Release Notes - Version 1.2.0

This is an exciting new release, where we have fixed a few minor bugs, and introduced lots of new features our users have been asking for!

Minor Bugs

We have fixed these minor bugs:

  • Contact notes - sometimes it was possible to still see the notes for a previously viewed contact when a new contact was created.

  • Responses - the selected response was not being highlighted.

  • Waiting Lists - we've tidied up the look of some parts of this area.

Better Error Messaging

As with any app, there can be moments when the connection to the internet or the the database are not working smoothly. We have introduced a comprehensive alert system now which will indicate that something is not working and recommend either that you try again, or re-login to the app.

Full Refund Implementation

We have now implemented a full system for being able to record refunds, and issue a refund instruction to the client's card through Stripe. See the updated lesson MF-5 in the documentation for all the details of how this works!

VERY IMPORTANT.. For the refund function to work with Stripe, you will need to regenerate two of your Stripe keys... details of how to do this are at the end of this page!

Credit Notes

When issuing a refund to a client, it is necessary to record the changed amount they should pay in the invoice area first. In previous versions of Workshop Angel, this was only possible by modifying the original invoice. There are disadvantages in doing this from an accounting perspective, so we have now also implemented the idea of creating an invoice with a negative amount due, which is known in the accounting world as a Credit Note. Details of how to create a credit note are in lesson MF-2, and how to allocate one to a payment are in lesson MF-4.

Cancelling Invoices

We have updated the concept of what is a cancelled invoice, and what is created when a booking is cancelled, in order to make things more consistent. See the section entitled "The Concept of a Cancelled Invoice" in lesson MF-2 for more details.

Deleting Invoices

If you manually create an invoice and include incorrect information, we now allow that invoice to be deleted forever within 24 hours of it being created.

Message Send Error Management

In previous versions, if you had an error sending a message, that error appeared in the Bookings - Messages area forever, even when you had fixed the sending problem.

There is now an option to label a sending error as "Fixed" so that it no longer appears as an error in the app. Details of how to do this are in the section "Marking An Error as Fixed" in lesson SM-5.

Mailing List Management

We have now implemented a complete mailing list management system. Each contact can have one or more Mailing Subscription items associated with their record to show their mailing list status. This allow for:

  • Ability to mark a contact as being subscribed to your mailing list

  • Different mailing lists for different brands you have defined

  • Ability to embed an "Add to Mailing List" window on your web site which automatically creates a new contact or updates to the mailing list preferences for an existing contact

  • Subscription to the mailing list via a "Mailing Permission" type of question placed on the booking form.

  • Management of the Mailing List from within Contacts view

  • Search for contacts who have subscribed to your mailing list and meet other criteria

  • Unsubscribe shortcode which you can add to the bottom of your emails and takes clients to an unsubscribe page.

See lesson MC-4 for all the details!

Updated Contact Displays

We have added new screens and functions within the Contacts area:

  • New Activities screen shows which activities a contact has attended.

  • New Mailing screen allows management of mailing list subscriptions

  • Finances screen now includes listing of payments. The Add Invoice button has moved to this screen, and there is an Add Payment button too

  • Email button is now directly available on the contact listing and details screen as well as on the View List screen

  • See the updated lessons MC-1 and MC-2 for further details.

New [Invoice Details] Shortcode

  • We have introduced a new shortcode [Invoice Details] which you can place at the bottom of attendee messages. This gives all the details of their invoicing situation, including the amount outstanding, all the individual invoice items ordered, payments made, and the status of their complete payment schedule. See lesson DM-6 for all the details!

How to Update Your Stripe Keys

There are two Stripe keys that need replacing in Settings - Booking Form Settings.

Stripe Restricted Key (Stripe TEST mode)

Within your Stripe account:

  1. On the top right hand side, select 'Developers' and set 'Test Mode' to be on (switch becomes orange).

  2. On the left side menu, click 'API keys'.

  3. In the 'Restricted Keys' box, click on [+ Create restricted key].

  4. In the Key name box, enter 'Workshop Angel Refunds'.

  5. In the following list of boxes, leave all entries at 'None' except for: - Balance: set to 'Read' - Charges: set to 'Write' - Payment Intents: set to 'Write' - Setup Intents: set to 'Write'

  6. Scroll down to the bottom and click on [Create Key]

  7. An entry appears in the Restricted Keys area called 'Workshop Angel Refunds'. Click on the 'Reveal Test Key' button for this entry.

  8. The key will be revealed, started with 'rk_test'. Click anywhere on the key to copy its contents to your clipboard. In Workshop Angel for the field 'Stripe Restricted Key (Stripe TEST mode)':

  9. Click on [Change].

  10. Paste the value into this field

  11. Click on [Save]

Stripe Restricted Key (Stripe LIVE mode)

Within your Stripe acount:

  1. On the top right hand side, select 'Developers' and set 'Test Mode' to be off (switch becomes grey).

  2. On the left side menu, click 'API keys'.

  3. In the 'Restricted Keys' box, click on [+ Create restricted key].

  4. In the Key name box, enter 'Workshop Angel Refunds'.

  5. In the following list of boxes, leave all entries at 'None' except for: - Balance: set to 'Read' - Charges: set to 'Write' - Payment Intents: set to 'Write' - Setup Intents: set to 'Write'

  6. Scroll down to the bottom and click on [Create Key]

  7. A box appears called 'Your new API key'. Click anywhere on the key's text to copy it to your clipboard. (this is the only time you will be able to see what the key is and to copy it without creating a new one!) In Workshop Angel for the field 'Stripe Restricted Key (Stripe LIVE mode)':

  8. Click on [Change].

  9. Paste the value into this field

  10. Click on [Save]

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