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PatronManager March 2026 Release Notes: https://help.pm.leapevent.tech/a/2051587
The PatronManager March 2026 release is here! This update brings you new ways to grow revenue, streamline operations, and engage members. Highlights include:
- Monthly Memberships – Complement your annual plans and boost recurring revenue.
- Fundraising Insights – Access key metrics, trends, and actionable tips to guide smarter campaigns.
- Facility Rental Management – Simplify booking, scheduling, and tracking.
- Additional Enhancements – New Sponsorship Directory, images on digital membership cards, and more.
Let's jump in!
Have you filed a Product Idea lately?
This release delivers 98 Ideas suggested and upvoted by clients just like you. Help shape the future of PatronManager by sharing your Ideas today!
Prefer watching to reading?
Join us for a live demo and Q&A at the Release Notes Webinar on Thursday, March 26 at 3:00 PM Eastern. Register now!
Action Required: Verify Your Email Domain by April 27
Salesforce has announced that all email domains must be verified before April 27 to continue sending emails with your "From" addresses.
This includes all emails sent through PatronManager such as confirmations and pre-show emails.
If you haven't already done so, please work with your IT team or the person who manages your website/domain to set up your DKIM Key and verify your domain to avoid email disruption.
Don't miss the 2026 PatronManager Community Meeting!
We're thrilled to be heading to Chicago this year and we've got lots of exciting content and conversations in store. Join us at the Old Post Office May 19-21 and let's make this the best Community Meeting yet!
Monthly Memberships
You can now offer monthly membership options alongside your existing annual plans. This flexibility helps attract new members, retain current members, and generate predictable, recurring revenue. And the best part? Monthly memberships auto-renew, boosting engagement while saving you time.
Set the Term on the Membership Price Level
Members will see the auto-renewal schedule when purchasing
Memberships auto-renew monthly
The member will receive your auto-renewal email template 7 days before renewal to let them know that their card will be charged, and it all happens seamlessly and automatically on the renewal date. Plus, if they've added their membership card to their Apple or Google wallet, it will automatically update as well!
Stay tuned - documentation is coming soon.
Fundraising Data Insights
Our new Data Insights feature gives you a clear picture of your progress and suggests next steps to increase your fundraising momentum. See key metrics at a glance, uncover trends, and get actionable tips to build donor engagement. Make data-driven decisions and maximize fundraising results.
Want more insights? Suggest a Product Idea - and stay tuned for membership and ticketing insights in future releases!
Facility Rental Management
Managing your venue just got simpler. From booking to scheduling to tracking and processing payments, you can now manage all your rental operations in one centralized system. Reduce scheduling conflicts, improve coordination, and increase facility revenue with this exciting new feature!
Additional Enhancements
New Sponsorship Directory from Double the Donation
We are thrilled to announce that we have integrated a powerful new resource from Double the Donation, the leading Workplace Giving Automation Provider. With our partnership, you can now access Double the Donation’s Sponsorship Directory right within the Client Community!
We know that identifying the right corporate sponsors takes time that many organizations simply don’t have. This new tool eliminates the guesswork by providing you with a comprehensive, searchable database of companies looking to support causes like yours.
With this new resource, you can:
- Access Double the Donation’s robust database: Tap into an extensive library of corporate giving programs, powered by the industry leader in workplace giving automation.
- Filter for your cause: Use the smart filters to categorize your search by your organization’s mission type to see only the most relevant opportunities.
- Skip the hassle of manual research: Find out how to apply to grants and in-kind donation opportunities from an all-in-one resource.
How to Use It: Simply navigate to the directory via the Client Community or with the link on the Fundraising Hub, choose between Grants and In-Kind opportunities, and apply the relevant filters. You’ll get instant access to eligibility details and direct links to apply.
Start exploring today and unlock new revenue streams for your mission!
Images on Digital Membership Cards
Help your membership cards stand out in digital wallets and let your organization's style show! And bonus: since cards in digital wallets now update, you can refresh existing membership cards with a new image whenever you'd like. Highlight your upcoming exhibit, showcase your next season, and more - the choice is yours.
Automatic Wallet Updates for Membership Cards
Membership cards added to Apple or Google Wallet will now update automatically as changes occur. For example, if you upgrade (or downgrade) a membership through an exchange, and when the membership renews (especially helpful for auto-renewal and monthly memberships!).
Note: this change affects membership cards that are added to wallets after this release. Membership cards previously added to wallets will not update, but can be replaced by re-adding the card (or adding the new card at renewal).
Automatic wallet updates for tickets in Apple Wallets are coming soon!
Sort the Event Inventory Chronologically by First Instance Date
Need to quickly see just the events that are in the future, perhaps with the shows coming up first on top? Now you can, with no need to creatively adjust Sort Order numbers. You can click the column headers to sort by any column, including the newly added First Instance Date - and/or check the box to filter for Future Events Only:
PM Scanning App updates
You can now enable Dark Mode in the app settings to save some battery and ease the appearance of the app in low light situations.
To make it easier to select the right combination of events to scan, you can now use the Search filter alongside other filters. You can also select multiple events across different filters, even if you can't search for them all at the same time!
Public Ticketing Site improvements
We've made a few quality of life improvements to the PTS recently, including an improved empty state for the cart with a clear call to action to add more things:
Plus modernized list/calendar icons:
We also updated number input fields to use the numeric keypad on iOS devices, clarified page titles for folks using assistive devices, and adjusted the "Total" formatting on the confirmation page.
Now available: Stripe's new S700 Credit Card Reader
The S700 is Stripe's latest and greatest credit card reader, and will eventually replace the current BBPOS WisePOS E. It costs a little bit more, but it's more modern and a bit snappier to use.
You'll eventually want to upgrade (and if/when you need a new reader, consider this one), but there's no rush right now: the WisePOS E will remain available for purchase until February 2027, and Stripe will continue to support it until 2031.
That's all for this release!
Do you have ideas for new PatronManager features or want to tell us about a part of the system where you'd like to see updates?
Log in to the Client Community to suggest and vote on Product Ideas, track suggestions your organization has given us in the past, see what's planned and in progress, and much more. Read All About Product Ideas to get started!
