See account balances in an instant

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We’ve also introduced a detailed financial breakdown, showing the total balances for that record, including the outstanding, pending and credit amounts. Below you can see the amount invoiced for that month (or adjust the timeframe to suit your needs) and the total paid – helping you quickly identify and deal with payment issues or tasks in real time.  

Need more details? Simply click on an amount to access the full invoice breakdown and payment history.

Why this change? James explains: “We heard russia rcs data from customers that financial visibility was key. Therefore, surfacing a contact’s account balances was crucial to showing a contact’s payment health and status. We wanted to reduce the need for customers to navigate to multiple areas of the system for something they should be able to see straight away.”

Classes, memberships, and events all in one view
One of the new standout features is the ‘Active Products’ section on the dashboard. It consolidates all the ongoing or planned classes and events that the contact is or will be attending; plus, any memberships the contact has active.

Previously, finding this information was longwinded and often meant navigating through multiple sections of the platform. Now, everything is conveniently in one place, so you no longer need to dig around!