This release contains enhancement requests submitted by users through the Daxko Help Center! We love all of the great suggestions that are submitted to our product team. These changes will be available Wednesday, December 4th.

Here’s an overview of the awesome value added to Daxko Operations with your help:

• Admin Only Adjustments extended to Organization Balances
• Block Online Partial Payments for Overdue Balances
• Email Address added to Pledge Amount Summary
• Event Log record for Export to Accounting Attempts

To read all of the details, check out this week’s User Guide.

Email support@daxko.com with any questions.

This release contains several enhancements for staff to manage programs and related registrations. There are also a few additions to the event log, rapid check in, and child care reporting. Here are the highlights:

• Programs – Require Registration for All Segments
• Programs – Eligibility by Gender
• Programs – Update Enrollment Numbers for All Segments
• Programs – Filter for Future Programs
• Child Care – Camp Instance Location added to Waitlist Export
• Attendance Tracker – Select Multiple Locations
• Event Log – Change Refund Method
• Event Log – Unique Identifier for existing Session Events
• Rapid Check In – Age in Months for under 1yo

To read all of the details of each item, check out this week’s User Guide.

Email support@daxko.com with any questions.

This release contains enhancement requests submitted by users through the Daxko Help Center! We love all of the great suggestions that are submitted to our product team. Here’s an overview of the awesome value added to Daxko Operations with your help:

• Admin Only Adjustments
• Q&A Export Ordering
• Add Authorized Pickups to Signature Report
• Show HTML and URL links

To read all of the details, check out this week’s User Guide.

Also, we rolled out new logos for Daxko Operations, Daxko Engage, and Daxko Accounting! 

Email support@daxko.com with any questions.

This release contains workflow and style changes to the Prospect Create Membership process, Transactions page, and Apply Adjustments page. While none of these are major changes, we know that staff members will need to be aware as the changes are noticeable and on frequently accessed pages. These changes will be available on Wednesday, October 2nd.

Apply Adjustments now Responsive

With the above update to the transactions page, we have also updates the adjustments page to be responsive, as these pages pull in similar data and views.

Also, we made one functional change: users may no longer apply system credits from two places. By eliminating this capability from the adjustments page, users may now apply system credits through the make payment process. We are implementing this change to improve the training experience, as this previously caused confusion.

Prospect Conversion – New Workflow

In order to provide a consistent experience for our associations, the prospect convert to membership experience now uses the same workflow as a new join. While this improves the training experience for staff, it also allows associations to capture agreements by using our updated add membership process.

Learn more about this release by accessing our User Guide.

Need to know more? Email support@daxko.com.

Research

Online Member Experience

We are currently researching the online experience for your members, and also how we can allow more actions to take place online to maximize staff efficiency. We would love to hear from you! Please access our survey HERE.

This release contains additions to custom reporting, an addition to third party child care reconciliation, and a new option for your corporate partners. These changes will be available on Wednesday, September 18th.

• Child Care Registrations – This is an existing data source and with this release we are removing any registrations on a waitlist from this data source.
• Child Care Waitlist Registrations – This is a new data source added with this release, and contains the exact same data columns as the above data source. Separating the registrations into two data sources allows users to report and communicate with registrants and their families based on the status of the registrant (on the roster vs on the waitlist)
• Authorized Pickups – This is a new data source added with this release. This data source will include the member’s name tied to the authorized pickup, as well as the authorized pickup’s name, address, email, phone, date of birth, and relationship. This data source will join to the members data source for additional reporting options.

Rate Plans Showing in Organizations – Child Care Account Balance

The third party subsidy tool, which allows users to reconcile third party payments for child care with the organization providing the subsidy, now includes a column that displays the rate plan name.

Corporate Portal now allows Print Invoice

For those corporate partners that love the corporate portal, but still need to submit a manual payment, we now offer the ability for the organization to create an invoice from the corporate portal that can be attached to their manual payment.

Learn more about this release by accessing our User Guide.

Need to know more? Email support@daxko.com.

This release contains an addition to custom reporting in Daxko Operations and a clarification for Attendance Tracker functionality. These changes are scheduled to roll out on Wednesday, September 4th.

• Member ID
• Site ID
• Branch ID
• Date
• Check In Time
• Check Out Time
• Full Day or Partial Day (Before, After, Before & After)

Unique Phone Number for Attendance Tracker

For associations that are using the Authorized Pickups verification through the Attendance Tracker, the Parent Mode is now looking only at the phone number listed for each authorized pickup. This means that a parent who is also a member on the same membership as the participant will have one valid number to enter if a site is using Parent Mode. This is a consistent requests for associations that are require to have only one numerical identifier per pickup to meet licensing requirements.

• Learn more about the Attendance Tracker HERE.
• Learn more about Authorized Pickups HERE.

Need to know more? Email support@daxko.com.

In the last year we have placed a heavy focus on child care and camp enhancements to allow for efficient and user-friendly setup and management of programs. This release contains a new report that many of you have requested – a Rate Plan Report! This will be available to all customers on Wednesday, August 7th.

This new report is located in the Child Care module and will export all of the setup details for rate plans using a set of filters. This report is valuable for:

• Staff audits to ensure proper data entry and setup
• Research of rate plan configuration
• Monitoring rate and availability exceptions

For all of the details on what is included in the report, access this week’s User Guide.

Need to know more? Email support@daxko.com.

This release contains enhancement requests submitted by users and a few small changes from the Daxko Operations team. Here’s an overview of the changes that you may want to make staff aware of:

• Branch ID added to Shift Close Outs
• Clarifying Language added to Corporate Portal Email
• New Custom Reports Data Source for Facility Usage – Point-in-Time Demographics
• Change Password button added to Member Details

These changes will take effect Wednesday, July 24th. To read all of the details, check out this week’s User Guide.

Email support@daxko.com with any questions.

Having confidence and security that you are releasing children to the appropriate adult is vital for your organization. It offers your members comfort and keeps your staff safe. We are excited to bring a wonderful solution to all associations – a new centralized hub for authorized pickups!

We have added a new page that may be accessed from a variety of places that will reflect in real-time the authorized pickups for any child in Daxko Operations. Staff may access authorized pickups through membership information, members may access authorized pickups in their online account, and authorized pickups will show during online and in house registrations. This will ensure that authorized pickups, once entered the first time, may be maintained and updated over time. This will eliminate the need for most associations to collect answers to questions repeatedly for registrations.

We will also offer associations the option of adding in authorized pickup selection as a step in the check in/check out process in the Daxko Attendance Tracker. We are soon adding authorized pickups to several existing reports and are excited for your feedback to know where we can make the most impact next!

This new feature will be accessed through a new permission. We want each association to have the opportunity to determine the best timing for rolling out this new option! For full documentation, access the User Guide.

Why was this solution so important to solve?

Like any team working toward an achievement, it is important to set a goal. Team Daxko rallied around solving a story we hear often from our associations: A member has recently experienced an unfortunate domestic situation and a child’s authorized pickup is no longer safe for him or her. That alone must be devastating for the member. The last thing the member needs to be concerned with is calling each and every camp counselor, child care director, swim instructor, and sports coach to tell the same personal story repeatedly in order to remove the authorized pickup.

By using our new authorized pickups solution, that member has the opportunity to make the change themselves or discuss it privately with one staff person. That is the level of care you want your members to feel, and we wanted to help provide the tools to make it a reality.

Need to know more? Email support@daxko.com.