Product/Module: Sales & Marketing; Membership & Admissions
Product Area(s): Activities

SMS activity confirmation

Users now have the option when creating an activity to send an SMS text message to confirm the appointment or other task. Confirming appointments via SMS should help to increase your show rates and it provides an opportunity to collect accurate mobile phone numbers for future SMS marketing.

Delete Activities

You can now delete activities if you want to remove old activities or have entered them with errors. Remember, once deleted you will not be able to retrieve them. If you are unsure it's safer to deactivate the activity rather than delete it.

Product/Module: Membership & Admissions
Product Area(s): WebClient

Improved member credit limit setup

It is now possible to enable and disable a Members credit limit and enter a reason for the change, along with the ability to add a new credit limit. Any changes are recording in the member's notes and history for audit tracking.

Update credit limits for multiple members

Updating multiple member credit limits can now be processed as an action in the Batch Administration Manager. Allowing bulk editing of credit limit and on account permission will save considerable time for the user who currently has to do it one member at a time. Users can now disable on account use, but leave the credit limit intact (previously Users had to set the limit to 0 to disable use). Finally, any changes are recorded in Notes/History so that credit limit history is tracked for the member.

Advanced Find on account enhancements

Advanced Find has been extended with a new ‘OnAccount’ section. Queries can be created to extract lists of members based on their OnAccount status and when they last performed an OnAccount transaction. Commonly used queries can be saved for future re-use without modification as a new search type is available where “This Month”, “Last Month” and “Days Old” (number of days since) can be selected, the dates used will always be relative to the current date and time.. For example you may want to find all the members with transactions for the previous month and send them an email to say their statement is available to view or print in their WebAccess area.

Simplified on account contributions

Primary members and organisations can pay for charges incurred by associate members. The setup screen has been simplified so that the choice is from 100% or 0%.

ClubSAFE and on account

ClubSAFE is SDA's technology that allows your FrontDesk to continue working even if connection to the remote database is lost. This ensures you can continue to operate check-in, POS and bookings until your connection is restored with no impact on your operations. ClubSAFE has been modified to allow 'on account' transactions to be carried out when in offline mode.