January, 2012
- Universal search box
- Client relationships
- Pop-up client notes
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December, 2011
- User-interface improvements
- Recurring order holds
- Membership improvements
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November, 2011
- Assessments
- Mobile Assessments
- Mobile website improvements
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October, 2011
- Associate credential tracking
- Membership Service
- Recurring time-based services
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September, 2011
- Printable Class List
- New goals setup interface
- Goals report section
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August, 2011
- Associate credential tracking
- Adobe PDF printing
- Printable calendar views, appointments,
and class lists
- Change log
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June, 2011
- Mobile (smartphone) Evolve interface
- New goals setup interface
- Goals report section
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March, 2011
- Added stored billing information
- Improved purchasing options
- Simplified automatic EFT activation
- Online scheduling payment improvements
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January, 2011
- Monthly recurring packages
- Online scheduling emails
- Payment processing improvements
- Purchase discounts system
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November, 2010
- Today dashboard improvements and charts
- New Goals functionality
- Business development report section
- New chart and graphing engine
|
September, 2010
- Appointment processing improvements
- New reports area
- Summary reports
- Charts and graphs for reports
|
July, 2010
- Online Scheduling Subsystem
- Customer website integration
- New service wizard
|
March, 2010
- Redesigned startup guide
- Added support ticket system
- New free trial demo account
- Calendar interface improvements
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December, 2009
- Improved user interface design
- International number, date, and money support
- Improved automatic emails and reminders
- Streamlined configuration for multi-location customers
|
July, 2009
- Improved editing for multi-location companies
- More unified reports for companies
- Support for multiple location trainers and contacts
|
June, 2009 - Classes
- New class service and appointment type
- Diverse class booking options
- Time-based packages
- Group appointment booking
- Improved calendar performance
- New meeting appointment type
- Sales commission for all employee types
|
- Recurring options for more appointment types
- Appointments support multiple trainers
- Appointment type coloring for calendar entries
- Change tracking for all items
- Compensation change history available
- View and override commission for orders
|
May, 2009
- Improved Dormant clients report
- New Failed Prospect report
- Service fee service option added
|
April, 2009
- Automatic recurring EFT payments
- New contract payment screen
- Automatic EFT report filters
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February, 2009
- New revenue reports
- Company administrator view
- Improved company roll-up reports
- Sales vs. Resales report
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January, 2009
- New Sales commission options
- Classes development
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November, 2008
- New Help Movies
- Time-based Service Packages
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October, 2008
- Monthly Service Packages
- Referral Tracking and Reports
- Calendar Performance Improvements
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August, 2008
- Equipment Services and Scheduling
- Contact Categories
- Resource/Room Scheduling Capacity
- Appointment Conflict Improvements
|
July, 2008
- Organization Contacts
- Payers
- Interface Skinning
- MerchantWarehouse payment integration
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June, 2008
- Added Open Service Packages
- Added Non-Invoiced Orders report
- Calendar Enhancements
|
May, 2008
- Today Screen enhancements
- Added Product purchasing and reports
- New Contract entry screen
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April, 2008
- Task List enhancements
- New internal Messaging System
- New Report summary box
- Added System News box
|
January, 2008
- New Studio View in Scheduling
- Resources View performance enhancements
|
October, 2007
- Added Late-Cancel support to appointments
- New Purchase Approval report
- Highlight rejected orders
- Contract rejection business reminder
- New service expiration feature
|
September, 2007
- Added company-wide summary versions of reports
- Added Expire and Abate options for orders
- Microsoft Word receipt printing
- New printing options for invoices
- Added mouse-over display of notes in calendar
|
August, 2007
- Added Overdue Invoices report
- Added Held Receipts report
- Added compensation setup warnings
- Calendar filter improvements
- New free trial sample data
- Added closing of orders
- New Contact account screens
|
July, 2007
- Contact invoices listing
- Contact receipts listing
- Added printable Signature Cards
- Added searchable Membership Number field
- Added printable contact mailing labels
- Added contact list Microsoft Excel export
- Service Income Statement report
- Added Microsoft Excel report exporting
|
June, 2007
- Added Services Sold reports
- Added Deferred income reports
- Added Revenue Earned report
- Added Payment reversal display
- New receipt layout and print view
- New invoice layout and print view
|
May, 2007
- Improvements to the purchase/order display
- Added row counts to all reports
- Improved Earnings report filters
- Requested changes to the Payroll report
- Improved numbering of orders, invoices, and receipts
- Added Contact pictures
|
April, 2007
- Added Cheque number field
- Enhance editing of Payment Plans
- New Startup Guide / Wizard for new users
|
March, 2007
- Added Associate Roles for Compensation
- New more flexible compensation system
- Added Contact mass email feature
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