The PerfectMind development team has been hard at work to bring you features to help attract new members, connect your community and keep your business running efficiently. Click on thumbnails for expanded views and browse through the help files to learn more about each feature.
PerfectMind is now integrated with Chase Paymentech for payment processing in both Canada and the United States, including EMV terminals. This integration is fully PCI compliant to maintain PerfectMind’s PCI Level-1 status.
Amounts due on the current day are now included in the past due amount notification on the client page. This helps to provide staff with a more accurate account balance at a glance when assisting customers.
The search functionality for attendees has been improved when completing a Quick Entry appointment. More customer information will be shown in the search results to ensure the correct attendee is selected for the appointment, including full name, ID number, phone number, and email address.
An optional button has been added to the Quick Entry screen when adding a new event to launch the full contact creation process. If enabled, this button provides the option for staff to enter more complete information for a new contact instead of the minimum information required for the quick contact creation.
Separate cancellation reasons can now be set for events, memberships, and facility bookings. When creating a cancellation reason, staff will be able to select the types of bookings that reason will be available for. This enables staff to create more specific cancellation reasons for each booking type, and provides more accurate cancellation reports.
List View for events has been updated to include a column for Course Description. Additionally, the Start Date column has been changed to Date, which now displays both the start and end dates of an event.