Daxko Operations: Program Sales Tax, Add-ons Enhancements, New Prospecting Pages + GXP Integration Improvements

Summer is heating up, and so are things with Daxko Operations! We’re excited to say that we’ve got a lot packed into this release, so be sure to review the full release blog below for the full details on these items:

  • Program Sales Tax: new functionality to accommodate this for standard and package programs (childcare and rentals coming soon)
  • Membership Add-ons Enhancements: apply add-ons to memberships with billing cycles other than monthly — plus, display add-ons on the Rapid Check-in screen.
  • Updated Prospecting Pages: usability and design improvements to prospecting pages
  • GroupEx PRO Integration Enhancements: integrated staff calendar, virtual and on-demand class reservations, and more

These updates will be available on Wednesday, July 20.

Plus, sign up for a Q2 release review to catch up on previous updates.


Program Sales Tax

With this release, organizations serving states or counties that require sales tax for program registrations now have the ability to set up and automatically charge sales tax. It’s as simple as configuring sales tax at the branch level and choosing at the program level which sessions should apply tax.

Check out the user guide HERE. Beyond standard and package programs included in this release, we will also be addressing the need to charge automated sales tax for childcare programming as well as area rentals. Stay tuned for that release later this year.


Membership Add-on Enhancements

As organizations provide more and more ways for their members to create a personalized membership experience for their needs and interests, Daxko has been working to provide more flexibility in membership setup. Since the release of Monthly Add-ons a few years ago, we have been learning that many organizations need the ability to apply add-ons to memberships that use billing cycles other than monthly, such as annual or quarterly memberships. Here’s what included in these enhancements:

Allow Add-ons to billing cycles other than monthly for any auto-renewing membership

Configure add-ons to display on Rapid Check-in

 

Read the user guide HERE. Please review the Add-ons For Membership User Guide for more detail about how new add-ons work as well as how to test in your Training site.


Updated Prospecting Pages

As we continue to make usability and design enhancements to key pages in Daxko Operations, we have included in this release updates to membership prospect pages. These enhancements feature updates to the add prospect form, new sorting filters on the ‘View Prospect Report’, and a new and more intuitive layout for prospect profiles.  

Learn more about prospect page updates HERE.


Daxko Operations + GroupEx PRO Enhancements

Did you know Daxko Operations is integrated with GroupEx PRO? As we continue to streamline that integration, this release includes several new features that will improve staff usability and the overall member experience.

Included in this release:  

  • Integrated Staff Calendar 
  • Virtual and On-Demand Class Reservations 
  • Display Cancelled Classes + Waitlist

 

Learn more about these enhancements HERE.


2023 Q2 Releases in Review Webinar

Need to catch up on last quarter’s releases? Join members of our Professional Services team to review Daxko Operations enhancements made during the 2nd Quarter of 2023 (April through June). Sign up HERE for the webinar on July 25 at 10:00 AM CT.

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