Atlas UPDATE – October 25th 2025: GUI Enhancements and Performance Improvements

Table of Contents

• Introduction
• Release Details

  •  New Features & Enhancements

    • Month-to-Month (MTM) Auto-Upgrade for Agreements

    • Attendance Summary – Style Filter

    • Attach Waiver PDF to Person Record

    • Money Magnet Enhancements

    • Merge Duplicate Prospect Records

    • Automation: “New Trial Appointment Created”

    • Webform API – JSON Response Codes

  • Performance & GUI Updates

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Introduction

Version 12.2.29.3 delivers multiple enhancements to automation accuracy, lead and agreement management, and user interface performance.
This release focuses on improving the consistency, usability, and reliability of ATLAS, Titan, and Money Magnet systems.

Key highlights include:

• Enhanced Attendance Summary filters for deeper reporting.

• Support for digital waiver capture directly on person profiles.

• New capabilities in Money Magnet for recurring memberships and spam prevention.

• Improved system performance and smoother navigation across major modules.

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Release Details

New Features & Enhancements

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Attendance Summary – Style Filter

A new Style filter has been added to the Attendance Summary Report, allowing schools to analyze attendance by specific programs or disciplines.
This makes it easier to identify participation trends, plan schedules, and allocate instructors effectively.

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Attach Waiver PDF to Person Record

Schools can now digitally capture and store signed waivers directly on each person’s record.
Customizable waiver fields and digital signature capture streamline onboarding while ensuring records remain securely accessible.

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Money Magnet Enhancements

Money Magnet has received multiple updates to expand its functionality and security:

• Recurring Memberships: Schools can now sell full recurring memberships online, not just trials.

• Free Trials with Signature Capture: Added support for $0 trial waivers requiring digital signatures for consent.

• Anti-Spam Measures: Implemented HoneyPot validation and made CVC codes mandatory to prevent fraudulent submissions.

• Money Magnet in Collection Type: Added Money Magnet as a valid option in Collection Type for better filtering and reporting.

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Merge Duplicate Prospect Records

Introduced the ability to merge duplicate prospect records to maintain cleaner lead data.
This feature consolidates notes, calls, and appointments into a single profile, improving lead tracking accuracy and report consistency.

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Automation: “New Trial Appointment Created”

Fixed automation behavior to ensure “New Trial Appointment Created” triggers only for Trial-type appointments and Prospect records.
Prevents onboarding emails from being incorrectly sent to active members or unrelated appointment types.

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Webform API – JSON Response Codes

The PR-1 Webform API now returns JSON response codes with clear success/error messages, replacing HTML page responses.
This allows integrations (like Facebook Lead Ads and webform scripts) to automatically detect and handle submission outcomes.

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Performance & GUI Updates

This release includes several backend and interface optimizations designed to improve speed, consistency, and usability across ATLAS and Titan:

Performance Improvements

• Optimized filter queries in Appointments and Tasks widgets, reducing response times from 20+ seconds to under 5 seconds.

• Backend optimizations enhance overall dashboard responsiveness.

Calendar & Agreement Fixes

• Agenda View: Fixed Showed/Not Showed filters and grid alignment issues.

• Agreement Grid Filters: Missing staff now appear properly under Enrolled By and Added By; the clear (“X”) button resets filters correctly.

• Referred By Field: Fixed issue where the “Referred By” value wasn’t saving on agreement creation.

Navigation & Interface Enhancements

• Restored “Back to Profile” button in the Full Timeline view.

• Improved Texting Setup GUI, with clear toggle buttons and consistent layout when suspended.

• Fixed Texting modal load failure under Setup → Texting.

• Updated button text, rounded corners, and UI spacing for a cleaner interface.

• Email Wildcards: Corrected an issue where placeholders

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