A client questions a charge from three weeks ago, last night’s sales are still sitting there waiting to be typed into accounting software, and a call came in after close with no record of how it went. Watch this to see which updates fix exactly these kinds of gaps.
Every fitness, wellness, or beauty business owner has a version of the same morning: find out what happened overnight, piece together which calls actually got resolved, and catch up on bookkeeping that didn’t do itself. A release built around exactly that problem adds reporting on every phone call outcome, not just the ones that needed a callback, plus an instant alert the moment a client asks for a real person during a chat or call.
On the back end, a nightly accounting sync removes the weekend catch-up session entirely, and billing statements can now include the same level of detail a staff member would generate by hand, so a disputed charge doesn’t require regenerating anything. Custom lead stages let a business track a prospect’s journey in its own language instead of five fixed defaults, and a stage change can now trigger a notification or a marketing step automatically.
None of these require a big lift to turn on, and a few, like the new asset booking widget and QR code check-in, need no setup at all. Picking even one gap to close this week is enough to feel the difference by the next morning.
Key Moments
0:00 Intro
1:12 Phone Agent: Every Call Outcome
2:07 Alerts and Waiver Form Bypass
3:46 QuickBooks Online Nightly Sync
4:42 Build Custom Lead Stages
6:51 Automate on Lead Stage Change
13:19 New Memberships Report
14:40 Appointment Widget Branding
16:03 Asset Widget: Courts and Rooms
17:01 QR Code Check-In With Achieve
17:48 Enterprise: Guest Passes and Store
What You Will Learn
See every phone agent call outcome, resolved, transferred, or callback requested, instead of only the calls that needed a human follow-up
Get an instant alert the moment a client asks to speak with a real person during a chat or call
Let a client book first and fill out a required waiver or form afterward instead of stalling the booking
Include credit card transactions, failed charges, and staff notes in automated billing statements so disputes resolve without regenerating anything
Sync sales, payments, and refunds to accounting software automatically overnight instead of entering them by hand
Create custom lead stages that match your own sales process instead of relying on five fixed defaults
Trigger an automation, including a staff notification, the moment a lead moves into a specific stage
Let clients book courts, rooms, or equipment directly from your website without logging into the client portal first
Let members check in with a refreshing QR code from their phone instead of waiting in a front desk line
The fastest way to start is to build one or two custom lead stages that actually match how your business tracks prospects, then set up a single automation triggered by a stage change, like notifying staff the moment a lead books a trial. From there, the nightly accounting sync and the new asset booking widget require very little additional setup to start paying off.
Knowing What Happened on Every Call
Phone agent reporting now covers every call outcome, not just the ones that ended in a callback request, so a business owner can see at a glance which overnight calls were fully resolved and which ones still need a personal follow-up. Outcomes can be delivered by email with a full summary, or by text and push for a shorter version that’s quick to scan.
Getting Pulled In at the Right Moment
A new alert system flags the moment a client asks for a real person during a chat or call, showing up right in the navigation bar with one click into the full conversation. On a busy day, that means a staff member can step in and close a booking before a prospect ever leaves the page.
Letting Bookings Move Forward, Forms Later
A required waiver or form no longer has to hold up a booking. Clients can book first and receive a link to complete the paperwork afterward, which keeps momentum in the booking flow instead of losing a prospect to a form they weren’t ready to fill out yet.
Clearing Up Disputed Charges and Nightly Bookkeeping
Automated billing statements can now include the same detail as a manually generated one, like credit card and ACH transactions, failed charges, and staff notes, so a questioned charge gets answered without regenerating anything. Separately, a nightly accounting sync pushes sales, payments, and refunds to accounting software automatically, eliminating the weekend catch-up session entirely.
Tracking Leads in Your Own Language
Custom lead stages replace the five fixed defaults with names, colors, and categories that actually match how a business thinks about its sales pipeline. Once a custom stage exists, a stage change can trigger its own automation, including notifying specific staff members the moment a lead reaches a key point, like booking a trial class.
Smaller Upgrades With Outsized Impact
A redesigned memberships report breaks out new, lost, and renewing members more clearly, branded appointment widgets now match a business’s own color scheme, and a new asset widget lets clients book courts, rooms, or equipment straight from the website without creating a client portal login first. QR code check-in rounds things out by letting members check in from their phone instead of waiting at the front desk.