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

    1. Navigate to the Customer Search and Email Report

Emailed Tagged Customers

    1. 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

  1. Classes or other events moved N weeks.
  2. Get game schedules back into the league scheduler tool for rescheduling. – Jeff
  3. Mass edit payment schedule dates. e.g. move forward N months.
  4. Ability to edit payment schedules without having to delete and recreate. 
  5. Mass extend punch pass expiration N days. 
  6. 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. 

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