Multi-location is by far the biggest feature we are looking to bring to SwimWare and we are about to tackle it! But we need your help to make it the best multi-location feature on the market. Here is our vision for multi-location; I have broken this down by page in SwimWare and the Client/Parent Portal is separate.
The home page will present data based on what location is selected. Location can either be based on a default location set in the system, the location of the user’s computer, or by a dropdown menu in the toolbar. All other data on the home page will remain the same.
The Schedule page will present data based on what location is selected. Location can either be based on a default location set in the system, the location of the user’s computer, or by a dropdown menu in the toolbar. Scheduling classes, teacher availability, staff, and notes will remain the same as it is now. Just select a new location to change between schedules.
The contacts page will main remain the same with the addition of a location filter.
The family group will remain the same with a few small additions. Student history will include a location and the student will be auto-assigned and reassigned a location category. Also, we are planning to add a charge account button to the family group page.
The activity inbox will have a new location filter so you can drill down to a specific location’s activity.
- Receivables due – Location Filter
- Receivables summary – Date and Location Filters
- Student Counts – Location Filter
- Sum courses by category in addition to current way by course.
- Other additions and changes are being looked into
- Student Drop Summary – Date & Location Filters
- SYO – Location Filter
- Transaction log – Location Filter
- Attedance – Location Filter
Staff by default will be included in all locations but can be limited to a specific location. Staff will have the same security level regardless of what location you are looking at.
Memberships will default to be the same at all locations but can be limited to a specific location.
Sessions will remain the same for all locations. So setting up a session for one location will set it for the others. Holidays will be the same at all locations. If your school runs different session start and end dates you will need a separate site for that location.
Courses will have the addition of a location and default to all locations. Courses can be limited to a specific location as well. If the price of a course at one location is different than another simply create a new course for that specific location.
Will remain the same for all locations.
Events will default to be the same at all locations but can be limited to a specific location.
The same at all locations.
Creating a New Location
This will live on the company page. When we activate a multi-location site you will be able to give the location a name, address, and all the other stuff to make its own business. Hours will default to your first location’s hours but can be changed. We will include closed days as well. If for some reason a location needs to close, we will have a feature to close the location that will hide it from the parent portal and not allow classes, events & membership to be scheduled/charged.
Automated emails will include a location when appropriate.
The parent/client portal we have two ways we thought about doing it:
- Before going through the workflow to sign up for a class, event, or membership your clients would select what location you want. This is the simplest way to give your client access to each location offerings.
- Keep same workflow for class, event and membership registration but all them to select up to two locations to compare the offerings. This is more complicated but allow your clients to get the most of the business. We are currently leaning towards this way.
All other aspects of the Parent/Client portal would remain the same.
There is so much that goes into this update and we are very excited for what it will bring to our users and the future of SwimWare. We would love to hear your feedback and anything that you can give us to improve this feature would be greatly appreciated. You are probably wondering about pricing there will be an additional cost to enable this feature which we are still figuring out. We will have it for you when the feature is complete.