With this Daxko Operations release, we’re introducing a simple way to automate sibling discounts for child care and camp programming. Early adopters have been using this functionality for several months, and we’re excited to make that available for all organizations.

This release also includes and enhancement to the GroupEx PRO + Daxko Operations integration, along with a handful of fixed issues. These updates and enhancements will be available for all organizations on Wednesday, November 7.

Plus, be sure to check out some of the upcoming new features and enhancements coming later this year…

Automated Sibling Discounts

Check out the user guide here. Sibling Discount will be available in Live and Training sites for all organizations on Wednesday, November 8.

Syncing Member Updates Between Daxko Operations + GroupEx PRO

As more and more associations adopt the integration between Daxko Operations and GroupEx PRO, we’re continuing to make that experience smoother for members and staff. With this release, updates made to member name and/or email address in Daxko Operations will automatically sync to GroupEx PRO.

Fixed Issues

• Fix to website redirect button on online giving receipt
• Fix for Collections Manager export for member-rate customers
• Fix for issue when attempting to adjust off org. balances en masses
• Fix for errors when saving Child Profile w/ “Gender Identity” question
• Fix for issue when waitlisted registrants not charged sales tax after moved to roster
• Fix to appropriately display updated pledge schedule dates

👀 Coming soon…

The year may be winding down, but we’ve got a couple of exciting releases planned before 2023 is behind us. Stay tuned to the release blog for more info about the following features and enhancements:

Child care sub-rosters: expanding upon camp sub-rosters, now users can group child care registrants by classroom, bus groups, activities and more!

Sales tax for area rentals: automatically charge sales tax for area rentals, much like you can for standard programs and child care

Enhancements to the Daxko Operations + GroupEx PRO integration: sync facility check-ins with group exercise attendance

New dashboards and KPIs: access data insights through new KPIs & dashboards, powered by the Daxko Data Labs team — at no extra cost!

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

With this week’s Daxko Operations release, new Community Events functionality is available in Live sites for all organizations. Feedback from early adopters has been great so far, so whether in your Training or Live site, we encourage you to check this out if you haven’t already. Read before for more details!

Also included in this release are a few page updates in our continued effort to improve the usability of Daxko Operations.

The below enhancements and fixes will be available for all customers on Wednesday, October 25.

Community Events: Now in Live Sites!

To learn more about Community Events and how you can get started, see the resources below:

• Community Events FAQ 
• Community Events Demo 
• Community Events User Guide 

Design Updates

This release also includes updates to a few other pages in Daxko Operations in our effort to improve overall usability:

Data Manager – New Action

Edit Next Process Date

Program Scholarships

Fixed Issues

This release includes 10 fixed issues, including:

• Fix for issue when copying multiple program sessions where time wasn’t specified
• Fix for issue not allowing same-day package appointments
• Show updated pledge schedule date on donation history
• Allow for same-day alerts
• Show “Addressee” and “Salutation” for monthly recurring donations

The above enhancements and fixes will be available for all customers on Wednesday, October 25. If you have any questions, please contact support@daxko.com.

This Daxko Operations releases includes a couple of meaningful enhancements to membership add-ons for organizations looking to provide more flexibility in their membership offerings, as well as additional features for charging program sales tax for childcare.

Plus, our team recently dedicated significant time addressing a backlog of outstanding defects impacting users like you. We know sometimes one small defect can cause a lot of frustration for you and your team, so we’re thrilled to say that this release includes over 60 fixed issues and maintenance updates. Read below for more details!

Branch Access Membership Add-ons

Want to learn more about new membership add-ons? Check out these previous user guides:

• Membership Add-ons Introductory Guide <— Start here if your organization hasn’t enabled add-ons in your Live site
• Membership Add-ons Enhancements
• Add-ons for Online Membership Joins

Program Sales Tax for Childcare Programs

With this release, organizations serving states or counties that require sales tax for childcare 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 childcare or camp program level whether tax should apply.

Check out the full user guide HERE.

Design Updates

This release also includes updates to a few other pages in Daxko Operations in our effort to improve overall usability:

Schedule Payment – Updated the button text on schedule details page to provide more clarity to users.

Fixed Issues and Maintenance

Recently, our engineering team dedicated significant time toward addressing the backlog of outstanding defects and maintenance items. This release includes over 60 fixed issues and maintenance updates. Key items include:

• Fix to send confirmation emails to staff for in-house and online new member joins.
• Fix to remove member online account access link from staff confirmation email.
• Fix to send confirmation emails to multiple staff users listed in program notification settings.
• Fix to allow refunds for donations during checkout when the program fee is also refunded.
• Fix to remove any unpaid, deleted pledges and show campaigner on the Prospect Details report.
• Fix to prevent registrations to closed programs using the cart reminder email.
• Fix to prevent users from entering invalid DOB for Authorized Pickup causing error.
• Fix to accurately capture check-ins from Member Search.
• Fix to correctly display Next Process Date when auto-renew is disabled on unit membership dues.

The above enhancements and updates will be available to all clients on Wednesday, October 11. Please contact support@daxko.com if you have any questions.

This Daxko Operations includes several exciting new enhancements that your members and staff will be sure to appreciate!

First, we’re leaning into membership flexibility with a new way for your association to offer membership add-ons during the online join process for potential members, letting joining members build a membership that fits them. Next, we’ve redesigned and simplified the online My Balance and Payments pages members use via their online account. Then we’re making the offender screening process through Trusted Screening a little easier with the addition of sortable columns for member status. Finally, this release also includes a few page design updates and handful of bug fixes & maintenance items.

Be sure to review the release blog below for the full details on all these enhancements, which will be available in Live sites on Wednesday, September 27.

Offer Membership Add-ons Online

Want to learn more about new membership add-ons? Check out these user guides:

• Membership Add-ons Introductory Guide <— Start here if your organization hasn’t enabled add-ons in your Live site
• Membership Add-ons Enhancements

Updated Online Payment Pages for Members

Trusted Screening: Filter by Member Status

The security of your facilities is crucial, and your teams work diligently to create a safe and welcoming environment for the communities you serve. Daxko is committed to providing solutions to help you do that, and with this release we’ve enhanced the Trusted Screening RSO Report to include a column for Member Status along with a way to sort the records so that staff can prioritize potential matches for review.

Missed our last Trusted Screening update for dates of birth? Check that out here. And if you would like to learn more about Trusted Screening service for your organization, contact sales@daxko.com.

Page Design Updates

This release also includes updates to a few other pages in Daxko Operations in our effort to improve overall usability:

• Journal Account Edit Details
• Member Alerts

Fixed Issues 🐛

Finally, this release also includes the following bug fixes and maintenance updates:

• Handful minor design tweaks
• Fix for in-house program registrations that required searching for a member after one was already selected
• Fix for personal trainers not being able to see all registrants on Instructor Redemption tool
• Fix for new fundraising designations not saving
• Fix for area reservations data source in Custom Reports
• Fix for occasional error when viewing details for membership fees
• Performance updates for childcare signature report

Questions or feedback? Contact support@daxko.com.

With this Daxko Operations release, we are enhancing new Trusted Screening functionality by providing more information about birth dates for potential offenders, allowing your staff to make better decisions during the screening process.

Plus, we’ve updated the design of a couple more pages:  Journal Account Details and Apply Discount Group. 

Read the full release blog below for additional details. These updates will be available on Wednesday, September 13.

Trusted Screening: Birth Date Updates

The security of your facilities is crucial, and your teams work diligently to create a safe and welcoming environment for the communities you serve. Daxko is committed to providing solutions to help you do that. In working alongside our partner Raptor Technologies, we have been able to provide more detail about offender dates of birth.

Previously, many offender records showed as “N/A”, but now we are able to provide not only the actual date of birth if it’s present (ex: 4/21/1978) but also year of birth. And in the event the offender record has only an age, Daxko Operations will display two possible birth years.

We hope this additional information can assist your team in making easier and more informed decisions about potential offenders. If you would like to learn more about Trusted Screening service for your organization, contact sales@daxko.com.

Design Updates

With this release, we have also updated the design of the Apply Discount Group and Journal Account Details (Pledge) pages.

As with other recent page updates, core functionality has not changed significantly, but certain buttons and elements may look different.

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

With this release, we’re continuing to make design updates to a few pages in Daxko Operations. As you have noticed over the past year, we have been making usability updates to many pages across Daxko Operations. Throughout the system you’ll notice a refreshed look and feel to buttons, links, and other elements. However, core functionality hasn’t changed with these updates.

Here are the pages being updated with this release:

• Member Photo
• Create Invoice
• Membership Hold & Termination

These updates will be available to all customers on Wednesday, August 30.

Coming Soon…

Later this year, we’ll be introducing a couple of exciting new features in Daxko Operations. Here’s a sneak peek at the Child Profile and Community Events.

Child Profile

The new Child Profile provides a dedicated childcare profile that parents & guardians can access and update before, during, and after registrations. Early adopters who have been using the Child Profile have been able to streamline their childcare registration process by reducing the number of common questions asked by around 70% while also allowing parents & guardians to update Child Profile questions before, during, and even after registration.

Community Events: Event Creation + Ticketing 🎟

We are thrilled to introduce a streamlined way to create and sell ticketed events that help you connect and engage with your community like never before. With the all-in-one “Community Events” builder in Daxko Operations, you can create, manage, and sell event tickets in one simple place.

Learn more HERE, and be on the lookout for more information soon!

This week’s Daxko Operations release includes a handful of enhancements based on user feedback, as well as page design updates to improve overall usability:

• Middle name in the online join form
• Page design updates
• Trusted Screening update to include aliases

Check out the blog below for the full details!

Middle Name for Online Join

We have learned from associations that being able to collect member middle name as part of the standard online join form would go a long way in helping you maintain better member data, reduce the amount of duplicates in your system, as well as improve the offender screening process through services like our new Trusted Screening integration.

In support of all that, we’re excited to include Middle Name as an optional field in the standard online membership join form.

The middle name field will be available in online join forms for all organizations in your Training sites and Live sites on Wednesday, August 16.

Page updates: New Design DNA

This release includes design updates to several pages in Daxko Operations. As you have noticed over the past year, we have been making usability updates to many pages across Daxko Operations. With this release, we’re continuing that with additional design updates, so throughout the system you’ll notice a refreshed look and feel to buttons, links, and other elements. However, core functionality hasn’t changed with these updates.

Below are a few of the most commonly used pages being updated:

• Shift Close-out
• Refunds Report
• Pending Batch
• Scheduled Payments
• Childcare Tax Statement
• Child Care Registration Details

Trusted Screening Enhancements: “Aliases” Field

A few months ago, we released new the Trusted Screening integration to make the offender screening process safer and more streamlined for your organization. With this release, we’re adding an Aliases field to the offender record so your staff can more easily determine matches.

If you would like to learn more about this service for your organization, contact sales@daxko.com.

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

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.

This week, we’re thrilled to introduce an updated and more intuitive online account for your members, featuring a new dashboard and streamlined access to the most commonly used features. As announced in past release communications and reminders, this new online experience has been available in Training sites since June 20, and we’ve received great feedback so far. Read below for more details!

Plus, we’re rolling out a new tool for Daxko Operations users to make it easier to stay in the know about product updates and to access relevant resources on the Daxko Help Center. Read below about the new Resource Center.

Updated Online Account For Members – Now in Live Sites!

One of the first experiences members have with your organization is their online member account, and we want that experience to be an excellent one! Plus, over the past year, we have released new online experiences like the GroupEx PRO integration and Online Area Rentals , and we’ll continue adding more self-service features in the future. In support of an all-around better experience, we are excited to release a new My Account to your members!

The new online member account includes the following enhancements:

• A new dashboard for members for all the most common actions for managing their account
• Updated and streamlined navigation
• Mobile-friendly design — did you know that nearly 60% of members regularly access their online account on a mobile device?

Be sure to review the user guide here.

New Resource Center!

We know sometimes it’s tough keeping up with the latest updates and enhancements made to Daxko Operations, and we know not all users regularly review this release blog. That’s why we’re excited to announce a new Resource Center tool available to all users in Daxko Operations. In the Resource Center users can find product updates & announcements as well as quick access to the Daxko Help Center for new and seasoned users of the system.

The Resource Center can be found at the bottom righthand corner of the Member Search page in Daxko Operations. The Resource center will include two main sections, plus a third that displays for new users:

• Product Updates: this section includes announcements about recent updates and releases to Daxko Operations. A numbered badge will indicate new, unread announcements.
• Daxko Help Center: this section includes quick links to Daxko Help Center knowledge articles, training videos, and other resources.
• Getting Started: this section will display only to new users during their first 60 days of logging into Daxko Operations and will include handy links to Daxko Essentials Training, an Intro to Customer Service, and tips on accessing the Daxko Operations Training site.

Questions or feedback? Contact support@daxko.com.