[Master Toby Milroy]

There is a filter in the student list (also in the promote list…but we’re phasing that out), that says “Attendance Filter”.

If you click that, you’ll be able to select those who’ve checked in “Today” or “Last Hour”.

Does that get you where you need to be?

 

Thanks!

[Master Toby Milroy]

The new “Notes” enhancement is live!

If you go to a Student record, and go to the ‘notes’ section (top right side of the profile page), click the ‘Group Action” menu, and you’ll see “View All Notes” as a new option!

Here you’ll see a list of all their notes, with an excerpt.

If it’s a LOOOOONG note, you can expand the excerpt and see it all!

Let me know what you think….I’m pretty sure this solves it.

 

Thanks!

 

[Master Toby Milroy]

Hey Mike!

Good thought…..!

Interestingly, if you look at the “Prospects” widget on the dashboard, and click that link, you’ll see the list sorted by “Date Created”.

For the “main” list, we’re going to be converting that list the the “new” list structure, so you’ll be able to save whatever layout and filtering you like.

I’m hoping we’ll have that all done relatively soon.

[Master Toby Milroy]

I see…

So you’re wanting to basically reconcile each batch settlement with your bank deposits….right?

 

[Master Toby Milroy]

Yeah…I understand.

We’re working on a Google Calendar/iCal integration that might solve this as well.

I’ll make sure we keep this on the roadmap.

 

Thanks!

 

[Master Toby Milroy]

We’re going to experiment with the photo.

Thanks for the suggestion.

 

[Master Toby Milroy]

These wildcards are available in several areas…..I’m going to have one of the team give you a buzz, and show you where they live….and see if that solves this for you.

 

Thanks!!

 

[Master Toby Milroy]

There are currently “Merge fields” (we call them “Wildcards) available in the Marketing Automation system when creating emails there…..However right now, those merge fields are not available in a “1 off” or Batch email you send from the student list for example.

However, it’s in our near term development roadmap to add them “everywhere”.

If that’s not what you’re describing, let me know.

I’ll be sure we let you know when we roll that feature out.

 

Thanks!

 

 

 

I’ll give you a

[Master Toby Milroy]

This is interesting.

We have a feature on our roadmap for an “Activity” widget, that would show you a general summary of all the activity in the application. This might get you what you’re looking for…but to be clear, are you thinking a place to view notes from ‘all’ your students in one place, or all the notes for ‘1’ student in one place???

 

Thanks!

 

[Master Toby Milroy]

There are a couple of features you may want to look at.

#1 – “Notifications”

Go to the dashboard, and click the button in the top right of the screen “Notifications”.

Then, in the box that pops up in the bottom right, click the “manage” link.

Here you can set up ‘manual’ messages for your staff (I like to use this for staff training videos etc…). You can schedule these to ‘recur’ or not. These are mostly for you to communicate tasks etc with your staff.

#2 – “Calendar” Tasks

Similar to the above notifications, you can set tasks and reminders per staff member in the calendar.

#3 – Dashboard Widgets

For ‘missing’ students etc…..currently the dashboard is the control point for this. The A-B-C-MIA List will give you this data.

 

Currently, there aren’t any “Automations” set for attendance rating etc….BUT, it’s on our near term development roadmap to include some REALLY cool, and robust automatic triggers….INCLUDING some “predictive” notifications when students ‘patterns’ change. Can’t say too much about that now…..but stay tuned….I think you’ll dig it!

 

Keep the great feedback coming!

 

 

 

[Master Toby Milroy]

Hi There!

There is a “better” report I think you may want to look at.

Go to the “Report” section, and Search for “Income Report (BETA)”.

Let me know if that gives you all the data you need…..I think it might!

 

Let me know!

 

Thanks!

 

[Master Toby Milroy]

There currently is a feature in the WebForms to facilitate setting trial appointments.

I’ll have one of the team give you a buzz and walk you through.

 

[Master Toby Milroy]

Interesting. We developed this page using iPad Air 2 as the model.

Landscape mode is definitely a non-starter as the keyboard fills 1/2 of the screen.

But if the portrait mode is too “small”…..if we make the search area and result ‘bigger’ you’ll be able to see even less results…..therefore likely making the initial issue even worse.

Hmmmm…..I’ll have the team take a look at the UI…..but I think I’m hearing 2 mutually exclusive issues here.

Mike, what size Kindle are you using??

 

[Master Toby Milroy]

Thanks for the feedback!

We have this on our Development Roadmap already, and we’re planning to add a good few more email and phone options in the near future.

I can’t give you a specific date, but it’s on our hot list.

Thanks, and PLEASE, keep the great ideas coming!!!

 

 

[Master Toby Milroy]

Got it….and I totally see where you’re coming from.

I think we can make something work.

We’re going to be re-formatting the phone sheet in a few weeks, so I’ll be sure we keep this on the list for that effort.

Thanks again!!

 

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