This release includes feature expansion for virtual check-in areas, allowing an association to create rules for which memberships may access webpages containing content. This release will be available to all associations on Wednesday, June 10th. This release also includes several updates to existing functionality and reports.

For our previous virtual areas release, please reference our April 15th release.

Virtual Areas 

The world is rapidly changing in this unexpected season, and many things seem uncertain as we move into the future. However, one thing that is certain is that  individuals are actively seeking web content (videos, articles, etc.) for health and wellness at home. While some content may be available to anyone visiting an association’s website, many of you want to craft custom experiences for specific web content. This release will combine the business rules that you choose for who should access content with the validation of a virtual check-in.

To learn more about this feature and how to get started, check out this week’s User Guide. 

Other Updates

We have included several enhancements to existing functionality with this release. 

• Child Watch – The Area selected for the adult dropping off the child will now automatically check the adult in as long as capacity has not been met for that area.
• Area Capacity – Members will now be able to see branch capacity and area capacity in their online account. (Screenshot below)
• Facility Usage Report – We have updated this page layout and design in preparations for updates to areas in our next release. This only includes design changes and no functional changes.

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

This release includes exciting updates to the member prospecting features in Daxko Operations. As we announced with our May 20th Training Site release, we have revamped our prospecting features, including new prospecting forms.

New! Prospecting Forms and Other New Features

With this release, users have the ability to create simple forms to collect prospecting leads directly into Daxko Operations. This allows people to submit their own lead or interest form from virtually anywhere, saving valuable staff time and helping you connect without contact.

In addition to the new forms, we have also updated the Add Prospect and Prospect Profile features and introduced a new View Prospects page.

To read the full details of the new Prospecting features, read the Prospecting User Guide here.

If you have any questions, reach out to support@daxko.com.

This release includes enhancements to our new branch and area capacity tools. This release will be available to all associations on Wednesday, May 27th.

Branch and Area Capacity Enhancements

In order to assist associations in reopening efforts, Team Daxko has added several new tools for staff and members:

• Branch Capacity for Websites
• Rapid Check-In from Search
• System Credit Notification
• Updates to Branch Data in Custom Reports
• Updates to Facility Usage Data in Custom Reports

To learn more about this feature and how to get started, check out this week’s User Guide. 

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

As our customers begin reopening efforts and plan for welcoming their community back, we are excited to release new functionality and other updates to member prospecting in Daxko Operations! These features will be available Wednesday, May 20, on your Daxko Operations Training Site. We encourage you and your team to begin familiarizing yourself with these new features before the release to the Live Site in June.

This release includes the following:

• New Prospect Forms for Websites and Lead Capture
• Updated Add Prospect Experience
• Enhanced Prospect Profile
• New View Prospects Page
• Read the User Guide for all the details

New! Creating and Managing Prospecting Forms

With this release, users have the ability to create simple forms to collect prospecting leads directly into Daxko Operations. This allows people to submit their own lead or interest form, saving valuable staff time.

Choose how you would like to use each form: either as an embeddable form or through a URL. If you are embedding the form, copy the script code and add to your website. If you are using the URL version of the form, copy the link and share. The URL can also be used to generate a QR code, allowing people to simply scan it with their phone to access a mobile-friendly version of the form.

Viewing a List of Prospects

Another new feature for Prospecting in Daxko Operations is the View Prospects Page. This is where users can see a list prospects who have been entered, whether manually through Add Prospects or through prospect forms. Select a prospect’s name to view his or her profile.

Viewing the Prospect Profile

We have revamped the Prospect Profile, making it look a little more like a Member Profile. The Prospect Profile displays any information you have about that person and provides a way to quickly update with any new information or add notes as your relationship with them deepens.

To read the full details of this release, check out this week’s Training Site User Guide.

We need your feedback regarding these enhancements to Prospecting prior to our release of this functionality in June to your Live Site. You may send your feedback to Charlie Peters, Associate Product Manager, to cpeters@daxko.com.

This release includes enhancements to our new branch and area capacity tools. This release will be available to all associations on Wednesday, May 13th.

For managing branch capacity, please reference our April 29th release.

For managing area capacity, please reference our May 6th release.

Branch and Area Capacity 

In order to provide excellent tools to manage capacity when associations reopen, we have added the following:

• Branch Capacity for Members Online
• Rapid Check Out Mode
• Branch Capacity tracking on Area Check Ins
• Quick Search by Name for Area Check In
• Child Watch Capacity Enforcement

To learn more about this feature and how to get started, check out this week’s User Guide. There are two small changes to the user experience for commonly used reports that users may want to review.

Convert Membership Payments to Donations

Last week we released the ability to convert membership payments to donations en masse for several early adopters. This includes important updates to the Converted Donations Summary report. This release will be available to all associations on Wednesday, May 13th.

To learn more about this feature and how to get started, check out the User Guide.

Coming Soon! Updated Signatures for Membership Agreements 

We know many of you are reopening with updated membership agreements in place, which require memberships to sign and acknowledge. Our team has developed a new feature that will allow associations to use a new report to merge with each association’s preferred email tool to send a unique link to each membership.

This link will allow the membership to sign without requiring a login. Additionally, we will prevent memberships who have not yet agreed from checking in until a signature is obtained. 

This feature is undergoing our thorough testing process now, and we hope to release it as soon as next week.

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