Capitan Release Notes - March 16, 2026

What's in this release

  • Membership Categories
  • Bulk action: Add an alert to selected customers
  • Customer filter: with / without a profile picture
  • Document "Copy from Above Participant" for phone, address, emergency contact
  • Pagination on customer profile entry passes and memberships
  • Reservation and waitlist entries display the linked customer's profile name

Plus several fixes — see the end of this article.

Membership Categories

Organizations can now group their membership types into categories to make it easier to direct customers towards specific offerings. Each category can be filtered in the Climber App and has its own unique URL, so a category can be linked directly from a website or marketing email (for example, a "Family Memberships" page that points straight at the relevant subset of memberships).

Categories are managed in Memberships & Passes → Categories. The Memberships & Passes settings area also now includes a link directly to your organization's membership catalog.

Bulk action: Add an alert to selected customers

The Customers table has a new bulk action: Add Alert. Selecting one or more customers and choosing this action adds an alert to the top of each selected customer's profile in a single step — useful for cases like flagging a group of customers for a follow-up conversation or tagging participants in a particular cohort.

This bulk action only adds alerts; alerts still need to be removed individually from each customer's profile.

Customer filter: with / without a profile picture

The Customers table has a new filter for whether a customer has a profile picture. This is helpful for organizations that use profile pictures for staff visual identification at check-in and want to follow up with members who have not yet uploaded a picture.

Document "Copy from Above Participant" for phone, address, emergency contact

When a customer is filling out documents in the Climber App for multiple participants (for example, a parent completing waivers for several children), new Copy from Above Participant buttons now appear next to the phone number, address, and emergency contact fields. Tapping the button autofills that field with the value entered for the participant immediately above, significantly cutting down on retyping when several family members share the same contact details.

Pagination on customer profile entry passes and memberships

On a customer's profile in the Staff Site, the Entry Passes and Memberships sections now support pagination. Previously, only the first 10 items were displayed, which could be confusing when the total count shown above the list did not match the visible entries. All items can now be viewed by paging through the list.

Reservation and waitlist entries display the linked customer's profile name

When viewing an event reservation or waitlist entry on the Staff Site, the linked customer's profile name is now shown instead of the name that was originally entered on the reservation or waitlist entry. This reduces confusion in cases where a customer has been merged into another customer profile with a different name.

Fixes

  • Apple curly quotes in customer names and emails are now normalized. Curly quotes (such as those produced by Apple devices when a customer types their info on an iPhone or iPad) were being treated as different characters from regular straight quotes, which in some cases prevented customers from receiving event discounts when their info was entered manually. Curly quotes are now automatically converted to regular quotes when processing customer names and emails, and customer searches treat the two as equivalent.
  • Cancellation emails for rolling events are now sent. When an organization cancelled a single occurrence of a rolling event, the cancellation modal offered to send a notification but none was actually sent. Cancellation emails are now sent for rolling event cancellations, and they are delivered to the participant and booking customer email addresses in addition to the reservation's own email. For rolling memberships, the membership owner's email is used when the participant does not have an email of their own. The refund help text no longer appears in the cancellation modal for rolling events, since rolling reservations do not have a refundable amount tied to them.
  • Square purchase line items now show individual amounts. In the payment modal for a Square purchase, every line item was being displayed with the total purchase amount rather than its own individual amount. Each line item now shows its own correct amount.
  • Merging customers updates their waitlist entries. When two customer profiles were merged, any waitlist entries belonging to the merged-away customer were not updated, leaving the old name on the waitlist. Clicking that waitlist entry returned "Customer Not Found". Waitlist entries are now updated to point at the remaining customer profile as part of the merge.

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