Product Updates

Major:

• Security update - Completed upgrades to libraries to improve security.

Minor:  

• General performance improvements and bug fixes.

This update includes enhancements to our Zoom integration, in addition to general improvements and bug fixes.

Major:

• Unique Zoom registrations - Previously, all attendees on a course received the same link to join your Zoom meeting. On occasion, these links get shared with colleagues who haven’t registered or paid. We have enhanced the Zoom integration so now, all Arlo registrants will receive a unique join link that can only be used by one person 
• Zoom attendance tracking - Many of you have expressed how difficult it is to manage attendance for your courses run via Zoom. Our new attendance tracking feature will monitor who has joined the Zoom meeting and automatically record this attendance in your Arlo platform. This can then be used to trigger follow-up tasks, such as issuing certificates to attendees.

Minor:

• General performance improvements and bug fixes.

Major:

• Multi-factor authentication (MFA) - Increase your platform security and keep your data safe. MFA protects your organization from an unknown person trying to access your customer and financial data by adding an additional layer of security to Arlo’s login process.
• Single Sign-on (SSO) for Customer portal - SSO is now compatible with Arlo’s Customer portal. This enhancement allows you to offer your customers a seamless journey through Arlo’s checkout, into your Customer Portal, and onwards into an LMS (if it’s configured with SSO).

Minor:

• Moodle - The Arlo for Moodle plugin now updates the registration status of elearning registrations to ‘Completed’ for registrants marked as completed in Moodle. This change gives you the ability to automatically send certificates to registrants for registrations marked as completed.
• General improvements and bug fixes.

This update includes the new Arlo login page as well as some minor improvements and bug fixes.

Major:

• New login page - Arlo’s new login page marks the beginning of a series of changes to allow for introduction of Multi-Factor Authentication (MFA).

Minor:

• General improvements and bug fixes.

We’re happy to announce that our new Zapier integration (v2) is now live. 

Enhancements:

• Ability to create an organisation using a Zap
  • Keep external CRMs and marketing systems up to date by feeding organisation data in and out of Arlo as required
• New modular triggers and actions 
  • Choose what sets of information to include with a trigger or action
• Enhanced search across event, registration, contact, organisation, and order entities
• Improved error handling

Our Zap templates have been updated, so you can start using them to build any new Zaps you require right away. 

Help articles for the Zaps have also been updated to include all information you’ll need to make any new custom Zaps.

Our latest product update includes the ability to create multi-session events that include webinar sessions.

Major:

• Multi-sessions events - Improve knowledge retention and increase course profitability with multi-session events that include a mix of face-to-face and live online (webinar) sessions. Use this functionality in conjunction with our Moodle plugin for a truly blended experience for your learners
• Zapier integration - Connect Arlo with over 2,000 other business applications. Our initial beta version let's you create automated workflows for Arlo’s contact, registration, and course entities. The next phase, which in Product Lab, introduces triggers for new orders being created, and existing orders being updated.

Minor:

• General performance improvements and bug fixes.

The rollout of this release has been completed. Some features are not available on all service plans. If you cannot see the feature you want in your platform, contact Arlo Sales to change your subscription plan.

Our latest product update includes the Zoom integration, enhancements to the Manager (read only) role, and the Customer Portal. We also have two new features being tested by our Product Lab customers; Zapier and Flexible communications.

Major:

• Zoom integration - Connect your platform to Zoom and manage the creations of live online courses using Arlo’s scheduling tools.

Minor:

• Read-only enhancements - Read only users now have access to reporting functionality. Upgrade to our Enterprise plan and give your managers and support teams high-level access to Arlo at no extra cost.
• Customer Portal - Ability to restrict users from updating their details or send them to an external source to make updates.

Product Lab:

These features are currently being tested by our Product Lab group and will be released in the near future. If you are interested in early access please contact Arlo Support.

• Zapier integration - Connect Arlo with over 2,000 other business applications. The first phase will include Arlo’s contact, registration, and course entities.
• Email customisation - Edit the email template design, including banner images, colour, font, and alignment to match your brand.

Our latest product update includes more flexibility for your payment due dates.

Major:

Payment due date enhancements - We have added flexibility to the payment due date functionality by allowing payment due dates to be set for each payment method. There is also the added ability to set the payment due date for a specified period before the start of the first event on the order.

Our latest product update includes tax-free events, SSO, SAML and more. Check out the documentation included below to better understand how you can use these updates in your training business.

Major:

• Tax-free - You can now set an event or elearning module as tax-free in the event wizard. You can also add tax-free custom line items to orders, and create custom orders that have no tax applied.
• Customer portal - The Arlo Customer Portal is now available for use with websites that use the API integration method.
• SSO and SAML (beta) - Arlo now supports single sign-on on your management platform (for administrators) and on your checkout (for customers) to login using a SAML Identity Provider.

Minor:

• Registration forms and checkout - Custom checkout code can now be applied to lead and application forms, allowing for more consistency between your Arlo hosted pages.
• Website integration settings - Ability to include elearning URL for WordPress, Web Controls, and API integrations.
• Website sitemap - Ability to rebuild the sitemap for those platforms with a Web Controls integration.

This update introduces the ability to take deposits in the checkout.

Major:

Deposits - As part of our partial payments functionality, you can now set and accept deposits in your checkout. This allows your customers to make a payment to secure their place on an event, and pay the remaining amount at a set date in the future.

This update introduces some exciting changes to Arlo's orders system, a new Xero integration, new customer portal functions, and a number of small enhancements.

Major: 

• Partial payments (BETA)
  • Manage and track partial payments against orders
  • Xero integration now supports partial payments
• Enhanced credit notes (BETA)
  • Generate credit notes for unpaid orders
  • Allocate a credit balance for a paid order to another order
• Customer portal enhancements
  • Updated user interface
  • Ability to view and manage orders
  • Ability to view elearning modules and progress

Minor:

• Stripe/Xero reconciliation improvements
  • Arlo can now split Stripe transaction fees to a separate GL expense account in Xero, simplifying the reconciliation process.
• Authorize.net enhancements
  • Payments are now compatible with the Authorize.nets Advanced Fraud Detection Suite.
• New order reports that support complex queries and provides access to an extensive set of data, including custom fields.
  • Orders List (Advanced) report 
  • Payment List (Advanced) report

Plugins:

• Arlo for Moodle - We’ve released Arlo for Moodle v3.7 which includes a number of bug fixes.

We’re excited to release the first phase of our customer portal. It will empower your learners with self-service and free your team up to focus on more important things. We’ve also introduced a GDPR compliant version of our Moodle plugin.

Major:

• Customer Portal (BETA) - You can now enable the customer portal, which is a secure online area that allows your contacts and registrants to:
  • Login on your website and speed up the checkout process, Arlo will pre-populate registration information on the registration forms
  • View completed and future event information
  • Download certificates for completed events
  • View and update personal information e.g email address, phone number, or postal address
  • Cancel or transfer their registration to another date (if allowed)
  • Manage waiting list registrations

Beta Release

The portal is only available in BETA on the Arlo Website. We'll be rolling the portal out on WordPress and Web Controls in an upcoming release.

Support for Arlo Starter Template:

Are you still using the legacy Arlo Starter Template website? Support for this old technology will cease later this year. To help you upgrade to the Arlo Website, the shiny new replacement, Arlo’s web team can manage the process for you. They’ll match your website to your brand, choose eye-catching images and add it to your Arlo platform. Contact Arlo Support by 30 June to receive 50% off the Arlo Website package.

Plugins:

• Arlo for Moodle - We’ve made enhancements to our Moodle plugin to ensure it works with the new GDPR compliant versions of Moodle (3.5 & 3.6).

This update introduces a new organisation report, and custom timing logic on follow up emails. We’re also continuing to roll out our new user interface and have a number of new minor enhancements.

Major:

• Organisation report - A new organisation report that supports complex queries and provides access to an extensive set of data, including custom fields.
• Follow-up emails - You now have the ability to set the timing for each of your event’s follow-up emails.

Minor:

• New organisation user interface - You can opt-in to try the BETA version of the new user interface for the organisations page. This includes the ability to view aggregated notes for all contacts and orders on an organisation record.
• Event email settings - You now have the ability to update the communications details for event templates and events using a single batch action.
• Bank accounts - You can now add your bank account settings using the payment settings.
• Arlo website enhancements -  The ability to select the sizing of the background image added to the homepage.

This update introduces task sets and the advanced leads report, plus enhancements to the calendar and schedulers, the region filter on the Arlo Website, and the presenter confirmation emails.

Major

• Task sets - The task sets feature enables you to group together a set of tasks that you use often to manage your events, and then apply that set to an event template. Once applied, each event that is created from that template automatically has those tasks created, making managing your events easy.
• Advanced lead report - The Leads List (Advanced) report uses a powerful search and filtering engine, allowing you to generate customised reports about your leads.

Minor

• Calendar and schedulers - You now have the ability to filter the calendar and scheduler by event status. Also, cancelled events are now filtered from your calendar and schedulers by default.
• Arlo Website - The region filter on the Arlo Website has been moved into the menu bar.
• Presenter confirmation - You can now add special instructions to the presenter confirmation emails, enabling you to pass on any relevant information about the event.
• General performance improvements and bug fixes.

This update introduces the ability to edit lead forms within the management platform, automated certificates, and some other minor enhancements.

Major

• Lead forms - You now have the ability to customise each of your website lead forms directly from within the management platform. Change headers and messages, and add new fields and sections.
• Automated certificates -  Set up certificates against your event templates so that your certificates are automatically sent to your registrants when specific criteria have been met, such as attendance.

Minor

• Contacts - This release includes the ability to opt-in to try the BETA version of the new user interface for the contacts page.
• Demo Company - You can now refresh the data in your Demo Company environment.
• General performance improvements and bug fixes.

This update introduces the all new Demo Company and the ability to automatically close leads, along with some minor enhancements.

Major

• Demo Company - You now have a sandbox platform with sample data where you can safely play with new features and train staff, without affecting your live platform.
• Automatic lead closure -  You can now set leads on your public events to automatically close when a registration is made.
• Arlo for WordPress - Version 4.0 of our plugin introduces the Starter Hero theme. Minimum system requirements have also been updated.

Minor

• Certificates - Checking that a registrant has passed their course is now available in the list of criteria when sending or downloading certificates.
• Events - Read-only users can now view the description and custom field information on events by viewing an event’s extended information.
• General performance improvements and bug fixes.

This update introduces new functionality to the calendar and schedulers, a new transfer wizard, and the ability to set reminders for SurveyMonkey surveys. Registration rules has been extended to elearning activities and the user interface has been upgraded for the campaigns and vouchers list pages, along with some minor enhancements.

Major

• Calendar - There is now the ability to add your company operating hours, set public holidays, and add other company-wide external appointments.
• Schedulers - The latest release of our schedulers gives you the ability to set presenter and venue working hours and add external appointments.
• Transfer wizard - New user interface for transferring registrations between basic events.
• SurveyMonkey - Additional functionality includes the ability to send reminders for surveys, and track responses in Arlo.

Minor

• Elearning registration rules - We’ve extended our registration rules feature to prevent or allow registrations on elearning events based on certain conditions being met.
• Campaigns - There is a new user interface for the campaigns list.
• Vouchers - There is a new user interface for the voucher list.
• Arlo Website - A certification search page is now available to use on your Arlo Website. The certification search allows people, such as prospective employers, to search your certification database to check the details of a certification.
• Events - The ability to set working hours and add external appointments for presenters and venues includes enhanced search capabilities when creating and editing events.
• General performance improvements and bug fixes.

This update introduces the ability to give stakeholders read-only access to your platform, two new schedulers (for presenters and venues and rooms), and a new user interface for the calendar. There are also new reports and some minor enhancements.

Major

• Read-only access - Create unlimited free read-only users so managers and colleagues can keep track of things in your platform, without being able to make changes. Available only on Enterprise plans.
• Calendar - The calendar has been upgraded to provide easier access to information about your events.
• Schedulers - The new schedulers make it easy to manage the availability of your venues, rooms, and presenters.
• Registration & waiting list report - This report contains information on registrations and waiting list registrations for your events.
• Registration requests report - This report contains attempts to register or join a waiting list which were denied by a registration or waiting list rule. This report is only available if you have Registration rules enabled.

Minor

• Registration policies - You can now create and manage multiple registration policies. Registration policies determine self-cancellation and self-transfer settings for your events, and the terms and conditions displayed in your registration forms.
• Event name customisation - Use a custom event name to differentiate it from other events created using the same template. This means you don't need to create a separate event template for the purpose of having a unique event name.
• New event lists - We’ve added dedicated list pages for private events and webinar / live-online events to give you better visibility of these types of events.
• Section help panels - Main sections of the platform now contain a hideable help panel, with shortcuts to key settings and additional help resources.
• General performance improvements and bug fixes.

This update introduces the new Arlo Website, upgrades to Arlo for Mobile, and an overhaul of the dashboard, along with other minor enhancements.

Major

• Arlo Website (formerly Starter Template) - The new and improved Arlo Website offers a modern, mobile-friendly design to showcase your training and events. Customise the colour scheme, fonts and images to match your brand, and add pages and widgets from the new template library like a pro. It is easy to use, built specifically for training providers and free with all Arlo subscriptions. Current starter template users who would like to upgrade to the new Arlo Website should contact sales@arlo.co.
• Mobile App - The latest mobile app update includes the ability to view options.
• Dashboard updates - A number of changes have been made to the Arlo Dashboard:
  • Shortcuts for creating different event types and opening your website.
  • Updated list of useful links and welcome widgets for new users.
  • In-app product announcements.

Minor

• Waiting list registration rules - We’ve extended our registration rules feature to prevent or allow waiting list registrations based on certain conditions being met. 
• Venues and Rooms - Venues has been renamed Venues and Rooms.
• Marketing - The menu item previously called Activities, which includes the Leads, Tasks, and Campaigns features, has been renamed Marketing.
• Reports - There is a new user interface for the reports list.
• SurveyMonkey - As required by SurveyMonkey, there is a new Privacy link replacer for SurveyMonkey emails sent from Arlo.
• Settings transferred to the platform - A number of settings have been made available on the user interface. These include the ability to send tax invoices from Arlo, the ability to default the order due date to the date of the first event on the order, the PDF attachment settings, the ability to select how the tax is displayed on your website and orders, and the ability to set the default start and finish times for events.
• General performance improvements and bug fixes.

This update introduces the ability to add a data consent section to your lead forms, create and report on custom fields for venues, and some minor user interface changes.

Major

• Lead consent fields - You can now add consent fields to the lead forms used to capture expressions of interest in your events. Contact Arlo Support if you would like to activate this feature.
• eLearning - Online activities has been renamed to eLearning.
• Custom checkout - Allow developers to customise your checkout with HTML/CSS from within the management platform.
• Edit the look and feel of the checkout by selecting colours and fonts, and adding company logos and menus.
• Add a conversion tracking script to the checkout.

Minor

• Custom fields for venues - Create and add custom fields to your venues to store information. Report on venue custom fields using advanced reports.
• User interface changes:
• The event and event template ‘edit’ button has been moved to the front of the toolbar list to allow greater visibility on all devices.
• The ‘import registrations’ button has been merged with the ‘registration’ button
• Sitemap - If you are using web controls, you can now activate your sitemap directly from the management platform.
• General performance improvements and bug fixes.

This update introduces new features, such as configurable rules to block or allow registrations, and the ability to customise your website checkout from within your platform.

Major

• Registration rules - Block or allow event registrations when certain conditions have been met. Ideal for member-only events, enforcing prerequisites and preventing duplicate registrations. You can create rules using a wide range of criteria such as the contact's personal and organisational attributes, registration history, and even custom field inputs.
• Customised website checkout - Edit your checkout’s design and content, including the default ‘Bill to’ value. This feature is only available to clients with a WordPress or WebControls website integration.
• User interface changes - The venue and room list pages and new venue screens in the management platform have been given a design refresh.

Minor

• Online activities - You can now revert registration status from completed for online activities.
• Website content sections - A number of functional and user interface changes have been made to this section.
• Registration Report (Advanced) - Event options fields (for optional extras) can now be included on this report.
• Sitemap for search engines - Your platform can now generate a sitemap.xml file for WebControls pages, which helps search engines to crawl your website.
• Communication BCC settings - Adds the ability for administrators or other stakeholders to be BCC’d on the customer communications sent from your platform. Contact Arlo Support if you would like to add a BCC to your platform settings.
• General performance improvements and bug fixes.

This update introduces new features, such as consent fields and the Contacts Report, to enable Arlo users to manage their compliance with the new GDPR regulations.

Major

• Data consent - New consent fields can be created and added to registration forms to ensure you’re requesting consent for the use of registrants’ data. These fields can be edited in the contact’s record or via the contact importer, reported on using the new Contacts Report, and filters for these fields can be added to the contact list and campaign prospect lists.
• Contacts Report - This report uses a powerful search and filtering engine, allowing you to generate custom exports of contact records that match your conditions.

 Minor

• Scheduled reports can now be password protected.
• You can now add time-based filters to the prospect list for campaigns. For example, send a campaign to contacts who have not registered for any events within the last six months.
• You can now add custom event information to PDF invoices.
• General performance improvements and bug fixes.

This update introduces the ability to manage website content sections within the management platform, and a new payment gateway integration with Authorize.Net. We’ve also made some major enhancements to our SurveyMonkey and Salesforce integrations

Major

• Manage website content sections - Add, edit, and remove website content sections that are displayed on your website event pages.
• Authorize.Net integration - Accept credit card payments for your training and events, and provide registrants with a seamless checkout experience using Arlo’s Authorize.Net Integration.
• Salesforce enhancements - Send custom field information from Arlo automatically into Salesforce, and define custom field mapping settings for contact and organisation fields.
• SurveyMonkey enhancements
  • You can now send SurveyMonkey surveys with predefined custom variables to assist with reporting in SurveyMonkey.
  • Surveys can also be sent using an Arlo email template and stored in the Arlo communication log.
  • You can define a default survey to be sent for your events, so you don’t need to set this each time.

Minor

• Advanced order lines report (BETA) - New order lines report that supports complex queries and provides access to an extensive set of event data, including custom fields, and voucher information.
• You can now report on the count of sessions attended using the Advanced Event report.
• A alert is now displayed if administrators create an event as "Free" but set it to use the “Order Process” registration method and vice versa.
• You can now view completed online activities on a contacts information page in the management platform.
• General performance improvements and bug fixes.

This update includes a range of enhancements to existing features based on customer feedback and feature requests.

Major

• Promote and sell optional extras on basic events - You can offer optional extras on any of your scheduled events.
• Self-cancellation enhancements – Self-cancellations are now supported on individual events. You can also select how long before an event a registrant should be able to cancel their registration.
• Store multiple terms and conditions - You can store multiple sets of terms and conditions and choose which one should be used on each event.
• Advanced order lines report - New order lines report that supports complex queries and provides access to an extensive set of event data, including custom fields.
• Edit approved orders - You can now mark an approved order as unapproved, so that certain changes can be made without having to raise a new order.

Minor

• Ability to view total session attendance for an event.
• Ability to change registrants in the new registrations slider.
• Ability to transfer registrants in the new registrations slider.
• General performance improvements and bug fixes.

Arlo for Mobile

• View individual session details with the new ‘Sessions’ view.
• Easily toggle between individual sessions, and event information.
• Record attendance on individual sessions.

This update contains many new features and enhancements providing better flexibility and customization. Major enhancements to platform list pages, payment gateways, data validation and tools for managing mobile app users are included.

Major

• Stripe integration - Accept credit card payments for your training and events, and provide registrants with a seamless checkout experience using Arlo’s Stripe Integration.
• Manage Arlo for Mobile users - Access a new contact view that allows you to easily manage your administrators and presenters access to Arlo for Mobile.
• Configure your payment methods - You can edit your payment method settings within the management platform including messages displayed on the checkout, payment method names, and payment due dates.
• New management platform list pages - We have finished rolling out our new user interface list pages. 
  • Event and Registrations Lists
  • Template List
  • Contact, Organisation, and Presenter Lists 
  • Orders List

Enhancements

• Ability to turn on validation for an email address field in your website forms.
• Administrators and presenters are automatically granted access to Arlo for Mobile.
• Ability to add custom (event, registration, and contact) fields to name label and certificate templates.
• General performance improvements and bug fixes.

Streamline complex admission processes from application to decision. Arlo lets you track, review and manage your application workflow.

Application Process

• Accept individual or team applications for your events - You can now assign an application process to your events, and review and approve, or decline applications for places on your event.
• Create and store multiple application processes.
• Add custom application fields to your application forms.
• Customise the design of your application forms.
• Transfer applicants between events.
• Create orders in bulk for applications.
• Report on applicants.

Other Enhancements

• Ability to mark attendance on individual sessions when an event has no choice of sessions.
• General performance improvements and bug fixes.

Note: The Application Process is only available on the Arlo Enterprise service plan. Contact Arlo Support to upgrade. We will be upgrading platforms over the next two weeks.

Major

• Apply discounts to new events automatically  - You can now apply to new events created from an existing template, without needing to edit the discount.
• Discounts now work on individual online activities - You can now set up discounts for individual online activities.
• Set a limit for the number of times a discount can be used - You can now restrict discount usage.
• New discount list page - We have revamped the discount list page, and now also provide the number of times each discount has been used.
• Capture attendance automatically on GoToWebinar events - Attendance is now captured for GoToWebinar events automatically and sent to Arlo. Note: GoToWebinar integration must be enabled.

Enhancements

• Ability to send event change notifications for multi-session events.
• Ability to add a credit card payment link to PDF invoices.
• Ability to set an event to use a  0% tax rate on all website orders.
• Ability to set the event wizard price setting to include or exclude tax by default.
• The Order lines report now includes registrants’ emails and phone numbers.
• The Marketing information (CSV) exports now include contacts’ phone numbers.
• The Arlo checkout will now automatically scroll to the latest item added to a cart. Note: Not supported in Internet Explorer.
• General performance improvement and bug fixes.

We’ll be upgrading platforms over the next two weeks. These features are not available on all service plans. If you can't see the feature you're after in your platform after the upgrade period, contact Arlo Sales to change your subscription plan!

Major features

• Copy sessions and options to a new multi-session event - Copy an existing event's session details and/or options to a new event.
• Collate SurveyMonkey responses on one survey template - Survey responses for events can now be collated in a single survey template in SurveyMonkey.
• Rename SurveyMonkey surveys created in Arlo - Surveys created during the event setup process can be renamed.

Gain valuable insight using our new set of reports that support complex queries, and provide access to an extensive set of data, including custom fields.

• Event List (advanced)
• Presenter Activity (advanced)
• Beta Registration List (advanced)
• Beta Waiting List (advanced)

If you would like to try the beta reports, contact Arlo Support.

Enhancements

• Ability to customise the system ‘event’ terminology used.
• Ability to customise the ‘address’ field labels displayed on your website registration forms.
• Ability to add custom registration fields to name label templates.
• General performance improvement and bug fixes.

Important: In this release we are also rolling out administrator security enhancements. Arlo now detects when a single administrator login is being used simultaneously, and will end the initial login session. If you have any questions about this, please contact Arlo Support.

Major

• Manage system and custom fields within the management platform - You can now add, edit and remove system fields from within the management platform.
• Capture and store information against individual registrations during the website registration process - You can now capture information unique to a registration during the website registration process.
• Open and close event registrations on a specific date/time - Set the date and time an events registrations open and close on your website automatically, and apply a custom message to be displayed on your website outside of this period.
• Choose when an event is to be displayed and hidden from your website - Set when an event should be published and hidden from your website automatically.
• Configure key settings from within the management platform - Key platform settings can now be added from the management platform, such as the ability to update your communication logo.

Enhancements

• Ability to filter and view events ‘Managed by’ individual administrators on the Dashboard.
• Ability to have a BPAY number generated on your PDF invoices.
• Removal of the legacy dashboard - Learn more about the new dashboard.
• Ability to disable administrator ‘Event Scheduled’ confirmation emails.
• Ability to include multiple presenter details on a certificate template.
• Additional help tips added to the Event Wizard.
• General performance improvement and bug fixes.

This version is being rolled out over the next two weeks (25th January - 8th February).

Major Features

• Send a presenter request - You can now send a presenter a request(s) to facilitate an event. Presenters can accept or decline the request with a custom message, and event/template managers and support staff will be notified of their response automatically.
  • Find an event date that suits the presenter using presenter requests
  • Find a presenter for a proposed event date using presenter requests
• Download certificates individually or in bulk - You can now download certificates directly from Arlo so that you can edit, print and hand them out to registrants.
• Add provisional presenters to events - Presenters can now be added to events and sessions as provisional (unconfirmed).
• Outstanding tasks alert - Enable an automated alert to let you know if an event still has provisional presenters, as well as detailing the status of any outstanding presenter requests.
• Approve all orders automatically - You can now set all orders to be approved automatically, so that registrants receive their event instructions immediately. Note: The order will still remain unpaid.

Enhancements 

• Logistical information (catering and room setup) on an event is now included on the venue booking contact confirmation email.
• Ability to hide the timezone column on the registrations list report
• A refreshed look and feel on our email templates. 
• General performance improvement and bug fixes.

Major Features

• Enhancements to time zones and the display of regional based information within the management platform. (See: Issue - Certain times being displayed in NZST).

Enhancements

• The Event List report now includes a column for the waiting list count.
• General performance improvement and bug fixes.

Major Features

• Create events in an unconfirmed state - Arlo's event confirmation process allows you to accept registrations on an event while you wait to gather enough revenue from the event before confirming it.
• Set up private events with multiple sessions and options - You can now add optional sessions and extras to private events.
• Wordpress plugin update – Our new Wordpress plugin has been released, and includes support for multiple regions on your Arlo website event pages.
• ‘Add another event’ button added to the checkout -  Registrants can now easily add multiple events to a single order on your website.

Enhancements

• Ability to schedule the Event List (Advanced) and Presenter Activity reports.
• Ability to add custom fields against individual registrations. Note: These fields are not available on checkout forms yet.
• Ability to choose which events allow queries about running the event privately/in-house.
• Ability to label events as “Workshops” in the platform and on your website.
• Ability to view all tasks (including completed tasks) within an event and on the dashboard.
• Ability to delete unused PDF invoice/credit note templates from your platform.
• Ability to enable captcha (spam prevention) on website checkout forms and waiting list forms.
• Ability to see a list of events with or without registrants on the events page and on the calendar view page.
• Ability to sort events by timezone on the calendar view page. For example, see events in GMT.
• Ability to send and preview test certificates with sample data.
• Converted ‘Legacy wizard’ events to the ‘New event’ wizard format.
• General performance improvement and bug fixes.

Report Enhancements

• The Event List (Advanced) report now includes individual event sessions.
• The Presenter Activity report now includes individual event sessions.
• The Registrations List report now includes filters for event status and manager, and columns for event tags and manager.
• The Event Logistics report now includes filters and columns for event tags and manager.
• The Event List report now includes a filter and column for the event manager.
• The Attendance Register report now includes the contact code field (if enabled on your platform).
• The Order Lines report now includes the event end date and supports private event and online activity description details.
• The Event Invoices report now supports private event and online activity description details.
• The Export all marketing information (CSV) now includes the position field.
• The Export registrations (CSV) now includes custom registration fields.

Major Features

• Search presenters tool that that lets you:
  • Check a presenter's availability.
  • Check travel distance between the scheduled event and the one running prior and after the session.
  • Search for presenters in a specific location.
  • Search for presenters with certain classifications, e.g. skill sets, ratings, qualifications.
• Presenter not available alert - Warning message displayed when a presenter has a conflict.
• PDF invoices - Ability to send invoices as an attached PDF document.
• Advanced event list report - New event report that supports complex queries and provides access to an extensive set of event data, including custom fields.
• Training activity report - New report that lists presenters with their scheduled events.
• New dashboard -  As part of the rollout of our new user interface, we have revamped the dashboard.  The focus has been to;
  • Maximise the use of space on large desktops screens while scaling down to effectively work on a tablet.
  • Highlight registration numbers on events, e.g. has the min been met, is it confirmed, which events are full.
  • Display key business metrics (KPI’s) and provide links to the relevant information.
  • Provide easy access to view and manage your tasks.

Note: You need to click the “Try new dashboard” link on the current dashboard to access the new one.

• Remember previous registrants - Allows your clients to easily register themselves or other people they have previously registered on an event.

Enhancements

• Ability to assign an event manager and template manager on events.
• Improved out-of-box experience for new users to Arlo; Getting started videos, implementation task list, and shortcuts to create content when initially setting up the platform.  
• Ability to assign support staff on an event so they are notified when an event is scheduled or changed.
• Ability to exclude tax on certain orders, e.g. for not-for-profits or on certain services which are tax exempt.
• Ability to add custom fields on events or sessions.
• Ability to change a registrant’s sessions and options for free multi-session events.
• Ability to embed your DPS checkout page as an iframe so that users are not taken to an external page.
• Enhancements to the Presenter Performance Report to support multi-session events.
• Room setup and catering information can be added to individual sessions and included in the event logistics report.
• Up to 20 custom fields can now be reported on with the Registrations List report.
• All leads (including closed and won) now visible against a contact or organisation.
• Ability to arrange how the order options appear on a registration form by sorting them on price or alphabetically.
• Ability to view attendance status of completed events against on an individual contact's overview page.
• Help tips have been added throughout the platform (Learn how to disable help tips).

Major new features

• Multiple presenters - Schedule multiple presenters on an event. Arlo will send email confirmation to each presenter and change notifications when event details are updated. All presenters will be promoted on your website. You can also produce event list and event performance reports for each presenter.
• New event wizard - Arlo’s new event wizard includes our new clean user interface which is easier to use and optimised to work on both large screen desktops and small mobile tablet devices. View screenshots
• Create private events from templates - Arlo now allows you to quickly create private events for a client from existing event templates.

Enhancements

• You can now resend event instructions after making changes to a registration. For example, after updating a registrant’s incorrect email and changing session options on a registration. 
• The value of each registration is now included within the registration list on your event management pages so you can see the price people have paid and the total amount generated from the event.
• The Registrations list report now can include Comments (notes on individual registrations) as an optional column. 
• The website registration process now saves the order contact’s billing address and work phone details so when the register for another event in the future, the details will be prepopulated.
• You can now add attachments to key contact confirmation emails for private events (Note: using the new user interface only).
• Advanced queries and filters can now be applied to the contacts, organisations and marketing exporting feature.

Major new features

• Follow-up emails² Create and schedule emails to automatically send to registrants after an event.  
• Online Activities¹ Take registrations for self paced or eLearning activities. 
• SurveyMonkey Integration² Have Arlo create and send surveys to your registrants automatically. 
• Sell events with a choice of sessions and chargeable options.
• Price per event Ability to list an event date with a different price to the event template.
• Add multiple key contacts to your organisations.

 Enhancements

• Sell books and other non-event related items. 
• View a list of advanced event sessions. 
• View a list of all events with their Xero tracking codes. 
• Tag sessions on advanced/multi-session events and view a list of your sessions with their tags. 
• View a list of events and templates with their Continuing Professional Development (CPD) points or hours information¹. 
• Room setup and catering details saved on a template now copy over to events that you import². 
• You can now enter a longer position on your contacts' details (increase to 128 characters). 

¹ Available only on Arlo Simple, Professional, and Enterprise pricing plans.

² Available only on Arlo Professional and Enterprise pricing plans.

³ Available only on Arlo Enterprise.

⁴ Optional extra.

Pricing plan information is based on Arlo's new plans. If you can't see the feature you're after in your platform, contact sales@arlo.co about upgrading!

Major features

• Event presets Set up and apply favourite settings to your events to save time and reduce inconsistencies. 
• New report: Order Lines This report gives you a list of all order lines with the details of the order, lines on the order, payment, and registration.
• Alerts for maximum and minimum registration limits ³ Schedule an alert to be sent when your events reach maximum capacity, or when they haven't met the minimum numbers required before a certain date.
• GoToWebinar integration enhancement ⁴ We've extended our GoToWebinar integration to enable you to take registrations and payments for webinars and have the details sent to GoToWebinar. 
• Import custom fields You can now import custom information fields when you are importing contacts. 
• Multi-region Xero integration ⁴ Multi-region customers can now integrate with multiple Xero accounts. 
• Send a credit card payment link to customers who have not already paid an existing order.
• Add multiple key contacts on an organisation.

Report enhancements

• Report on event tags ² in the Event List and Registrations List reports.
• Include organisation address fields in the Event Registrants report.
• Include the email address of the key contact ² in the Lead List report.
• Include CPD points and hours ³ on the Event List and Registrations List reports.
• Report on the derived address for a contact for marketing purposes (the contact's organisation address, unless they have a personal postal address) on Contact Exports and The Registrations List report. 
• Scheduled reports now update with a change to the favourite report's name.

Other enhancements

• Choose to hide templates on the website schedule page ³ that do not have any scheduled events in the chosen location.
• See all events that a contact is on the waiting list for. ²
• View CPD points on a contact. ³
• Include custom fields ¹  when filtering prospects in a campaign.
• Search on a contact's preferred name in the global search.
• Add and report on the date you last contacted a customer.
• Add multiple key contacts on an organisation.
• See in your own time zone when emails were sent in the communication log.
• Automatically generate event/course codes to include the city, month, and year.  

¹ Available only on Arlo Simple, Professional, and Enterprise pricing plans.

² Available only on Arlo Professional and Enterprise pricing plans.

³ Available only on Arlo Enterprise.

⁴ Optional extra.

Pricing plan information is based on Arlo's new plans. If you can't see the feature you're after in your platform, contact sales@arlo.co about upgrading!

• New Advanced Event wizard: Create an advanced, conference style event with a fee for the whole event. Chargeable options on events coming soon!
• Enhancement to Reports: On the Registrations List and Event Registrants reports, you can now save contact custom field choices in your favourite report options.
• Further customisations are now available on the Attendance Register:
  • Add up to 8 additional columns for extra information you need the presenter to collect.
  • Choose whether or not to include the 'Comments' column from the register.
  • Choose to display or hide the columns for the session dates.
• Capture leads from your sales partners with the partner lead website form.
• Ability to select the order in which name labels are printed. 
• Enhancement to Registrations List report: You can now include the event presenter details (name and email address) in the report.

• Self-Transfers: If you get a lot of transfer requests, save time by giving your customers the ability to transfer themselves to another date or location ¹.
• New Credit Card payment gateways: Arlo now integrates with PayPal, as well as Payment Express, to allow your registrants to pay by credit card when they register.
• New Report: The Event List and Registrants report gives you a list of events with a summary of the event details and registrations for each.
• New Advanced Event wizard: Create a free, conference style event with registration options.  Chargeable advanced style events coming soon!
• Enhancement to the Report Scheduler: You now have the ability to schedule all Arlo reports to be sent automatically ¹.
• Enhancement to discounts: You can now choose to have discounts shown on tax invoices and exports as a separate line to the registration, making discounts easier to track.
• The Event List report now includes the 'Location' field, so you can report on the location of the venue that shows on your Arlo website.

¹Available on Arlo Ultimate.

Major

• Send reports to presenters automatically ² Save time by scheduling the attendance reports to be sent to the presenter when you set up or edit an event.
• Report scheduler ³ Ability to schedule favourite reports to be sent to any contact on a regular basis.
• PayPal integration Provides an alternative credit card payment gateway for your Arlo platform.
• Registration Count report ² Ability to report on the number of registrations received per month or year for any period of time.

Other new features

• Ability to have orders with a zero balance automatically marked as paid and/or approved
• Enhancements to Leads ² mean you can collect registrations of interest in becoming a partner of your organisation
• Ability to apply a discount to multiple regions ³
• Ability to view a list of all private events of any status.
• The Registrations List report now includes the names of discounts applied to the registration
• Ability to copy all order related emails to any email address, for example your accounts team
• The Event List report now includes the Organisation name and Key contact fields for private events
• The Event List report now includes the 'Location' field
• Enhancements to the Xero integration ¹ mean you now have the option not to export orders with zero value

¹ Available on Arlo Integrated, Enterprise, and Ultimate.

² Available on Arlo Enterprise, and Ultimate.

³ Available on Arlo Ultimate.

⁴ This feature is purchased as an additional service. 

Major

• GoToWebinar Integration ⁴ Ability to synchronise your registrations in GoToWebinar with Arlo.
• Presenter Performance report ³ Allows you to report on the number and value of registrations for events a presenter has delivered.
• Enhancements to the Leads feature ² Allows you to easily manage 'spam' leads by deleting the lead and the contact as a batch process.
• Manage presenter dietary requirements You can now view presenter dietary requirements on the event home page, and report on requirements in the Event Registrants report and the Attendance Register. 

Other new features

• Ability to view all managed organisations and organisations that you are an account manager for ³.
• If an organisation has an alternate billing organisation, this information is displayed on the organisation home page.
• Contacts' phone numbers are now included in the Leads list page and in the 'New Lead Notification' email ².
• Ability to view leads assigned to you in a view ².
• Ability to include and report on the 'Referred by" field in Lead forms ².
• The Certification export now includes the contact's and their organisation's postal address, and the contact's date of birth ⁴.
• The Order List report now includes the ability to report on the order source, for example, 'website'.
• The Event Performance report now includes a filter for the event venue, so that you can report on performance at a specific venue, or all venues ³.
• The Event List report now includes the ability to add columns to the report for the venue's address details.
• The Event List report now includes a filter for 'events starting', so that you can report on upcoming events for a specific time period, for example, next month.
• The Event Performance and Presenter Performance reports now includes a filter for the event status, for example, you can report specifically on completed events.
• Ability to filter the events page on whether an event is promoted in the website lists, and whether the website template is displayed on the website, so you can quickly check and correct these ³.

Major

• Certificates ³ Ability to send printable certificates to event attendees and certification/license holders.⁴
• Vouchers ³ Allows you to create vouchers for your customers to use to pay for your events. 
• Campaigns ³ Ability to target and manage campaigns to specific contacts and then export the campaign to Campaign Monitor to send beautiful emails and track results. 
• Express checkout ¹ Allows your customers to create a login to use the next time they register for an event with you. 
• Presenter performance report ³ Allows you to track the number and value of registrations received for events which the presenter has delivered.
• Continuing Professional Development Allows you to record and report on Continuing Professional Development points or hours for events.
• The Registrations List and Event Registrants reports now support the ability to add custom fields available on your platform.
• Discounts now support the ability to add custom yes/no fields to discount criteria.
• Event catalogue website page now has the ability to add a column to display the next date that each event is running on.
• Ability to schedule automated reports ^3.
• Ability to manage registrant car parking requirements.
• Ability to filter contacts on 'Referred by' field for export.

Other new features

• Your customers now have the ability to search on your website with an event code included in your event brochure.
• The 'Organisation name' registration field now automatically suggests names based on current organisations in your database.
• Ability to filter on private and public events in the Event List report. 
• Ability to mark all orders billed to any organisation as "requiring attention". 
• Ability for the Order Contact to receive all the event communication emails that a registrant receives.
• Ability to copy all order related emails to any email address, for example, your accounts team.
• Ability to see the waiting list for completed events. 
• Email addresses are now available in the Waiting List export. 
• The Parking requirements field is now available on the Registrations list report. 
• Position registration field now includes the 'Position' registration field.
• The contact export now includes the 'Preferred contact method', 'Last Campaign date', and 'Referred by' details.
• Name labels now print in alphabetical order.
• Account manager field now displayed on Organisations view. 

Major 

• Waiting list ².  Ability for someone to register on a waiting list when an event is full and for them to be automatically notified if spaces become available. 
• Flags ³.  Ability to add a special note ("Flag"), on a contact or organisation, that is displayed when viewing the contact/organisation and when viewing an order associated with the contact/organisation.  For example, "Felicity has an overdue account", "DesignQ required a purchase order on invoices before payment". 
• Availability scheduler ³.  Ability to view a presenter's personal calendar of activities and a venue's schedule of activities and then combine these within the same calendar to check everyone's availability on a specific date or period.  Multiple presenters, venues and rooms can be added.
• Custom fields on leads ³.  Ability to add additional fields to leads and your website lead forms (e.g. your "Register your interest in-house course" form). 
• Advanced queries and filters on contacts ³.  Ability to run advanced queries against the contact list, e.g. produce a list of contacts who have completed course A, but have yet to complete course B, or contacts from a specific city or area.
• Name labels ².  Ability to print name labels for registrants on an event. 
• New quick search.  Search contacts, organisations, current registrants, and current certifications.  Quick Search supports searching on any field including custom fields, and contact and organisation notes.  Results are listed with a 'Google like' ranking where the best match is displayed at the top.
• Historical registration importer ².  Ability to easily import registration records from an old system. Also read Tips and Tricks for importing data. 
• Website "Find an event" page ³.  Landing page to help a visitor quickly find an event of interest (Filling fast, Top 10, New, View by category, Search, A-Z list, and Event schedule). 
• Automatically link contacts with organisations ³.  Automated linking of contacts to organisations based on the contact's email address (e.g. links contacts with email addresses ending in @designq.com with DesignQ).
• API client for .Net ³.  Website developer client for website Content Management Systems running asp.net.
• Organisation spend report ³.   Produce a report which compares each organisation's spend (value of orders less credit notes) over three separate periods, e.g. an organisations spend in the current year, compared to the two previous years.
• Attachments on event instructions email ^3.  Ability to add an attached document to the event instructions email sent to registrant, e.g. presentation slides, pre-reading material, or presentation handouts.
• Event performance report ³.  Includes the number and value of registrations received on an event, for events started within a period. 
• Account Manager Activity report ³.  Summarises all activities (event registrations, orders, leads, tasks, and notes) associated with an account manager's clients within a period.  
• Order list report.  Order list filters by date, status, and other criteria.  
• Single Data Return (SDR) report.  Report required by the New Zealand Tertiary Education Commission (TEC).  
• Campaign Monitor integration ².  Synchronise your newsletter list in Arlo with your list in Campaign Monitor and take advantage of Campaign Monitor's great email marketing functionality.

Other new features

• Ability to send a receipt for an order payment. 
• Ability to include special instructions sent to the key contact for private events.  
• Export all contact information, including custom fields. 
• Export all organisation information, including custom fields.  
• Ability to record tasks on leads ³.
• Ability to automatically approve website orders with "Account" payment method.  
• Allow/disable address updates from website.  
• Ability to set up automated notifications sent when someone "Registers interest" in an event from the website ². 
• Ability to automatically ‘Apply available discounts’ when creating a new order from the management platform. 
• Ability to define which address fields (e.g. suburb, city, state) are mandatory on website forms. 
• Presenter's event list now displayed on presenters' website profile pages.  
• Ability to change the terminology of "Events" to "Courses", "Seminars", or something else.  
• Ability to create and manage a student's National Student Number (NSN) issued by the New Zealand Qualifications Authority (NZQA).
• Ability to set the default option to '[x] Create a new order for this registration' when registering a person on an event from the management platform.
• Ability to add extra columns and a footnote to the Attendance register report.  
• Event price on website registration form is now hidden for private events.   
• Ability to edit the prefix used for order codes, e.g. change from "ORD-" to "INV-".  
• Ability to edit the message displayed on the website when an event has no scheduled events.   
• Ability to search on payment method in Xero when reconciling transactions against invoices generated from Arlo.    
• Ability to turn off feature which marks orders as 'requiring attention' when the Bill to contact/organisation does not exist in Xero ¹.    
• Ability to setup Xero tracking codes ¹.  
• Ability to view a list of contacts and the count of current and completed registrations. 
• Ability to view a list of private events which do (or do not) have an order associated, i.e. have been invoiced.  
• Ability to view order details for orders associated with a private event from the event page.   
• Ability to record a sales person / account manager on an order.  
• Ability to assign a lead to a person ². 
• Orders associated with private events no longer expire, allowing you to create orders for historical private events without needing to approve them straight away. 
• Ability to add a "Contact us" form to your website (JavaScript control).    

Major new features

• Event logistics report ².  Ability to produce a catering and room setup report for venue providers.  See online help article  
• Social Media website widget ².  Ability for website visitors to "Like" and "Share" events and presenters from your website through Facebook, Google+, Twitter, and LinkedIn.  Including the ability to "Visit" and "Following" your organisation and presenter's own online social media sites.  Read online help article  
• Website "Event A-Z" page ³.   New website page that allows visitors to view and search events alphabetically.  Read online help article 
• Website "Event Schedule" page ³.   New website page that allows visitors to view events in a schedule page layout which shows the dates each event is running in the next 3 months  Read online help article  
• "Contact us" website form.   Ability to add a 'Contact us' form to your website to capture customer enquires.  Read online help article  

Other features

• Ability to either allow or prevent addresses being updated during the website order process.   Read online help article  
• Ability to manage journal account codes for accounting system integration¹.   Read online help article  
• Enhancements to contact selector.  Read online help article 

¹ Available on Arlo Integrated, Enterprise, and Ultimate.

² Available on Arlo Enterprise, and Ultimate.

³ Available on Arlo Ultimate.

Internal note: Items released prior to and including R 5.8 

Major new features

• Xero Integration¹.   Seamless and automated integration of orders, invoices, payments, and contacts between Xero and Arlo.   Read online help article.
• Event tags ².  Ability to categorise events (e.g. November roadshow, Leigh's events), record special information (Venue booked, Presenter confirmed), and manage special lists on your website (New Events, Top 10).  Read online help article
• Contact tags ².  Ability to categorise contacts (e.g. Key contact, Billing contact, Training Manager) and record special information (e.g. contact 'Knows Pete"). Read online help article
• Organisation tags ².  Ability to categorise organisations (e.g. Customer, Supplier, Partner, Key client) and record special information (e.g. introduced 'Via Susie' .  Read online help article
• New management List pages.  Enhanced search options (auto suggest, search filters), list filters, improved performance (faster page load and search), and simplified layout design. See one of the new lists in action when searching for an event.
• Places left ³.  Ability to display the number of places left for an event on the website.  Read online help article   

Other features 

• Enhancements to contact search within the management platform to make it easier to find a contact.   Read online help article
• Ability to personalise sender's details and reply details for event communication ³.  Read online help article 
• Ability to setup an automated discount based on a registrant's email domain, e.g. offer all employees from DesignQ ¹.  Read online help article 

(includes items from multiple releases within the last 5 months)

Major new features

• Website course search ¹.  Ability to search for a course on your website.  Read online help article
• Tasks ³.  Ability to create and manage tasks for a contact, organisation, or course.  See newsletter article
• External provider course.  Ability to list an externally managed course or event on your website, e.g. a partner course.  Read online help article  
• Catering management ³.  Ability to manage Catering options for a course.  Read online help article
• Room setup management ³.  Ability to manage Room setup options for a course.  Read online help article
• Edit website theme content.  Customers using the Arlo website template can now edit their own web pages.  Read online help article 
• Newsletter options.  Ability to record Subscription topics and Subscription delivery options.  Read online help article
• Arlo REST API ⁴.  Ability to support greater integration between Arlo and your website and support the ability to integrate Arlo with other business applications.  Read online help article or  view API specifications website.
• Certification workflow ⁴.  Ability to automatically move a certificate to Awaiting approval state when requirements are met.  Read online help article  
• Certification importer ⁴.  Ability to import certifications from a spreadsheet.  Read online help article

Other new features

• Ability to customise the default website registration form fields.  Read online help article
• Ability to export certificates to a spreadsheet (CSV format).  Read online help article
• Ability to edit the From and Reply email address for course communication.  Read online help article
• Ability to update the registration dashboard chart to display bookings per week or per month (currently per day).  See newsletter article
• Ability to edit Special diet, Disabilities, and Attendance information from the Registration window.  See newsletter article
• Support discounts for Community Card holders.  Read online help article
• Option for the order date of an invoice to be set as the day of the first course running on an order.  See newsletter article
• Ability to record the source of an order, e.g. website registration, phone, email, or partner order.  Read online help article

¹ Available on Arlo Integrated, Enterprise, and Ultimate.

² Available on Arlo Enterprise, and Ultimate.

³ Available on Arlo Ultimate.

⁴ The Certificates feature is purchased as an additional service. 

(includes items from multiple releases within the last 5 months)

Major new features

• Certifications ¹ Key new feature Ability to manage certification / licensing process. View screenshots
• Lead feature ²  Key new feature Ability to track interest in a course or service, including the ability for a person to register their interest online through your website. View screenshot. 
• Lead report ². Ability to produce a lead report (onscreen, printed (pdf), export to spreadsheet). View screenshots.  
• Custom registration form ². Ability to add, remove, and re-order the fields on the website registration form. Read online help 
• Website course catalogue enhancements. Ability to reorder courses and categories, and add images and text to category pages. View screenshots
• Multiple selections on a report. Ability to select multiple course templates on the Course List, Course Calendar and Registrations List reports. View screenshots
• Document management ¹. Ability to add a document to a Contact, Organisation, Certification and Course. View screenshots

Other New Features

• Ability to send an invoice cancellation email when an order is cancelled. Read online help.
• Ability to prevent a user from being able to edit an order’s line items and values where an invoice has been sent.
• Additional filters added to the Registrations List report. View screenshot.
• Ability to add a CAPTCHA control on website forms – this is a spam prevention feature that requires a user to enter the characters they see in an image before they can register for a course. Read online help. View Screenshot.
• Geographic redirect (Regions features) – website visitors are redirected to a region based on where in the world they are viewing the website from, e.g. a person from the UK will see only courses for the UK region.
• Pricing From $x. The system automatically calculates the lowest price for a course based on available discounts and displays this price on the Course Catalogue webpage. View Screenshot. 
• The addition of extra filters and optional columns on the Course List, Course Calendar, and Registration List reports. View screenshot.
• Ability to see when an item (e.g. contact, courses, organisation) was created and last modified and by who. View Screenshot.
• New menu system on the management platform. We have added dropdown menus to support the new functionality we have added to the platform. View Screenshot  

¹ Optional extra.

² Available on Arlo Enterprise and Ultimate service plans only  

 (includes items from multiple releases within the last 3 months)

Major new feature

• Private course feature.  Ability to create and manage a private (in-company) course.   Read online help.  View screenshot.  Key new feature
• Registration Importer.  Ability to import registrations for a course from a spreadsheet, including the ability to update existing registration details (e.g. course attendance and grades after a course has run) and import historical registrations. Read online help, View screenshots
• Organisation importer ¹.  Ability to import organisations from a spreadsheet, including the ability to update existing organisation details, and to link an organisation with a key Contact, a Parent organisation, and an Account Manager. Read online help, View screenshots
• Faster platform and no page refresh required for new releases.  We have implemented some new changes to the underlining platform that offer both performance improvements and also remove the need for you to refresh your browser each time we upgrade your platform to clear old content. 
• Company network integration (IP Based Security) ¹.  Ability to secure your course portal (website) for internal staff so they do not require a username/password.  Read online help.
• Registration section.  Ability to view list of registrations, search registrations, and mark attendance for multiple registrations at once.  View screenshots.
• New venue interface.  New venue home tab design (cleaner layout, toolbar, and notes list) and edit form.  View screenshots.
• Course website display settings.  Ability to hide a course from website lists (upcoming courses, catalogue, homepage lists), but still make it available to people who know the private URL.  Read online help.
• Tools for managing venues and rooms.  Read online help.
• Course completion report.  Allows you to view the course completion status and attendance record of a group of individuals for a specific course. Read online help. 

Other features

• Ability to add images to a course page. View screenshots.
• Ability to add images to presenter website profile. View screenshots.
• Ability to hide a venue from the website. Read online help.
• Ability to disable the map feature for a venue, e.g. for a “To Be Advised” venue.  Read online help.
• Updates to Registration List report.  Significant range of new filters, field display options, sorting, and grouping.  View screenshot.
• Updates to Course List report.Significant range of new filters, field display options, sorting, and grouping.  View screenshot.
• The file name of calendar appointment attachments on course instructions have been changed to just “Calendar appointment.ics” to avoid confusion relating to what the files are.  
• Updates to the format of reports exported to Microsoft Excel - remove links to items within cells, update the format of date values as dates so they can be sorted (previously values were just plain text).
• Update to the website course page. Increased the visibility of the link (“Show more”) which displays additional dates.  Feedback suggested some users often missed that there were more course dates available.  View Screenshot.
• Course change emails can now be sent when a room is selected (if no room was previously selected) or changed.  View screenshot.
• Option to close website registrations before a course has started. Read online help.
• New registration discounts ¹.  Ability to apply a full range of discount types including promotion code, early bird, last minute, and multi registration that were previously only available as order discounts. View screenshot.
• Ability to record a comment (short note) on a registration. Read online help.
• Ability to record a purchase order on a registration.  Read online help.
• Ability for a customer to enter a purchase order during the website registration process.  Contact Arlo Support to apply this setting.
• Ability to record Results (Pass/Fail) and Grades (e.g. A-, B+) on a registration. Read online help.
• Ability to search on an organisation code within the organisations list.
• Ability to change the Bill To on an unapproved order.
• Ability to archive (and delete) a venue. Read online help.
• Contact home tab now lists all fields (personal, marketing, and organisation fields). View screenshot.
• Ability to select ALL items within a list, e.g. courses list, orders list.  View screenshot.
• New contact fields  added including organisation related (Cost centre,  Business region, Business area, Business location, Branch, Employment status) and internet related (Twitter, Facebook, LinkedIn).  Read about custom fields.
• And, many other little bits ‘n pieces and bug fixes.

Major New Features

• Save default settings on reports.  Ability to save default settings for each report, including filters, fields, sorting, and grouping. Read online help.
• Create favourite reports¹.  Ability to create new custom reports by saving report settings as new Favourite reports.  Read online help.       
• Calendar view.  Ability to display all course/events within a calendar view.  Watch this space as the calendar feature is set to have a number of enhanced features added in the coming months.  View screenshots.
• Merge duplicate contacts. Ability to merge two duplicate contact records.  This feature not only merges the information from each record, such as the contact phone numbers and address details, it also merges all associated notes, course registrations, orders, user login details, user roles, and presenter details (if applicable).  Read online help.
• Course template importer¹. Ability to import course templates from a spreadsheet to create new templates and/or update details of existing templates.  Read online help.
• Course importer¹.  Ability to schedule multiple courses at once by importing course dates and details from a spreadsheet.  Read online help.
• Course approval option¹.  Ability to have the course wizard create new courses in a draft state that then require approval before the course is activated.  The new course importer also uses this feature, allowing you to import courses from a spreadsheet into a draft state so they can be checked before they are activated. 
• Option to hide courses from website.  Ability to hide an individual course date from the website.  Previously you could hide a course template from the website but not individual course dates on a template.  Read online help.
• Tools to manage course templates.  Enhancements to the Template list that allow you to easily remove templates from the website, archive old templates, and more.  View online help.
• Tools to manage presenters.  Enhancements to the Presenters list that allow you to easily view the number of current courses a presenter is scheduled to deliver, open a presenters website profile, remove/display a presenter’s profile from the website, and more.  View online help.
• Archive multiple contacts and organisations.  Ability to archive one or more contacts from the contacts lists.  And the ability to archive one or more organisations from the organisation list.   View screenshots.
• Easily correct venue map. As you may be aware, the venue map (displayed on the website/in communication) at times does not pick-up the correct location.  You can now easily correct this by dragging the locator to the correct location on the map when you edit a venue.  Read online help.
• Registration Discount report¹. New report which lists all registrations that have a registration discount applied.  View online help.
• Newsletter management.  Ability to manage your newsletter subscription list from within Arlo.  Read online help.

Other features

• Display the number of registrations awaiting approval on the course page in the management platform. These are also highlighted in the registration list on the same page.  View screenshot.
• Additional options added to Course Registrants report.  View report options.
• Additional options added to Attendance Register report.  View report options.
• Updates to the course tab on a contact.  View screenshot.
• Additional course list views to filter courses by  Previous year, Current year, and Next year.
• Ability to change the Bill To and Address fields on an approved order.
• Ability to lock an organisation’s postal address so that it will not be updated if a customer enters a different address during the website registration process. Read online help.    
• Ability to add Campaign Monitor’s  newsletter signup form to your website.

 Major New Features

• Merge duplicate organisations. Ability to merge two duplicate organisation records.  This feature not only merges the information from each record, such as the contact phone numbers and address details, it also merges all associated notes, orders, and contacts from each record.  Read more.
• New organisation form.  We have developed a new form/wizard used when creating a new organisation.  The form is easier to use and allows you to enter all information in the one form, including custom fields.  Read more.
• New contact, presenter, and administrator forms.  We have also developed new forms used when creating contacts, presenters, and administrators.  Just like the new organisation form, they are easier to use and allow you to enter all information in the one form, including custom fields.  Read more.
• Updated Course Selector.  Allows you to enter a course code instead of having to search for the course template then date. Read more.
• Updated Course Wizard.  New improved ‘Communication’ step in the course wizard that allows you to setup Email Reminders and Special Instruction included within courses instructions.  The enhancements also allow you to update all other associated courses within these settings during the process.     

 Other features

• Link to online Help from within Arlo.  See Help menu item next to the Arlo logo.
• Update to Course Calendar report.  Ability to group by venue and sort by room.
• Update to Course Registrants report.  Ability to select which fields are displayed within the report and include additional information such as presenter contact details.   
• Fixed formatting of course start and end dates within emails where the course spans more than a day
• Update to Course Registrants report.  Ability to select which fields are displayed within the report and 

Major New Features

• Email reminders.  Ability to send up to three timed email reminders before a course starts.  Read more.
• New improved Organisation Details tab -  Fast editing experience and General, Company, and Marketing tabs.
• Fully customisable database -  Arlo now supports custom fields on Contacts and Organisations allowing you to configure the platform to manage your entire customer, membership, or employee database.  Read more.
• Notes on courses and course templates - Ability to record a note on a course and course template. Read more.
• Regionalised order and invoice management – Ability to setup invoicing and credit card payments for each region, e.g. separate billing and merchant services for your UK and Australian offices (multi-region customers only).

Other features

• Ability to download a calendar appointment from the course page.  Read more.
• Overdue orders now highlighted in red within order lists. 
• Additional views within orders Awaiting Payment list including  overdue, overdue by 7 days, payment methods, credit notes.
• Course calendar and Course list report update.  Separate columns for Registration count  and Maximum registrations.
• Ability to easily schedule another course date by clicking ‘Schedule another date..” from the course page.
• Speed improvements on order, contact, and organisation pages.
• New text editor for editing content in Notes.  Much faster, supports bullet points, and offers options within the toolbar. 
• Ability to specify the date and time an order is paid.  Read relevant post
• Ability for orders marked as paid to be cancelled.
• Ability to cancel an approved or completed order.

Major New Features

• Support for GST increase in NZ - GST rate automatically increase to 15% on the 1st October.  Ability to edit and change the rate on existing orders where required.    
• Custom Fields - Ability to store an extended amount of information about a contact, such as personal details (special diet, age group, ethnicity) and marketing information (newsletter, preferred contact method, last date include in campaign).  And the ability to setup any number of other custom fields.  Field types include single line of text, multiple lines of text, dropdown, yes/no, no/yes please specify, dropdown and text, multiple check boxes, multiple radio buttons.
• Website registration process improvements - ability to capture custom field information within the registration process (e.g. age group, ethnicity) and an improved layout of the 'Your Details' step.  
• Electronic Calendar appointments - Electronic appointments attached with course instructions and presenter and venue schedule confirmations.  Automated calendar appointment changes.  For example, when course details change (e.g. date, venue), not only will everyone involved be notified, the notification will include a calendar appointment update. read more
• New improved Contact 'Details' tab -  Includes General, Personal, Security, Marketing, Presenter Profile (if appropriate), and Regions tabs. Fast editing experience. 
• Auto-suggest on organisation name within the website registration process.  When a customer enters their organisation name during the registration process, as they type, the system will offer suggestions to possible matches of organisation names already in the system.  The focus is on preventing duplicates from being created.  read more
• Dashboard registration chart - graphs the number of registrations received in the last 7 days and measures the % increase/decrease of these compared to the previous 7 days. A summary of the total number of pending, approved, and completed registrations is also displayed. View example 
• Dashboard orders chart - graphs the value of approved orders received in the last 6 months and measures the % increase/decrease relative to the previous 7 days.  A summary of the total number and value of unapproved, approved, and completed order is also displayed.  View example
• New improved Course page  - you can now edit all courses and course template details from the one page.  The 'Details' tab also features a new and improved design. 
• Contact Importer - Ability import contacts from a spreadsheet, including updating an existing contact's details if they already exist in the system.  If an organisation name is also provided, the import will create and link the contact to the organisation or link the contact to an existing organisation if one already is in the system. 

Other features

• Orders paid report now includes the ability specific the time of day within the period.
• Add time zone selector to courses (multi region customers only)
• Improved the process for cancelling a registration and making a refund
• Ability to change payment method while marking orders as paid as part of a bulk process.  read more.. 
• Due date on orders automatically set when new orders are created from the management platform.  If payment is required prior to the course start and the order is created within the payment period, the system will also adjust the due date as the date of the course.
• Improved process for creating new orders from the management platform where the payment method is credit card.
• Change the logic of orders so they are only associated with a single region (multi-region customers only).
• Update to Attendance Register report with additional filtering and column display options.
• Update to Course Calendar report with additional filtering and column display options.
• Presenter tab added within Contacts section with ability to export presenter information into a spreadsheet (CSV format).
• Ability to record course attendance and produce course attendance reports.

• Discounts – the following automated discounts can now be setup;
  • Early bird, e.g. discount on registrations made 60 days or more before the course start date
  • Last minute, e.g. discount for bookings within 48 days prior to the course start date when places remain
  • Specified date, e.g.  discount for all registrations made on Labour day
  • Promotion code, e.g. discount when customer enters special promotion code they see in an advertisement
  • Multiple registrations per order, e.g. discount on orders containing 2 or more registrations
  • Multiple registrations per course, e.g. discount on orders containing 2 or more registrations for the same course
  • Membership pricing, e.g. discount for all current members
  • Post code, e.g. discount applied for customer living in a specific post code(s)
  • Age group, e.g. discount for registrants over the age of 60
  • Key client, e.g. discount on all orders a specific key client places

See examples on our demo site: http://demo.learningsource.co.nz/Management/Discounts/Discounts.aspx

• New Course Page 2.0 – New website course page design.  The focus has been to;
  • improve the visual appearance of the page
  • offer a flexible design that works as well with one-off events as it does ongoing courses
  • provide functionality to support our new discount feature
  • relocate the schedule list to the top of the page

See examples on our demos site: http://demo.learningsource.co.nz/courses/9006-marketing-management

• Time zone selector – users viewing live online courses (webinars) on the website can change the course times so they are displayed in their own local time.
• Ability to add existing course registrations not already associated with an order.  This feature can be used for in-company (onsite) courses where providers ask clients to register for courses through the Quick Registration process and then create an order retrospectively.
• Ability to archive (i.e. delete) Contacts and Organisations 
•  ‘CSV Export’ option on reports so you can export the raw data without any formatting as is the case with the ‘Export to Excel’ option
• Performance improvements on the order page.  The speed at which the order page loads has been reduced, specifically when lo may have noticed that the order page was sometimes taking a long time to load.
• Enhancements to Registration List report to include registration value, payment type, contact code, and organisation code.

• New Reports
  • Course Calendar (List of each individual course session scheduled to be delivered within a period)
  • Bulk Course Registrations (ability to produce multiple Course Registration reports at once)
  • Registrations List (List of all registrations received within a given period)
  • Orders Paid (List of all orders and credit notes marked as paid)
• Quick Launch Registration Window -  Ability to change, transfer, and cancel a registration all from within the registration window.  Includes automation of all associated communication.
• New Course Page -  View a summarised view of all course information (course and course template details) on the one page.  Also a new ‘windows like’ tool bar ribbon where you can now print and open course reports,  export data, cancel the course, add new registrants.
• Course List report enhancement that allows you to select the specific fields you would like in the report and potentially download the entire set of course information in a single report.
• Communication tab on Contacts so you can view a list of all emails sent to the individual
• Enhancement to the search control used when adding a contact to an order.  When the contacts name is underlined, you can now double click to edit their details. Simple, but useful feature. 
• Additional information added to order export.  The description field now includes; Course name, code, date, and registrant. 

• Reports - Course List (List of courses starting within a period), Attendance Register (Form to record course attendance), Bulk Attendance Register (ability to produce multiple Attendance Register reports at once).
• New Contact and Organisation UI - New clean and simple design for the 'Home' tab on Contacts and Organisations. 
• Google Analytics Ecommerce Tracking - ability to track the value of orders received and analyse purchasing behaviour, e.g. conversion rate, visits to purchase, time to purchase.  Read more...
• New and improved Contact selector with searching abilities to make it easy to manage contacts in orders and elsewhere in the platform.
• Organisation settings page (see menu Settings/Organisation Settings) - ability to edit your company name and contact details
• Transfer/Cancel Registrant - Ability to transfer or cancel a registration on an approved order, including automated communication to inform the order contact and each registrant of the change.
• Late Registrations.  Allow courses to remain visible on the website and registrations to be accepted for a certain period of time after a course has started.
• Communication Confirmation Prompts - Prior to sending any automated communication during an action, the system will now promote the user for confirmation, e.g. when approving an order, the system will prompt the user to confirm an ‘order approval’ email is to be sent to the order contact and ‘course instructions’ sent to registrants.
• New Presenter/Venue within Course Wizard -  Ability to create a new presenter and/or venue during the course creation process.
• Order Notes - Ability to record a note on an order.
• API v1.0 - Launch of our first set of API’s to allow course, course calendar, presenter, and venue information to be accessed by external websites and systems.
• Ability to edit details on an expired order.
• Course page now includes a ‘Communication’ tab which lists of all emails that have been sent relating to the course.
• Shopping cart is now emptied when user closes their browser or presses ‘cancel’ during the registration process.
• Ability to add courses that are in progress or which have completed to be added to an order. 
• Ability to make an existing contact a presenter or administrator.
• Ability to check Google Maps has located the correct map when a new venue is created.
• Ability to edit the Payment Method on an approved, completed, or expire order.
• Ability to hide Presenter contact details (e.g. phone, email) within course communication.
• Additional meta description included on course category pages to improve Google search listing results.
• Ability to record a note on a venue.

Other features

• Update to 'merchant reference' field in DPS transactions to provide a unique code to reconcile against, e.g. Credit Note CRD-9247-1, Order ORD-9247-1
• Change of special instructions text from red to black 
• Change of label on website from "Registrations (x)" to "Shopping Cart (x)"
• Change of text in registration process from "I am an existing customer" to "I have an existing account" 

• Reports - On screen view, printable, save to PDF, and save to excel.  The first two reports developed include: a) Course Registrants - view a list of individuals registered for a course and all their associated information, b) Presenter Schedule - view a list of courses a presenter has completed, is currently presenting, or is scheduled to complete.  More reports will be added in the next 2 months. 
• Make a credit card payment via the management platform -  Process a credit card payment on an order from within the management platform. 
• Intuitive settings when saving a new order - When creating a new order, based on the payment method, the system will intuitively prompt you to take certain actions such as mark the order as paid, send a tax invoice, and approve the order.  
• Print a copy of an email that has been sent, e.g. print a tax invoice email.
• Forward a copy of an email, e.g. forward a copy of the course instructions email to yourself or someone else.
• New payment methods. Payment methods now include: Account (invoice), bank transfer, cheque, cash, credit card, EFTPOS, Voucher, Loyalty Dollars, Journal, Draft, Cash or cheque on the day, draft, and other.  
• Ability to create a 'draft' order.
• Reduction in the number of confirmation emails sent to registrants where the registrant is the only contact on an order.
• New credit note -  Ability to raise a credit note for a customer.
•  Make a refund (credit card) -  In a single process the system will a) executes the credit card refund  transaction, b) create and send a credit note, and c) send an order cancellation and registration cancellations.
•  Make a refund (bank transfer, cheque, cash) - As above, but without credit card transaction.
•  Terms and conditions -  Terms and conditions can now be included within registration process.
•  Ability to approve expired orders.
•  On management platform, the course section now includes tabs for ‘All’, ‘Scheduled’, ‘In Progress’,  ‘Completed’, and ‘Course Templates‘.
•  Change to payment instructions (stronger wording to ensure faster payments on bank transfer and cheque, and to encourage credit card payment option).
•  New ‘Call me’ payment option for customers who are cautious of online credit card purchases to place an order.  

• Automatically approve orders when marking as paid -  From Orders list, when you reconcile paid orders (e.g. select items and press ‘Paid’) you are also prompted to approve and send tax invoices at the same time. Likewise, when you are viewing an order and mark it as paid, you are also promoted as to whether you would like to approve and send a tax invoice.  
• Option to display prices either including or excluding GST on the website. 
• Order page now includes a Communication tab so you can see all emails that have been sent relating to the order.
• Automatically expire orders where the order has not been approved/paid and the associated courses have since started.  Expired orders move from the awaiting payment tab to the expired tab within the orders section.
• Hide 'send invoice', 'mark as invoice sent', and 'mark as paid' buttons on orders where the order is free.