Thanks to the fewer days in February, Quarter 1 always feels short – but you wouldn’t know it from all of the exciting product updates we’ve crammed in here at Gymnastics Club Manager!
To find out more about everything we’ve been up to in the last quarter, read on.
New Enhancement: Archiving Attendance History in the System
We have now rolled out our long-awaited feature – the functionality to store attendance history against a person’s record. Not only that, but the information is retained in the system even after the class or attendance template is deleted.
The system can now automatically archive attendance history against peoples’ records, including attendance that was recorded prior to the enhancement being rolled out.
To view the attendance history of a person’s record:
Step 1: Go to the person’s record you wish to view the history for and hover over ‘Actions’
Step 2: Select ‘View attendance history’
To see what we have been up to, carry on reading this product update – all the changes we have made are detailed below as well as a sneak peek at some exciting upcoming features and a look at some useful help articles…
New Enhancement: Mass Update/Import Contact
Previously, using the Mass update or import tool, the system could take some time to process the data (depending on the amount of contact and data you’re uploading). We’ve improve the performance of this function by scheduling the processing of the data in the back-end whilst you continue to use the other administrative tools, making your time more productive.
The new enhancement to these areas adds the import or update file into a queue as well as displaying its status.
Should something in your file not import or update correctly you can click on ‘Failed’ to see what the issue is.
Once completed, the system will show a ‘Request payment’ button so you can schedule/generate payment requests for anyone newly added to groups.
To see what we have been up to throughout June and July, carry on reading – all the changes we have made are detailed below as well as a sneak peek at some exciting upcoming features…
New Feature: Acceptance Terms in Custom Form Fields
‘Acceptance’ is a new type of answer we have introduced for custom form fields that helps you manage the acceptance of things like privacy statements, terms and conditions, photography or medical consent.
It gives your members/customers the option to agree to your policies whilst providing a hyperlink through to the wording of them. As they do, it will create a record and a timestamp on your contact’s profile that records when they agreed to your Policies, Codes of Conduct and/or Terms and Conditions, etc.
To create an Acceptance Form field:
Step 1: Go to the ‘Admin > Forms’.
Step 2: Click on ‘Create custom fields/statements’ at the top of the list of fields to the left of your screen:
On the 25th of May, the GDPR (General Data Protection Regulations) came into effect.
In short, these require organisations dealing with people’s personal data to be more transparent and provide their contacts with greater access to it.
To help clients become GDPR compliant, we have added new functionality as well as enhancing pre-existing features to accommodate the new regulations.
To see what we have been up to throughout April and May, carry on reading – all the changes we have made are detailed below as well as a glimpse at some upcoming features…
New Feature: New Ways to Delete a Contact’s Information
The 5th principal of the GDPR is ‘Storage Limitation’ – shortly defined, this states you can ‘only retain information for a period that is reasonable’.
So, when a person gives notice they are leaving your organisation, you need to decide what information you need to retain and for how long – need being the keyword (this is typically defined in your Privacy Notice).
Reasons to retain personal information may be for accounting, safeguarding or insurance purposes. It may be the case you need to retain some, but not all, of the information.
When deleting a person from the database, you are now given the following options:
- Delete personal data excluding first and last name
- Delete personal data, excluding first name, last name and email history
- Delete personal data, excluding first name, last name, email history and log data
- Delete all information from the system
This is how you do it: