RGP Update - New Features Released - January, 2019

Reminder: If you’re using RGP Cloud, you do not need to install a new version of the software to use the updated features listed below. You already have them! (Learn more about using RGP in the Cloud).

For those using a locally installed version of RGP, new features are ready to install in the latest update:

To get the update, launch Data Entry → Manage → About → Check For Updates

 


New Main Features


1) Online Membership Sales

Customers on a Premium Paid Plan can now sell memberships, punch passes and other intangible items online AND at waiver kiosk stations!
 

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The Online Membership Sales System is extremely flexible, so there are multiple options on how to set it up based on how you run your operations. We've put together a few step-by-step tutorials, examples and FAQs to get you started.

⇨ Learn how to set up the Online Membership Sales System

 

 

2) SendGrid HTML Templates for Transactional Emails

We've updated the SendGrid + RGP integration to include rich, HTML email templates as part of the RGP transactional email system. So now you can choose to use the SendGrid editor to fancy up all of the automated, transactional emails that are sent out to your customers. 

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Your existing email triggers will remain the same until you assign a SendGrid API key in RGP.

⇨ Learn how to set up SendGrid HTML Templates

 

 

3) BIG Updates to Customer Queries

One of the more powerful tools in Rock Gym Pro is the ability to parse all of the data in your RGP database by dozens of different factors, such as activity, membership status, personal information and policies. These RGP Customer Queries got a whole lot more powerful with this latest update.

Improvements include:

  • Advanced Logic is now possible with ANDs, ORs and SUBGROUPS
  • Conditions can be added multiple times and combined with ANDs, ORs and SUBGROUPS 
  • Relative date expressions can now be used (and saved) in queries.  Relative dates are expressions that are relative to “TODAY” such as “-1 month, month:start” which would be the start of last month. (If it gets confusing, we've added shortcut buttons to use). 
  • Customer Queries can now be saved and used during a different session. Queries are now always auto-saved between sessions too.
  • For any Customer Query Result set, you can now quickly launch the Customer Activity Analysis window to see a check-in or sales report for those customers.

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⇨ Learn how to set up an Advanced Query


 

4) RGP Cloud + QuickBooks Desktop Integration

If you're using RGP Cloud,you can now transfer your daily sales and payment information from RGP directly into QuickBooks Desktop!

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⇨ Learn how to set up the RGP Cloud + QuickBooks integration

 

 

5) Sticky Notes

When you're viewing or editing a customer in RGP you'll notice a new window adjacent to the Edit Customer Window that displays the Customer Notes

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This window is defaulted to "ON" but you can disable by going to: Data Entry --> Manage --> Settings --> Customer --> Customer Notes


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More Improvements

Additional Charts for the New Online Membership Sales System

You'll see new sales filters in Reporting --> Charting and Data Visualization that shows Kiosk generated sales. Kiosk sales are defined as transactions originating at your Kiosk stations which produce an invoice - an option in the new Membership Offering Sales System

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The new charts for tracking online transactions from the Online Membership Sales System can be found in the charts list as shown below.


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New Customer Report

There's a new Standard Report in the software that displays the number of daily check-ins within a specified date range, broken down by type (Member, Punch Card, or Guest), hour of the day, and day of week.

From Data Entry go to: Reporting --> Standard

(Reminder: You can find a number of custom reports like this in the RGP Help Center as well)


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Waiver System Improvements

If you're using custom policies with your forms, you can now configure those forms for more than custom policies #1 and #2. With the new update, submission of a form can check custom policies #3-7 as well.

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New Check-in Limitation - Cannot Check in Until Specific Date

Currently in the new Online Membership Sales System, only prepaid memberships have "start dates" as an option in Settings. To simulate a "start date" for customers that purchase an EFT membership online, we've added a new field in the Membership tab that allows you to limit when a customer can check-in (i.e. not before their membership begins).  

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Emailed Report Attachments

Emailed reports now include a CSV and HTML version of the report as attachments within the email.


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Email Document Button

The Customer Documents Window now displays an Email button that allows you to quickly send a document to a customer.


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Edit Offering - Increased Hour Count

When editing an Offering in the Calendar, you can now specify a higher hour count for the “only allow online booking within…” field.


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Selecting Multiple Customers for POS Actions

If you have  Quick Configure enabled on any of your Day Pass, Membership, or Punch Card products, after ringing up any product that has an Automatic POS Check-in enabled, a pop up window will appear after tendering the transaction which will allow you to select multiple customers to check-in or configure. Previously only one customer could be selected.  With this update you can now search and select multiple customers through the POS quick check-in feature.


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Miscellaneous Changes

  • Charting performance improvements - specifically charting loads significantly faster now, especially for multi-gyms.
  • Email System: Additional “Insert Fields” added for email templates for customer address: {{address1}}, {{address2}}, {{city}}, {{state}}, {{postalcode}}, {{country}}
  • Event Document System documents will now stay in Find Documents for 4 weeks past the event date (was 2 weeks before)
  • Reporting - buttons added to go back or forward a single day in Reporting and the Sales Summary Grid
  • Manage Tag -> Bulk Actions are now recorded in the Audit Log 
  • Online Transactions button added to lower, right side of Data Entry window to allow quicker access for assignment of Online Transactions as part of the Online Membership Offering System
  • Product Tax Changes are now logged to the Audit Log
  • Membership Sales Link report now includes online transactions.

 

Bug Fixes

  • “Last visit > X months” alert was not shown for Guest Pass checkins - Fixed
  • Spending limits for Entities were not properly displayed - Fixed
  • Auto-class checkins for multisession events were not recording the check-in for add-on sessions.- Fixed
  • Sporadic OpenEdge void issue when accounts are switched from Swipe to EMV. - Fixed
  • When only one active form existed, the “form list” could not be selected when registering the Smartwaiver Kiosks.  This prevented gyms from also showing the Membership Change Form - Fixed
  • Guest pass/remote members/responsible party selection bug - Fixed
  • Issues voiding certain EMV XWeb transactions when migrating from swiped to EMV - Fixed

 

 

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