January 2020 [3] | Product Updates and Release Notes

May 21, 2024

302

General Check-In Report | Filter for Package Name & Custom Properties

Use Case

Owners would like to have extra visibility to studio use based on package description.
As a studio owner, I need to filter attendance by package description, so I can see how/why people are attending my studio.

Feature details:

To understand attendance by package usage, we have added a filter and column to the Reports > Clients and Attendance > Check-In Report. A user can now add the column Package Name, and filter to Equal or Does Not Equal a specific package name.

Dashboard | Retail Snapshot Upgrades

Use Case

Historically, the Retail Snapshot on the Dashboard included revenue statistics on all transactions both in the "Processing" and "Paid" state.

Transactions in the "Processing" state occur when either Direct Debit or ACH has been used as a payment method and the banks take multiple business days to clear the payments. When in the "Processing" state, a transaction may still fail after attempted collection by the banks.

Feature Details

The revenue reporting on Hapana Core will now only include transactions that are in the "Paid" state. This includes updates to the calculation on the Revenue Retail Snapshot on the Dashboard, along with updates to exclude Processing transactions from reports like Net Revenue Detail.

In addition to this change, a new default time period filter has been added = 'Today'. This will show the Revenue just for the current day. Click on 'Today' in the top left of the block to access all available filters.

Package Purchase | Reduce timing restriction for multiple package purchases from 60 minutes to 5 minutes

Use Case

Some studios felt that clients purchasing packages via the APP are overtly restricted with the hour long wait between purchasing one package to the next and in turn it has cost the business sales.

Feature Details

When "multiple" purchases are allowed on the package, Hapana restricts the purchasing of the package more than once in an hour. This means that at a minimum, a user will have to wait one hour if they need to purchase twice, and another hour if they want to purchase again. This was implemented to stop users purchasing multiple by mistake.

New logic has been added to reduce the wait time to 5 minutes if the system has not received payment confirmation from the gateway. if confirmation has been received on purchases there is no wait time for the next purchase transaction.

Room Resource Configuration | Schedule for 'Room Resource'

Use Case

As a studio owner, I want to assign and book rooms as a resource in conjunction to sessions / classes.
These rooms need to be a bookable resource, just as Instructors are, and their time on the calendar needs to be blocked out when they are selected in class and session setup.
As a team member, I need to select and book a room resource when creating session/classes, so that space is not used or booked by another session or trainer.
As a team member, I need to be able to review room calendar/ schedules for availability, just as I do for instructor and team schedules

Feature Details

Navigate to Dashboard > Edit Profile > Location – Edit Location to configure Room resources
Once rooms are configured, Team members will be able to review their availability and book sessions into them in the Dashboard > Schedule just as you would for instructors.
A new Room View is added as a gear option within Schedule as well as filters within the Schedule’s Calendar views to include specific rooms

For Detailed Release and Instructions on how to use: Click Here

Auto-Renew Settings | Toggle Disabled in Business Mode When Configuration is set to OFF

Use Case

As a studio operator, I need to control the Auto Renew settings as per the package configuration and reduce the chance that packages not intended to be sold as renewable are not set to auto renew by my team members.

Feature Details

When in Payments > Retail Configuration > Retail Settings > Auto-Renew at Sale is set to: Default
- the Package/Membership’s Auto-Renew Toggle is Enabled, so at the time of the sale, the cart view of Auto-Renew Toggle should be displayed and status should be enabled.
- If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the sale, the cart view of Auto-Renew Toggle should not be displayed.
When in Payments > Retail Configuration > Retail Settings > Auto-Renew at Sale is set to: OFF
- If Package/Membership’s Auto-Renew Toggle is Enabled, then at the time of the cart view the Auto-Renew Toggle should be displayed and status should be Disabled.
- If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the cart view the Auto-Renew Toggle should not be displayed.

Use Case

As a business Owner, I need to store my Social Media links for Facebook or Instagram so that they may be shared and accessible by my clients.

Feature Details

In Edit Profile > Business Information > under Business Description we have added fields for your social media links so they may be displayed or consumed in the application.

Field Heading	Field Type
Facebook	URL
Instagram	URL
Twitter	URL

Staff Profiles

Use Case

As a business owner I need to gather and store additional information about my staff so that I may make them available for use in the applications.

Feature Details

Additional fields have been added in the “Profile” section of a team member configuration found at Dashboard > Team Settings > Select or create team member > Edit profile icon. These additional fields and responses will be made available in the API in later phases of APP V2
- Profile Image. This section will have an image drag and drop field to add a profile image. Once a profile image has been added, a crop-utility will display to crop the image to ensure it has equal dimensions. Profile images will save into the DB after cropping in the following size format: 600px x 600px, 200px x 200px, 100px x 100px, 50px x 50px.
- About - This section will be a multi-line input text field which will allow a user to add up to 500 characters.
- Hobbies - This section will be a multi-line input text field which will allow a user to add up to 500 characters.
- Instagram Handle - This section will display a text input field restricted to 50 character. There will be a static “@” at the beginning of the input field.

General Check-In Report | Filter for Package Name & Custom Properties

Use Case

Owners would like to have extra visibility to studio use based on package description.

As a studio owner, I need to filter attendance by package description, so I can see how/why people are attending my studio.

Feature details:

To understand attendance by package usage, we have added a filter and column to the Reports > Clients and Attendance > Check-In Report. A user can now add the column Package Name, and filter to Equal or Does Not Equal a specific package name.

Dashboard | Retail Snapshot Upgrades

Use Case

Historically, the Retail Snapshot on the Dashboard included revenue statistics on all transactions both in the "Processing" and "Paid" state.

Transactions in the "Processing" state occur when either Direct Debit or ACH has been used as a payment method and the banks take multiple business days to clear the payments. When in the "Processing" state, a transaction may still fail after attempted collection by the banks.

Feature Details

The revenue reporting on Hapana Core will now only include transactions that are in the "Paid" state. This includes updates to the calculation on the Revenue Retail Snapshot on the Dashboard, along with updates to exclude Processing transactions from reports like Net Revenue Detail.

In addition to this change, a new default time period filter has been added = 'Today'. This will show the Revenue just for the current day. Click on 'Today' in the top left of the block to access all available filters.

Package Purchase | Reduce timing restriction for multiple package purchases from 60 minutes to 5 minutes

Use Case

Some studios felt that clients purchasing packages via the APP are overtly restricted with the hour long wait between purchasing one package to the next and in turn it has cost the business sales.

Feature Details

New logic has been added to reduce the wait time to 5 minutes if the system has not received payment confirmation from the gateway. if confirmation has been received on purchases there is no wait time for the next purchase transaction.

Room Resource Configuration | Schedule for 'Room Resource'

Use Case

As a studio owner, I want to assign and book rooms as a resource in conjunction to sessions / classes.

These rooms need to be a bookable resource, just as Instructors are, and their time on the calendar needs to be blocked out when they are selected in class and session setup.

As a team member, I need to select and book a room resource when creating session/classes, so that space is not used or booked by another session or trainer.

As a team member, I need to be able to review room calendar/ schedules for availability, just as I do for instructor and team schedules

Feature Details

Navigate to Dashboard > Edit Profile > Location – Edit Location to configure Room resources

Once rooms are configured, Team members will be able to review their availability and book sessions into them in the Dashboard > Schedule just as you would for instructors.

A new Room View is added as a gear option within Schedule as well as filters within the Schedule’s Calendar views to include specific rooms

For Detailed Release and Instructions on how to use: Click Here

Auto-Renew Settings | Toggle Disabled in Business Mode When Configuration is set to OFF

Use Case

As a studio operator, I need to control the Auto Renew settings as per the package configuration and reduce the chance that packages not intended to be sold as renewable are not set to auto renew by my team members.

Feature Details

When in Payments > Retail Configuration > Retail Settings > Auto-Renew at Sale is set to: Default

the Package/Membership’s Auto-Renew Toggle is Enabled, so at the time of the sale, the cart view of Auto-Renew Toggle should be displayed and status should be enabled.

If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the sale, the cart view of Auto-Renew Toggle should not be displayed.

When in Payments > Retail Configuration > Retail Settings > Auto-Renew at Sale is set to: OFF

If Package/Membership’s Auto-Renew Toggle is Enabled, then at the time of the cart view the Auto-Renew Toggle should be displayed and status should be Disabled.

If Package/Membership’s Auto-Renew Toggle is Disabled, then at the time of the cart view the Auto-Renew Toggle should not be displayed.

Business Settings | Social Media Links

Use Case

As a business Owner, I need to store my Social Media links for Facebook or Instagram so that they may be shared and accessible by my clients.

Feature Details

In Edit Profile > Business Information > under Business Description we have added fields for your social media links so they may be displayed or consumed in the application.

Field Heading

Field Type

Facebook

URL

Instagram

URL

Twitter

URL

Staff Profiles

Use Case

As a business owner I need to gather and store additional information about my staff so that I may make them available for use in the applications.

Feature Details

Additional fields have been added in the “Profile” section of a team member configuration found at Dashboard > Team Settings > Select or create team member > Edit profile icon. These additional fields and responses will be made available in the API in later phases of APP V2

About - This section will be a multi-line input text field which will allow a user to add up to 500 characters.

Hobbies - This section will be a multi-line input text field which will allow a user to add up to 500 characters.

Instagram Handle - This section will display a text input field restricted to 50 character. There will be a static “@” at the beginning of the input field.