Capitan Release Notes - June 22, 2026
What's in this release
The headline of this release is Emailed Reports, a major new feature that lets you have any report delivered to a group of inboxes on a regular schedule. It's joined by a new Redemption Codes report, more flexible refunds and payments around private events and bookings, richer payment receipts, and a number of smaller changes and fixes.
Reports
- Emailed Reports: schedule reports to be sent automatically
- New report: Redemption Codes
Events & bookings
- Private event cancellations: refund options
- Reservations cancelled for non-payment now hidden by default
Payments & receipts
- Payment receipts: more detail, plus downloads in the Climber App
- Climber App: more ways to pay a remaining booking balance
Memberships & discounts
- First-time member discounts now work for recurring memberships
Plus several fixes - see the end of this article.
Reports
Emailed Reports: schedule reports to be sent automatically
You can now have Capitan email your reports to you and your team automatically, on a schedule you choose, instead of logging in to pull them by hand. It's well suited to the reports you check on a regular rhythm, such as a daily sign-up summary for the front desk or a weekly revenue recap for owners, and it leaves you an email record of each one over time.
To set this up, open any report and use the new Report Settings menu in the upper right, which now also holds the existing Bulk Download option. Choose Configure Emailed Reports to see all of your scheduled emails in one place, each showing its cadence, included reports, recipients, and when it last sent and next sends. This requires organization admin permission.
Each scheduled email can bundle up to 5 reports and go to up to 20 recipients. You give it a name, which becomes the subject line, and pick a cadence: Daily, Weekly, Monthly, Quarterly, or Annually. For each report, you start from one of its saved views to pull in filters and columns, then adjust as needed. You can also set the columns shown in the email itself separately from the columns in the attached file, so the in-email table stays readable while the attachment carries the full detail.
When an email goes out, each report appears as a table in the body (up to 20 rows) with a link to open it live in Capitan, and the complete report is attached as a spreadsheet (up to 10,000 rows). You don't have to wait for the next scheduled send to check one: each saved emailed report has a Send Now option that sends it to its recipients right away.
For now, Emailed Reports works with Capitan's table reports, not chart-based reports. We plan to extend it to cover all of your reports in a future update.
New report: Redemption Codes
There's a new Redemption Codes report at the bottom of the Sales & Revenue section of Reporting. It lists redemption codes from across all of your code sets in one place, sorted with the most recently updated first, so you no longer have to open each set individually to see code activity.
You can filter by redemption code set, by the status of an individual code, by created date range, by redeemed date range (when filtering for redeemed codes), and by product type. As with your other reports, you can export the results. For convenience, each redemption code set page now has a View Report button, next to Export Codes, that opens this report already filtered to that set.
Events & bookings
Private event cancellations: refund options
When you cancel a private event from the Staff Site, you can now choose how to handle any money already paid, the same way you can when cancelling a regular event booking. If the private event's booking has a paid balance that hasn't been refunded, the cancellation screen offers No Refund, Partial Refund, and Full Booking Refund.
Previously, cancelling a private event didn't give you these choices, which made it hard to apply a late-cancellation policy. This applies to any organization that uses private events.
Reservations cancelled for non-payment now hidden by default
When an event booking isn't paid within 20 minutes, Capitan automatically cancels it to free the spot for someone else. These automatically cancelled reservations used to appear in the Event Participants list and in a customer's Reservations list, which could be confusing, since abandoned checkouts for memberships and entry passes aren't shown that way.
Reservations cancelled for non-payment are now hidden by default in both of those lists. If you need to see them, for example for record-keeping, both lists have a new Show reservations which were cancelled due to non-payment checkbox. Reservations cancelled for other reasons, such as a staff member cancelling them or the whole event being cancelled, continue to show as before. This change takes effect automatically; there's nothing you need to turn on.
Payments & receipts
Payment receipts: more detail, plus downloads in the Climber App
Payment receipts now carry more of the information your customers' schools and workplace incentive programs tend to ask for, and customers can now get their own receipts without going through your front desk.
In the Climber App, the Billing History section now has a Download link next to each payment, so a customer can download the PDF receipt for that payment themselves. The receipts also include more detail: the table now shows Amount Paid and Amount Due beneath the total (reflecting all payments made against the invoice), followed by a Payment Details section listing each payment's date, amount, and method. Each line item now names who it was for, such as the member on a membership, the recipient of an entry pass or gift, or the participants on an event booking. For a group membership with more than one member, the receipt also breaks down how much each member contributed toward the total.
Climber App: more ways to pay a remaining booking balance
When a customer comes back to pay the remaining balance on a booking they originally placed a deposit for, the Climber App's Pay Remaining Balance page now offers the same payment options as the original booking did. Alongside paying by card, customers can now use their account credit (if they have any) or a saved payment method (if one is on file), and staff signed in on a staff account can take payment using a connected card reader.
Memberships & discounts
First-time member discounts now work for recurring memberships
Until now, a discount restricted to first-time members could only be applied to a one-time charge, because once a member made their initial purchase, Capitan no longer considered them a first-time member, so recurring bills never qualified. That restriction has been lifted for recurring membership discounts.
This lets you run a promotion such as a new-member summer special, where a new member gets a percentage off not only their first payment but also their recurring bills for as long as the promotion runs. A recurring bill keeps the discount as long as the membership was first purchased with it and every bill since has received it; if there's ever a gap where the membership doesn't get the discount, it stops qualifying. That means you can safely reuse the same promotion in a later season without older memberships continuing to receive it.
This is an option you turn on per discount. When you set a recurring discount to first-time members only, Capitan shows a note explaining how the rule works. Existing discounts are unaffected unless you choose to enable the setting.
Fixes
- Multi-line attendee question answers no longer break CSV exports. When an attendee's answer to an event question contained a line break (common with responses typed on Windows), exporting that report to CSV could split a single attendee across multiple rows or insert blank lines, throwing off the file. Exports now keep each record on one row regardless of line breaks in the underlying answers.
- Event payments completed after an automatic cancellation are now handled correctly. If a customer left the Stripe checkout page open and completed payment well after Capitan had already cancelled their unpaid booking, they could be charged for a spot they no longer had. Capitan now closes the checkout session when it cancels the booking, so a late payment can't go through. If a payment does land on an already-cancelled booking, the booking is restored when the event still has room; if it doesn't, the payment is refunded and the customer is notified.
- Event type "Allowed locations" no longer gets cleared when saving other settings. Saving an unrelated part of an event type's configuration, such as its waitlist settings, cancellation policy, or scheduled-events columns, could wipe out the event type's configured allowed locations. Those locations are now preserved when you edit other settings.
- Pre-purchased memberships keep their upfront-paid periods when your open date changes. When an organization moves its start date, Capitan shifts every pre-purchased membership's start date forward to match. That process was not accounting for periods a member had already paid upfront, which could push the next bill date too early. It now respects the number of periods paid upfront when recalculating.