Upper Hand Software — Update Notes

The latest updates for the Upper Hand software.

APPLIES TO: All Users

Last updated: May 7, 2024

Update Notes (May 7)

• Bug fixed: Resolved issue of the order drawer constantly spinning when viewing an order that has multiple events with payment plans

Update Notes (May 2)

• Feature released: Added an ability to edit or remove a membership's pending cancellation date

Update Notes (April 29)

• Bug fixed: Resolved issue of Daily Close Report duplicating orders

Update Notes (April 25)

• Feature released: Developed an ability to add a lead contact to the software

Update Notes (April 24)

• Bug fixed: Resolved issue that was causing a blank white screen for Admins when navigating to the Manage Events page on the mobile app
• Bug fixed: Resolved issue of all contacts being added to group when creating a group from a saved filter

Update Notes (April 17)

• Feature released: Made UI improvements to the Admin Events & Teams pages when viewing from the mobile app
• Bug fixed: Resolved issue of not being able to apply Account Credit to pay down balances on payment plans

Update Notes (April 15)

• Feature released: Introduced additional contact filtering capabilities including: Birthday Month, Account Status, Account Type, First Purchase Date, Last Purchase Date and Purchased Product 

Update Notes (April 11)

• Feature released: Added a Daily Close Report to keep track of daily cash transactions

Update Notes (April 9)

• Feature released: Added the ability to select a season when creating a team

Update Notes (April 4)

• Feature released: Added a time indicator line on the calendar

Update Notes (March 20)

• Feature released: Added the ability for admins to transfer a client from one team to another
• Bug fixed: Resolved issue of client not being added to the roster of a team if a schedule has been cancelled prior to their sign up
• Bug fixed: Resolved issue of Manager user not being able to see their Payroll Report

Update Notes (March 13)

• Feature released: Admins can now make edits to future scheduled payments in a payment plan for teams and fixed events
• Feature released: Admins are now able to cancel all future payments in a payment plan for teams and fixed events

Update Notes (February 29)

• Feature released: Updated the calendar card for classes to include the max attendee count
• Bug fixed: Resolved issue of quick schedule blocking the date on mobile app

Update Notes (February 28)

• Feature released: Added a hyperlink to the calendar card to quickly access the check-in drawer
• Bug fixed: Resolved issue of session notes disappearing if the session's staff or resource is changed

Update Notes (February 26)

• Feature released: Instructor level users can now see notes on the calendar card

Update Notes (February 23)

• Feature released: Added the ability to download the signed waiver on file

Update Notes (February 16)

• Feature released: Added the no waiver on file indicator to the Point of Sale drawer if the client has an unsigned waiver

Update Notes (February 14)

• Feature released: Updated the address format on the Contacts Report so that the address is exported in separate columns (Street Address Line 1, Street Address Line 2, City, and State)

Update Notes (February 12)

• Bug fixed: Refreshed some modals, drawers and pages in the mobile app to make it easier to read and buttons more easily accessible
• Bug fixed: Resolved issue of receiving a blank white screen when selecting import button on the contacts page
• Bug fixed: Resolved issue of conflict indicator remaining after mass updating a class schedule

Update Notes (February 8)

• Feature released: Added a Manager staff level user option when inviting staff
• Feature released: Added the ability to apply Account Credit when using Quick Schedule