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.

      7 votes
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        0 comments  ·  Money  ·  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 →
        • 3 votes
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            0 comments  ·  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 →
            • 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 →
              • 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 →
                • 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 →
                  • 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 →
                    • Teacher and studio contact information needs to be available

                      It would be great to have contact information easily accessible for parents. For example if their teacher showed up under people with the teacher's contact information including, email, phone number etc. It would also be great if under the studio name there was a place to add an email address, phone number, and physical mailing address. Currently it is difficult for parents to figure out how to email their teacher and there is no other contact information available to them other than that.

                      1 vote
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                        0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

                        Thank you for the suggestion. We would have to review this because many do not want that information available. The students have an email tab in their profile and if they click the teacher’s name the email box will come up so they can email the teacher. If the teacher wants to give out that info they can. That’s how it works for now.

                      • Allow the option to customize email templates with a pop up screen each time you send an invoice

                        I think that it would be very helpful if when sending emails/invoices there would be a pop up screen that would allow you to customize the email template each time you send vs having to go into another screen to create a blanket email template. For example, when choosing to email from the invoice list it uses the current invoice email template - My current template for invoices is for invoices that are coming due - if I have past due invoices that I need to send reminders out for, I would have to go into a separate screen to…

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                          Thank you for your suggestion. However, I think a better solution would be to have a link to choose either the regular template that goes with an invoice or choose an overdue notification template. That way you wouldn’t have so many steps to do or if you forgot to change the original template back, they would not go out with wrong wording.

                        • possible event enrollment to show in the side column when the parents logged in?

                          Would it be possible to make "special event enrollment" to show up in the side column when the parents logged into the site? Please guide me step by step. Thank you!

                          4 votes
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                            6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Auto-Update "School, Grade" field

                            Right now, there is one field in the registration form called "School and Grade". Is it possible to make this into two fields, "School" and "Grade", and have the grade section automatically advance by one at the end of each August?

                            There is no way we can afford to pay a staff member to update the grades manually one by one each year, and if the field can't stay not up-to-date, it is useless.

                            9 votes
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                              0 comments  ·  People  ·  Flag idea as inappropriate…  ·  Admin →
                            • Practice Log

                              Add a search box for instructors to search on the students' name when pulling up their record. I use the Practice log to post student weekly homework assignments when they are at their lesson, and for students to log their daily practice time. It would also be nice to rename this tab so it would have a dual function. Being able to post homework assignments online is more efficient than writing in an assignment book. Additionally, when posting a new homework assignment, I need to be able to keep the view of the previous weeks' assignment as I am typing…

                              2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • make the categories display in a set order

                                It would be great to see the categories display in a set order, rather than according to the date they are created. This would make it easier and faster to add events to the schedule. Is it possible to have them display alphabetically, or better yet to allow studios to customize their order? We could have all the piano teachers together, all the voice, etc. What do you think?

                                7 votes
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                                  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                                • Updating status

                                  Is is possible to update the status of all family members of the a student at the same time the status of the student is changed.

                                  1 vote
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • set new students as 'primary billing contact' by default

                                    It's currently possible to create and schedule a new student without identifying a primary billing contact, so that when invoicing is run from the calendar, if no billing contact was selected, no invoice is created for that student. If the 'primary billing contact' box was auto-checked (with the option to assign a different family member, if needed) this would eliminate that risk. Although this likely doesn't affect a studio whose clients are mostly children in families, this adjustment is necessary for any studio who works with a largely adult student population!

                                    2 votes
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                                      2 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add total number of Active Student Classes in Overview

                                      under The Overview, please also show the total number of Active Student Classes. Now it only shows no.ofactive students. But as there are some students who takes multiple classes, it is helpful to have a glance of how many classes sign up.

                                      1 vote
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                                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • add a pay teacher "per student" rate.

                                        Instead of a percentage of package or hourly or other just a flat per student per month or week or lesson. But at least month.

                                        4 votes
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                                          0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enabling the option of sorting by balance column in the Family Accounts display

                                          It is often possible to change the display of a list by sorting it according to the column most crucial for our needs at the moment. But when viewing Reports > Family Accounts, it seems the clients can only be listed by the Client column (alphabetically) but I am not able to click on the Balance column so that the Family Accounts are sorted according to the Balance column. This would be very useful.

                                          1 vote
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                                            under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
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