The software is constantly evolving.

• Updating the guest count for a scheduled activity on a reservation will no longer remove "linked" clients from that activity. This prevents users from having to re-associate client records to trips in the event that the customer wishes to change the number of guests who are attending.
  • In the event that the guest count for the activity is increasing, no changes are made to linked clients
  • If the guest count is reduced, but not all clients have been linked, no changes will be many to any existing linked clients
  • If all clients have been linked to the activity and the guest count is reduced (e.g. the reservation has 10 people booked for a trip and there are 10 client records associated), then the user will be presented with the option to "unassign" the linked client(s) who are no longer participating. Demo: https://jmp.sh/fflzVby1 
    • This tool will take into account the pricing options of the guests who are booked in order to ensure that the right guest types are being removed
    • For example; if the trip is booked for 5 adults and 5 children, all of whom are already assigned, and the user reduces the "adult" pricing option by 2 guests - they will be given the option to pick which of the 5 adult client records they want to unassign

• When generating the Combined Accrual Report, users are now presented with the choice of whether to generate the report with:
  • The income statements broken out by offering type (where the .csv will populate the Activity/Package/Rental/Pass/Product/Ticket/Lodging/Gift Certificate Income Statements as separate tabs), or
  • Only the "All Income Statements" tab populated (which combines all of the offering-specific income statements into a single tab)
  • Demo: https://jmp.sh/g17egMu3 

• Products that are purchased as standalone items (i.e. without the presence of tickets, activities, etc) are now correctly reflected in the reservation's Purchase Summary display

• The "Delete Selected" action button from a reservation's Lodging tab is now correctly removing the desired scheduled room bookings
• Queued Financial Reports that were seemingly stuck in "started" status are now correctly reflecting a "failed" status due to timeouts
  • Work is ongoing to look more into the cause of the timeouts

• Confirmation email content can now be assigned to Products and will be sent to the customer upon the purchase of standalone product(s).
• Only available for 'new' emails
• "Booked Item Information" can now also be added for Products. This allows accounts to pass along important information in client emails that is specific to the product(s) that the client has purchased. This information can be populated in confirmation emails when Products are purchased by themselves, and can be included in pre and post-trip emails when scheduled items exist on the reservation alongside products

• Fixed by styling/spacing on setup page for emails
• Fixed "Check-in" tool for Lodging following Activity check-in tool updates

• We have removed some security constraints around international credit card processing in order to reduce the number of false payment rejections that were occurring for international guests attempting to make purchases online 

• • When loading date-specific events for the report, users are now able to filter daily scheduled activities by activity types or "filter sets". See here: https://jmp.sh/JN2gbQgP  
    • This is helpful when need to pull a daily report by department or by specific activity type, where users want to filter out anything that does not apply to them
  • The daily activity report will now display the total number of booked guests for each scheduled activity within a date range. This eliminates the need to validate individual reservation counts within these activities

• Significant overhaul to our Waivers dashboard in order to allow users to start the reservation creation process from this screen
  • Users are able to view signed waiver records and initiate the reservation booking process by utilizing the client data provided on those waivers
    
    • All related waivers can be pulled into this process, not just the lead client waiver. See here: https://jmp.sh/47vwO3Nh
    • They can also use this view to associate signed waivers to existing reservations. See here: https://jmp.sh/fzBAgMa9
  • Especially beneficial for walk-up & day-of reservations, where users can easily find recently completed waivers and use this as the initial check-in process
  • Completed waivers will automatically appear on the dashboard in real time, removing the need to refresh the page to see the most recent waivers
• Also includes improved functionality for filtering/sorting signed waiver records, searching for specific waivers, and sending waiver links to guests via text & email

• Users can now add "favorites" from their Filter Sets on the Activity/Rental calendar. 
• By clicking the 'star' next filter set option when viewing the filter dropdown, that specific filter set will now appear as a constant display option when viewing the calendar. See here: https://jmp.sh/8tXByxil
  
  • If you need to create a filter set, here is how you do that: https://jmp.sh/zsGlxNQx
• These favorites are stored per device, meaning that different users within an account can have easy access to their own most commonly used views

• When attempting to sell a gift card using a custom code that already existed within the account, we would correctly prevent the card creation (all gift cards must use unique redemption codes) but the customer's credit card was still getting charged. We now prevent the gift card generation and also prevent credit card transactions when a duplicate code is attempted.
• Made improvements to our text input fields on certain customer-facing templates (primarily email templates and waivers) to prevent the user's cursor from returning to the top of the input when editing.
• Fixed calendar display issue for activity pool configurations. Only affected accounts outside of the continental U.S.

• Activity Pool Configurations can now contain "Overriding Pools", which allow users to easily modify a pool's shared capacity for given dates or date ranges. Overriding pools can be added from within the parent pool's edit view, and can easily be created from the Activity Pool calendar for existing pools. Users can view all overriding pools for a given config and previously added overrides can be edited at any time. A user can also apply multiple overriding pools to a specific date(s) and the system will respect the most recently added pool capacity. The calendar view within the setup area, as well as the Activity Pool calendar, will indicate when the pool capacity has been overridden for pool configs on any given date

• If a guest's behavior is deemed to be suspicious (by Google), the user will be forced to complete an additional "captcha" question (e.g. "select all photos with stop signs") prior to being able to submit a payment
  • Note that we always have an "invisible captcha" running on the payment form that tries to validate a user's authenticity and prevent bots from interacting with our forms. If the user fails this step, this is when they will be presented with the additional required confirmation.
  • This should address the recent issues some Mac users have occasionally reported where they couldn't load payment forms

• When a user is searching for an existing client record to add a reservation via the 'clients' tab, the search results will now display the client's email and phone number (if they exist). This helps ensure that the correct client record is being added to a reservation
  • Previously we would only display client names in search results

• We now have publicly available documentation for an API endpoint that allows third-party software platforms to pull reservation data for a Flybook account. The endpoint provides our partners with the information they need in order to develop an integration where they are pulling reservation data from Flybook. Once supplied with an API key (generated within the Flybook account with a type of "public"), a third part is able to query reservation data within a date range in order to pull information on:
  • What has been booked
  • When it was booked (created date, earliest start time, latest end time)
  • Who booked it (lead client data)
  • Payment details (amount paid, total cost, subtotals by offering type)
  • Reservation source, and more
• Reach out to advisors@theflybook.com for the Public API Documentation 

• Fixed an issue where the "lead client only" versus "all clients" setting for scheduled emails would be reset upon a reservation update
  
  • This precedes an upcoming update that will allow users to set a default for this setting at the email template level
    
• Fixed an issue with the Revenue & Transaction report where the last transaction in the date range being searched wasn't pulling in credit card processing data from Fullsteam.

Fullsteam Processing Data now included in the Revenue & Transactions Report

• We now have the ability to provide credit card transaction "batch dates" and "funded dates" as part of the Revenue & Transaction report for Fullsteam users. Along with our existing field options on this report for Funded Amount and Fee Amount, this provides our accounts with a comprehensive combination of their Flybook transaction data and Fullsteam processing data. Additionally, it gives them a way to reconcile Flybook data against their bank deposits from processing. When used in tandem with the new filter to run the rev & txn by batch times, users can easily match Flybook payments to FS deposits. See here: https://jmp.sh/Ix07bR6T 
  

Improved Promotion Search Capabilities Within Reservation

• The search functionality for applying promotions within a reservation (magnifying glass under "Apply Promo and Gift Certificate Codes") has been enhanced to allow users to search for multi-use codes AND single-use codes. This makes it easier for a user to track down gift certificate codes, rain checks, etc. The search field is also now no longer case-sensitive and searches can include special characters in addition to letters and numbers. See here:
  https://jmp.sh/G950vPT9  

Bulk Client Merge Preview

• When using our Bulk Client Merge tool, users are now able to view a preview of the client records that will be consolidated. After choosing their merge parameters and before committing to the merge, we will display all "groups" of records that will be merged into singe records when the merge is completed. We will initially only display the first 10 "groups", but the user is able to expand this list in order to see all impacted records. See here: https://jmp.sh/9UFyLUgB 

  • Background on merge functionality: When multiple client records are matched based on the tool's parameters, we merge all client data into the most recent client record. In the event of conflicting data in fields other than the selected merge criteria (e.g. I am merging based on the same name and same email address, and there are two records that meet that criteria but have different phone numbers), the info in the newest client record will take precedence. 
    

Pricing updates with Payment History Refresh

• Remedied an issue where making a payment on the new reservation payments page would automatically regenerate the invoice, thus updating invoice item costs if the pricing for those items had changed since they were originally booked.

  • Manually regenerating the invoice, adding new items to the reservation, or applying a promo code will still bring in the new pricing, but we will no longer be automating this refresh when a payment is made.

Blackout defaults to "All Day"

• When creating a new blackout config anywhere in the system, we are now defaulting the settings for that config to "All Day Event". Previously we would default to a blackout time span of 8 am - 10 am, but it is more common for our users to block a full day. Therefore we are removing the additional step/click that was required to accomplish this.

Housekeeping dashboard/report for date range

• Under the Housekeeping dashboard for lodging, users now have the ability to view housekeeping data for a date range versus just a specific date. When viewing a date range, the downloadable PDF housekeeping report will also reflect this range.

  • Important to note: When viewing a date range, a lodging record will only appear on the dashboard & report once. Meaning that it will only appear as either a Check-In, Stay Over, or Check Out - even if all of those actions occur within that date range. Check-In has the highest priority, followed by Check Out, and then Stay Over. For example, if a room has a check-in date of 11/2 and a check-out date of 11/4, and I search the date range of 11/1 - 11/5, that room will only appear as a Check-In.

• Instead of having to run income statements by offering type (tickets vs activities vs rentals, etc), users now have the ability to pull a single income statement that reports on revenue across all configurations
• When pulling their income statements, users now have a dropdown option for "all income statements". See here: https://jmp.sh/hIMKbtgq 

• As a result of the new combined income statement option, there is now a Combined Income Statement tab on the Combined Accrual Report
• The first tab on the Combined Accrual Report has been renamed from “Sales & Rev” to “Revenue & Transactions” to match the actual report name it corresponds with. 
  • Note: If you’re using Power BI in conjunction with the Combined Accural Report, there may be a small one-time update you’ll need to make to your settings in order to ensure you don’t get an error message when you refresh the data. If you need help figuring out how to do that, please contact advisors@theflybook.com 

• In order to make it easier for accountants to reconcile Flybook revenue data with their bank deposits, users now have the ability to run their Revenue & Transactions report by Fullsteam batch cutoff times, instead of just by calendar days
  • The standard batch cutoff time for Fullsteam is 8:05 pm Central, meaning that payments made after this time will be grouped with the following day's transactions
  • Therefore there is now a filter option for the Rev & Trans report called "Run Report for Fullsteam Batch Times" that will set the report time period to the range starting at 8:06 pm Central on the day prior to the report start date and ending at 8:05 pm Central on the report end date. See here: https://jmp.sh/Ix07bR6T  
    
    • For example, if I am using this filter and running the report for the date range 10/10/23 to 10/20/23, we will return transactions that occurred between 10/09/23 @ 8:06 pm and 10/20/23 @ 8:05 pm 
  • As a follow-up to this, we will also be adding the option to include transaction batch dates, funded dates, and funded amounts to this report

• In order to reduce confusion around Unattached Refunds and their accidental use, the ability to initiate an unattached refund is now placed at the bottom of the standard refund modal. If you need to issue an unattached refund, you will begin with the normal refund route before using the toggle at the bottom of the modal. See here: https://jmp.sh/TNObfIrn 
  
  • NOTE: Unattached refunds will NOT initiate a refund back to a client’s credit card. Unattached refunds are a way to indicate a refund was issued outside of the system. Common uses are when a client’s card is no longer valid and the refund has to be issued via check.

• We now include a "brand" attribute as part of our GTM data layer feed for the "orderMadeGa4" event. This attribute will just return the Flybook account name for which the purchase occurred, but it is helpful for multi-location accounts that use shared analytics accounts but want to accurately track conversion data between locations/websites

New feature: Staff Roles! 

• We now offer the ability to assign custom "roles" to staff members who are assigned to specific activities. Users can create these custom labels in setup, and manage the designations for staff members on any existing trips. This allows scheduled staff to view their upcoming roles and responsibilities for assigned trips, as well as see the roles that have been assigned to their coworkers on shared trips. The feature also helps simplify the process of determining guide payouts and pay rates by having assigned staff roles appear alongside trip assignments in the Payroll and Activity Summary reports.

• This is different from staff “types” which create filters on your staff calendar. 

• Staff roles are always manually assigned on a per-trip/scheduled activity basis. 

• Demo video: https://tinyurl.com/flybookstaffroles 

• If you're interested in this feature, please reach out to advisors@theflybook.com and ask us to turn it on in your account. 

Added ability to drag and drop activity from staff member to unassigned 

• Users now have the ability to 'unassign' a staff member from an activity via the staff calendar by dragging that trip from the assigned staff member and dropping it into the "unassigned" row at the top of the calendar. This allows guide/staff managers to more easily schedule staff and manipulate existing schedules without needing to access and edit the scheduled activity models themselves
  

• If an activity is assigned to more than one staff member, and you drag the activity from one staff member up to “unassigned” at the top of the staff calendar, it will assign just that individual staff member but will not show up in “unassigned” since there still is at least one other staff member assigned to the activity 

Bug Fixes

• Fixed an issue to ensure that accounts who rely on the "Guide Requested" flag are still able to see this icon on their staff calendar, even if they are not using the "Guide Accepted" functionality

• Fixed an issue where repeating weekly blackout rules were being added to incorrect days for accounts in Australian time zones

New feature: Activity Pools!

• Accounts now have the ability to create shared capacities across more than one activity offering. This helps address scenarios where an operator has a limiting factor/resource that affects multiple trips that are occurring at a given start time or day.
  

  • For example, when guests participating in different activities are all shuttled to the same starting place using a shared shuttle/van. That van becomes the capacity control for multiple activities that are occurring at the same time. Another example is permitting restrictions where an operator can run a variety of trips on a given day, but their use permit limits the total number of people who can participate on that day, regardless of the activity.

• When enabled, users can build Activity Pool "rules" that will create the criteria for how the shared capacity is managed.

  • Users will choose which activity offerings and start times are impacted by the Activity Pool, what the maximum shared capacity is, and which days/dates that pool applies to.

• Please note: This only applies to offerings setup using the Activity feature in Flybook. This doesn’t apply to rentals, lodging, tickets, passes, products, etc.

• Here's a demo video: https://tinyurl.com/FBactivitypools

• If you don’t see Activity Pools in your Flybook Setup and would like to use it, please reach out to advisors@theflybook.com and we’ll gladly turn the feature on for you.

Direct GA4 feed for online conversions

• We now offer the ability for accounts to feed their online conversion data directly to their Google Analytics account, removing the need to use Google Tag Manager as the intermediary between Flybook and GA4.
  

• Our GTM integration is still going to provide more value to experienced accounts and marketing companies, but this provides another option for accounts who just want a simple way to pass conversion data to GA4. For the time being, GTM is the only option for tracking things like Facebook/Meta Pixels or other 3rd party tracking.
  

• This option works by sending conversion data back to the "parent page" (i.e. the client's website) when an online checkout occurs in our iframe. That data will then be passed to whatever GA4 tracking code is present on the parent website.
  

  • Therefore this option only works for accounts/websites that utilize our embedded iframe route for their website integration. Bookings that occur via a Flybook url/subdomain will not be passed to GA4

  • How to setup in Flybook: Go to Setup → Front End/Web/API → Web Integration → Analytics → check the box that says “Send Purchase Data to Google Analytics”
    

• Please note: all other setup is done outside of Flybook in your Google Analytics account and therefore is not something we at the Flybook can assist with. 

Payment History refresh upon payment 

• With the new and improved "payments" page within a reservation, we are now ensuring that a payment record will appear at the bottom of the page in the "Payment History" section as soon as the transaction occurs.
  

  • This removes the need for the user to refresh the page in order to see the payment record following a credit card transaction and eliminates the potential for accidental duplicate charges
    

• Additional verbiage added to the Payment History screens when accessed via Tools > Payment History (see here: https://jmp.sh/dS9SUpkj ) or Client Profile > Payment History tab (see here: https://jmp.sh/3cXjwozw )to clarify that refunds initiated from either of these screens will not be associated with, or reflected in, any reservations. If a refund is initial from either of these screens, the refund modal itself will also display this warning

• Added additional verbiage to the acknowledgment modal that appears when a customer is self-canceling their reservation. The added text clarifies that if a customer used a promotion code when making the initial booking, that code will be credited back upon the self-cancellation and can therefore be used again when re-booking. See here: https://jmp.sh/BSeYvvbP 
  

• Added the ability for TOMIS to pull lodging availability from Flybook accounts, giving customers the ability to view availability and book lodging reservations via TOMIS' chatbot.
• As part of this, we also fixed a bug to ensure we are returning the correct maximum capacities for activities booked via their chatbot

• For accounts using the guide accepted feature, they will now see guide responses indicated on the staff calendar. This allows guide managers and schedulers to quickly view statuses for scheduled staff members without needing to view each individual trip
  • If a staff member has accepted a trip assignment, users will see a checkmark displayed on that assigned trip. See here: https://jmp.sh/A3q8UDYw 
    
  • If the staff member rejects the trip, an X will appear. See here: https://jmp.sh/kn00cppc 
  • If the staff member has not responded, a question mark will appear. See here: https://jmp.sh/6OkM2srz
  • The 'guide requested' icon will appear alongside the guide status icons. See here: https://jmp.sh/GRKpIrwJ

• If an activity exists on the calendar but has not yet been assigned to a guide/staff member, users are now able to hover over that trip on the staff calendar in order to quickly review trip details. This allows the user to get a quick summary of the trip and associated reservations in order to make staff scheduling/assignment decisions. See here: https://jmp.sh/dG9HYvXy 
  
  • This hover-over summary includes: activity name and start/end, reservation name(s) and guest count(s), assigned resources, & reservation/client questions and answers. 
    

• Mexico had changed its observance of daylight savings time. This release updated this system to pull in the changes for Mexico's DST changes and should correct the issue going forward. All previously booked times may need to be adjusted but should now honor the new DST settings for Mexico time.
• An issue where left-aligned text was still showing up as center-aligned in email templates was resolved. 

• The summary of activities now shows any assigned staff, the name and count of assigned resources, the number of signed waivers for reach reservation as well as the balance due for each reservation.
• The summary of rentals now shows the rental config name as the primary line with reservation details and specific resources assigned in the details below. The summary will also include the number of signed waivers per reservation as well as the balance due per reservation.
• Any filters applied to the calendar will also apply to the side panel

• In order to streamline the checkout process, we no longer jump users to the top of the payment form after each credit card field is filled out. This was previously done in order to alert users to any errors that may have occurred with the data entry, but these errors will now appear beneath the incorrect field itself versus at the top of the page
• This is especially beneficial for customers booking online via mobile devices or on small browser windows

• In order to ensure that your customers are booking the correct number of guests for package reservations, and to reduce the likelihood that they "miss" the input fields for guest count(s), we now force online users to select the number of guests they wish to book before they are able to select a date from the calendar.

• Corrected incorrect grammar on the messaging that appears to customers when they are purchasing a gift card online 

• Click HERE to watch a demo video 

• All payments-related pages within a reservation have now been combined into a single view in order to consolidate information and improve usability
• The payment summary, payment form, payment history, ability to apply promotions, and ability to use saved payment profiles now exist on the same page.
• The edit/view invoice screen is now another tab within this view, which includes access to the printer-friendly invoice
• We've removed all actions dropdowns and now display all "actions" as buttons on the page itself (issue gift card comp, regenerate invoice, etc)

• The ability to include/exclude options fees now appears on the invoice summary itself. See HERE

• Actions related to specific existing transactions (refund, void, delete, print/send receipt) are now visible above the payment history section and can be applied once a payment record has been selected

• The 'void' button has been removed for Fullsteam users since issuing a refund before payment batches will automatically process as a void.

• "Issue unattached refund" has been moved to the bottom right of the page and a warning/clarification message has been added when the option is selected. A friendly reminder that this functionality does not initiate a refund back to a customer’s card. This is designed to be used when a refund is issued outside of the reservation, for example, if you had to issue a refund via check because someone’s card expired).

• As a follow-up the the recent updates to the calendar filters, we’ve made it easier to create new filter sets from the calendar view. See HERE. 

• Date of birth has been added as a new field on the client record table in the database exporter

• In order to improve our integration with Google Tag Manager for those accounts using this connection for the purposes of analytics and conversion tracking in Google Analytics 4, we've added two new Events to the data layer push that occurs upon an online purchase.  The new events are named "purchase" and "orderMadeGa4".
  • While the purchase data that gets fired by these events is similar to our old "orderMade" event, the data structure for the new events is more compatible with Google Analytics 4.
    • We will continue to fire the old "orderMade" event upon purchase, so this release will not affect accounts who are currently using that event for tracking. You will, however, now have the option to set up new tags based on these new events.
  • If you are using a post-checkout redirect URL for online conversion tracking, this update also changes the data structure that gets passed to that URL
  • For example data sets for these new Tag Manager events, or for guidance on setting up GTM tagging, please reach out to Flybook advisory. 

• Accounts using Flybook's new email template builder will now have the ability to "inactivate" unused email templates and to hide inactive templates from setup screens. 
• We made some display updates for scheduled emails within a reservation. From the "Communication" tab of a reservation, users have the ability to select 1) whether a scheduled email should be sent to all clients on the reservation or just the "lead" client and 2) whether that email is enabled or disabled for sending. The text display on these action buttons will now reflect the current status of that email. 

• In an effort to standardize the filter options for our various calendar views, we redesigned calendar filters to make them more intuitive, user-friendly, and consistent across each calendar within Flybook. 
  • • All filtering options for a specific calendar are now consolidated into a single filter view, where a user can apply filter sets as well as individual offering filters (or a combination of both). See here: https://jmp.sh/zX0dBtiG 
    • These changes will be seen in the Activity/Rentals Calendar, Resource Calendar, Staff Calendar, Lodging Calendar, and the Tickets Calendar. 
    • Users are now able to apply multiple filter sets at one time and have the ability to create new filter sets without navigating away from the calendar. See here: https://jmp.sh/1N2vk5HZ
    • A search bar allows users to search all filter options, and 'show all' toggles offer the ability to 'hide' offering options that are now currently being selected/displayed (especially beneficial for accounts with many trip/rental configurations). See here: https://jmp.sh/bNAskm43

• Following up on the recent work that allows accounts to assign General Ledger (GL) codes and other categorizations to tax and fee configs for accounting purposes, we've made the following updates/changes to the Financial Statement report in the Accounting Center (specifically the 'Per Item' tab of this report):
  • • We now display the reservation lookup code for the items on the report. This allows users to more quickly identify/investigate accounting issues that need to be addressed.
    • We now display the Config Type, Name, and Config ID for items on the report. This again makes it easier to identify and track the items and provides a more accurate record of the items on the report, especially when offering names are changed, and provides an easier ability to utilize BI tooling and other data mapping.
    • The per-item report now breaks out all taxes and fees into their own rows/line items and displays their associated costs, as well as their mapped GL codes, cost centers, and subcategories. This allows accountants to separate out tax/fee revenue from other revenue, and to 'bucket' that tax revenue into the appropriate categories.

• Accounts using the Membership feature can now edit the maximum number of “unvalidated” reservations that a member can have at one time. Previously the limit was 3 and couldn’t be edited. 
  • • In the membership offering setup, you can choose whether to limit the number of unvalidated reservations or not. If you do opt to limit the number of unvalidated reservations you’ll then be able to enter the total number of unvalidated reservations you’d like members to be able to have at one time. See here: https://jmp.sh/qWCGYORn
      These settings will be applied to future memberships sold but will not retroactively change the membership validation settings for previously sold memberships. 
    • You can also edit the validation settings for a specific client’s membership by clicking the small pencil icon next to the “Unvalidated Reservations Limit” within the General membership settings. See here: https://jmp.sh/KWKHC6R3
      To give the member unlimited unvalidated reservations, clear the field or enter 0 and save. 
    • It’s important to note that even if a membership is set to unlimited unvalidated reservations, you’ll still be presented with the option to validate all reservations that include a membership. If you don’t care to validate memberships, you can simply ignore that validation message at the top of the reservation. 

• Prescheduled activities that require resources can now be auto-filled when booked on the backend as part of a package. See the scenarios below for the different behavior based on activity settings:
  • If a Package includes an Activity that is fully prescheduled (i.e. no start times set up in activity config), requires Resources, and uses the “Back End: Auto Add Resources to Existing Activities” setting in its Resource settings, that Package can be auto-filled on the backend and the reservation will be added to the existing scheduled activity, along with any necessary resources. 
  • If a Package includes an Activity that is fully prescheduled (i.e. no start times set up in activity config), requires Resources, does not use the “Back End: Auto Add Resources to Existing Activities” setting but rather pre-adds resources to the activity, that package can be auto-filled on the back end and the reservation will be added to the existing scheduled activity with no additional resources being added to the activity. 
  • If a Package includes an Activity that is fully prescheduled (i.e. no start times set up in activity config), requires Resources, does not use the “Back End: Auto Add Resources to Existing Activities” setting, and doesn’t pre-add resources to the activity, the package will not auto-fill but rather you’ll need to add the package shell and “click to fix” the package items. 
  • If a Package includes an Activity that has been prescheduled but also has start times set in the activity setup, that package can be auto-filled on the backend but the reservation will create a new scheduled activity rather than joining the existing scheduled activity. 
• When customers are booking a package on the front end and select a date that’s not available, the system will no longer bump the calendar they are selecting dates from back to today’s date. It will stay on the month they were previously viewing to allow them to more easily select another date. 

• The communication history section within a reservation will now display the email template name under the “Type” of email that was sent. The email template name will also show as the “Type” in Tools → Email Audits. This will not change how emails sent prior to this update are displayed. 

• Sending to Lead Client only: 
  • Scheduled customer emails can now be sent to the reservation's lead client only. If this setting is used, it means that additional clients/participants on the reservation would not receive those automated emails (reminder emails, follow up emails, etc). This is especially beneficial for large group reservations where communication is facilitated only between the trip organizer and the operator. 
    • Within the 'Communication' tab of a reservation, users will now see a "Lead Client Only" option beneath all scheduled emails. Clicking this button will ensure that the email is only sent to the lead client email on file (visible in the left hand panel of the reservation) 
• Disabling Scheduled Emails: 
  
  • Users now have the ability to 'disable' the send of scheduled customer emails. This can be used in situations where the reservation communication is no longer valid or when users want to prevent certain parties from receiving specific emails. 
    • Within the 'Communication' tab of a reservation, users will now see an "Enabled" status button beneath all scheduled emails. Clicking this button will 'disable' the send of that email. Emails can be re-enabled at any point in time by clicking the button again. 

• Please contact the Flybook Advisory team to have them enable this permission for your account 
  
  

• Note that this functionality requires accounts to have moved over to Flybook's "new" email template builder
  
  

• Note that this field only appears in the 'full' terminal view
  
  

• Within a reservation's 'Communication' tab, there are now two options for sending the confirmation email(s):
  • "Send Now" will send the confirmation email(s) with the following default settings: Sends to reservation's lead client only with no custom recipients and no BCC for staff
  • "Edit & Send" allows the user to change those default settings before sending the confirmation
    • This update removes an additional click into the 'edit send' view that had been required in order to send the confirmation when no adjustments were needed. Additional options/improvements for simplifying the sending of confirmation emails is planned.

• We will now throw an error if a user attempts to send a confirmation email when there is nothing to send (i.e. when no confirmation template has been assigned to the offerings in the reservation or when we don't have any client email addresses to send to)

• The 'communication history' section within the Communication tab of the reservation will now reflect all custom emails or alternate template sends that are triggered from the reservation

• There is a 'click to copy' icon next to the "waiver to send" dropdown where a user could previously just send that link out via text or email
• The copied link will update based on the waiver selected from the dropdown
• This allows users to write custom emails to groups, etc, and insert the direct waiver link, ensuring that any waivers signed are automatically associated with the reservation

• Note that users should have the ability to update their login email on their own via their user settings. This update is primarily meant to be used in instances where users have lost access to old email addresses or experience other issues updating their login info. 
  

• This connection is used to populate the Historical Weather Data and 7 Day Forecast graphs in the performance dashboard. As we continue to build up reporting in the system, a goal will be to tie weather data in more often!
• Note that due to shutting down the old integration, there will be a gap in historical weather data for April 2023

• "Remove Package Shell"
  • This will follow the same process as the previous 'delete' functionality, where only the package shell is removed and the user would still need to manually remove the package items from the reservation

• "Remove Package Shell and Items"
  • This option allows the user to remove the package shell itself as well as some, or all, of the items within the package. By default, all package items will be selected for removal, but the user can choose to keep certain items on the reservation. Any activities present in the package will have the option to also remove the activity from the calendar upon removal.

• Removing a package shell from a reservation will also now automatically regenerate the reservation invoice, thus bringing in the standalone pricing rules for any remaining items
  
  

• (For background information, a reservation's invoice becomes 'locked' 30 days after the latest end time on the reservation)

• This was done to align with normal waiver expiration preferences, where the "calendar year" option means that a signed waiver will expire at the end of whatever year it was signed in.