Reopen Features For Dash Platform Customers
Resource Guide
Rescheduling
Drag & Drop Calendar
Event Details
Booking Events
League Scheduler
Communication
Reminder Emails
Disabling and re-enabling
Event settings
Broadcast Emails
How to Email Tagged Customers
Create Tags
Apply Tags to Customers
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- Navigate to the Customer Search and Email Report
Emailed Tagged Customers
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- Navigate to the Customer Search and Email Report
How to Email a Season
How to Email a Group
Send a message from the vertical ellipsis
Payment Schedules
Disabling and re-enabling collections
Adjust payment dates before re-enabling
Mass Edit Payment Dates
If you need help adding time onto existing memberships please email support@dashplatform.com. We’ll need to know the number of <months> to move all past due and upcoming payment schedule dates from <date> forward.
Membership and Pass Expiration Dates
Edit Membership Expiration
The User needs Membership Management authorization
Mass Membership Expiration
If you need help adding time onto existing memberships please email support@dashplatform.com. We’ll need to know the number of <days> to extend all current memberships.
Edit Pass Expiration
The User needs Pass Management authorization
Mass Update Pass Expiration
If you need help adding time onto existing passes please email support@dashplatform.com. We’ll need to know the number of <days> to extend any passes that expired since <date>.
Employee Management
Inactivating and reactivating employees
Basic User Training
Thinkific Customer Service Courses
Solutions for Customers
Camp Programming
Thinkific Camp Course
Payment Plans
Discounts
Gift Cards
Waitlist
Drop-in
Tasks
Planning Notes
The Rinks Steps for Payment Plans
Set new collection dates for all existing payment schedules
Edit dates on payment plans so future registrations will be charged properly
Pull a payment schedule report for reference
Edit all existing individual payment schedules on invoices with the new dates
When ALL payment schedules at all facilities have been updated, I will flip the switch
Customer Support Meeting 4/16
Resource Guide Topics:
- Rescheduling programs
- drag & drop
- delete and schedule again with new start dates
- FR mass unpublish (for future closures)
- FR get schedules back into the league scheduler
- FR Classes moved X weeks
- FR Booking Delete events via mass edit checkbox
- Communication
- How to tag customers
- How to email a group
- Turning reminders off/on again
- Payment Schedules
- How to turn off or delete dates
- Warning that it will start auto-billing the next morning
- Suggestion: modal pop-up and acknowledgment
- FR Mass editing the dates
- Payment Plans
- Memberships
- Extending (ROOT TOOL NOW)
- Auto-renew on
- Passes
- Extending (NEED ROOT TOOL?)
- Refunds and Account Credits
- Gift Cards
- Use waitlist or instead of charging
- Tasks as cleanliness checklist? – Custom dev
- Custom form
- Groundhog day functionality
- Log
- Google Doc template
- Employee Management
- Inactivating
- Reactivating
- New Hires
- New hire training for Dash – Thinkific
- Discounts
- Pre-summer camp
- distancing
- sanitary
- devices and internet
- Pricing matrix
- 3 or 5 day pricing
- Custom Forms
- Faux Olympic Games
- Covid-19 Bootcamp
- For quarantine fatties
Leadership Notes
Anthony:
Can’t shift season N days ahead without copying the database
Call with Anthony
- Classes or other events moved N weeks.
- Get game schedules back into the league scheduler tool for rescheduling. – Jeff
- Mass edit payment schedule dates. e.g. move forward N months.
- Ability to edit payment schedules without having to delete and recreate.
- Mass extend punch pass expiration N days.
- Booking Delete events via mass edit checkbox. – Jordan
https://docs.google.com/document/d/1tVlW_-DtTQRF37aTUCSdKkxfvBTT-kloEwEHEnjXQIg/edit?usp=sharingWe’re going to be providing root only solutions for #1, #3, #5.
We’re looking at scoping #2, #6 for customer access.
