Members regularly request to change their billing date at the start of a membership or during for different reasons (e.g. to align with a pay day). Up until now you had no option but to cancel the membership and set up a new one for the member, if you choose to do so at all. 

You can now edit payment dates for an unlimited recurring membership.

This new seamless process will save you time and can also help with providing an excellent customer experience for your members. Below are the steps you need to follow

1. Go to your client's profile from the 'Clients' tab or via 'Global Search' 
2. Click on the 'Membership' tab
3. Click the ‘Edit’ button beside the ‘Next Payment Due’ date
4. Follow on screen steps and confirm the new payment date.

To learn more about this report please visit our Knowledge Database here. Please send us your thoughts on this feature via the feedback option below.

Depending on your region’s tax requirements, you might need to include a client’s personal Tax ID when registering a financial transaction, in order to be compliant with your local legislation.

If your region requires this, you can now enable this option in your Settings. 

You can capture this when registering new members, as well as add and edit the Tax ID for existing members in their profile. A member’s Tax ID will then be included in any future receipts, and in your Transactions report.

To learn more, please visit our Knowledge Base article.

Our 'New Memberships' Report allows you to see membership details for first time members and for members returning after a previous membership.

This report can help you identify and contact new members, in addition to those returning after an absence.  It can help you to provide a positive onboarding experience and great customer service.

Contact details, the membership name & plan and the commencement date are returned for every member. We also provide ‘days’ since previous membership and current membership status which can be used to analyse the effectiveness of your membership offering. 

You can extend the default 7 day time period or select time frames of your own choosing if you want to reach out to customers from a time period in the past. 

To learn more about this report please visit our Knowledge Database here. Please send us your thoughts on this report via the feedback option below.

We have released enhancements to the Payouts Report that you can access via our Revenue Report. 

1. All Payouts details are now fully viewable as ‘In transit’ payments are now downloadable. 
2. We have added a ‘Failed’ payment state for Payouts that fail due to error. A 'Failed' Payout will never change status to 'Paid'. It will remain in 'Failed' and a new Payout will need to be created.

The payouts report now has 4 status possibilities.

• Paid
• Failed
• Scheduled
• In-Transit

'Scheduled' includes an expected date for the transfer of funds. This status can change to 'In-transit' if the expected scheduled date has not been met.

Please visit our Knowledge Base article here to find out more about this report. All feedback welcome below.

We recently made some improvements to the error messaging for failed card and direct debit payments. Previously, a generic error message was displayed, making it difficult to understand why your client’s card/DD was failing.

You will start to see the below 4 error messages for failed payments in the shopping cart on the dashboard. 

1. The card has been declined. The client should contact their bank for more information - A card decline can be due to several reasons such as an expired card, incorrect pin, card not supported.
2. The card has insufficient funds to complete the transaction - In this instance the client should use an alternative payment method if possible. 
3. The client’s bank has declined the transaction - Payment authorization has been declined by the issuing bank. The client should use a different card or contact their bank.
4. The mandate has been cancelled or expired - The mandate is no longer live on the client’s account, it’s either been cancelled by the client or it has expired. 

Studies show that over 40% of gym users have been injured while working out. Given the high probability of injury, it is important to ensure you're covered with signed contracts should anything happen. Glofox E-agreements makes it easy to capture signatures electronically during the signup process - one less thing to worry about! 

• Leads/clients can now sign the 'Waiver' and the 'Membership Terms & Conditions' in the Member App  
• Existing clients will be prompted to sign any outstanding documents on their profile in the Member App
• A signed copy of the 'Waiver' or the 'Membership Terms & Conditions' document will now be emailed to the lead/client after signing is complete

• More digital signatures on file, meaning a higher level of protection if anything happens to the client on your premises
• Less time spent chasing clients to sign - they can now self-serve in the Member App
• Eliminate the need for paper-based forms

For more information on E-agreements, check out the Knowledge Base article for setting up E-agreements and for signing E-agreements. We are planning to host an E-agreements webinar at the end of July, registration details to follow soon!

Please note: 
E-agreements is an add-on that can be applied to any Glofox package. The Pro App and Member app are only available on certain packages. For more information or to upgrade, reach out to customersuccess@glofox.com