One of the first experiences members have with your association is the online member account, and we want that experience to be great! Our team released a much-improved login experience earlier this year, and we are now preparing to release a new My Account experience to your members. Prior to the release to members, we want to give users an early sneak peek.

The new Online Member Account includes the following:

• A mobile-first design for easy use on mobile devices
• A more clear billing method update for recurring payments
• Clear sections for My Account to help the member take actions

Check out this week’s User Guide in preparation for this to be released to members on Wednesday, December 9th.

Some of our future planned enhancements for 2021 include:

• Member facility usage report
• Member payment history report
• Member requests for holds and terminations
• Consistent add member experience

Do you have a great idea for the members’ Online Account? Tell us more HERE!

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

We know that associations need an efficient way to register, schedule, and manage programs sold by a specific quantity, including personal training, private swim, and sports lessons. Daxko Operations offers Program Package functionality to all associations, which allows the registration and redemption management. However, new Daxko Scheduling will soon allow all associations who have signed up to cohesively provide scheduling in a fully integrated experience for members, trainers/coaches, and program managers.

In order to make sure all associations have the opportunity to try out this new feature, we have extended the functionality to your Training Site until Sunday, February 21st.

This feature includes:

• Instructor Schedules
• Association Calendar for all Scheduled Items
• Clear email communication to members
• Staff scheduling capabilities
• Purchase and schedule in one workflow
• Mobile-first experience for members

… and much more! Join us next week for a full webinar on the specifics of this new feature.

Access the Schedule Program Packages User Guide to learn more.

Live Site Enhancements

With this release, we will be adding enhancements for Document Storage based on the valuable feedback each association has provided. We already have over fifty associations who have either launched or will launch in the near future. Each association will immediately receive access to these enhancements on their association’s live site.

This includes:

• Document Storage permissions split by module
• Document Storage permission separated for View vs Upload
• Ability to designate a Document Type as Staff-facing Only

We have also included one important new setting to Virtual Areas to meet the needs of several associations that are creatively gating the association’s virtual content. The new setting for each area will allow users to indicate if an attempt to access content should be denied if the membership has a balance due. Note: Associations will not need to generate a new Secret for this setting to take effect.

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

This week’s release, available to all associations on Wednesday, September 30th, contains updates to two existing areas of Daxko Operations: Prospecting and Email Verification.

Prospecting

As more and more associations use new Daxko Operations prospecting features, we have received excellent feedback around ways to improve how your team interacts with prospects and reports on prospect conversions. The new experience includes the following updates:

• Duplicate check for online joins
• Tour status updates
• Updating branch to match tour guide
• Clarifications & additions to the prospect conversion report

For more details, check out the User Guide.

Email Verification

In last week’s release, we added important new functionality that allows associations to verify email addresses. This release contains updates to the remaining email entry points in Daxko Operations, including Add Membership, Renew Membership, Add Member, Edit Member, and Activate Member. Two additional enhancements will also be released:

• Unverified email addresses will trigger a pop-up when a member logs in to the online account. This pop-up will ask the member to verify the email address on file using email interaction for confirmation.
• Every twelve months a message will pop-up when a member navigates to My Account asking the member to verify the email address on the file is the best email for communication.

To see all of the details, check out the User Guide.

Announcing: Document Storage!

For those interested in Document Storage within Daxko Operations and Daxko Accounting, please join us tomorrow, September 30th at Noon Central time. You may sign up HERE. We will be recording the webinar for those unable to attend.

Questions, concerns, or feedback? Email support@daxko.com.

This week’s release, available to all associations on Wednesday, September 16th, contains two important updates to your Daxko Operations Live Site. The first is a release we added to the training site on September 2nd that we are now moving to your Live Site – an all new holds and terminations workflow to assist users and members with vital decisions at the point of a hold or termination. The second is the very first release of new email validation in Daxko Operations to ensure that you are making the most of your emails to your members.

Holds and Terminations

With an increase in the frequency of requested holds and terminations and a greater need for staff efficiency, we have created a new step-by-step format in order to improve the overall holds and terminations process.

This new experience includes:

• Ability to extend a hold
• Step by step workflow
• Ability to write off and adjust overdue balances
• Removal of scheduled payments from the pending batch for both Holds and Terminations
• Finalize step with a summary of changes

… and more! Check out the User Guide.

Email Verification

We know that email accuracy is critical for your association to remain in close contact with your membership base. While Daxko Operations captures emails throughout, we are now adding a new verification status to every email address. This status will track the confirmation that an email address has been verified through a series of releases, beginning with this release.

One important thing to note is that this release will not affect any existing system emails, such as confirmation emails. To see all of the details, check out the User Guide.

Questions, concerns, or feedback? Email support@daxko.com.