Suggestions

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  1. Additional Information on System Templates

    Suggest adding information in the blue ? box for system templates that even if you have the information between the % signs typed as it appears (lower/upper case and no spaces), that you also cannot apply any formatting such as bold, italic, hyperlinks, etc.

    1 vote
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      0 comments  ·  People  ·  Flag idea as inappropriate…  ·  Admin →
    • invoice list should show accounts with credit remaining

      On the invoice list it would be great if it somehow showed accounts that have a credit remaining. That would be helpful when sending out invoices so I can apply the credit before sending the invoice.

      6 votes
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        0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
      • Add "Lead" as a new student category and create a customizable mailing list form so that we can capture leads from our website.

        It would be good to know what the webform was attached to so we could place those leads in specific categories.

        11 votes
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          under review  ·  0 comments  ·  People  ·  Flag idea as inappropriate…  ·  Admin →
        • Add an option to allow certain staff to have administrator access

          There have been many cases in which our staff has encountered problems with "permissions" related to features that are not listed on the permissions page. I believe this can be solved if there were a way to allow certain staff all the same permissions as the administrator account.

          1 vote
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            under review  ·  1 comment  ·  Settings  ·  Flag idea as inappropriate…  ·  Admin →
          • Put in Purchase Orders which can be turned into invoices.

            85% of my business requires net 30 from me and use purchase orders.
            Sometimes with Holidays and cancelations, the purchase orders are NOT the same as attendance. I would like to be able to create purchase orders that then align with attendance to insure correct billing. Purchase orders would then convert to invoices. Thank you for your consideration.
            AAM Academies,
            Pegie Brandt

            1 vote
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              0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
            • Future-Dated Payments & Reminders

              We deal with many students who prefer to pay using a series of post-dated cheques.

              We'd like to set up automated e-mail reminders to let them know that we will be depositing their payment. Currently, the only way I've found this is to do the following:

              - Create / receive a payment with a future date
              - Create a calendar event for the payment (involves creating a separate location and separate calendar type)
              - Set up an automated e-mail reminder (which, unfortunately, goes to the student as well as the parent - no current workaround)
              - Make the event last…

              6 votes
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                under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
              • Availability Times in Quarter Hours

                In the time drop down menus in teacher availability, there are options in 10 minute intervals. However, at my studio, we have many classes that run on the quarter hours. Could you add an option for 15 and 45 in there so that I can best line up teacher availability and class times?

                23 votes
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                  0 comments  ·  People  ·  Flag idea as inappropriate…  ·  Admin →
                • Add an "Archive" button to the actions available on the invoice page so that we can move old invoices out of the active file, but have them

                  If we left all of our customers' paid invoice in the file, we would have thousands per year. Currently, the only way to remove them is to print to a pdf and save them on our own hard drive. Once deleted, payment records indicate the payment amount and date, but no invoice to reference. An "archive" file on SH would be accessible, but not cumbersome.

                  3 votes
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                    1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                  • 3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow Staff to filter family accounts report by instructor

                      Please allow the staff members to filter the family account report by Instructor. As the admin I am able to do this and it makes collecting the tuition's much easier because I can give this specific report to each instructor as needed

                      4 votes
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                        0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add other repeating options

                        It would be great to be able to set the calendar to repeat an event on designated weeks such as on the 2nd Tuesday of each month. Currently there are only repeating options in week blocks; if you have a program that happens on the 2nd and 4th weeks, any month with 5 Tuesdays throws this whole cycle off. Vote for this and I'll give you a cookie.

                        23 votes
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                          3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                        • Sort attendance the same way that Agenda is sorted

                          We rely on printed attendance sheets. We use the Agenda from the calendar to print each day's list of lessons. After lessons occur, we use the printed copy to mark attendance in the Attendance screen. However, events are sorted complete differently between the two lists. I often have over 50 events per day, and up to 6 that occur in the same time block. It would be helpful if there were a consistency regarding how StudioHelper sorts the two views so that we may check attendance with fewer mistakes.

                          0 votes
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                            0 comments  ·  Settings  ·  Flag idea as inappropriate…  ·  Admin →
                          • Option to choose default 'due by date' for manual invoices

                            When setting up invoicing have an option for due date to be calculated automatically '7 days from today' (or x days from today)

                            eg, today's date is 21/11/2014, so if my default due date were 'in 7 days' it would appear on the invoice as 28/11/2014

                            I believe this happens for recurring invoices, but it would be a huge time saver if it could be implemented on manual invoices too!

                            Thank you :)

                            7 votes
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                              under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                            • Calendar- drag and drop + reschedule & Forfeit options

                              I'd love to be able to drag an event on the calendar instead of going into the event and changing the time or date etc. i'd also love to have under attendance two more options: reschedule and forfeit. if a client informs us they're not coming too late the lesson is forfeit and that'll give me a chance to keep track, then if they let us know in a timely manner i'd love to have an option that says reschedule and then we can reschedule their lesson.

                              64 votes
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                                4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Show event category in Schedule tab of Profile

                                Within the Profile pages, under the Schedule tab, it would be very useful to see the category of upcoming events. It's impossible to know whether the event listed is a class, make up, canceled, etc. And for teachers who don't have calendar editing permissions, they cannot click the event to see the details from that screen.

                                I know that it's possible to see event categories in the Agenda view of the calendar, but including it on the Profile Schedule would be useful for several groups and circumstances.

                                1 vote
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                                  0 comments  ·  People  ·  Flag idea as inappropriate…  ·  Admin →
                                • Track outstanding invoices based on the day the students have their lesson

                                  It would be nice to see who has an outstanding balance based on the day they are on the calendar. For example. It's Tuesday and I want to make a list of outstanding invoices for people who are coming in JUST on Tuesday.

                                  20 votes
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                                    under review  ·  3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow Attendance page to filter by day

                                    I often cannot check off attendance until the following day, and I have around 20-25 lessons per day. It's frustrating and time-consuming to have to individually set attendance for that many previous day's lessons.

                                    If I could filter by day, then I could globally set all on a day as attended (which should be the default, not canceled, by the way), without accidentally setting attendance for events that haven't happened yet.

                                    1 vote
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                                      0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                    • make it possible to enroll new students with a teacher directly from the calendar event page

                                      When getting new students set up, right now it is necessary to first enroll the student with their teacher from their student page (under People), and then they can be added to their lesson "event" (on the Calendar). It would save a lot of time and be more intuitive to be able to enroll the student directly from the event page of the lesson we've created for them, rather than having to do a two-step process for each student.

                                      21 votes
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                                        under review  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Improve customization of Registration form

                                        Items like 'lesson length' or 'student age' should be able to be added as drop-down options. A text box isn't appropriate for all uses.

                                        Also, a (checkbox) gift certificate option would be handy, to sell certificates without immediately scheduling the class.

                                        A redirect to a custom landing page rather than just a 'success' message would allow better integration of marketing or billing features.

                                        13 votes
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                                          under review  ·  2 comments  ·  Remote Services  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create an Undo feature

                                          I would love to have an Undo (Cmd Z) feature that would essentially UNDO the last thing done i.e. I've often changed an Event and hit Save and then noticed something about it wasn't done correctly and have to go through the entire process again - an Undo your last entry would be so helpful!

                                          9 votes
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                                            under review  ·  1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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