PaySubsOnline.com Membership Software – Product Update September 2016

Membership software - product update


Email tracking

You asked for it – you’ve got it! Now when you send an email you can track what happens next. We provide detailed information on what was sent, delivered, opened, clicked, bounced, blocked, what had an invalid email address and what was reported as spam.

There are two ways to access the email reports: Via Members > Email > Sent Emails. Here you’ll see all email activity:

Email tracking

By clicking on ‘View Report’, you can see more detail on the numbers:

Email tracking report

Click on any of the numbers above and you’ll be taken through to a list of members that make up that number.

The other place you can view email delivery is from within the member’s record:

Email report - members record

To protect our sending reputation with email providers like Gmail and Hotmail, when an email bounces, is blocked, is invalid or reported as spam, the system will not send to that email again. To override this you can remove that person’s email address from the ‘banned’ list (as shown above). To resend the email, click on the subject header and then ‘Re-send’.

Attendance register

At the start of the spring, we released a new attendance register feature.  Since then, we’ve been refining the setup process and developing an app so coaches can record attendance, via a simple interface, on their phone and tablets.

I’m pleased to announce the app is now live!

Coaches can download the app via the Android and Apple App Stores.  You need to permission coaches to access data via the app.  You can do that by going to their record on the database and clicking on ‘Add / edit / View Access Rights’.  Down the left-hand side you’ll see the option ‘Record Attendance’ and on the right, the classes you can give them access to.

When the app is started, coaches will see the groups they have access to, the current register (for example, Summer Term) and the session:

Attendance register app - select

 

Once they’ve selected the relevant group, register, and session, the list of members will load using the latest data from your membership database.

You, as the main administrator, determine what fields should be included on the register.  You can then further decide what fields you want presented on the main screen and what fields should be available when you click on a persons name.   In the example below, I’ve just selected first and last name to appear on the main screen. You can choose how you want to order the names – either by first or last name.  If you’ve opted to include the payment status of the member and they owe money, an icon of a wallet appears.  If you’ve left a note for the coach, an icon of a note pad will appear:

Attendance register - list of names

 

Clicking on the name will display all fields you opted to be included on the register so now coaches have all the latest membership and payment information at their finger tips:

Attendance register - list of fields

To record attendance, just tick the names and hit record:

Attendance register

 

Information on attendance is stored centrally online so no more storing old paper registers!

Approving new registrations

When people register online, you have the option to vet them before adding them to your membership database. Now, when you approve them, you have the option to set their status as member or non-member. This is useful if you want to approve someone into a waiting list but not classify them as a member.

New system groups

We’ve added two new system groups. One for linked members and another for non-members. People will be automatically included into these groups if they are linked or a non-member.

Requesting discounted fees

When requesting payment, you might want to apply a discount for a sub-section of your membership, for example, siblings. So we’ve now added the ability to filter on groups when requesting payment so if you’ve got all your siblings in a group, you can filter, apply the discount to people in that group and save. We’ll shortly be adding the ability to filter on linked members too so if you have all siblings linked together on the system, it becomes easier to track who qualifies for discount.

Coming soon . . .

We’re currently working on new functionality to help you request payment based on the time members attend classes. Of course, you can do this at the moment but this new feature will allow you to assign time to classes and to individuals. As members move between classes / add more or less hours, the system will track the hours and request payment accordingly. This functionality will be live in October.

 

Please note: I reserve the right to delete comments that are offensive or off-topic.

Leave a Reply

Your email address will not be published. Required fields are marked *