Update Report until March 27, 2024

Here is a summary of recent updates to YoPlanning.pro, categorized for clarity. This update includes new features, bug fixes, and improvements made over the last fortnight.

What's new

• Virtual - Disaggregation: Merges several algorithms regarding virtual, disaggregation, and "intelligent" staff assignment. This update allows to manage standard and virtual sessions simultaneously in the schedule, giving priority to standard sessions.

• CRM: Introduction of deal creation (Pipedrive deal) upon full team signup, as well as deal tagging during internal events (product/session/order creation, Stripe activation, VEL order).

• Add-resources: Added a tool to create all the variations of a resource in one click and to duplicate a resource from the list of resources.

• Onboarding: Added an onboarding checklist for new users.

• Payment-Manager: Introduction of a Mollie payment provider plus refund option.

• Insurance: Added a new insurance option, Meetch, Native integration of a partner for cancellation insurance

• Order-Details: Added an option to edit participants' data in an order's details.

Bug Fixes

• Fixed bad cart URL that could cause backend crash (BE).

• Fixed issues with generating more than one virtual session, where sessions could be placed incorrectly.

• Various fixes in search, session, SMS, display and application operation management, including crashes related to specific characters in search fields, tag order, and SMS character counter.

Improvements

• Menu and User Interface: Changed the color of the BE icons and buttons for better readability.

• Add-Booking-Fail: Improved the booking failure handling filter, with more technical information available and the ability to restart the process if necessary.

• Staff-Fees: The "other" sector of activity is now the default when automatically creating freelance teams.

• Onboarding and Welcome Email: Revised the content of the welcome email and onboarding steps for a better user experience.

• Birth Year List: List extension to 2024 for customer creation.

• Participant Management: Updated to position the referring client first in the list and improve subgroup management in post-activity notifications.

This update aims to continually improve your experience with YoPlanning.pro, by introducing useful new features, fixing existing issues, and optimizing the interface and processes to best meet your needs.