Release Notes: June 29, 2026

What's New

Our latest updates give operators significantly more control over household and junior management while streamlining checkout and accounting workflows. Headlining this release is Phase 1 of Junior Account Customer Types, allowing operators to assign specific customer types directly to children's profiles for better data management, paired with a brand-new Family Report for quick parent-child cross-referencing.

Key Highlights

• Junior Account Upgrades: Customer Types can now be applied directly to child profiles rather than just parents, laying the groundwork for upcoming restrictions on courses and subscriptions.
• New Family Report: Easily search for child profiles to view responsible guardians, contact info, and eligibility rules in a single CSV-exportable view.
• POS Age Restrictions: Staff-assisted checkouts now surface clear warnings - with optional checkout blocking - when a purchaser doesn't meet a product's age requirements.
• Enhanced Integrations: Enjoy cleaner GA4 purchase tracking via Google Tag Manager, and smarter dropdown filtering in QuickBooks Online to completely eliminate sync rejections.
• Key Fixes: Resolved issues surrounding multi-session credit packages, auto-renewing discount longevity, and expanded Off-peak settings access to standard staff roles.

What's New

Customer Types for Junior Accounts (Family Members)

This is the first phase of a series of upcoming updates designed to give operators significantly more control over junior accounts. Moving forward, customer types will dictate access to sessions, courses, and our upcoming Clubs feature, as well as allow operators to restrict subscription sales.

Customer Types can now be applied to junior accounts (family members). This means junior profiles can hold the same Customer Type information as adult accounts, rather than relying solely on the parent/guardian’s profile.

Why this matters (for Operators)

• More accurate customer records: You can maintain Customer Types at the level of the person actually participating (e.g., a child in a program), keeping your data cleaner and easier to manage.
• Better support for family account setups: Junior accounts are now first-class citizens for Customer Type management, reducing workarounds and ambiguity when managing households.

Operator impact

• You may see Customer Type options available when viewing or managing junior/family member profiles, not just the primary account holder.
• This change is foundational data support; it’s designed to make junior profiles behave more consistently across the platform.
• Assigning customer types: Visit the parent account and Family, click/tap on the three dots in the first column, and select + Customer Type and assign all required customer types

Notes

No action is required to benefit from this update - junior accounts can now be managed with Customer Types going forward.

Family Report (Reports → Customers)

You can now generate a Family Report to quickly look up a child and see the responsible parent/guardian details alongside key information - making it easier to resolve billing, account, and eligibility questions in one place.

What’s included

• Search for a child using common identifiers (e.g., name / member details).
• View the child’s responsible parent(s) and key contact details.
• See relevant child-level attributes such as competencies and customer type(s).
• Filter by location and status to narrow results.
• Export to CSV to share or work with the same data outside the platform.

Why it matters

• Faster customer support resolution and fewer manual cross-checks between records.
• Clear visibility when a child has no responsible parent listed (or multiple), so you can correct the account as needed.

What's Been updated

POS age restriction checks (warning + optional blocking)

We’ve improved how age-restricted products behave in Point of Sale so it better matches your self-serve Service Store experience.

• Age restriction warnings in POS: When a cart includes an age-restricted product and the selected purchaser/participant is outside the allowed age range, POS will now surface a clear warning showing the affected item(s) and the expected age range.
• Optional checkout blocking (configurable): If enabled in your POS settings, checkout will be blocked until any age-restriction conflicts are resolved (e.g., change the purchaser/participant, remove the item, or choose an eligible product).
• No change to self-serve: The Service Store continues to block ineligible purchases as it does today.

This helps reduce incorrect sales, avoids follow-up refunds/corrections, and keeps rules consistent across your customer-facing and staff-assisted checkout flows.

GA4 purchase tracking on Clava-hosted booking pages (via GTM)

You can now more reliably track completed purchases in Google Analytics 4 using Google Tag Manager on Clava-hosted booking pages. This improves conversion measurement for operators running paid campaigns and helps ensure purchase activity is captured cleanly for reporting and optimisation.

What this means for you

• Better visibility of completed checkouts in GA4
• Stronger conversion signals for Google Ads optimisation
• More consistent ecommerce reporting across your Clava instance

(If you use GTM, confirm your GA4 setup is configured to send ecommerce data from the data layer on the purchase/confirmation step.)

QuickBooks Online Integration Enhancements

We’ve optimized our QuickBooks Online (QBO) and Xero account mapping interfaces to prevent configuration errors and ensure smoother accounting syncs.

What's Changing?

Previously, the configuration dropdowns showed all active accounts, which could accidentally lead to sync failures if accounts requiring extra details (like Customer/Vendor IDs) were selected. We've introduced smarter filters to keep your mappings clean and accurate.

• Filtered General Account Mapping: The general ledger account list now automatically excludes accounts that cause sync failures in aggregated sales journals - specifically Accounts Receivable (A/R), Accounts Payable (A/P), and system-reserved accounts (like Undeposited Funds and Opening Balance Equity).
• Targeted Tax Rate Mapping: When mapping your tax rates, you will no longer see the entire general ledger list. The dropdown is now powered by a dedicated endpoint that isolates only valid liability and tax-paid accounts.

Why This Matters

• Zero Sync Failures: Eliminates QuickBooks sync rejections caused by missing EntityRef attributes or invalid summary journal entries.
• Cleaner Interface: Reduces clutter in your dropdown menus, making it faster and easier to map accounts correctly the first time.

This update is live and automatically applied to your accounting connection settings.

What's been fixed

Multi-session credit package

Fixed an issue in the new multi-participant session booking flow where customers could book a multi-session credit package while only being charged a single credit, even when the session required multiple credits.

This ensures credit usage now matches the session’s required credit amount, helping keep customer balances and reporting accurate in your instance.

Auto‑renewing discount renewals for packs/subscriptions

We’ve resolved an issue where discounts set to apply across multiple (or unlimited) auto‑renewals could stop applying after the first renewal, which could result in customers being charged full price earlier than expected.

Your customers’ renewals should now correctly continue to receive the discount for the configured number of renewals.

Off-peak access now respects Roles & Permissions.

Operators can now manage Off-peak settings based on the roles assigned to staff in your instance - users with the appropriate permissions will be able to access Off-peak without needing Super Admin access.