August 2021 Platform Update

Over the past month has been on updating how we interact with Stripe to ensure that we account for more edge cases of subscription cancellation and renewal and start to bring in some of the functions we were offloading to Stripe back into CodexFit – this will change some reports and an email you can enable to alert customers with your branding when a subscription charge fails. We have also implemented an updated customer status tracking option that we plan to extend to other areas of the platform in the future. 

The update is being rolled out to platforms this evening and will continue on Thursday morning during non-peak times. 

Here’s a list of those updates:

1. Within a customer's profile in CodexFit, we now have a new statuses tab alongside the existing details/notes/top-up settings. You'll see some hint text below each status to indicate what each means. This replaces the status you used to see on the first tab of a customer’s profile. 

2. Reports have been updated as follows:

• • Subscribers: Debtors - updated to show customers who had failed payment and within the "retry" window you setup in Stripe. You can adjust your retry options here. 
  • Customers: Active status - Separated & renamed to Customer: Active PAYG, Customers: Active bookings.  If you were using this report to find active subscribers you should switch to using the report below. 
  • Subscriptions: Now - only checks for 'active' subscriptions including trials.
  • Subscribers: Now - Changed the date period to a single date to show how many are active on that day.
  • Subscribers: Archived/Expired - this report has been removed.
  • Customers: Registered - removed the status column as statues are now more granular and a single column can no longer reflect the accurate statuses a customer can have.

3. We now run a check when someone is buying a plan and ensure that only if the join fee is successfully charged is the plan then added to cart.

4. There is also a new email (this used to be send via Stripe which you can disable after you have updated the new email and emailed support asking them to enable the CodexFit version) called Subscription Failed Payment - this is sent whenever CodexFit cannot collect payment. The retries from Stripe then begin and if payment is successful, the status of the customer is no longer debtor but instead active and the plan status changes from past due back to active, too. 

5. We have updated filtering on the customers listing. In the upper right corner you can filter by some initial customer statuses which may help you quickly identify customers who have an unpaid subscription (you can also run the Subscribers: Debtors report to identify these, too). 

6. Somewhat unrelated, we have also been fixing a number of other issues and adding new functionality which were rolled into this release: 

• • If you cancelled a class and there was a waitlist, under certain conditions the customers on the waitlist would get the class cancellation email, too. Now only customers with an actual booking at the point of cancellation get the message. 
  • Email previews and variables – you can now preview emails and see the variables at the top as you edit so you can use these to personalise content more easily. 
  • On plans, once you set the number of trial days in CodexFit, you cannot change it. 
  • On plans, we’ve updated some error messaging. This makes it clear even if your join fee is zero, you must put zero. 

We hope these updates help build out a more rock solid subscription management flow and give you more tools to help identify customers who may need support from your team. 

Thanks,

Eric on behalf of the CodexFit team