Suggestions

Please submit your ideas here for how we can improve Studio Helper. You have 10 votes you can use to vote for the ideas you’d like us to do next.

  1. COVID-19 : Reduce charges

    Hello Cathy and all,
    I hope everyone is healthy and well. i send several email and left phone messages with no response. As you could imagine with COVID-19 we had to cancel more than 200 students. However it does not mean that this students will not come back to us after this crises. So I was wondering how you will charge us for these many people who currently won't take lessons and are not paying us . My suggestion is like all other business that came up with a solution for this issue, your company should also come up with…

    3 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  2. Past Due Reminder

    Hi -

    I have been using Studio Helper since 2015, and thank you so much for the great service.

    I wanted to suggest one idea. I think it would be very helpful if we have a system template for Past Due Invoices.

    With the current system, we can only re-send the invoice, which does not emphasize the invoice is past due. So we need to send a separate email to notify clients that this is past due. If you can add a feature to re-send an invoice with different system template from Invoice template, it would be very helpful.

    Thank…

    3 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    Thank you for your suggestion. We will review this and see if its something we can do.

  3. Default PayPal payments to statement balance instead of amount of most recent invoice

    Right now, when a client receives a statement and clicks the link to pay online with PayPal, their payment amount defaults to the amount of their last invoice instead of the statement balance. Clients intending to pay off their account end up only paying for part of their statement balance. Changing the default setting would make my job a lot easier here.

    3 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    Thank you for your suggestion. SH is designed to pay for the current invoice at the time a link is clicked. You can have them manually pay you the past due amount and you can then apply to the various invoices that the payment covers. A statement is just a statement to let you know what the charges and payments are during a certain date period.

  4. Add timesheet for hourly employees

    I think it would be very helpful if you all could add a small module that would let hourly staff record their hours each day, so that I can import that into the staff payroll. Basically, now I am taking an excel sheet to calculate their hours (based on their time in/out) and then importing the total to the staff payroll, so I can pass that report to the lady that does the books/checks. If I could cut the excel part out, I'd feel a lot more confident that I didn't miss something (or enter something incorrectly). Anyway, I know…

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

    Thanks for your suggestion! We will review and see if this is something feasible to do.

  5. 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.

    11 votes
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    2 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    Thank you for your suggestion. We will review and see if we can do this. It does sound like a good idea.

  6. 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

    5 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    Thank you for your suggestion. We will look at this and see if we can get that implemented for you.

  7. 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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    1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    This may be something we might consider for the upgrade. We would have to determine how to make the default for everyone involved. Number of votes for this will help in determining if this is something we can consider.

  8. We need a Book and Pay function for NEW & returning students to register, book & pay for their own lessons, for efficient connection

    This instant registration, book and pay is an faster way to connect with and new students and further guarantee commitment. We have been using another system with this feature and it has boosted our revenue at least 10% in less that 3 months. Please consider this excellent option!

    93 votes
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    planned  ·  3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  9. Update "Updated Package Rates/Prices" automatically in Calendar

    When you change a package/ rate (ie updating pricing for 2014) and there are events that have already been assigned a package with a price; the package field goes blank & the price remains at the old rate.

    This is horrible when dealing with 300+ calendar events per week, having to go through and individually change each package to the new updated package (even though it was selected originally).
    This greatly affects billing from the calendar (as we almost sent out 500 invoices at our old rate, even though we had updated the package!)

    It would be nice to see…

    10 votes
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    planned  ·  1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  10. If there is a negative number in the Balance Due field, there should be an option to add that to credit

    If you remove a charge from a client's invoice after they pay, it will show a negative balance in the 'Balance Due' field. There should be a way to apply that remaining balance into their credit!
    With the current studiohelper set-up, if a student pays in advance for the month, and then cancels one of their lessons after paying, you must delete their and recreate their invoice, delete and recreate their payment, delete and recreate their credit. Please implement this modification, it would solve a huge problem for us!

    10 votes
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    3 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make A Choice For Grandparents Or Parents To Be Able To Pay For Invoices

    Third party billing would allow for a grandparent or outside person to pay for lessons instead of having to make them the students parents.

    41 votes
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    1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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.

    4 votes
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    1 comment  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  14. Family discount

    It would be great to have a family discount option. A lot of Music Schools have discount rates when two or more people from the same family are students. Or if a person attends two or more different lessons/courses. So when you invoice, it automatically gives a discount based on your discount settings.

    24 votes
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    5 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    This will be a new feature soon. For now you can always create a package for “Family Discount” and use a negative amount. When you invoice, add a line item, choose package and the family discount package. It will then adjust your invoice.

  15. Sibling discount or Roadshow Promo discount

    I noticed there was a similar suggestion put up under review already. It would be helpful to add this in and automatically calculates the final figure. I only need it in the form of a %discount eg. 5% or 10%. Similarly, a late fee option inclusion ( % or nett) is helpful too.

    3 votes
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    under review  ·  0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    5 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Cathy Conrad responded

    For now you can use the flat rate per month. Since it is a flat rate no matter if you use packages or students.

  17. 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 →
  18. 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 →
  19. Add a 'Fees charged'/transactions list

    As in MTH, I can charge a fee anytime to a student, and it shows up on their invoice and transaction history. This is a great feature because I don't have to try to remember until the invoices are created at the end of the month. I can charge it as soon as it happens, and the invoice system pulls the info and includes on the total.

    It helps me not forget money that is owed! I use this mostly for music purchased for students.

    I think this would be a great addition to the current "add line item" feature.

    4 votes
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    0 comments  ·  Money  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Cathy Conrad responded

    Good News! We are planning this so you will be able to do this, in the coming months.

  20. Add message to emailed invoices and statements

    When emailing invoices or statements to clients, it would be terrific to have the option to add a personalized message into the body of the email prior to the message being sent. As it stands now, I constantly have to follow my invoice emails with regular emails from my email program explaining something about their invoice or statement, etc. But then my clients are getting 2 emails from me, which starts to feel spammy...

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

    You already have a note field in the invoices. And you can customize the invoice email template. The system templates are in people>mass email>system templates and to the invoice template. This template goes out with each invoice. Here you can put studio wide messages about invoices. The notes section on the invoice itself is for personalized. I will put this under review for a notes section in statements.

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