Functionality

Contact Management

Strong contact management structure allowing for the uniqueness of individuals and reorganization
of family units

Relationship management for your contact database providing person to person, person to branch
and person to organization relationship types

Notes/communication/alerts

Facility Access

Audit history

Membership

Level/Type/Branch configurable with high levels of granularity on scholarship

Funding source tracking

Holds/Suspension Tracking

Program

Conventional day/time programs

Multiple possible reductions with their own account line

Variable day enrollment for camp and childcare supporting multi party billing

Option classes with add-ons, rosters

Configurable wait lists management

Global adjustments for facility closure

Time based branch member/non-member pricing

Variables

Day enrollment

Sundry Item purchases

Automatic nightly EFT of credit cards

Automatic emailing of nightly EFT credit card receipts

Bank draft processing center (membership only)

Account credits

Gift certificates

Credit card updater with merchant processor

Staff driven emailing of receipts and billing statements

Automatic emailing of card declines and upcoming card expirations

User based shift management and reconciliation

Online

Manage account profile (contact info and household members) and payment information

Pay invoices

Purchase memberships

Register for classes

Automatic prompting for gifting in registration flow

Marketing links

Google analytics

Reprint of receipts and tax statements

Development

Fund, campaign and branch based allowing for year over year reporting

Multiple funds

Pledge tracking

One-time gifts

Campaign tracking

Prospects

Reporting

Robust Microsoft Business Intelligence interface

Data exports to Excel

Menu driven reports

Revenue Processing

PCI compliance, credit card tokenization

Full and modified accrual accounting options inclusive of revenue recognition supporting