Eliminate Steps to Make DSP Faster

Overall, there are many things that take too many steps. We need to streamline the process. To make DSP work faster.

On the process payment screen, go straight to the balance and the how much you are paying screen. Skip the balance, tuition, other, screen. We need to see what the number is.

For point of sale, allow multiple things to be added from one search. For example, if I want to add ballet shoes, a ballet dress. I can see both of those items under the search for the word "ballet," but if I add one to the cart, it goes away and I have to search the word "ballet" again. It would be great if I could just add both from one search. Also, the option for emailing or printing receipt, should come up for point of sale items.

For trials, I should be able to reschedule the date through the student's or the class's account.

Dancers should be able to future enroll, like they can future drop.

Allow more than one condition for checking off lists of students or parents to send an email or text, for example, I can email everyone not registered for a season, and I can email everyone registered in a season. I need to be able to email everyone not registered for the current season, but they were registered for the last season. Or everyone between the ages of a and b that are/are not registered for one season, but are/are not registered for another season.

For Ticket Pro, if tickets are for sale to the public, but the person I am selling to in-person, has a DSP account, their information should still pop up.

When someone registers that is new and not on auto-pay, have the system ask if we want to put their card on auto-pay, when they pay for their registration. Also, have an option to add point of sale items to the registration charge, right through registration manager. Have it all in one transaction. It saves a step.

If I have already posted tuition for the next month, it should automatically post to the new student's account. I know you can do this but then I would have to stop the charge when the new month starts. It needs to be categorized as tuition, and be its own separate thing.

When a parent pays and we click to email the receipt, change the screen, to not say email receipt, at the top, when you go back to the page. It gets busy here. I close the receipt window on auto-pilot, then see the screen that says email or print receipt, and don't remember if I sent it or not.

For Ticket-Pro, can there be an option, even if they have to pay for it, for them to have their tickets texted to them. Can there also be a "Text All Ticket Holders" option, not just email? Can the system resend the tickets 24 hours before the show, so they are fresh in their inbox or text message list, with a subject of "Name of the Event is in 24 hours have your tickets ready."

It is difficult to quickly scan tickets with a phone, is there a QR code reader, that works well for this? Can you send me the link to one?

When I go to process a payment on the parent's account, the transaction detail should be visible through the parent's account. I open the process payment section, then need to go back to the student's transactions, then go back to the parent account. These are steps that can be eliminated. It is extra confusing for parents with more than one dancer.

Put sibling transaction accounts together on the parent's account. I should be able to just credit the parent's account. If one sibling has a credit and one has a balance, the system should balance that out on its own.

The receipts should say what each thing they are paying for is, not just the student's name. There should be an option for setting statements, where it says show the date that you are sending the statement as the final date. Right now, if I want to do that, I have to change it every time. Have an option to NOT SHOW the total amount that they have spent. People don't need to realize how much money they have spent here for the year. They see $5000 and immediately think about the cost, not about all the benefits it is giving to their kid.

When you add a new item to sell, have the tax-free box appear when you add it. It only appears after I add it. Then, I have to go back in and check it.