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Release Notes | 2nd August 2023

Release version: V2023.8.1

Hello CourseCo Family

In this release you’ll see a few nice improvements and small updates below. Next month there will be some larger updates like VAT options on checkout and Delegate Allocation improvements.

Please note that features are available to you based on your project package and customisation.

If you have any queries or feedback on the release notes, please open a support ticket via help.courseco.co

🌟 New feature

  • Automated emails | Booking confirmation and reminder email to Leadbooker - new tag to populate list of delegate names in the email

Please contact us if you would like this new tag included in your lead booker automated emails. We will you your Priority support plan to complete these updates.

  • Schedules - Timeslot note - option to send timeslot note in an automated email eg 1 day before timeslot starts, email the trainer with the note

This is an add on feature so please contact us if you would like this update installed.

  • Cert Templates | new organisation name tag

If you would like this new tag applied to your certs. Please open a new support ticket. Estimated time to update per cert 30m

🛠️ Bugs

  • Checkout | Fix mandatory Special Requirements box on mobile

  • Contacts | adding mobile to contacts file fix

  • Bookings | Fix search sometimes breaking after creating a booking

🌟 Improvements

  • Contacts | Organisation name | removed capitalisation formatting. So admin can now add organisation eg CourseCo and it will not auto correct to Courseco

  • Reports | download as CSV - hold filtered column results

    • Now, when you run a report, filter a few columns and then download as CSV, it will hold the filtered information

  • Contacts | Documents | Deleted document option and Audit tracking of a documents

    • Admin can delete a generated document now.

    • Admin can view activity on a document to know when it was created or updated and by who.

  • Waitlist confirmation email - added startdate tag to email

Please contact us if you would like this new tag included in your waitlist email. We will you your Priority support plan to complete these updates.

  • Messaging | Resend option adding to the messaging - all list screen

This is an add on feature so please contact us if you would like this update installed.

🚢 Coming Soon

Planned Features on our Product Roadmap 2023

  • Currency Conversion on the checkout

  • Sage accounting Software integration 

  • Xero accounting Software integration 

  • Trainer iOS & Android attendance App (Beta live August 2023! Contact us to learn more!)

  • VAT on Bookings - global setting to turn on vat per schedule. (Coming end of August)

  • Schedule checklists

  • Trainer portal improvements

  • Renewal Alerts | Attendee Pass / Fail management for future bookings.

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