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Category Archives: Releases

Version 2.2.4

Posted on September 30, 2012 by Rory Groves Posted in Releases .

Version 2.2.4

Other Changes

  1. We changed the dates being loaded on the Modularized Class page to include dates back to the start date of the class.
  2. We made a change to the new class search/sort to save the sort selection along with the search for next time you visit the page and/or login.

Fixes

  1. We fixed an issue with the duration of a private training opening not being changed when changing a single occurrence of a repeating event.
  2. We fixed the message on the Therapy Registration page to say ‘therapy’ instead of ‘private training’.
  3. We fixed an issue where our Modularized Classes were showing full when they reached the maximum number of registrations. We have changed this so Modularized Classes are never marked as full because of their open-enrollment nature.
  4. We fixed a couple of issues with the new sorting throwing ‘reference exception’ errors.
  5. We fixed an issue where classes that were in two categories were showing up on the Classes tab twice.
  6. We fixed an issue where all of the modules for a user were not being checked when loading the user popup.
Leave a comment .

Version 2.2.3

Posted on September 23, 2012 by Rory Groves Posted in Releases .

Version 2.2.3

New Items

  1. We updated to a new version of the HTML editor we were using for certain areas of the software like sending email, creating your class descriptions, editing your email signature, etc. The previous version was causing an “Error ?” box to occur in certain versions of IE and Safari. With the new version CuteSoft has ensured us that this error has been fixed.
  2. We added a Therapy module for our clients who offer services like Massage Therapy, etc. with the ability for clients to register for sessions online.
  3. We added a ‘My Invoices’ tab to the Client Registration Portal. Now your clients can login to pay for items they have previously registered for online or other items you have created an invoice for. They can also see their payment history and print their own print invoices.
  4. We added the ability to search for classes and sort the list on the Classes tab in the Training Module.
  5. We added the ability for you to sort the data on the Dogs and Clients tabs.
  6. We added the ability for you to search for clients who have an outstanding balance.
  7. We added the name of the user who entered a note to display along with that note. This is for Clients, Class, Dog and Event notes.
  8. We added a new widget to display upcoming events like our current Class List Widget.
  9. We added the ability to filter the Class List Widget by Class or Class Category.

Other Changes

  1. We made some changes to the Client Registration Portal login page’s wording, to make it less confusing for your clients to know whether they need to login or register for an account.
  2. We made a change so now in the Client Registration Portal only your default map selection will be enabled for your clients.
  3. We added the ability to delete registrations of all types from the Pending Registrations page.
  4. We made a change so when a client is registered manually within DogBizPro, the registration comes in as pending so it can be confirmed to send the confirmation auto-responder.
  5. We added a delete button to the class and event pages to make deleting a registration easier.
  6. We added the ability for you to update the graduation date on our Modularized Classes.
  7. We added the ability for you to enter family members without including an age.
  8. We changed the formatting of the notes sections you can format the notes nicely.
  9. We changed the order of the columns on the Class attendance list and printed roster. The dog’s name is now listed first and the records are now sorted by the dog’s name.
  10. We made a change so you can back date class registrations in Modularized Classes

Fixes

  1. Fix for Class List Widget showing the start date for Modularized Classes.
  2. We added a maximum length to the Reference Number field when creating a client transaction.
  3. We fixed an error when trying to insert an image in the email window.
  4. We fixed an issue with the client balance not automatically updating when a new transaction or payment was applied to their register.
  5. We changed the way the attendance is saved for classes. Now once you have checked the appropriate boxes you will need to click the ‘Save’ button. This should fix any timing/refresh issues for slower internet connections.
  6. We made a change so the start date of a client’s registration is automatically updated for standard classes if you reschedule the class. This fixes the auto-responder sending the original start date for the class when a registration is confirmed or put on hold.
  7. We fixed an issue in the Client Registration Portal where the class was still open for registration when the ‘Close when full’ setting was turned on.
  8. We fixed the link to Modularized Classes on the Pending Registration page. It was taking you to the standard class page instead of the modularized class page.

Reporting

  Updated Templates

  1. We have added new fields to the T-Dog List template allowing you to get the client Address, Phone Numbers and Email address along with the dog’s information.
  2. We have added additional Filters and Fields to the T-Client Transaction templates. You can now see the Promo Code information if one was used for a transaction as well as filter the transactions by Promo Code and/or Transaction Type.
  3. We added another filter to the ‘T-Client List’ template so you can filter your client list by zip/postal code.

New Templates

  1. We added a new template under the ‘Instructors’ category to allow you to pull a list of all clients who have attended a class with a particular instructor.
  2. We added several new Sales Templates
    1. Monthly Sales – This gives you the total sales for each month
    2. Client Sales – This gives you the total sales by client
Leave a comment .

Version 2.2.2

Posted on August 3, 2012 by Rory Groves Posted in Releases .

Version 2.2.2

New Items

  1. Addition of the ability to create invoices and group individual transactions into an invoice.
    • As part of this you can create and email the invoice to your clients. A payment link will be included in the email that your client can click on to pay for that invoice.
  2. Addition of Promo/Discount Codes, Multi-Dog & Client Discounts.
    • You can create Promo Code Discounts that allow you to give a specific code to your clients for savings.
    • You can create a Client Discount and then assign that directly to a client or multiple clients, so they do not need to use a code to get the savings.
    • You can create a Multiple –Dog Discount. This discount will be applied when a client registers more than one dog for a given class or event, depending on the criteria you specify.

Other Changes

  1. You can now set whether you want the event date or the current date to be used for each client transaction when a client registers online.
  2. Changes to utilize correct date and phone number formatting for clients in Australia.
  3. Changes to the labeling for city, state & zip fields for different countries.
  4. We added the ability for you to enter 0 for the maximum dogs for a class. This will allow you create a class but not allow registration online for that class.
  5. Added the ability for you to change the invoice description that is shown in Authorize .NET
  6. Added the ability for client to log back into their account and pay for Private Training sessions.
  7. We added a name field to the ‘Contact Us’ form in the Client Registration Portal.

Fixes

  1. Fix for logo not showing up on printed event roster.
  2. We fixed an issue when you are integrated with Constant Contact and you tried to remove a contact from all mailing lists, causing the window to just hang.
  3. Fix for editing a single occurrence of a class where the duration would not change.
  4. We fixed the ‘Sign-Up’ link on the Class Details page in the Client Registration Portal. That link was still showing up allowing clients to register even if a class was full and the Hide or Close was chosen on the Online Registration Settings.
  5. We fixed the ‘Start Date’ for Modularized Classes on the client’s account page in the Client Registration Portal. It was showing the start date of the class instead of the start date they registered for.

Version 2.2.1

Posted on June 7, 2012 by Rory Groves Posted in Releases .

Version 2.2.1

Fixes

  1. Fix for “Block time” checkbox when scheduling a private training session not always blocking the correct opening.
  2. Fix for Private Training under user’s account displaying openings for the incorrect user.
  3. When entering a second vaccine for a dog in a row the client name was not selected.
  4. Updated Daycare->Attendance tab and Attendance print out to display age when a birth year was entered for the dog.
  5. The ‘X’ (close button) on some of the popup windows was not showing up in IE 9.0.
  6. When adding a new item the popups displayed the ‘delete’ button. This has been removed and only shows for an existing item.
  7. When clicking on a Modularized class under the Dog’s classes, it was taking you to the standard Class page instead of the Modularized Class page.
  8. When editing a Modularized class registration the start date list was not being populated.

Misc Changes

  1. Changed Dog and Client History tabs to show Daycare history when in the Daycare Module and Training history when in Training Module.
  2. Hide Classes tab on Dog page when in Daycare Module.
  3. We added a ‘View’ button on the Client Register tab so you can view an invoice or receipt before sending it.
  4. We added the last name on the Dogs Tab
Leave a comment .

Version 2.2.0

Posted on May 18, 2012 by Rory Groves Posted in Releases .

Version 2.2.0

Private Training Registration

We added a NEW Private Training registration and scheduling interface. You can now schedule multiple openings for each day as well as recurring openings.  We also added the ability for you to create different registration options which consist of a pre-defined duration and cost.  With this you can specify different options for first time consultations vs other private training sessions.

Live Chat!

We added the ability to do a live chat with us from inside the software if you have a question!

Social Integration!

We added the ability for your clients to post which classes and events they have signed-up for to Facebook and Tweet them!

More New Features

  1. We added the ability to close the class registration when the class is full. Along with this you have the ability to show the number of openings left to your clients.
  2. We added the ability for your clients to login to their account and pay for a classes or events they did not pay for as part of the registration.
  3. We added the ability for you to print or email a transaction invoice to your clients.

Miscellaneous Changes

  1. We made changes to the ‘Edit Class Registration’ popup to allow deleting registrations for a dog that has been deleted (inactivated).
  2. We changed the ‘Classes’ tab on the client’s account page of the Client Registration Portal to show upcoming classes by default.
  3. We are now saving the current calendar date for your session. When you leave the calendar page, schedule new events, etc you will be taken back to the last place you were in the calendar.  Along with this we added a ‘Today’ button to take you back to today’s date.
  4. We added the event start date, time and location along with a link to a map to the events details in the Client Registration Portal.
  5. We added the ability for you to specify which ‘Attends’ values you want to automatically be set when a client adds a dog in the Client Registration Portal
  6. We changed the message area in the Client Registration Portal to stand out a little more to your clients.
  7. We added the ability to show a ‘Documents’ tab instead of having to navigate to your account to find it.
  8. We changed the Dog and Client History tab to use the class/event start date instead of the registration date.
  9. We added the ability to delete a registration from the Pending Registrations screen
  10. We gave you the ability to choose whether the classes in the Class List Widget are ordered by Class Title or Start Date.
  11. We added the ability for you to put in the dog’s birth year in the age field instead of having to know the entire birthdate.

Bug Fixes

  1. We fixed an error with Schedule Event/Class window when an Instructor, Co-Instructor, Class or Location was deleted.
  2. We fixed the class end date being incorrect on the class page if an occurrence of that class was rescheduled after the original end date.
  3. We fixed an issue with the subject being added to the email list when emailing a class on an iPad.
  4. We fixed an error that would occur when deleting a client without an email address when you are integrated with Constant Contact.
  5. We fixed an error that would occur when trying to edit a client that was not subscribed to any mailing lists when integrated with Constant Contact.
  6. We fixed an error where the start date for Modularized Classes was not being populated when registering a dog for a class from the Dog’s page.
Leave a comment .

Version 2.1.4

Posted on April 1, 2012 by Rory Groves Posted in Releases .

Version 2.1.4

New Features

  1. We added a new Daycare module to let you start tracking any dogs you have coming to daycare.
  2. We added the ability to customize your own dog breed list.
  3. We added the ability for you to print or email your clients a payment receipt.
  4. We added the ability for you to search for inactive clients and reactivate their accounts, if necessary.
  5. We added the ability for you to specify a default mailing list if you are using Constant Contact or Contactology integration.

Changes

  1. We changed the Schedule Class window to use the “Repeat Number of Times” for a class when you are scheduling it instead of using the default number of sessions for that class.
  2. Skip the PayPal/Authorize .NET pages if the total for a class/event is $0.
  3. We changed the client form to allow you to add a client without an email address even when you are integrated with Constant Contact or Contactology. However, when adding a client without an email address their information will NOT be added to either of these accounts.
  4. We added the ability for you to add a new client without an address.
Leave a comment .

Version 2.1.3

Posted on March 4, 2012 by Rory Groves Posted in Releases .

Version 2.1.3

Updated Items

  1. We added a ‘PayPal Currency’ field to the ‘Online Registration’ page in the Admin section to allow you to specify the local currency for your area.

Calendar/Scheduling Changes

  1. We updated the calendar navigation on the home page so when you change the date in the calendar navigator the larger calendar updates as well.
  2. We fixed an issue with changing the date on an event from the calendar. Now when you edit a single occurrence of a repeating event, and change the date/time that occurrence will be move to the new date and the original occurrence will be removed.
  3. We updated the ending date displayed on the class page to reflect deleted/moved occurrences as stated above.
  4. We added the end time to the event page.
  5. We fixed the issue with not being able to change an event date from the event screen.
Leave a comment .

Version 2.1.2

Posted on February 29, 2012 by Rory Groves Posted in Releases .

Version 2.1.2

New Features

  1. We added the ability to limit the class list in the Client Registration Portal by location and category.
  2. We added the ability to click through from the Class List Widget to the Client Registration Portal.

Misc Changes

  1. We moved the company information (Name, Website & Email) to the Other Setting page in the Admin section so you can update your own company information when needed.
  2. We added a flag to the Client and Dog pages to signify when that client or dog has been deleted (inactive). Also the icon buttons are disabled on the page when the client or dog is inactive.
  3. We are now checking to make sure you changed your password from when your site was setup. It is still ‘dbp’ you will be forced to change it when you next login.
  4. We changed the ‘Request a Feature’ to link to the Dog Biz Pro website instead of internal mail form to eliminate the ‘Error?’ box that was occurring for some users with a slower internet connection.
  5. We added a ‘Client Map’ icon (globe) which will link to a Google or MapQuest map for that client. The map type preference can be set on the ‘Other Settings’ page in the Admin section.
  6. We added a bar to the top of the Client Registration Portal with a link back to your website.
  7. We added a ‘URL’ field to the Online Registration page with a link to your Client Registration Portal.
  8. We changed the Client, Dog, Class & Event notes to be displayed in descending order (the newest at the top).
  9. The program now displays the larger version of your logo in the header.
  10. We added ‘Boarding’ to ‘Attends’ list for a dog.
  11. We widened date fields on the ‘Filter Report’ window, so when ‘custom’ is selected so entire date can be seen.
  12. We updated the ‘Start Date’ on ‘Filter Report’ window so it does not default to 1/1/1900.
  13. We updated ‘Schedule Event’ window to automatically populate the ‘Title’ field if nothing is entered. The format is: Event Type – Date @ Time – Dog
  14. We added the day of the week to the Private Training Registration calendar header in the Client Registration Portal.
  15. We added the dog name to the client’s event list for past and upcoming events in the Client Registration Portal.
  16. We changed the ‘Schedule Event’ window to keep you on the current page when adding or editing an event.
  17. We added the day of the week to the ‘Class List’ print out.
  18. We added the day of the week to the Class Registration Portal.

Popup Changes/Fixes

  1. We changed the ‘Course Registration’ and ‘Event Registration’ window so the ‘Owner/Client’ cannot be changed. The registration can be deleted and a new registration for the correct client can be created.
  2. We changed the ‘Vaccine Record’ window so the ‘Owner’ and ‘Dog’ for an existing vaccine record cannot be changed. It can be deleted and a new record can be created.
  3. We fixed error on Dog popup loading the incorrect client if the owner had been deleted in the system.
  4. We fixed the ‘Edit Course’ window to load class cost when editing a class. It was defaulting to $0.00 when a class was being modified.
  5. We fixed an issue with the ‘Edit Event Registration’ window where the registration information was not being loaded and the registration could not be deleted.

Other Fixes

  1. We fixed an error on the ‘My Account’ page when trying to upload an image or document through the editor.
  2. We fixed the insert image window which was showing behind the editor popup window.
  3. We fixed an error when registering if the number of sessions for a class was greater than 10. Now the maximum number of session for a class is set to 30. If you have a class that is longer than 30 sessions, please let us know.
  4. We fixed an error on the ‘T-Class List’ report when sorting by ‘Title’.
  5. We added a check to the Client Registration Portal to not allow inactive clients to login to and register.
  6. We added a check to make sure the ‘Parent Category’ for a ‘Class Category’ cannot be the same as the current category being edited.
  7. We fixed the ‘Schedule Event’ window which was displaying the ‘Edit Event’ window instead of the ‘Edit Class’ window when a class exception was clicked on the calendar.
  8. We fixed the ‘Transaction Date’ for Client Transactions when a client registers online. Before the Transaction Date was the date they registered instead of the Date of the Class/Event.
  9. We fixed the issue with populating the class or event email list on an IPad or Mac Email. The email list was originally separated by ; like it need to be on a PC. We added a setting for each user to specify their preference based on their own email client.
  10. We fixed an issue with the ‘Session #’ on the Class Screen showing a negative number for upcoming classes.
  11. Fix for email error when using special characters (‘,”,%,etc) in the ‘Subject’ or ‘Message’.
  12. We fixed the “You have already registered…” message for events if you try to register for two different Registration Levels.
  13. We fixed an issue with adding registration levels to an existing event.
  14. We fixed an issue with the ‘Parent’ dropdown not refreshing the categories when a new category was added.
  15. We fixed an issue with ‘Max Dogs’ and ‘Session Length’ not being cleared after entering a class.

Version 2.1.1

Posted on February 10, 2012 by Rory Groves Posted in Releases .

Version 2.1.1

Email Changes

  1. Email Signatures – Addition of email signatures for each individual user. You can update your signatures under your Account page.
  2. Alternate Email Address – Addition of an alternate email address for clients. With this you have the ability to CC the clients email address automatically using the Auto-Responders.
  3. Email Integration – You now have the ability to send email directly through Dog Biz Pro without having to use your own email client. You can customize this setting on the Admin – Email Settings page.
  4. Contactology – We added a link on the Email Settings page to allow you to sign-up for our Preferred Email Marketing Service. If you are interested in signing up or have questions, please let us know.

Credit Card Processing

  1. Credit Cards – We added the ability to accept credit cards directly from clients during the registration process by integrating with Authorize .NET. Authorize .NET is one of the most popular online payment gateways.

Misc Changes

  1. Class List – Addition of the day of the week to the class list.
  2. Event Sign-Up – Addition of a ‘Sign-Up’ button on the event details page in the Client Registration Portal
  3. Countries – We added the ability for trainers from other countries to use our software by adding the country field to Clients, Instructors and Locations. To specify your default country and state go to the Admin -> Other Settings page.

Other Fixes

  1. Client Registration Tabs – We removed the tabs on the Client Registration Portal due to issues in Internet Explorer 9.
Leave a comment .

Version 2.1.0

Posted on January 25, 2012 by Rory Groves Posted in Releases .

Version 2.1.0

Reporting
We have added an all new reporting structure to our software. The new format will give you the ability to customize and save your own reports from our preconstructed templates. We will be adding new templates over the next few weeks as well. If there is a specific report that you are looking for, please let us know!Other Fixes

  1. Transaction Dates – we have fixed an error where the date on the ‘Add Client Transaction’ window was not being used and the date was being defaulted to the current date.
  2. Modularized Classes – we have changed the ‘Upcoming Session’ in the Client Registration Portal to show information about registering for this type of class.
  3. Client Transactions & Scheduling Events – we fixed an issue with not being able to enter large dollar amounts.
Leave a comment .

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