2004 Release Notes

Date Prepared: 22/05/2020

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Front Of House ...................................................................................................................................................4
1.1. VSO #91684 Related Waitlist Removal .......................................................................................................4
1.2. VSO #104710 Additional Contact Fields in FOH .........................................................................................5
1.3. VSO #102748 Rename And Display (Or Remove) "Home Club" In FOH .....................................................6
1.4. VSO #104742 Single Name Entry In Front of House ...................................................................................9
1.5. VSO #106951 Change 'Sports Course' Term To Sports Courses ...............................................................10
1.6. VSO #92918 Lock Online Ticketing Item In Basket ...................................................................................11
1.7. VSO #95072 FOH: Interchangeable Terminology: "Booked And Registered" ..........................................13
1.8. VSO #107223 Generate Member Events For Sports Course Waiting Lists...............................................15
1.9. VSO #105839 Display Resident (Vicinity) Status For A Contact In FOH ....................................................15
1.10. VSO #105702 Respect Default "Bookable From Date/Time" When Booking A Sports Course (FOH) ..16
2. Membership Management...............................................................................................................................17
2.1. VSO #104879 Additional Contact Details Fields in MM ...........................................................................17
2.2. VSO #97957 FOH Member Events Record The Authorised User Against Override Actions.....................19
2.3. VSO #107878 "Last Name / Single Name" Field Label If Single Name Entry Enabled In MM ..................19
2.4. VSO #86494 Termination Reason Maintained .........................................................................................21
3. Control Panel ....................................................................................................................................................22
3.1. VSO #108455 Ordering Of Cost Centres In Org Unit Config .....................................................................22
3.2. VSO #103311 V2 Visibility Rules In Control Panel ....................................................................................23
3.3. VSO #98836 Optionally Apply Enrolment Fees For Renewals In MM AND CM .......................................23
4. Fee Collection ...................................................................................................................................................25
4.1. VSO #91348 Bi-Weekly (Fortnightly) & Quarterly Payment Option For Member Services .....................25
5. Legend Sales .....................................................................................................................................................27
5.1. VSO #110881 Country Selection - Additional Address Details in Legend Sales........................................27
6. Online Services .................................................................................................................................................28
 6.1. VSO #99114 Multi-language Toggle In Online Services ............................................................................28
6.2. VSO #96877 Responsive Online Services Improvements – Order Of Upcoming Bookings ......................29
6.3. VSO #96898 improved icon when adding to waiting list in online services .............................................29
6.4. VSO #107055 Add/Edit Work Contact Details In Online Services - My Profile Page ................................29
6.5. VSO #104712 Additional Contact Details Fields In Online Services - My Profile Page .............................30
6.6. VSO #94907 Friendly Name For Tokenised Cards In Online Services.......................................................31
6.7. VSO #87023 Email When Memeber Cancels A Sports Course Booking In Online Services ......................32
6.8 VSO #111916 Dutch Available as a language in Online Services ..............................................................32
7. Back Office Configuration .................................................................................................................................32
7.1. VSO #107714 "Last Name / Single Name" Field Label If Single Name Entry Enabled In Back Office .......32
7.2. VSO #38639 Duplicate Checker Returns Correct Terminology ................................................................33
7.3. VSO #102743 Rename And Display (Or Remove) "Home Club" In BO .....................................................33
7.4. VSO #34451 Quick Add "Membership" Confirmation Before Saving .......................................................37
8. Customer Communications ..............................................................................................................................37
8.1. VSO #90349 Confirmation Step When Running A Campaign ...................................................................37
9. Event Management ..........................................................................................................................................38
9.1. VSO #79658, #103776, #103778 Add Excluded Status to Events.............................................................38
9.2. VSO #105385 CMS Booking Workflow Changes - Event Creation ............................................................40
9.3. VSO #104730 Resource Calendar Views ...................................................................................................41
10. Sports Courses ..................................................................................................................................................42
10.1. VSO #107244 Waive Admin Fee In Bulk Move .....................................................................................42
10.2. VSO #105686 Create Sports Course Instance With A Default Absolute "Bookable From Date/Time" 44
10.3. VSO #102776 Applying Visibility V2 Rule To Sports Courses In Back Office .........................................46
10.4. VSO # 109000 Course Name For Sports Courses..................................................................................48
10.5. VSO #99234 Capture And Display Who Is Responsible For The Administration Of A Sports Course...49
10.6. VSO #102042 Configuring Bookability Rules For Sports Courses Based On Vicinity ............................51
10.7. VSO # #106508 Impliment Vicinity Based Bookability Rules For Sports Courses .................................51
11. Tasks & Customer Management ......................................................................................................................52
11.1. VSO #38943 Filter By Contact Name In My Contacts ...........................................................................52
12. API .....................................................................................................................................................................52
12.1. VSO #105552 Single Name In Joining API .............................................................................................52
12.2. VSO # 102670 Change Sports Course Search API .................................................................................53
12.3. VSO #102205 3rd Party Join To Leave Debt On The Account...............................................................54
13. Back Office ........................................................................................................................................................54
13.1. VSO #104713 Single Name Configuration And Entry For A Contact In Back Office .............................54
14. Bug Fixes ...........................................................................................................................................................56
 1. FRONT OF HOUSE

1.1. VSO #91684 RELATED WAITLIST REMOVAL

The system will allow staff to remove customers from Sports Course waitlists when they have registered from a
waitlist from one of those Sports Courses.

Pre Requisites and Configuration

• This will only be used for the "wait for specific course" option.
• This functionality will not include continuous courses.
• A Sports Course on the waitlist is classed as related if it is:
o Of the same Discipline.
o And at the same Level.

Definition of ‘Conflicting’ in this context: Sports Courses are classed as conflicting if they are during the same
time period. (You cannot be in two places at the same time.)

Booking through Front Of House

When a member is booked onto a Sports Course through Front of House and there are related Sports Courses in
their waitlist, after clicking the "Enrol" button to enrol the Member on to a Sports Course and successfully
adding the item to the basket

The user will be shown the related wait list items and then have the option to remove the member from all,
none or some of the 'related' waitlists

Remove all
Remove selected

Once these are confirmed and the payment is processed for the transaction(s) the member will be removed
from the waitlists selected.

1.2. VSO #104710 ADDITIONAL CONTACT FIELDS IN FOH

Additional Address information can now be captured in FOH in the Quick Add form when creating a member
record.

The new fields ‘Country’, ‘Work Phone Extension’, ‘Emergency Contact Extension’ as well as Secondary
Emergency Contact details including ‘Secondary Emergency Contact Name’, ‘Contact Number’ and ‘Contact
Number Extension’.

The existing "Secondary Address" field in FOH will also be renamed to "Address 2" for consistency with other
Legend applications.

Quick Add Form

1.3. VSO #102748 RENAME AND DISPLAY (OR REMOVE) "HOME CLUB" IN FOH

The option to remove the need for selection and display of Home Club has been added to allow customers to
have greater control of the information requested and displayed for end users and staff in Front of House. The
Home Club concept will no longer be applied in the same way.

Remove and Default Home Club

For Remove Home Club be applied to Front of House open Back Office > Configuration > General Configuration
and select the ‘Remove Home Club’ dropdown. Select the Dropdown and select ‘Yes’.

Select ‘Save Changes’ to apply.

Note: If the Remove Home Club functionality is being used then a Default Club must also be configured.

To set a Default Home Club to be applied in FOH open Back Office > Configuration > General Configuration and
select the ‘Default Home Club’ dropdown. See the Search field and enter the name of the Club to use as the
Default.

Note: This works in tandem with the Remove Home Club dropdown and is applied when Remove Home Club is
set to YES. The member still requires having a default club assigned even if this is not displayed in the UI

Select ‘Save Changes’ to apply.

Stock Text Change for ‘Home Club’

The user also has the ability to change the stock text configuration for the existing ‘Home Club’ rather than
remove it completely. This can be accessed from BO. Configuration > Stock Text > Category > Club Text > Actions
> Edit

The label can be renamed to the requirement of the user depending on their needs. For the below example, the
text ‘Home club’ has been replaced with the word ‘label’. Saving changes applies this in Front of House.

Display Changes in Front of House

For change booking club, remove Home Club set to YES. Previously the label would read ‘reset to Home Club’
with this setting the label has been changed to ‘Reset to default booking club’

For change booking club, remove Home Club set to NO. Previously the label would read ‘reset to Home Club’
With this setting plus a stock text change the label has been changed to ‘Reset to label’
Remove Home Club set to YES. The reference to Home Club has been completely removed in the member
passport

Remove Home Club set to NO

Previously the label would read ‘reset to Home Club’ in the member passport
With this setting plus a stock text change the label has been changed to ‘label’

1.4. VSO #104742 SINGLE NAME ENTRY IN FRONT OF HOUSE

Front of House is now capable of supporting single names through the Quick Add member form, whenever a
contact is created.

To enable single name, you will need to navigate to Back Office > Configuration > General Configuration.
The setting is applied at enterprise level

When the setting is applied the ability to enter a single name only will be supported. This will be entered in the
surname text field highlighted (as required) below. Both first and last name entry is no longer compulsory.
When the form is saved there will be a warning pop up to confirm that a single name only has been entered for
this contact. Selecting no will take the user back to the form. Selecting yes will allow the user to move through
the screens to create the member.

1.5. VSO #106951 CHANGE 'SPORTS COURSE' TERM TO SPORTS COURSES

Stock Text within Front of House can now be customised to allow name changes from eg ‘Sports Courses’ to
‘Sports Courses’. Sports Course Details such as Session Inventory or Session Price can also be given a custom
name.

To customise the Session Price, you will need to navigate to Back Office > Configuration > Stock Text > Category
> Sports Courses > SportsCourseShortNameNonPlural > Actions > Edit
The stock text can be changed and saved with a custom name of choice.

When FOH is re-opened, Sports Course details now displays the new terms ‘Sports Course Inventory’ and ‘Sports
Course Price’.

1.6. VSO #92918 LOCK ONLINE TICKETING ITEM IN BASKET

New functionality has been introduced to prevent online tickets being booked at the same time by multiple
users. In essence, when an online ticketing item is added to the basket, it is locked.
When the item is removed from basket, it is unlocked and available for purchase again.

Online tickets will also expire if left in the FOH basket for too long. The expiry time in minutes can be set by
Legend Support. A default time is set of 20 minutes, but a custom amount can be specified in your request to
Legend Support.

Open Front of House and select Bookings > Online ticketing > [session of your choice]
A screen similar to the one below will load
Then selects 2 tickets via the below screen

They will be added to the basket and the available tickets remaining will be updated. This is reflected in Back
office and Online. If the tickets are removed from the basket again this will update in the main screen, in Back
office and Online
 1.7. VSO #95072 FOH: INTERCHANGEABLE TERMINOLOGY: "BOOKED AND REGISTERED"

Additions have been made to the available stock text substitutions for the Sports Course area of FOH.
Users will now be able to view the term "registered, as opposed to "booked".

Anywhere the term ‘Book’ (or the variations of the word ‘book’) is present in FOH (Sports Courses) can be
substituted for the word ‘Register’

Select Action > Edit > Save to configure the new terminology

Examples how the text substitutions will look in FOH

Book/Booking > Register/Registration

Bookability/Bookable > Registrable

Booked

Bookings

Overbook
 1.8. VSO #107223 GENERATE MEMBER EVENTS FOR SPORTS COURSE WAITING LISTS

A number of Member Events are required for actions on Waiting Lists for Sports Courses.

Member Events will now be generated and viewed in FOH member info > events when:

Adding and removing a Member to and from a Waiting List

Removing a Member from a Waiting List to resolve conflicts with other Waiting Lists/Sports Courses

Moving a Member up/down to another position in a Waiting List

Moving a Member from a Waiting List to a Sports Course

1.9. VSO #105839 DISPLAY RESIDENT (VICINITY) STATUS FOR A CONTACT IN FOH

Users will be able to clearly identify whether or not a Member has a resident status and to which vicinities the
Member is a part of. This will provide an easy way of identifying whether or not a Member qualifies for
privileges afforded to residents in FOH.

Vicinities are configured in Control Panel. Data > Vicinities

Chosen postcodes can be assigned to the various vicinities created by the user. Any member who has the
configured postcode and therefore belongs to a specific vicinity can now have those details displayed clearly in
the Member info section of Front of House.

Now, when a contact is part of one or more vicinities, each vicinity will be identifiable. The new tab can be
accessed via Member Info> Eligibility

The below member has a YO Postcode (which was configured against the ‘York’ and also ‘Test’ vicinity in Control
panel) and displays as such.

The vicinity status will either be locked or unlocked. Unlocked status means the vicinity has not been overridden.

Both the ‘Vicinity’ (tab) and ‘Vicinity status’ can also be re configured in Back Office, using the stock text
function. Front of House will honour the terminology used here.

1.10. VSO #105702 RESPECT DEFAULT "BOOKABLE FROM DATE/TIME" WHEN BOOKING A
SPORTS COURSE (FOH)

Front of House will respect the default "Bookable from Date/Time" when booking a Member onto a Sports
Course. This will ensure members can only be booked on to a Sports Course from an agreed, specified
date/time.

The default bookability date is configured in the Sports course template in Back office.
Select the ‘Assign Default Bookibility Date’ radio button and then choose the date and time the course can be
booked from.

Note – These default booking date/times can be used in tandem with a bookability rule or independently. But if
the user requires a specific Date and time to be honoured and it is used alongside a rule which allows a wider
booking period then the earlier date will be respected.

In Front of House the default ‘Bookable from Date/Time for the Sports Course will be respected. When the
sports course is selected the date and time configured will be populated in the course details. The ‘earliest
bookable date will be displayed.

No member can be booked onto this Sports Course before the date/time.
If there is no bookable from Date/Time configured Front of house will display ‘earliest bookable date is n/a’.

2. MEMBERSHIP MANAGEMENT

2.1. VSO #104879 ADDITIONAL CONTACT DETAILS FIELDS IN MM

Additional contact information can now be captured in MM when creating and maintaining a member record.
The new fields ‘Country’, ‘Work Phone Extension’, ‘Emergency Contact Extension’ as well as Secondary
Emergency Contact details including ‘Secondary Emergency Contact Name’, ‘Contact Number’ and ‘Contact
Number Extension’.

The existing "Secondary Address" field in FOH will also be renamed to "Address 2" for consistency with other
Legend applications.

The additional contact details are present on the member details page. Once in edit mode these details can be
updated and saved

The same new additional fields appear here on creation of a new member. Once saved they will be displayed on
the member details page. Detailed above
 2.2. VSO #97957 FOH MEMBER EVENTS RECORD THE AUTHORISED USER AGAINST OVERRIDE
ACTIONS

Additional authorisation information can now be captured in MM > Member events when approving certain
overriding actions in FOH. Currently an Event is generated with only the logged in username recorded against
the Member Event when authorisation is required in FOH.

Capturing the authorising user in Member Events will provide a fuller picture of the override event.

The additional details are present on the Event Details page in MM. Double clicking on an authorised event now
illustrates the Operator – who was logged in, and the Authoriser – who authenticated the action.

2.3. VSO #107878 "LAST NAME / SINGLE NAME" FIELD LABEL IF SINGLE NAME ENTRY
ENABLED IN MM

Member Management is now capable of supporting single names through the New Member Wizard and
displaying in the member details screen, whenever a contact is created or edited.

To enable single name, you will need to navigate to Back Office > Configuration > General Configuration.
The setting is applied at enterprise level.

When the setting is applied the ability to enter a single name only will be supported in the new member wizard.
This will be entered in the last name text field. Both first and last name entry are no longer compulsory. When
enabled the label will state ‘Last name/Single name’ to indicate that both (or single name) options are still
available to the user if they choose

Removing the first name and continuing to create the member with a single name only will produce the
following prompt:

This is to confirm that a single name only has been entered for this contact. Selecting no will take the user back
to the page. Selecting yes will allow the user to move through the wizard screens to create the member.

When the setting is applied the ability to enter a single name only will be supported in the member details page.
This will be entered in the last name text field. Both first and last name entry are no longer compulsory. When
enabled the label will state ‘Last name/Single name’ to indicate that both (or single name) options are still
available to the user if they choose.
Removing the first name and continuing to create the member with a single name only will produce the
following prompt:

This is to confirm that a single name only has been entered for this contact. Selecting no will take the user back
to the page. Selecting yes will allow the user to save the edit for the contact.

2.4. VSO #86494 TERMINATION REASON MAINTAINED

Current functionality means that cancelling a payment instruction at the bank will currently override a manually
entered Termination Reason in Member Management.

This development will give the user the ability to configure whether a termination reason is maintained or as is
current functionality, be overridden. This will more accurately establish why members are leaving.

Please contact Legend Support to complete this configuration.

If the tick box labelled ‘Fee Collection Termination Reason Overrides Current Termination Reason’ is not
selected. This will maintain termination reasons given in Member management

If the tick box is selected the Fee Collection Termination Reason Overrides Current Termination Reason in
member management and a member event will be created
 3. CONTROL PANEL

3.1. VSO #108455 ORDERING OF COST CENTRES IN ORG UNIT CONFIG

User will be able to a list of Cost Centre and their Description in alpha/numeric order (ascending) when
providing Organisational Unit Configuration.
 3.2. VSO #103311 V2 VISIBILITY RULES IN CONTROL PANEL

The configuration for Visibility rules is held within Control Panel > Data > Booking > Set up Advance
Booking Notice Periods. Note: the visibility option is only configurable for the booking type Sports Courses and
not Classes. You have the options to configure alongside a bookability rule, or as a standalone visibility rule. The
visibility rules are configured against a sports course and are not dependant on a member agreement or service.
You have the options to configure visibility;

• N days before the start date

o hours before start or
o actual time of day
• N days before season start date
o hours before start or
o actual time of day
• N days after season start date
o hours before start or
o actual time of day

3.3. VSO #98836 OPTIONALLY APPLY ENROLMENT FEES FOR RENEWALS IN MM AND CM

When renewing a membership, the member is charged an enrolment fee which they will have already paid upon
initially joining. An enrolment fee does not always apply at renewal of a membership. Functionality has been
added to allow the configuration of an agreement/membership to not charge/charge an enrolment fee on
renewal, if the renewal wizard is used.

As an operator the user now has the option not to charge an enrolment fee when a member renews, as they will
have already paid this upon first enrolment. The user can choose to not charge enrolment fees for MM & Back
Office renewals. This configuration is set in Control Panel and can be set at three levels.

Global Setting

Open Control panel and navigate to Global Settings>Wizards (2)

A check box has been added to ‘Waive renewal enrolment fee for MM & CM’. If the box is checked when a
member is renewed the enrolment fee will be waived and show as zero.
Agreement

The decision to waive the enrolment fee on renewals can be inherited from the global setting or overridden at
this level. With the options, ‘inherit’ ‘yes’ or ‘no’.

Open Control Panel >agreement management>select an agreement

A drop down has been added to ‘Waive renewal enrolment fee for MM & CM’.
Agreement Pricing

The decision to waive the enrolment fee on renewals can be inherited from the global setting or overridden at
this level also. With the options, ‘inherit’ ‘yes’ or ‘no’.

Open Control Panel >agreement management>select an agreement>select a pricing type

A drop down has been added to ‘Waive renewal enrollment fee for MM & CM’.

4. FEE COLLECTION

4.1. VSO #91348 BI-WEEKLY (FORTNIGHTLY) & QUARTERLY PAYMENT OPTION FOR MEMBER
SERVICES

Legend users will now have the option to offer members Bi-Weekly (Fortnightly) & Quarterly Payment options.
There are 2 options where these Payment Cycles can be configured, the first one is Agreements and the second
one is against Member Services.

Agreement based Bi-Weekly (Fortnightly) & Quarterly Payment Options:

The configuration is completed the same as a normal Price Type setup within Legend Control Panel > Agreement
Management, the only change would be the Payment Cycle.
Member Services based Bi-Weekly (Fortnightly) & Quarterly Payment Options

The configuration for the Member Services will be configured in Legend Control Panel > Data > Member >
Member Services.
 5. LEGEND SALES

5.1. VSO #110881 COUNTRY SELECTION - ADDITIONAL ADDRESS DETAILS IN LEGEND SALES

A new country dropdown has been added to the Legend Sales application. There will now be a pre-determined
list of countries that can be selected for the Prospect Address, as has been implemented elsewhere in FOH and
MM when providing/amending an address.

Open Sales application > New Contact > Address

 6. ONLINE SERVICES

6.1. VSO #99114 MULTI-LANGUAGE TOGGLE IN ONLINE SERVICES

The language toggle that allows your members to switch between English and French has been improved. It is
now a drop down that allows the user to select a language.

It will now display the native language name making it easier for the member to know what language they are
viewing and changing to.

The language will need to be enabled by Legend Support for it show in the drop down. If you wish to fully
configure the language before enabling, please ask for the language to be put into configuration mode. You will
need to submit another ticket to enable it.

Some areas will require you to add translations yourself using the Language Importer tool in Control Panel, it can
be found in the Data menu. Documentation on this can be obtained from Legend Support. For emails and stock
text will require you to add the translation in Back Office in the configuration area, the locations are provided
below.
 Emails – Back Office > Configuration > Email Templates
 Stock Text – Back Office > Configuration > Stock Text

Any missing translations will fall back to English (UK).

Please note that some languages may not be fully supported at this time. However, it will display the
translations you have added yourself. Please contact Legend Support to discuss your options or answer any
questions you may have.
 6.2. VSO #96877 RESPONSIVE ONLINE SERVICES IMPROVEMENTS – ORDER OF UPCOMING
BOOKINGS

Online Users will now be able to View Bookings in chronological order with the soonest showing first.

6.3. VSO #96898 IMPROVED ICON WHEN ADDING TO WAITING LIST IN ONLINE SERVICES

When adding to a booking waiting list in Online Services, a suitable icon indicates that I am adding myself to
the waiting list.

6.4. VSO #107055 ADD/EDIT WORK CONTACT DETAILS IN ONLINE SERVICES - MY PROFILE
PAGE

In the My Profile Section of customers CMS Accounts there is now a section that allows the capture of Work
Address, Work Phone Number and Work Phone Extension Number.

This is located within a CMS Account upon selecting the ‘Profile’ Link:
 6.5. VSO #104712 ADDITIONAL CONTACT DETAILS FIELDS IN ONLINE SERVICES - MY PROFILE
PAGE

There has been the option for a second Emergency Contact in the ‘My Profile’ Section of the CMS Site.

Navigate to Legend CMS site and select the ‘My Profile’ link:
Note: The headings have been changed to make the information clearer.

6.6. VSO #94907 FRIENDLY NAME FOR TOKENISED CARDS IN ONLINE SERVICES

When adding a card on a member’s online profile there is now an option to give the card a nickname or friendly
name. The name field is valid for up to 10 numerals or 100 characters. Both the friendly name and cardholder
name will be shown within the Payment Options page and when using in the online basket. You can also choose
to enter no friendly name.
 6.7. VSO #87023 EMAIL WHEN MEMEBER CANCELS A SPORTS COURSE BOOKING IN ONLINE
SERVICES

When cancelling a sports course for a group contact, both the group administrator and the course participant
will receive an email confirming the cancellation details.

6.8 VSO #111916 DUTCH AVAILABLE AS A LANGUAGE IN ONLINE SERVICES

There is now the option of Dutch as a language in Online Services:

Please contact the Helpdesk if you would like this option turning on.

7. BACK OFFICE CONFIGURATION

7.1. VSO #107714 "LAST NAME / SINGLE NAME" FIELD LABEL IF SINGLE NAME ENTRY
ENABLED IN BACK OFFICE
When the Single Name setting is enabled (Back Office > Configuration > General Setting) the last name field will
now display ‘Last Name / Single Name’, this gives clear indication to the user where to enter a Single Name.

7.2. VSO #38639 DUPLICATE CHECKER RETURNS CORRECT TERMINOLOGY

When adding a new prospect in Back office > Tasks, if duplicated details are detected a warning banner appears
in the modal. Clicking ‘View’ will bring up a summary of the duplicates. The acceptance button has been re-
worded to ‘Create new’ from ‘Create New Prospect’.

7.3. VSO #102743 RENAME AND DISPLAY (OR REMOVE) "HOME CLUB" IN BO

The option to set a Default Home Club and/or to Remove Home Club has been added to allow customers to have
greater control of the information requested and displayed for users and staff.

Note: This feature is only applicable to responsive sites.

To set a Default Home Club to be applied Club open Back Office > Configuration > General Configuration and
select the ‘Default Home Club’ dropdown. See the Search field and enter the name of the Club to use as the
Default.

Note: A New Club can be configured for this purpose. This setting can be used with or without the ‘Remove
Home Club’ Setting
Select ‘Save Changes’ to apply.

CMS DISPLAY

With ‘Default Home Club’ is populated all instances of ‘Home Club’, or alternative Home Club Stock Text, will
default to the given club.

This can be seen in areas such as the Create New Account, Profile page and Create New Contact Group Contact:

Note: A New Club can be configured for this purpose. This setting can be used with or without the ‘Remove Home
Club’ Setting.

BACK OFFICE

Search fields for Home Club will display prepopulated with the Default Home Club when this has been configured
where previously the Location selected in Back Office was used. This can been seen in the Omni Search, Sports
Courses Contact Search and Create New Prospect/Member.
Where previously read only this field remains read only but its populated with the Default.

REMOVE HOME CLUB – CONFIGURATION

For Remove Home Club to be applied to the system open Back Office > Configuration > General Configuration
and select the ‘Remove Home Club’ dropdown. Select the Dropdown and select ‘Yes’.
Select ‘Save Changes’ to apply.
Note: If the Remove Home Club functionality is being used then a Default Club must also be configured.

CMS DISPLAY

With ‘Remove Home Club’ set to ‘Yes’ instances of ‘Home Club’, or alternative Home Club Stock Text, will not be
displayed.
This can be seen in areas such as the Create New Account, Profile page and Create New Contact Group Contact.

Note: This will not affect the 5 Step Joining process as this Non Responsive

BACK OFFICE

With ‘Remove Home Club’ set to ‘Yes’ instances of ‘Home Club’, similar text or alternative Home Club Stock Text,
will not be displayed. This will also cover Search fields and Search results.
Contacts created in this way will have their Home Club populated as the default Home Club for internal
processes. This will be hidden in the UI.

7.4. VSO #34451 QUICK ADD "MEMBERSHIP" CONFIRMATION BEFORE SAVING

When joining a Quickadd member through Legend Back Office, the membership options are now shown as radio
buttons and can be selected or deselected before saving to confirm the right membership option is chosen
before saving.

8. CUSTOMER COMMUNICATIONS

8.1. VSO #90349 CONFIRMATION STEP WHEN RUNNING A CAMPAIGN

When pressing ‘Run’ on a campaign, a confirmation message will appear asking whether you would like to
continue to run the campaign or if you would like to cancel without running the campaign.
 9. EVENT MANAGEMENT

9.1. VSO #79658, #103776, #103778 ADD EXCLUDED STATUS TO EVENTS

An event can now be set to a new status called “Excluded” when it is being copied. The status means the
following;

 The event can be edited

 Events will not show in lists by default
 Events will not be included in schedule invoices
 Cannot have charges raised against them
o Can add inventories however billing will not be raised
 Cannot Add Attendees
 Cannot reserve resources
o Can add extra ones if needed
 Can add accommodation
 Is included in a schedule template when it is created

The event search has been updated to allow users to find any excluded events.

Excluded events are denoted by the following symbol

When viewing the event, you can see the status in the details tile

When creating a new schedule from a template, you will be given the option just like copying if you want to
exclude event.

Excluded events can be included in your contract versions, by adding the following merge fields,

 Repeat/Table: ExcludedEvents
o Id
o EventName
o Status
o ClubName
o CreatedByUserName
o DepositModel
 DepositModel.TotalAfterDiscountsIncludingTax
 DepositModel.TotalAfterDiscountsWithoutTax
 DepositModel.TotalBeforeDiscountsIncludingTax
 DepositModel.TotalBeforeDiscountsWithoutTax
 DepositModel.Tax
 Repeat/Table: DepositModel.TaxBreakdown
o TaxCode
o TaxRate
o TaxAmount
 9.2. VSO #105385 CMS BOOKING WORKFLOW CHANGES - EVENT CREATION

New functionality has been added to Facility Bookings in Online Services to allow configuration of inventory
items against Event Types. When creating an event, bundles containing mandatory and non-mandatory extra’s
will now be shown.

Pre Requisites and Configuration:

Note: A Bundle will need to exist in Configuration > Inventory > Bundles. If the item is required, ensure that the
Actions > Edit > Mandatory tick box is selected.

Note: The bundle will need to be assigned to the Event in Configuration > Event Types > select the Event >
Bundles.

Note: A Resource layout will need to be created with the Event Type (above) assigned under ‘Selected’ on the
layout. This can be found in Configuration > Event Management > Event Types / Resources.

In Online Services, Facilities Rentals Search selecting a layout now displays the Facility Booking page. The Start,
End Time and Notes can be edited here; and a Summary show on the right including Event Extras that are
mandatory.

On the next page the user can create the Event. Mandatory Extras are clearly marked with a padlock and blue
triangle and cannot be edited.
Extra’s that are not mandatory can be added to the Event Booking by selecting the open tick box next to the
item. None-mandatory extras can be edited to have a Start time and Note added for each extra.

Facility bookings can be configured to ask User defined questions before proceeding to the cart or basket for
payment.

9.3. VSO #104730 RESOURCE CALENDAR VIEWS

In preparation for improvements to the Resource Calendar, the views and what you can do have slightly
changed temporarily.

Day View
You will only be able to see the bookings; you will not be able to see any booking details apart from the name
and time. You will also be unable create any bookings.

Week View
See booking for one week from the selected date, have a detailed view and be able to create new bookings.
 10. SPORTS COURSES

10.1. VSO #107244 WAIVE ADMIN FEE IN BULK MOVE

This document covers the new functionality in which you can Override the Move Admin Fee within the Bulk
Move Workflow in Sports Courses as well as being able to assign a Waiver Reason for the override.

The ability to complete the Override of the Admin fee is granted/denied by using the
“SC_CAN_WAIVE_MOVE_ADMIN_FEE” Security Token:

This is the same token that is required for the Single Move Workflow.

There is no change in the way into the Bulk Move Workflow. When looking at the enrolees page for a Course,
select Enrolee Actions > Bulk Booking Cancellation:

Select the course the Enrolee will be moved onto; the screen then progresses to the following Screen:
‘Override Move Admin Fee’ is a Mandatory Field so the ‘Next’ button will not be available if an option is not
selected. If ‘Override Admin Fee to Zero’ is selected and there are Admin Fee Waiver Reasons configured in Back
Office, then the option for ‘Admin Fee Waiver Reason’ will populate:

If Waiver Reasons are configured then a reason must be selected, otherwise the ‘Next’ option will not become
available.

After progressing from the above screen there has been an improvement made to the ‘Enrolees Available For
Move’ screen. There has been an additional column added for ‘Surcharges’. This means the Surcharge Cost and
the Move Admin Fee can be seen separately to avoid any confusion across the Move charges:
Note: Auditing of Bulk Moves can be found in the normal place in Back Office > Audit

10.2. VSO #105686 CREATE SPORTS COURSE INSTANCE WITH A DEFAULT ABSOLUTE
"BOOKABLE FROM DATE/TIME"

In Sports Courses, when configuring Bookability Rules, a Back-Office Administrator can now set a Date and Time
to use as an alternative of selecting a Default Booking Rule.

To configure a Sports Course to use a Default Date Time for Bookability rules either create a new Sports Course
or Edit an existing Course. In the Bookability Rules section of the Course radio button options are now displayed
when a ‘Bookability Rule’ has been selected:

For current functionality select ‘Assign Default Bookability Rule’. To select the new Functionality, select ‘Assign
Default Bookability Date’.
On selecting ‘Assign Default Bookability Date’ see the UI displays the Fields ‘Bookable Start Date’ and ‘Bookable
Start Time’.
Populating the fields will apply the given Date and Time as Default to all enrolees as with the Default Bookability
Rules functionality.

The feature to allow additional rules with a greater booking windows, such as those attached to memberships
and services, can be assigned as before.

Note: This work only applies to Back Office Bookings.

 10.3. VSO #102776 APPLYING VISIBILITY V2 RULE TO SPORTS COURSES IN BACK OFFICE

This document covers the new functionality in which the user is able to use configured Visibility Rules from the
Legend Control Panel and apply them to the Visibility Section of Templates and Course Instances in Legend
Sports Courses in Back Office.

It is important to note that if any existing Sports Course Disciplines use the older version of Visibility Rules, then
they will continue to do so. However, once a discipline has been changed to use the new Version of Visibility
Rules then you will be unable to change it back. Furthermore, any new Disciplines will be unable to be
configured using old Visibility Rules.
Navigate to your Discipline in Sports Courses and select ‘Configuration’:

The above option will be blocked for any new Disciplines or existing Disciplines that you have unticked this
option for.

CONFIGURATION – Template

You can assign Visibility Rules at the Template Level of the Sports Course Instance Level.
To set at the Template Level, select your Discipline > Configuration > Templates. You can choose to add a new
template or edit an existing one:
The Visibility Rules that show in this drop down as options are those Visibility Rules that have been configured in
the Control Panel > Data > Booking > Setup Advanced Noticed Booking Periods.

CONFIGURATION – Course Instance

When Selecting a Template that has a Visibility Rule configured for a Sports Course Instance, the selection from
the Template will pull through to the Course instance:

If the template does not have a Visibility Rule configured, then the Visibility Start Date and Start Time options
will show:

This allows the configuration of an exact Visibility date for the course.
Radio button options are used to allow freedom in choosing which option to select and upon selecting a radio
button, the other option is deselected and therefore cleared:
The option to select a Visibility Rule here is the same as setting one at the template level, this drop down will
pull through all Visibility Rules that are configured in the Legend Control Panel

10.4. VSO # 109000 COURSE NAME FOR SPORTS COURSES

New functionality has been added to Back Office to allow Course Templates to have a separate internal and
external name. The internal Template Name would be for staff reference. The external Course Name would be
for public use and be the Sports Course/Sports Course name.

In Control Panel, ensure that the following security token is assigned to the required User Group in Security
Management: SC_CREATETEMPLATES.

Course Names are configured against the Course Template. In Sports Courses/Sports Courses select a Discipline
> Configuration. In Templates, select Actions > Edit Template. Under Basic Details, a Course Name can be added.

Note: Changes to the Course Name on the Template above will NOT affect existing Courses. The Course Name
would remain as it was previously.

Note: If a Course Name is left blank, the Course Name will use the Template Name (Relaxing Swim) when
creating a New Course that uses this Template.

The Course Name can be added to new and existing courses in the Course Summary. The internal ‘Course
Template’ name field appears above, whilst the external ‘Course Name’ is shown beneath.
Changes to the Course Name in Course Summary will NOT affect the default Course Name within Configuration >
Templates.

The Course Name in Course Summary will be the external name to the public and what appears in course
searches

10.5. VSO #99234 CAPTURE AND DISPLAY WHO IS RESPONSIBLE FOR THE ADMINISTRATION
OF A SPORTS COURSE

New functionality has been added to Back Office to allow specific individuals to be assigned responsibility for
managing Sports Courses/Sports Courses. A Course Supervisor can be assigned to take direct customer queries.
The functionality is separate to the instructor.

In Control Panel, ensure that the following security token is assigned to the required User Group in Security
Management: SC_IS_COURSE_SUPERVISOR.

Note: The user will only show in the Course Supervisor dropdown on a Sports Course/Sports Course template is
they have access to the club location. This is configured in User Management > User Properties > Clubs
The Course Supervisor is assigned against the template via Discipline > Configuration. In Templates, select
Actions > Edit Template. See below:

To assign the Course Supervisor to new and existing courses, select the user in the dropdown within Course
Summary:
 10.6. VSO #102042 CONFIGURING BOOKABILITY RULES FOR SPORTS COURSES BASED ON
VICINITY

Vicinity based bookability rules can now be applied to Sports Courses/Sports Courses. This means that
customers of a certain postcode can have earlier accessibility compared to other customers.

Note: In Control Panel > Data > Vicinities a Vicinity has been created called ‘York’ and uses a ‘YO’ postcode.

Note: In Control Panel > Data > Booking > Setup Advanced Notice Periods > create the terms of a vicinity-based
rule.

The Vicinity-based rule is assigned in Control Panel > Data > Booking > Vicinities and their Booking Advanced
Notices.

10.7. VSO # #106508 IMPLIMENT VICINITY BASED BOOKABILITY RULES FOR SPORTS COURSES

Vicinity based bookability rules allow customers of a certain postcode to have earlier accessibility compared to
other customers.

In Back Office, the rule can be added in Bookability rules within the Sports Course or Sports Course template.
When a member with a YO postcode now enrols onto a Sports Course, they can now book in advanced based on
the terms of the Vicinity Bookability rule.

11. TASKS & CUSTOMER MANAGEMENT

11.1. VSO #38943 FILTER BY CONTACT NAME IN MY CONTACTS

On the My Contacts page we have added a ‘First Name’ and ‘Last Name’ filter to the Advanced Search, making it
easier to find a contact.

Improvements have also been made to the search user interface. The naming of the ‘Contact Created’ and ‘Last
Contacted’ fields have been improved so it’s easier to understand.

12. API

12.1. VSO #105552 SINGLE NAME IN JOINING API

The POST/JOINING/MEMBERS API has been updated to support and allow single name joining. With no first
name and when BO single name entry is turned enabled, the API will not throw an error message when the first
name is empty

Further details: https://apiqa.legendonlineservices.co.uk

An example request can also be found at the above link

12.2. VSO # 102670 CHANGE SPORTS COURSE SEARCH API

The Sports Courses Search API, GET /SportsCourses/Search/, has been updated to include the additional
Parameters

• VisibleFrom – Returns Course Visible after the given date

• DiciplineIDs - Multiple Disciplines
• CategoryIDs - Multiple Categories

Further details can be found at https://apiqa.legendonlineservices.co.uk

GET https://TestURL

{
"Data": [
{
"Id": 1,
"Name": "sample string 2",
"ShortCode": "sample string 3",
"StartDate": "2020-02-06T12:00:07.0404816+00:00",
"EndDate": "2020-02-06T12:00:07.0404816+00:00",
"SessionTime": 5,
"SessionDuration": 1,
"AvailableCapacity": 6,
"TotalSessions": 7,
"Location": "sample string 8",
"Instructor": "sample string 9",
"MaxAgeMonths": 1,
"MinAgeMonths": 1,
"RemainingSessions": 10,
"TotalCapacity": 11,
"EnabledOnline": true,
"BookableDaysFrom": 1,
"VisibleDaysFrom": 1,
"CourseInventoryId": 1,
"SessionInventoryId": 1,
 "DropInInventoryId": 1,
"NumberOnWaitlist": 1,
"DaysOfWeek": [
1,
2,
3
],
"SeasonTypeId": 1,
"SeasonId": 1,
"DisciplineId": 1,
"LevelId": 1,
"NextSessionStartDate": "2020-02-06T12:00:07.0404816+00:00",
"VisibleFrom": "2020-02-06T12:00:07.0404816+00:00",
"BookableFrom": "2020-02-06T12:00:07.0404816+00:00"
},

Note: BookableFrom is only populated for v2 Bookability rules. If the Legacy Bookability checkbox is checked
against a Discipline the value will be displayed as null

12.3. VSO #102205 3RD PARTY JOIN TO LEAVE DEBT ON THE ACCOUNT

The POST Request JOINING/MEMBERS has been amended to add a function to allow members in the 3rd party
workflow to leave any applicable debt to be paid in Legend so that users don't have to take payment details as
part of the online join.

A new flag has been added to the API: DoNotPayOffDebt. Setting this to True or false will determine whether a
payment is automatically applied or whether the debt is left in Front of house to be paid later. A response on
200 ok will indicate the member has been created.

13. BACK OFFICE

13.1. VSO #104713 SINGLE NAME CONFIGURATION AND ENTRY FOR A CONTACT IN BACK
OFFICE

When creating and editing a contact in the various workflows in Back Office, you can provide a single name. This
name will need to be entered into the last name field, the title and first name fields are no longer mandatory
when enabled.

This is enabled in the Configuration section of Back Office (Back Office > Configuration > General Configuration)
This setting is Enterprise wide and is denoted by the globe symbol.

The following message will always be displayed below the single name header. This reminds the user that it will
turn off Title and First Name mandatory fields

On the Mandatory Fields page (Back Office > Configuration > Customer Management > Mandatory Fields), the
following message will be displayed. Please note that this will also affect Online Services.

When the user has entered single name and proceeds to the next step, a confirmation message will be
displayed.

Clicking Yes will proceed to the next step in the workflow. Clicking No will take the user to the details page so
adjustments can be made.

If any emails or documents are merged and there is no title or first name, it will leave a gap where it would have
merged those fields, and example is shown below.
14. BUG FIXES

 VSO #104659 Resource Names Are Not Displayed When Editing Rental Filters
 VSO #107295 Duplicate Timeslots On Sports Hall Activities
 VSO #107332 Online Services Sports Courses - Add To Waiting List Button Does Not Show When
Advance Booking Notice Period Configured
 VSO #97985 Online Services - Clicking yes or no when adding member to waiting list does the same
 VSO #90196 Online member services - booking cancellation charge removal bug
 VSO #101144 Online Services - Basket process infinitely loading in IE11 (Responsive)
 VSO #101144 Back office prospects - unable to load prospects using IE
 VSO #101225 Null ref exception in PurchaseBasketService
 VSO #106351 Customer Comms - MessageBird Campaign is marked as failed intermittently when it has
been sent
 VSO #102632 API - ContactWithEmail endpoint does not search the contact table
 VSO #102632 Do Not Allow & Signs in Column Headers
 VSO #100900 Waiting List Management: key is misaligned
 VSO #102071 Sports Course/Camp Adding New Term restricts capacity to be max of 100
 VSO #104965 Control Panel - removing address details against a club does not update Legend.Facility
 VSO #109071 MM - Clearing credit notes in MM sets cleared amount to 0
 VSO #108467 FOH - Stopping invoice process in FOH does not remove billing lock time
 VSO #108986 Disable Transfer GL Account for Cash On Account Prepaid Accounts
 VSO #101891 Org units that are default of a group are still available when not configured at any location
 VSO #102755 Organisational Unit Configuration – Filter not available for Organisational Unit Group
 VSO #108198 Pound (£) Sign during NMW instead of a $ sign
 VSO #104666 MM - Setting "Member Photo event" does not raise event
 VSO #105934 Invoice Management - "And" Symbol (&) converts to ampersand &amp when creating
merge document
 VSO #107180 Back Office - Payment Plan interval from end setting not been respected
 VSO #103272 MM - Entering an apostrophe (') into Name Field under the Telephone numbers section
causes error
 VSO #104820 Customer Management - Renewal fee displays on statement on new agreements startdate
instead of today
 VSO #99808 LEMS - Cannot create invoices for some schedules due to BillingNote exceeding length of
250
 VSO #107195 Online Ticketing - Session start times passed incorrectly to the DB
 VSO #106415 FOH - Data Verification: Postcode RegEx not respecting
 VSO #107222 Restful API: https://api.legendonlineservices.com.au/Joining/Members - Post bank details
not showing in MM