The PerfectMind development team has been hard at work to bring you features to help attract new members, connect your community and keep your business running efficiently. The features below have rolled out to BETA users and will roll out to all live users soon. Click on thumbnails for expanded views and browse through the help files to learn more about each feature.
Payment plans are now supported on activities when Pay to Register is enabled. After completing the Pay to Register process, a new step has been added to select a payment plan that is linked to that activity. For example, camps or courses could have weekly, biweekly, or monthly payment plans to choose from, with payments automatically scheduled. Users can also choose whether or not to include equipment or other extras in the payment plan.
We have added a new permission which allows staff with appropriate access to manually adjust the order of waitlisted customers. Staff who modify the waitlist are required to input the reason why the waitlist was changed – this is tracked in the system and can be reported on.
POS 2.0 users with appropriate permissions can now modify payment plans during the checkout process. Users can modify the payment start date, pattern, and number of payments, and for custom plans they can modify dates and amounts on a per-payment basis. If a change is made to the start date, pattern or number of payments, the system will adjust the dates and values of all individual payments automatically. This enables you to configure payment plans on the fly to fit the needs of each individual customer.
To improve efficiency and ease-of-use of the PerfectMind store in POS 2.0, non-inventory products and equipment can now be configured to be available across locations. This means you can now create items such as gift cards or administration fees that are available across all locations, instead of having separate items for each specific location.
New - PARKS & RECREATION
We have added the ability to process a quick facility rental without going through all the steps required for more complex rentals. For example, if a customer comes to the front desk wanting to book a tennis court, they will now be able to complete the reservation simply and efficiently. We know that facility rentals can be a complex scenario, but we went back to the basics to provide a quick and easy way for your clients to book a facility on short notice.
We have added the ability for staff to create and save custom filtered views for advanced reservations. You can also choose whether a saved view should appear by default when you navigate to the Advanced Reservation page. For example, if a staff member works with baseball field reservations at 6 different locations, they can save those filters so they can be applied with a single selection of the saved view. This makes the advanced reservation process more efficient, so you can easily help customers find and book the facilities that meet their needs.
If facility reservation requires customers to complete a questionnaire, the questions and answers will now appear on the facility contract. This enables your customers to review their questionnaire responses before signing the facility rental agreement, to ensure that the correct information has been captured in the system. For example, you can create a questionnaire to capture whether a liquor license or catering is required for the reservation, and these questions and responses will appear on the contract.
We have improved the export of calendar events to PDF. If there are multiple events listed for the same day, the height of the calendar row will automatically expand so that all of the events are exported. Previously, the height of the row would not change, and some events would be hidden on the exported calendar.
We have added the option to use abbreviated State/Province codes in fields throughout the system, which saves space when viewing or printing reports and client facing documents. Additionally, you can set a default State/Province for new contacts or facilities to make the contact and facility creation processes more efficient.
We have improved the logic to search for duplicate clients. Previously, only first name and email were shown. Now, the system uses additional criteria including last name, similar first name (e.g. Pat and Patrick), email, and whether the users are on the same account.
You can now modify existing custom booking enrollments to add or remove dates or fees. Any additional costs will be added onto the original payment plan, and any removed costs will reduce the remaining balance.
We have enhanced the reservation creation process for services or programs that have fees and durations set up on each individual facility. Changing the overall date and time for a reservation in the creation popup will now apply those changes to all facilities added to the reservation creation process. Staff can also apply global changes to any manually modified facility durations, for added flexibility and consistent usability with other areas of the system such as fee changes.
We have enhanced the reservation creation process for staff, so that check in and check out times will be filled in automatically when making overnight reservations such as camping. Staff can also now choose to enter either the number of nights reserved or the end date for the reservation, with the other field being filled in automatically.
We have modified the user interface (UI) of the reservation creation popup, to improve usability and increase efficiency for your staff and customers.
We now store answers to questionnaire responses completed by walk-in customers, so they can be reported on. For example, if you are holding a walk-in seminar you can now collect names and contact information of participants, and run a report to create a contact list for follow up.