a list of your contacts and few actions to start staying in touch with your customers. As of today, we allow you to search by name and filter by those that have a connect Citrus account to the contact. You can also call or send an email if the information is provided.

Account Settings

Add phone number

It's a small little feature, but we added the ability to add a phone number to your profile so that your team members can easily contact you.

Program Preferences

Payout Methods

There were some minor user experience updates to the payout methods page. We now display the currency for the payout method and your default payout method. We've also added buttons to view your payouts and manage your Stripe account.