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Release November 2026

Updated

Available from 4 November 2026. All changes described here are available to you from this date.

Overview of topics:

Facebook Messenger as a chatbot channel for members

The member chatbot now supports Facebook Messenger as a conversation channel, in addition to the app, web widget, and WhatsApp. This allows you to reach members where they already are.

How to set up Facebook Messenger

 

Instagram DMs as a chatbot channel for members

The member chatbot now supports Instagram Direct Messages as a conversation channel, in addition to the app, web widget, and WhatsApp, and reaches members on the social platforms they use every day.

Read the Instagram setup guide

 

Studio-specific context and guidelines in the chatbot

Operators can now configure the member chatbot for each studio with their own guidelines and factual studio information, replacing the global free-text prompt. This enables precisely tailored, brand-compliant chatbot behaviour for each location and makes rollout across multiple locations possible.

How to add guidelines and studio information

 

Support for teaser messages and suggested actions in PerfectAI Chat

PerfectAI Chat can now welcome members with a teaser message and offer suggested actions. This makes it easier for members to start a conversation and find the right answer more quickly.

Set up teaser messages and suggestions

 

Access restrictions based on user data

Access control can now automatically restrict members’ access when defined conditions are met: if the SEPA mandate is invalid and a new one is therefore required, or if mandatory contact details are missing, such as address or contact information. This gives studios system-driven protection for compliance and data quality without manual checks.

How to configure access restrictions

Import leads from CSV or Excel files

You can now create multiple leads in one step by uploading a file under Leads / Generation / Lead import. To do this, download the CSV or XLSX template, fill it with your lead data, for example from campaigns, and upload it. After the import, you will receive a results overview and an error report explaining why individual records could not be created.

Step by step through the lead import

 

Conditional attachments in contract documents

You can now specify when an attachment is included in a contract document. For each attachment, choose whether it is always attached or only when a selected condition is met. This allows you to use one plan and one contract document for different closing scenarios, for example by adding the attachment for the legal representative only for underage members. Existing attachments have no condition, so your contracts will be created exactly as before.

More on attachments and conditions

 

New “Security Center” section under Resources

The new Security Center under “Resources” now contains two-factor authentication and the login monitor, both of which were moved from the “Staff” section. The login monitor and the view of login sessions in staff profiles also have a redesigned user interface. The functionality remains unchanged.

 

Minor adjustments

Several useful detail improvements make working even smoother:

  • Search in lead analytics (see reporting)
  • Sort leads by lead received date under Leads / Conversion / Overview (see sorting)
  • Introduction of a payment export linked to the originally paid receivables via Finion Pay (how the export works)
  • New SEPA format pain.008.001.08 for direct debit files (about SEPA formats)
  • Adjustment of module billing to the start of the main contract for the “Fixed schedule” payment frequency (about fixed schedules)
  • Serial messages in the new design (about serial messages)
  • Update of payment method collection in the Connect API

New features for the Open API

Our Open API has been expanded with the following practical features:

  • Change of the due date in the member self-service
  • New endpoint for cross-studio collection
  • Query members via the shared contract

Note: This article was created with the help of artificial intelligence and editorially reviewed.