1. Past due notifications, Export PDF, Bulk Copy as markdown, and Custom Checkout Links

    New

    1
    • Added custom membership checkout links on the site Membership tab. Generate a checkout URL with custom price points or reactivate members who already have a payment method on file (for example seasonal memberships).

      • When to use it: present only the plan you selected at checkout for a simpler signup when the plan is already agreed; use custom pricing when standard list pricing does not fit the engagement (for example higher-touch service levels or lower-scope properties).

      Watch the video

    Improved

    1
    • Activation Flow checkout uses your brand colors from flow configuration (or brand fallbacks) on the checkout page.

  2. Membership Guardrails and Fixes

    Improved

    2
    • Membership preview is now blocked when Stripe is not configured for a partner, with a clear message and link to Stripe settings instead of opaque errors.

    • Membership plan options (E+, Priority, Proactive, Signature) now appear in a consistent order in both Client Gateway and Portal Settings preview.

    Fixed

    2
    • Fixed inability to delete a membership feature when it is still referenced by an active membership; the UI now prevents or handles this case.

    • Fixed Partner tab Memberships list showing features that are not enabled for a plan; only enabled features for each plan are shown.