1905 Release Notes

Date Prepared: 05/07/2019

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front of House ....................................................................................................................................................2
1.1. Return payments to the original payer ......................................................................................................2
1.2. Change 'Unenrol' action to 'Cancel' for consistency with Modal and Back Office .....................................2
1.3. Preventing refund/credit in withdrawal from a Sports COurse after a specigied number of sessions has
passed 2
1.4. Change 'Unenrol' action to 'Cancel' for consistency with Modal and Back Office .....................................4
1.5. Credit card only services should not ask for mandate on selling ...............................................................4
1.6. Admin Fee for transfer (Move) to another SPorts Course (FOH) ...............................................................4
2. API .......................................................................................................................................................................6
2.1. Goals, Interests & Objections in the Contacts API Endpoints ....................................................................6
2.2. API to provide Rentails timetable data.......................................................................................................6
3. Kiosk....................................................................................................................................................................6
3.1. Self Service Kiosk respects Online Ticketing Late Payment Cut Off setting ...............................................6
4. Back Office Configuration ...................................................................................................................................6
4.1. UI Improvements to Back Office Login and Landing Page ..........................................................................6
5. Online Ticketing ..................................................................................................................................................7
5.1. Online Ticketing text to be configurable ....................................................................................................7
6. Sports Courses ....................................................................................................................................................8
6.1. Respecting Bookability rules when booking Sports Courses in Back Office ...............................................8
6.2. Cancellation Administraction Fees ...........................................................................................................10
6.3. Move Administation Fees .........................................................................................................................13
6.4. Season Configuration In Back Office ........................................................................................................16
6.5. Specifiying a Season when searching for a Sports Course in Back Office ................................................20
6.6. Send email confirmation for a cancellation..............................................................................................21
6.7. Bulk cancellation of attendees email .......................................................................................................24
7. Online Services ................................................................................................................................................ 25
7.1. Searching for a Sports Course by Season in Online Services ....................................................................25
8. Bug Fixes ...........................................................................................................................................................25

1. FRONT OF HOUSE

1.1. RETURN PAYMENTS TO THE ORIGINAL PAYER

If a fee is paid by another member like a class booking, when a refund/credit note is created it is returned to the
member who paid, not the member it is for. E.G John pays for Sandra’s class; Sandra cancels the class the
refund/credit note is given to John.

1.2. CHANGE 'UNENROL' ACTION TO 'CANCEL' FOR CONSISTENCY WITH MODAL AND BACK
OFFICE

‘Unenrol’ has been changed in FOH to ‘Cancel’ for consistency with Back Office.

1.3. PREVENTING REFUND/CREDIT IN WITHDRAWAL FROM A SPORTS COURSE AFTER A

SPECIGIED NUMBER OF SESSIONS HAS PASSED

When cancelling after the configured ‘Number of Sessions Before Refund Cut Off’ the standard ‘Refund Options -
Bookings’ modal will be displayed with all available refund/credit options. This is controlled by the following
security token SC_CAN_REFUND_AFTER_MAX_SESSION_CUTOFF. If a user selects an option to refund/credit
note any amount, the following message is displayed ‘This course has past the configured maximum number of
sessions where refunds/credits are allowed. Are you sure you want to continue?’
Selecting ‘Yes’ without the security token assigned, will display a prompt to override with credentials that have
sufficient permissions to enable the security token.

Note: If a Cancellation Admin Fee is applied this will still be charged.

OVERRIDING AFTER CUT OFF

If the user has the above security token and is cancelling a member after the configured cut off has been
reached (Configured on the Sports Course template or when creating/editing a course), they will be presented
with the standard ‘Refund Options – Bookings’ and ‘Cancel’ modals. Selecting ‘Yes’ will process the refund.

Note: When the Cut Off has been overridden a Member Event is created in Membership Management with the
code ‘SC_CPR_OVR’ and the text ‘Cancellation refund/credit prevention overridden’.
 1.4. CHANGE 'UNENROL' ACTION TO 'CANCEL' FOR CONSISTENCY WITH MODAL AND BACK
OFFICE

‘Unenrol’ has been changed in FOH to ‘Cancel’ for consistency with Back Office.

1.5. CREDIT CARD ONLY SERVICES SHOULD NOT ASK FOR MANDATE ON SELLING

The option to add a credit card mandate has been removed from selling a credit card window in FOH as the
mandate will need to be set up before choosing the service to sell.

1.6. ADMIN FEE FOR TRANSFER (MOVE) TO ANOTHER SPORTS COURSE (FOH)

If a move admin fee inventory item has been created in Inventory Management and configured in Back Office,
this will now apply when moving members in FOH. If users wish to waive the admin fee, they can do with the
security token SC_CAN_WAIVE_MOVE_ADMIN_FEE.

To apply or waive an admin fee, when move a member from a term based course to another, select ‘move
member’ when viewing the Sports Course current attendees in FOH, select the course to move to and enrol, at
this point you will get the option of applying or waiving the admin fee.

When selecting to apply the admin fee, you will be presented with the following modal which confirms the total
cost of transferring.
In the event you wish to waive the admin fee, select ‘Waive Admin Fee’ and the usual login screen to apply the
security token will display.

Selecting ‘Pay Now’ or ‘Pay Later’ options will return will result in the usual Sports Course move - Confirmation

Note: When the Move Admin Fee has been raised, a Member Event is created in Membership Management with
the code ‘SC_MOV_CRG’ and the text ‘charge raised for moving off a Sports Course’.

If the Move Admin Fee has been waived, an additional the Member Event to the above will be created with the
code ‘SC_MOV_CMV’ and text ‘Sports course move charge has been waived’
 2. API

2.1. GOALS, INTERESTS & O BJECTIONS IN THE CONTACTS API ENDPOINTS

When a member signs up via an API, Goals, Interests and Objections can now be passed though.

2.2. API TO PROVIDE RENTAILS TIMETABLE DATA.

A new endpoint has been created which will provide rentals timetable data. This enables Legend customers to
display the information to members.

3. KIOSK

3.1. SELF SERVICE KIOSK RESPECTS ONLINE TICKETING LATE PAYMENT CUT OFF SETTING

Online Tickets sessions booked on the self-service kiosks will now respect the Late Payment Cut Off
configuration for the selected sessions.

The Late Payment Cut Off configuration can be set against the individual session or against the ticketing
template.

4. BACK OFFICE CONFIGURATION

4.1. UI IMPROVEMENTS TO BACK OFFICE LOGIN AND LANDING PAGE

We have made improvements to the login and landing page of Back Office, it has also been redesigned,

Login
Landing Page

5. ONLINE TICKETING

5.1. ONLINE TICKETING TEX T TO BE CONFIGURABLE

The text on the access barcode page now shows ‘session’ instead of ‘class’. There is also a field that is stock text
and can be configured in Back Office > Configuration > Stock Text > Online Ticketing >
OnlineTicketingPrintoutRequiredMessage
 6. SPORTS COURSES

6.1. RESPECTING BOOKABILITY RULES WHEN BOOKING SPORTS COURSES IN BACK OFFICE

Bookability rules can be overridden when enrolling in Back Office. Users will need the following security token
SC_CAN_OVERRIDE_BOOKABILITY_RULE. This Security Token allows those who have the token to override
bookability rules configured against Sports Courses when enrolling people in Back Office.

To turn on this Security Token, navigate to Control Panel > Security Management. Then use the Search Filter to
search for SC_CAN_OVERRIDE_BOOKABILITY_RULE.

Now when you enrol onto a Sports Course with a Bookability Rule (I.E. Can’t book 10 Days before the Course
Start Date) and you don’t have the new SC_CAN_OVERRIDE_BOOKABILITY_RULE security token, you will see the
below message when attempting to enrol:
You will not be asked for override credentials until you will be asked for your credentials to finalise the
enrolment, when the following screen shows.
If you enter the credentials of a user with the Security Token SC_CAN_OVERRIDE_BOOKABILITY_RULE then you
will be able to finalise the enrolment. If you enter details of a user without the Security Token you will see the
following:

Note: If the user DOES have the Security Token when enrolling (From the Start of the enrolment process) there
will be no message around the bookability rule; the user will be able to progress as they have the ability to
override the rule.

6.2. CANCELLATION ADMINISTRACTION FEES

Cancellation Fees applied when cancelling a Sports Courses booking can now be configured in Legend Back
Office.

Open Legend Back Office >> Configuration >> Sports Courses>> Settings.

See 2 new settings ‘Enable Course Cancellation Fee’ and ‘Cancellation Admin Fee Inventory Item’.

Note: Both settings are applied at Global level denoted by the Globe image.
Select the Edit action against the ‘Enable Course Cancellation Fee’ and select to ‘Enabled’

Note: This setting is set to disabled as Default

Select the Edit action against the ‘Cancellation Admin Fee Inventory Item’. The Select Inventory modal is
displayed. Select the inventory item to be used for the Cancellation Fee and select the ‘Save’ action.

Note: This setting is set to ‘Not Selected’ as Default

Note: This inventory item should have an Enterprise level price or pricing available to all clubs by other levels
(Group, Club). Not having a Price available will display an error to the user on Cancellation of a booking.

The Global Level Cancellation Fee Inventory Item can be edited or overridden in the Course Template, during
Course Creation or editing the Course in Back Office. When creating a new Course Template or New Course, the
‘Cancellation Fee Inventory Item’ will display the relevant configured Inventory item in the hierarchy and the
actions ‘Override Template’ and ‘Clear Inventory Item’.

Selecting ‘Override Template’ or ‘Override Global Setting’, dependent on the level in the hierarchy, displays the
‘Select Inventory’ modal and the option to select an alternative Inventory item is displayed. The selected
Inventory item is then applied to any cancellations from the course.

The option to ‘Clear Inventory Item’ is also displayed. This removes the assigned inventory and no charge will be
applied on cancellation.

If a change is made the ‘Reset to Template’ option is displayed. Selecting this reverts to the Global level
Inventory item.

When selecting to Cancel an Enrollee from a Sports Course the Admin fee will be displayed as part of the
Cancellation Summary.
Note: When processed this will be displayed in the members Statement in Membership Management and raise
an Event with the Code ‘SC_CAN_CRG’ with the Note ‘Charge raised for cancelling a Sports Course’.

Note: In an instance where the Cancellation Admin Fee can only ever be £0.00 then the ‘Override Cancellation
Admin Fee’ dropdown is hidden.

A Cancellation Admin Fee can be overridden from the Cancellation Summary page by selecting the ‘Override
Cancellation Admin Fee’ dropdown.
This requires the security token SC_CAN_WAIVE_CANCELLATION_ADMIN_FEE when selecting ‘Submit’ or for a
user with the token to enter their details to authorise the override.

If the Admin Fee is overridden a Member Event is raised in Membership Management with the Code
‘SC_CAN_CRG’ and the Note ‘’

6.3. MOVE ADMINISTATION FEES

Administration Fees applied when Moving from one Sports Courses booking to another can now be configured.

Open Legend Back Office >> Configuration >> Sports Courses>> Settings.

See 2 new settings ‘Enable Course Move Fee’ and ‘Move Admin Fee Inventory Item’.

Note: Both settings are applied at Global level denoted by the Globe icon.

Select the Edit action against the ‘Enable Course Move Fee’ and select ‘Yes’

Note: This setting is set to ‘No’ as Default

Select the Edit action against the ‘Move Admin Fee Inventory Item’. The Select Inventory modal is displayed.
Select the inventory item to be used for the Cancellation Fee and select the ‘Save’ action.

Note: This setting is set to ‘Not Selected’ as Default

Note: This inventory item should have an Enterprise level price or pricing available to all clubs by other levels
(Group, Club). Not having a Price available will display an error to the user when starting the move workflow.
The Global Move Fee Inventory Item can be edited or overridden in the Course Template, during Course
Creation or editing the Course in Back Office. When creating a new Course, the ‘Move Fee Inventory Item’ will
display the configured ‘Inventory item’ from the hierarchy and the actions ‘Override Template/Global Setting’
and ‘Clear Inventory Item’.

Selecting ‘Override Template/Global Setting’ displays the ‘Select Inventory’ modal and the option to select an
alternative Inventory item is displayed. The selected Inventory item is then applied to any Move actions from
this course.

The option to ‘Clear Inventory Item’ is also displayed. This removes the assigned inventory and no charge will be
applied on a Move action.

If a change is made the ‘Reset to Template’ option is displayed. Selecting this reverts to the Global Level
Inventory item.

When selecting to Move an Enrollee from one Sports Course to another the Move Admin Fee will be displayed
as part of the Move Summary.

Note: When processed this will be displayed in the members Statement in Membership Management and raise
an Event with the Code ‘SC_MOV_CRG’ with the Note ‘Charge raised for moving to another course’.

Note: In an instance where the Move Admin Fee can only ever be £0.00 the ‘Override Move Admin Fee’
dropdown is hidden.
If the option ‘Select & Email’ is selected during the Move process the email will include the Admin fee charged.

An Administration Fee can be overridden from the Move Summary page by selecting the ‘Override Move Admin
Fee’ dropdown.

This requires the security token SC_CAN_WAIVE_MOVE_ADMIN_FEE when selecting ‘Submit’ or for a user with
the token to enter their details to authorise the override.

If the Admin Fee is overridden a Member Event is raised in Membership Management with the Code
‘SC_MOV_CWV’, the Note ‘Sports Course move charge has been waived’ is displayed and the Operator is logged
as the user who Override the check.

When processing a Move and the action ‘Select For Move & Email’ is selected, the email will include the Move
Admin Fee when it is charged. If the Admin fee is Waived or £0.00 for any reason, this line will be hidden from
the customer but is recorded as a charge in their statement.

When Processing a Move action and the member has credit on their account, the option ‘Use Available Credit to
Pay Towards Course Move Cost’ is displayed in the ‘Additional Move Options (Optional)’ dropdown list.
 6.4. SEASON CONFIGURATION IN BACK OFFICE

‘Season Types’ and ‘Seasons’ can now be configured in Legend Back Office. ‘Season Types’ are configured as a
group of Seasons. A ‘Season’ is used to group Sports Courses and have start and end dates. For example, the
Season Type ‘Summer’ Could have Seasons ‘Summer 2019’ and ‘Summer 2020’.

To Create a Season or Season Type you must have the security token BO_CAN_MANAGE_SEASONS assigned to
your profile.

‘Season Types’ are configured in Legend Back Office. Select ‘Configuration’ and select ‘Seasons Configuration’
under ‘Features’.

The ‘Season Types’ tab is selected and displays the configured ‘Season Types’.

Select ‘Create’ to display the ‘Create Season Type’ modal. Enter a Name and select ‘Submit’.
On selecting ‘Submit’ a success message is displayed with the text ‘Season Type created successfully’.

When closed the new Season Type will be displayed in the list of configured ‘Season Types’

Selecting the ‘Edit’ action next to the Season Type will allow you to edit the ‘Season Type’.

Note: Season Types cannot be deleted once created.

To create a new ‘Season’ select the ‘Seasons’ tab to navigate to the Seasons Configuration and select the ‘Create
Season’ action.

Enter the required information and select ‘Submit’.

A success message is displayed with the text ‘Season created successfully’.
When closed the new Season is displayed in the list of configured Seasons.

Selecting the ‘Edit’ action next to the Season Type will allow you to edit the ‘Season Type’.

After selecting ‘Submit’ a Success Message is displayed ‘Season updated successfully’.

Configured Seasons can be filtered from the Seasons Configuration page. To do this select a ‘Season Type’, Start
and End date or ‘Season Type’ and Start and End date and select ‘Search’. All Seasons configured meeting the
search criteria will be returned.
Season Types can be assigned at the Template level. To do this select the Discipline >> Configuration >>
Templates and select either ‘Add New’ or ‘Actions’ > ‘Edit Template’. The Dropdown field ‘Season Type’ is
displayed.

Select the dropdown to see all configured Season Types and select one. Any Course Instance configured using
this template will be populated with the appropriate ‘Season Type’.

A Season Type can be populated to a Sports Course Instance either through a Template or by selecting to
‘Override Template’ and selecting a ‘Season Type’

To assign a ‘Season’ select the dropdown to display a filtered list of assigned seasons to the selected ‘Season
Type’.

Note: The ‘Season’ field is required when the ‘Season Type’ field is populated.

The action to ‘Clear Season Configuration’ is displayed below, selecting this will clear both ‘Season Type’ and
‘Season’.
 6.5. SPECIFIYING A SEASON WHEN SEARCHING FOR A SPORTS COURSE IN BACK OFFICE

Search fields for ‘Season Type’ and ‘Season’ have been added to the ‘Advanced Search’

These fields can be used to refine searches further to assist in viewing courses and for Bulk operations.

Note: The ‘Season’ field is only selectable when the ‘Season Type’ field is populated.

Search fields for ‘Season Type’ and ‘Season’ have also been added to the ‘Course Move Search’.

These fields can be used to refine searches further to assist in ‘Course Move’ operations.

Note: The ‘Season’ field is only selectable when the ‘Season Type’ field is populated.
 6.6. SEND EMAIL CONFIRMATION FOR A CANCELLATION

Emails can now be sent to a customer on Cancellation of a Sports Course Booking.

As Default a standard Cancellation Email will be in place. This can be viewed and edited in Legend Back Office>
Configuration > Email Template

On the ‘Email Template’ page select the ‘Category’ dropdown and select ‘Sports Courses Email’

See the Email template ‘CourseBookingCancellationEmail’ displayed. Selecting ‘Actions’ > ‘Edit Email Template’
To email a member from a Sports Course, view the members course and select the Enrollees Tab. Select
‘Actions’ against the member and select the ‘Cancel Booking’ action.

Alternatively, you can search for the member using the search options, select the Current Courses tile and select
‘Actions’ next to the course.

Select ‘Cancel Booking’ to open the Booking Cancellation workflow and appropriate Course Cancellation Options
will be displayed.
Select the required radio buttons for the Repayment options and select ‘Next’. The Cancellation Summary page
is displayed

Select ‘Next’ and navigate to the ‘Email Options’ page. The ‘Send Email’ action is unchecked as default and the
Email Address is read only and displays the Email Address stored in Membership Management.

Checking the ‘Send Email’ checkbox makes the Email Address field editable and required. The Email address can
be overridden to any email by the user at this point.

Select the ‘Submit’ action will process the Booking Cancellation. A Success Message will be displayed to confirm
the cancellation.
 6.7. BULK CANCELLATION OF ATTENDEES EMAIL

The option to email on cancellation has also been added to the Bulk Cancellation workflow.

The Send Cancellation Email field is required and as default is set to ‘Select...’. The user must make the decision
to select either ‘Yes’ or ‘No’ to proceed.

On completion of the workflow the selected users will receive the configured cancellation email.
 7. ONLINE SERVICES

7.1. SEARCHING FOR A SPORTS COURSE BY SEASON IN ONLINE SERVICES

Customers are now able to filter Sports Courses in CMS by the assigned Season Type and Season. From the
Courses Search page select Search options action.

From here select the Season Filter header to expand it and display the Season Type and Season filters.

Select ‘Search’ to filter the displayed Courses.

Note: Only Current and Future Seasons are displayed for selection.

Note: Season Type and Season filters are only displayed when there are Season Types or Seasons configured.

8. BUG FIXES

 Non-Rolling Services display an incorrect end date in MM

 Statement text for usage of a credit note is a bit misleading
 Add to the waiting list not working online when booking restrictions are on
 Fee Collection - Contact Charge Schedules do not respect MCD value when greater than 28
 Error when preparing Fee Collections Run
 Member Services - After Cancelling Service Cannot Start New Service Until After Next Day
 FC: NZ bank accounts matching format ######0## should be regarded as 7-2 split not 6-3
 Scheduled Payment Plans view in FOH and Forward Billing are not user friendly and confusing
 Fix FOH PIN PAD integration to record which merchant ID registered the Card
 Back Office Cannot Extend Block Booking
 Cannot Change Membership in CM when lapsed
 Error received in back office when trying to view contacts on a run that contains duplicates for Mandrill
 Message in CMS states email address is invalid when you've timed out
 New Basket Transactions Incorrectly recorded as zero
 Secure browser backspace performs delete from the left of the full string
 Unable to use the 'X' close action on the Competencies Modal after a field has been edited
 Creating a Document Definition shows mandatory warnings on a new modal
 Add New Address modal in CM does not respect RegEx for mobile help text
 CM Upgrade/Renew Override Price permissions
 The app menu displays as empty in BO > Config > Doc Man
 Square brackets are now supported in "Contains" filters.
 It is now possible to create filters that compare one field with another field in the same query
 If an "End Date" is specified for a Scheduled Report, the report now runs on the specified end date
(previously, it ran for the last time on the day before). The Scheduled Reports page has been updated to
clarify this.
 Bulk Admin -> Clear Balance Reversal produces error
 Incorrect ordering in Legend.esp_product_getPOSBehaviour.sql
 FOH - Age Sorting for Bookings and Courses Does not Order Properly
 Edits to the course Edit Page
 Number of sessions allows typing of letters and causes ErrorPreviewing message
 SC Categories drop down in BO is very confusing when there are multiple subcategories are the same
but under a different main category
 Sector names display under the checkbox in SC Templates
 Back Office Online Ticketing: FOH Capacity Warning Levels not saving
 Comms Prefs show in Responsive My Profile when disabled
 Bank Control Display can be set to BACS/SEPA which causes invalid accounts in MM
 Fee Collection - Contact Charge Schedules do not respect MCD value when greater than 28
 FOH - sports course attendance on swipe
 Online Services - No Checks are made for Max overall online bookings against sub-type
 FOH Cash Management - UI Not refreshing when big bag is created causing next button to be greyed out
 Online ticketing - online cut off bug
 Online ticketing - template late payment cut off dates not respected then creating a session
 MM NZ - Bank Details Fields Intermittently Changing to Different Configuration
 Online Ticketing - Loyalty vouchers with 0 remaining can still be applied against ticketing sessions
 MM Upgrade Wizard - Upgrade Path Rules prevent Admin/Enrollment fee's from being charged
 Negative amounts in CMS display as £-<Value>
 Without the Security Token 'EM_CAN_ADD_CONTRACT_VERSION_EMAIL_MESSAGE' when validating if
you enter your details the validation closes with no message
 No Success message displayed when creating a Contract Version
 Schedule version compare doesn't work for schedules created in 1902 and earlier
 Error loading price for upgrading membership