Over the past couple of months we've been working on new features to improve usability and also introduce a new cart/checkout that's going to allow us to expand our payment methods offering in the near future. These new features will begin to launch today and you'll see them across your platform soon.
It's all super exciting but first the changes to the cart and checkout:
Cart and Checkout
Before we had a relatively simple cart and transactions area. This is being replaced - the checkout experience will look the same for now. However, after customers or front of house purchase something, then you'll start to notice changes.
Transactions are replaced with orders - you won't see transactions in the bottom of a customer account any longer. This is replaced with orders.
Please note, if a customer purchases a subscription there will be two orders. One is for the actual activation and would include the join fee (if applicable, if there is no join fee then this order will be for zero cost). A second order is for the on-going fee. Henceforth, anytime a subscription is renewed, a new order will be created.
Orders then can have payments and refunds connected to them.
If you click to view an order, you'll notice much more detail about what's in that order including:
- Order lines - this is a break down of each item that is included in the order with a view of it's tax and discounts applied.
- Invoices - We create an invoice for each subscription and for all the one-off (or immediate charges) grouped together. So if you purchased a subscription and a water, there will be an invoice for each. However, for most orders you'll probably see just a single invoice and that single invoice would then connect to a single payment.
- Payments - Usually be a single payment (but if you purchased both a subscription and a product or bundle, you'll notice two payments as there is both an invoice for the subscription's ongoing charge in addition to the one-off or immediate charge of the product/bundle.
- Refunds - If a refund has been issued, you'll see this at the bottom of the order details. More than one refund can be issued per order but you can never refund beyond the total value of the order. Please note, refunds issued to Card on File will be then returned back to the card via Stripe. But if you issue a refund for another payment method like cash, front of house or a manager will still need to give that cash to the customer.
There will be changes in reporting but this usually amounts to us replacing a charge ID with an order number so should have minimal impact on most reporting done through the system.
You will find the following new reports:
- Order details - this breaks each order down into it's component parts. This is useful if you want to see how much of a certain bundle, plan or product is purchased.
- Order summary - this is a topline summary of the order including overall cost
The following report(s) are deprecated, or no longer in use post migration:
- Accounting: Products - you can still run order details and then filter by product purchases only.
Important note on paid status
The other fairly substantive changes is how we deal with what Stripe call off session authentication. You may notice from time to time that an order will be shown with a ? in a pop-up after purchase saying the order was processed but is not yet fully paid. Please make sure you communicate with your teams that this means the customer being charged will need to verify the payment via their bank/card issuer. This usually will take the form of an email, text or app based approval mechanism. If they get an email, they will receive it usually immediately and can click to confirm. After this happens, the transaction should be approved (if they have sufficient funds) and you will see the status on the order in the backend in CodexFit as fully paid – this will be a rare occurrence but something you should notify your teams to look out for.
Note on vouchers
Before, vouchers could only apply to an immediate charge (i.e. for a product or a bundle or a join fee on a plan) or an on-going charge (i.e. for a plan's monthly charge). The same voucher can now apply to both! It is important you review vouchers you regularly use to ensure you're happy with how they work and you could even reduce the number of vouchers you use.
We now support sending events to Klaviyo. Using their flows, we think this will be a great tool to improve CRM. You'll be able to do things like:
Automatically email a customer after they've finished their free trial
Send a customer an email if they've attended more than 5 events with a particular instructor
Get in touch with a customer who's requested to cancel their membership to try to incentivise them to stay
There are tons of options given the data we send. You'll be able to start collecting information based on these events:
- Customer has registered (we include the UTM data if a customer signed up via a link that had this data)
- Purchased a bundle
- Purchased a plan
- Subscription status has changed (i.e. from trial to regular or from active to ending/cancelled)
- Subscription cancellation started (i.e. the customer said to cancel at the end of the billing period)
- Attended an event
- Viewed a video
Read more about our Klaviyo integration in our support guide.
Another big new feature is the ability to send and receive stock at each location. This should help enable better oversight of what's in stock where. Read more about how to use stock transfers here.
We now have a built in referral programme that leverages the power of the automator. You can do things like reward customers if others use their link to register, when the buy a specific bundle or a plan.
The power of this is that referrals is fully tied into all existing automator events and conditions. All of our actions have also been updated so you can make the action on the referrer (the person who shared their link) or give something to the referral (the customer who used the link). Or both!
We will shortly be sharing an automations handbook to help you learn more about this powerful tool.
You can use this right away out of the box with no further development work needed. If, however, you want customers to be able to get their link from the my account area or even have a dedicated page announcing your referral programme, please get in touch with your project manager at twotwentyseven. Additional fees do apply for frontend design and development.
- Search has been improved across all resources so you can more quickly find the instructor you're looking for, product, or voucher.
- When you look at a booking row either in a customer's account or on the event check in screen, you will see a paid value column. Before, this would show the value if booked with a credit or 0 if booked with a plan – we appreciate this was somewhat confusing so now if a customer books with a plan, it will show a dash (-). The reason we can't show a value is that the value of the booking may change because a customer could only use a portion of their bookings for each period or may use all and the actual value is therefore only really known after the billing period is finalised.