Scheduling facility rentals just got a lot simpler! With the latest enhancements to area rentals, we’ve focused on efficiency – making it possible for members to create and pay for a rental online, as well as saving staff member time with recurring rentals and new quick rental settings. We’re excited to help organizations book more rentals in less time.

And speaking of efficiency, this release also includes enhancements to the Daxko Operations + GroupEx PRO Integration.

Be sure to check out the full details below, along with info about improved member search in Live sites and more fundraising enhancements!

What’s included in this release blog?

• Enhanced Member Search in Live Sites
• Scheduling Area Rentals Enhancements: Online and Recurring Rentals
• GroupEx PRO Integration Enhancements
• Scheduling Orientations at Other Branches
• Fundraising Designation Updates
• Google Analytics 4 (GA4) Updates
• Training Site Refresh Reminder

Enhanced Member Search in Live Sites

Last month, we released the improved member search page to Training sites so your team could begin getting used to the minor changes. Member search will now include a new “Any” search option that allows you to search across all methods at once. This should improve efficiency and reduce instances of empty search results. Since the Training site release, we’ve been receiving great feedback, and we’re excited to release the new experience to Live sites with this release.

Read the user guide here.

Scheduling Area Rentals Enhancements: Online and Recurring Rentals

Organizations that offer facility rentals need quick and easy ways to allow their members and staff to create and manage these valuable services. With this release, your organization can allow members to create and pay for a rental online, and your staff can create recurring rentals. Plus, we’ve made it easier for your staff to find out what’s happening at your facility by consolidating the scheduling calendars in a single calendar with new views and filters.

Read the full user guides for more details:

Online Rentals & Quick Rentals
Recurring Rentals

Also, as the Scheduling capabilities have grown within Daxko Operations, we want to make it simpler for users to see what’s taking place at a branch at a particular time. In support of that, with this release we have consolidated the previously separate views Main Calendar, Resource Calendar, and Area Calendar in a single calendar available under the Appointments module. On this simplified calendar, users can now select tabs (Branch, Instructors, and Areas) and use filters depending on the scheduling information they’re looking for.

If your organization wants to learn more about Daxko Scheduling, contact sales@daxko.com.

GroupEx PRO Integration Enhancements

In case you missed it last year, Daxko Operations is now integrated with GroupEx PRO, making the group exercise experience even smoother! Check out the integration setup guide here.

This Daxko Operations release includes a few enhancements to this integration:

1. “On-hold” memberships are no longer able to reserve classes. “On-hold” statuses behave just like inactive memberships and cannot be reserved into GXP classes through the integration.
2. Simplified workflows when linking Branches & Locations. Users will now see a “Check for Matches” button on the Integration Settings page to quickly and easily link Operations Branches with GXP Locations of the same naming convention.
3. Administrators can now quickly and easily add GXP Instructors directly into Operations with the push a button.

Details about the above updates can be found in the updated user guide.

Scheduling Orientations at Other Branches

When know it’s not uncommon for members to join one location but frequent another based on where they live or work. Because of that, new members might prefer to have their orientation at a branch other than their home branch. With this release, organizations offering orientations through Daxko Scheduling can now allow members to book an orientation a branch other than their home branch. For both the online and in-house orientation scheduling, users will by default see orientations offered at their home branch but will be able to choose another branch to see orientations offered elsewhere. The system will still enforce the Membership Categories settings for a particular orientation service, so that members will not be able to schedule an orientation their membership isn’t eligible for.

Fundraising Designation Updates

Digital Analytics: 2023 Migration to Google Analytics 4 (GA4)

As many organizations already know, Google recently introduced Google Analytics 4 (GA4), their next-generation digital analytics tracking features. On July 1, 2023, Google will stop processing new data for standard Universal Analytics (UA) properties. Organizations using Daxko Operations’ Digital Analytics features for cross-domain tracking, enhanced e-commerce, and other campaign goals are required to migrate from Universal Analytics to Google Analytics 4 in order to continue capturing data. If you rely on Universal Analytics, Google is recommending that you prepare to use Google Analytics 4 going forward so that you do not have a lapse in tracking data.

In order to ensure a smooth transition, our engineers have been working on the necessary updates in Daxko Operations to accommodate GA4 data tracking. Review our updated Digital Analytics documentation here.

Please contact cpeters@daxko.com if you would like to talk more about your organization’s next steps in preparing for GA4, or if have any specific questions.

Training Site Refresh Reminder

As a reminder, we will be performing a Training Site refresh on Sunday, February 19. Read more details here about what the site refresh means for your association.

Happy New Year! We hope 2023 has gotten off to a great start for your organization. Our team has some big goals for the year, and we’re excited to work alongside your teams as we all grow into the months ahead. This Daxko Operations release includes enhancements to the member search experience and more.

Read the full release blog below for more info on the following, including some important updates coming soon:

• Enhanced Member Search in Training Sites
• Prospect Event Log Entries
• Coming Soon: Enhancements to Scheduling Area Rentals + Digital Analytics migration to Google Analytics 4
• Info about Q4 Release Review Webinar

Improved Member Search – Available for Testing in Training Sites

The ability to efficiently search for and locate members is essential to many common tasks within Operations. With this in mind — and thanks to valuable user feedback — we have continued to improve the usability and capabilities of the member search page. We’re very excited to announce a new “Any” search option that allows you to search across all methods at once! This should improve efficiency and reduce instances of empty search results.

Read the Training site user guide here for the full details. The enhanced search experience will be available for all organizations in your Training Site on January 18, 2023 and is planned for Live Sites in early February.

Need help accessing your Daxko Operations Training site?

You can think of the Training site as a “sandbox” environment for your team to test functionality and train team members. The site is a copy of your Live site and can be accessed by logging in here: https://operations-train.daxko.com/  Users can log in with their Live site username and password.

Event Log Entries for Prospects

Digging into Prospect details and activity just got a little easier. Now, users can view Prospect Added and Prospect Updated events in the Event Log, with descriptions that include more information about that prospect. Note that the “Unit Name” column will be blank, and instead the prospect name will be noted in the “Description” column.

👀 Coming Soon

Enhancements to Scheduling Area Rentals

Organizations using Daxko Scheduling will soon have even more time-saving capabilities your members and staff will love. With a release in a few weeks, we’re introducing new ways for staff to allow area rentals that can be booked online by members, as well as in-house enhancements for creating a recurring series of area rentals. Plus, we’ve streamlined the in-house calendar views and made other improvements! Be on the lookout for more details soon…

Online Area Rentals – Coming Soon

Recurring Area Rentals – Coming Soon

Digital Analytics: 2023 Migration to Google Analytics 4 (GA4)

As many organizations already know, Google recently introduced Google Analytics 4 (GA4), their next-generation digital analytics tracking features. On July 1, 2023, Google will stop processing new data for standard Universal Analytics (UA) properties. Organizations using Daxko Operations’ Digital Analytics features for cross-domain tracking, enhanced e-commerce, and other campaign goals are required to migrate from Universal Analytics to Google Analytics 4 in order to continue capturing data. If you rely on Universal Analytics, Google is recommending that you prepare to use Google Analytics 4 going forward so that you do not have a lapse in tracking data.

In order to ensure a smooth transition, our engineers have been working on the necessary updates in Daxko Operations to accommodate GA4 data tracking. Stay tuned for more details about this migration. In the meantime, please contact cpeters@daxko.com if you have any specific questions.

Join us for the Q4 2022 Release Review Webinar!

Fallen behind on last quarter’s releases? Join members of our Professional Services team on January 26 at 10:00 am CST to review Daxko Operations, Daxko Engage, and Daxko Accounting enhancements made during the 4th Quarter of 2022 (October through December).

Register for the webinar here.

This release, our last major release of 2022 for Daxko Operations, includes an exciting new integration with GroupEx PRO, creating a seamless experience for members searching, selecting, and managing their group exercise participation. Associations using GroupEx PRO now have the tools needed to vastly streamline the member experience. See below for the full user guide and other resources to help your team to make the most of this integration.

In addition to this, we also have a few new features and enhancements to fundraising and programs included with this release. Check those out below!

GroupEx PRO + Daxko Operations Integration

We know your team needs to own the end-to-end member experience. Through the new Daxko Operations and GroupEx PRO (GXP) integration, you can now provide members with a single set of login credentials for all areas of your online member experience.

When this integration is live, active members will use their Daxko Operations online account credentials to book GXP class reservations through your website, Daxko Mobile or Community Connect member apps alongside Program Registrations and other activities they manage through their online account.

Plus, Welcome Center or Front Desk staff will also be able to view, edit, cancel, and reserve GXP classes for active members from inside of Daxko Operations. Our team is thrilled to provide this integration, and we hope your team is excited to provide this for your members!

Here are a few helpful guides to assist your team and your members through this transition:

Daxko Operations + GXP Integration FAQ
Setup User Guide for Admins
Member Experience Changes
Welcome Staff Guide

If your organization does not currently use GroupEx PRO and you’d like to learn more, please contact support@groupexpro.com.

Other Enhancements and Updates

Pledge Amount Summary: Unit Level Giving History

This release includes updates to the Fundraising Pledge Amount Summary Report. The report features a new page design as well as new group by unit functionality. Now staff users can easily access any pledges tied to the same membership unit for a specific campaign or date range. Check out the user guide here.

Q&A Rosters for Program Packages

Previously, only standard programs and childcare programs provided a summary of participant Q&A responses in this format. Now, users can easily download and view Q&A responses for package programs as well. Check out the user guide here.

Online Program Registration – View Full or Waitlisted Programs

This release includes new labels that will be displayed for standard programs and camp programs with sessions that are full or sessions with a waiting list. Now, when members browse for a program online, they can easily identify which programs have capacity or a waiting list.

• The Full label will be visible when all segments in the program are full and there is not a waiting list enabled.
• The Waiting List label will be visible when all segments in a program are full and there is at least one segment with a waiting list.
• No label will show if at least one segment in a program has spots available.

Note: the new labels will not display for child care programs due to more complicated scenarios with traditional child care programs and rate plans.

These items will be available for all organizations in Live sites and Training sites on Wednesday, December 7. If you have any questions, please contact support@daxko.com.

Holiday season promotions, here we come! With this Daxko Operations release, we’re excited to introduce a new feature that will allow membership staff to set up win-back campaigns and other membership drives that target specific former memberships.

In addition, the release also includes enhancements that have come directly from recent user requests. Read below for more details about some iterations to the new Membership Information design released a few months ago.

These items will be available in Training sites and Live sites for all associations on Wednesday, November 9.

Membership Discount Pre-Approvals

With Black Friday and Cyber Monday approaching, we know associations have been planning end-of-year membership drives. With this new feature for membership discount pre-approvals, membership staff will be able to more easily win back former memberships through specific promotional codes.  

With this feature, users will create a promotional discount group that requires a code. Then, users will have the ability to select individual memberships or bulk import memberships that are pre-approved to be eligible for the discount. Finally, use a communication tool like Daxko Engage to contact the list of pre-approved memberships. From there, former members can rejoin online using their promotional code.

Read the user guide here. We recommend first testing this new functionality in your Training sites so you can become familiar with the steps. We hope the features make win-back campaigns a little smoother. We’d love to continue enhancing this experience, so please share your feedback with us!

Design & Usability Updates | Membership Information 

Following recent design updates we made to many commonly used pages in Daxko Operations, we’re continuing to listen to user feedback and introduce iterative changes in order to make these pages more and more user friendly. We know some of these changes have had an impact on your processes and workflows, and we appreciate your flexibility through these updates. We also appreciate learning more from you about ways we can make your processes smoother. As part of that, we wanted to share a couple changes coming to the Membership Information page:

• Member sorting order on Membership Information: When we previously updated the member sorting order, we ordered active and inactive members by name. Thanks to additional feedback from users, we will be changing the sorting order to use member age instead, with the active older members displaying first, followed by inactive members on the membership unit.

• Additional links added to Membership Information drop down buttons: With our earlier design updates to the Membership Information page, we eliminated redundant buttons and links in order to simplify the page. Although this was effective in presenting a clean and consistent interface as well as orienting users to the new design, we have learned that some of the page locations aren’t intuitive to all users. Because of that, we have added each of the membership options from the top left into their respective dropdown category button as well. With this change, there will always be one place to find anything you’re looking for!

Webinar: 2023 Vision-Casting With Daxko 

You’re invited to join us for the first webinar of our Thrive Summit Series: “2023 Vision-Casting with Daxko.”  Two leaders from Daxko’s Product Team, Becki Irby & Charlie Peters, will share Daxko’s product vision for the new year and discuss how Daxko will continue to support your organization’s important work in the communities you serve.

Sign up here.

Training Site Refresh on Sunday, November 20

As a reminder, we will be performing a Training Site refresh on Sunday, November 20. Read more details here about what the site refresh means for your association.

If you have questions or feedback, please contact support@daxko.com.

This Daxko Operations release includes a few exciting enhancements to prospecting, including better ways to capture prospect interests and new prospect conversion metrics.

Prospecting Enhancements

Knowing what prospective members are interested in can be a helpful way to follow up with them. Now, users can collect prospect interests through prospect forms.

In addition, staff users can now track prospect conversion metrics over a selected time period. To find the report, navigate to the System Menu > Browse Reports > Prospect Conversion.

Check out the full user guide here for more details about these prospecting updates.

Other Items

In addition to some maintenance items, this release also includes an update to the way childcare program registration days display in a member’s online account and no longer requiring a campaigner when assigning gifts from ‘Manage Online Donations’.

• Display days of childcare programs online

Now parents can see the days their child will attend the program when viewing the registration details online. To view the childcare registration details, navigate to My Account > Registrations > select ‘View Details’.

•  New optional “Campaigner” selection from Manage Online Donations

The above features and enhancements will be available in Live sites for all associations on October 26, 2022. Please contact support@daxko.com if you have any questions or concerns.

Join Us for a 2022 Release Review

Fallen behind on last quarter’s Daxko releases? Join members of our Professional Services team on October 26, 2022 at 1:00 pm CST to review Daxko Operations, Daxko Engage, and Daxko Accounting enhancements made during the 3rd Quarter of 2022 (July, August, and September). Register here.

We have a very exciting new fundraising feature to announce with this release. We’re introducing a delete pledge feature to give users a better way to handle pledges entered in error or pledges that otherwise needed to be removed. Say goodbye to the “correction campaigns”! In addition, this release also includes a few other enhancements to the online fundraising experience.

Finally, we’re also updating online membership settings to allow for greater customization when adding or editing members online. Read more below for how your team can take advantage of these new capabilities for members managing their account online.

Fundraising Enhancements

Delete Pledges Made in Error

Users of the Daxko Operations fundraising module will know that historically we have not provided a smooth way to handle pledges entered in error or pledges that otherwise needed to be removed from a donor record. With this release, we’re introducing a delete pledge feature! Learn more in the full user guide here.

Other Fundraising Enhancements

• Collect Donor Addresses Online: Collecting accurate donor information helps your team steward and engage donors into the future. With this release we have added a new campaign level setting to require donor address online.
• Display Campaign Descriptions Online: Help grow your online giving by sharing your campaigns mission by adding campaign descriptions online. This release allows users to create and display a campaign description for all or some of their online campaigns. Learn more here.
• Donation Summary Updates: The donor history page was recently updated as a part of the new Daxko DNA. With these changes we consolidated and removed some tabs from the donor history. In this release, we have added a new donation summary dashboard to give staff a complete view of the donors past giving history.

View the full user guide for these updates here.

Updates to Online Membership Settings

We’re always looking to enhance the online member experience to ensure that Daxko Operations provides a flexible and accommodating set of features. Associations who allow members to manage aspects of their membership through their online account now have new options for adding and managing additional members.

Thanks to feedback from associations, we have separated the Manage Additional Members setting into two distinct settings: Add Additional Members and Edit Additional Members.

Learn more in the full user guide here.

The above features and enhancements will be available in Live sites for all associations on October 12, 2022. Please contact support@daxko.com if you have any questions or concerns.

Join Us for a 2022 Release Review

Fallen behind on last quarter’s releases? Join members of our Professional Services team on Oct 26, 2022 at 1:00 pm CST to review Daxko Operations, Daxko Engage, and Daxko Accounting enhancements made during the 3rd Quarter of 2022 (July, August, and September). Register here.

This week’s Daxko Operations release includes a couple more page design updates, along with a few other new enhancements.

Also, be sure to check out the In Case You Missed It section below. We’ve updated a lot of pages and added many exciting new features over the past few months, so scroll down and catch up on anything you might have missed this summer.

Updates and Enhancements

Page updates: New Design DNA

We have updated the filters and design of three more pages: the Prospect Conversion Report, Expiring Discount Groups, and the Credit Card Process AVS Summary. The functionality of these reports and the data displayed have not been changed.

Event log for deleting prospects

Last year, we added the ability for staff members with appropriate permissions to delete prospects from Daxko Operations. This action cannot be undone. With this release, we have added an Event Log entry for this action so you can see who deleted a prospect and when.

• Event name: “Prospect Deleted”
• Event description: “[Prospect name] was deleted”

If you have any questions or concerns about this release, please contact support@daxko.com.

In Case You Missed It! Summer 2022 Release Recap 😎

We know you’ve had a busy summer! And now that school has started back and fall is here, it’s a good time to review some of the recent Daxko Operations releases — because we’ve been pretty busy, too.

June 22

• Page updates: Transactions, Membership History & Account Balance
• Block online access for members
• New Partnerships page for integrations

July 6

• Page updates: Member Search, Payment Receipt, Billing Methods, Deposit List, Shift Close-outs & Refund List
• Display preferred name in Child Watch

July 20

• Age range eligibility for child care & camp programs
• Program package roster export updates
• Payment Receipt return reasons

August 3

• Page updates: Donation History, Add One-Time Fees, Event Log, Make Payment, Draft Summary, Pledge Payment Projection & Fundraising Progress Summary

August 17

• Page updates: Edit Member Information, Account Entries, Collections Manager, Pending Batch, Manage Campaigns & Pledge Reminder
• Daxko Dashboard update

August 31

• Page updates: Membership Dues, Data Manager, updates to Member Search & Membership Information (Training sites only)
• Donations During Checkout (Training sites only)

September 14

• Page updates: Membership Information (Live sites release) & other pages
• Donations During Checkout (Live sites release)
• Updates to guest check in experience
• Authorized pickups added to Registration Summary
• Export member list for monthly add-ons
• Longer program session descriptions
• Comments / Notes section in Prospect forms

We have a lot of exciting enhancements and updates packed into this Daxko Operations release! The Membership Information page has a new design and layout, associations can now collect donations during program registrations, and a whole lot more. Be sure to review the release blog below for the full details:

• Design updates to Membership Information – now in Live sites
• Donations During Checkout – now in Live sites
• More page design updates
• Other enhancements to programs, guest check in experience, and more

Design Updates to Membership Information – Now in Live sites!

With the previous release, we introduced the updated Membership Information page in Training sites so that users could begin familiarizing themselves with the changes. With this release, the updates will take effect in Live sites.

While there have been no significant changes to the functionality on this page and no features have been removed, some items have been rearranged to make the experience more user friendly. We understand that any time something in the software changes it could interrupt workflows, so be sure to review the user guide here or check out this quick video. We appreciate your patience and hope that we have provided the resources needed to help your team make a smooth transition to Daxko’s new DNA.

Other Page Updates

In addition to the new Membership Information design, we have also made minor updates to the following pages so that they match the new design patterns. No functionality has changed, but users may notice a new look and feel to these pages:

• Draft Detail
• View Prospects
• Outstanding Gift Cards
• Adjustment Summary
• System Credit Summary
• Fundraising Designation Summary
• Fundraising Memorial / Honor Summary
• Fundraising Pledge Adjustment Summary
• Create Signature Report
• Scholarship Summary

Donations During Checkout – Now in Live sites!

We understand that collecting donations is an integral part of your organization’s mission. With the Live site release of Donations During Checkout, Daxko Operations users who allow online program or childcare registration can now request and accept donations during checkout online.

Read the user guide here and get answers to Frequently Asked Questions here. This feature will be released to Live sites for all associations on September 14.

Other Enhancements

Also included in this release are a handful of other enhancements, all of which were requested by users like you!

Updates to Guest Check In Experience

We introduced the guest check in experience last year. As more and more associations have used this feature, we’ve heard feedback that guest check ins needed to be more distinct from standard facility check ins. To correct that, we have updated the color for the tile and heading in order to help users see at a glance who’s checking in as a guest.

Authorized Pickups added to Registration Summary

Authorized Pickups is an easy way to manage pickup information for child care and camp participants. This release includes the addition of Authorized Pickup information to the Registration Summary.

Export Member List from New Monthly Add-ons

Associations using new Monthly Add-ons (available in Training sites for everyone) now have a way to export a list of members who have a particular add-on for reporting and tracking purposes. To do so, navigate to the Fee / Adjustment Setup page from the System Menu. Then, under the Monthly Add-ons tab, select a link in the “# Members” column. From the Monthly Add-on Unit List, there is now a Download option.

Longer Program Session Descriptions

To accommodate longer program session descriptions, the Description text box on step 1. General Information for standard programs can now include up to 2000 characters. Previously, the limit was 1000.

Comments Section in Prospect Forms 

Prospect web forms were introduced in 2020, and they allow users to create simple forms for collecting prospective member leads directly into Daxko Operations. This release includes a new optional field for additional notes and comments. These comments are then visible on the prospect profile.

The above new features and enhancements will be available in Lives sites for all associations on Wednesday, September 14. Please contact support@daxko.com if you have any questions or concerns.

This Daxko Operations release includes a few more updates to commonly used pages, as well an exciting new fundraising feature that we’re releasing to Training sites for all associations.

• Design and usability updates to pages and reports: Membership Dues, Data Manager, updates to Member Search. Membership Information (Training sites only)
• Donations During Checkout Training site release

Read more about these enhancements below.

Design and Usability Updates

We’re continuing the design updates to commonly used pages and reports in Daxko Operations, the fifth in a series of releases focused on improving the usability and consistency throughout the system. This phase includes updates for the following pages:

• Membership Dues – Live sites
• Data Manager – Live sites
• Updates to Member Search –  Live sites
• Membership Information – Training sites only

Read the details of the updates in the full user guide here.

Important note: with this release, the Membership Information design updates will take effect in associations’ Training sites only on August 31. We strongly encourage your teams to familiarize yourselves with the updates while they’re available in the Training site. Details about the changes to Membership Information are included in the above user guide. In two weeks, with the Daxko Operations release on September 14, we plan to make these updates in associations’ Live sites.

Donations During Checkout

We understand that collecting donations is an integral part of your organization’s mission. With the release of Donations During Checkout, Daxko Operations users who allow online program or childcare registration can now request and accept donations during checkout online.

Read the user guide here and get answers to Frequently Asked Questions here. This feature will be released to Training sites for all associations on August 31. We plan to release to Live sites for all associations on September 14.

Need help accessing your Daxko Operations Training site?

You can think of the Training site as a “sandbox” environment for your team to test functionality and train team members. The site is a copy of your Live site and can be accessed by logging in here: https://operations-train.daxko.com/  Users can log in with their Live site username and password.

We want you to be able to see every aspect of your member, participant, or donor experiences. This includes the emails they would receive. In the Training site, any email addresses that are listed on a member or branch page will be automatically changed to “test@test.com” to ensure no emails are erroneously sent to members, participants, donors, or users. Feel free to put your personal or professional email into the site to test any emails sent by the system.