Daxko Operations Release: Updated Membership Information, Donations During Checkout, and much more!

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.