Assign and swap spots, partial refunds, and Stripe details in the CRM

This update puts more control in your hands at the desk and in your automations. Spot booking is more flexible: you can assign a member’s spot as you book them, and move someone to a different spot without canceling and rebooking. Refunds are more precise, with partial refunds on Stripe charges. And a few new automation building blocks let you reach members at exactly the right moment.

Here’s what’s new.

Scheduling & Calendar

• Assign and swap spots freely. Providers can assign a spot at the moment of booking, and anyone can move a member to a different spot without a cancel and rebook.
• Same-day substitutions show today. Substitution requests now include TODAY, so you can cover a same-day gap.
• Class colors in the customer widget. Your booking widget’s month and week calendars now show each class in its assigned color instead of a generic blue.

Memberships & Payments

• Partial refunds on Stripe charges. Refund part of a charge instead of the whole thing.
• Stripe details in the CRM. Manage a client’s Stripe customer information directly from their CRM profile.
• Collect tax on cash and check sales. Sales tax now applies when you sell a product on cash or check tender, so cash pack sales are taxed correctly.

Marketing & Automations

• New automation triggers and conditions. Build campaigns around a “Credits Remaining” trigger and a “Customer Added Date” condition, plus an “exactly N days” mode on the Customer Inactivity trigger for precise timing.

Customer App

• Custom greetings and quotes. Set your own greetings and quotes in the customer app to give it your studio’s voice.

Video & Content

• Video library access and visibility controls. Control who can access each video category and whether it’s publicly visible.

Reporting & Insights

• Your words across reports and dashboards. Custom terminology now carries through provider reports and staff dashboard copy, so the language matches how your studio talks.