In this latest release, we’re excited to bring you new features and many improvements to the PerfectMind platform. The features below are rolling out to BETA users and will continue rolling out to all live users in the coming weeks. Click on the thumbnails for expanded views and browse through the help files to learn more about each feature.
Payment plans are now supported on activities when Pay to Register is enabled. After completing the Pay to Register process, a new step has been added to select a payment plan that is linked to that activity. For example, camps or courses could have weekly, biweekly, or monthly payment plans to choose from, with payments automatically scheduled. Users can also choose whether or not to include equipment or other extras in the payment plan.
We have added a new permission which allows staff with appropriate access to manually adjust the order of waitlisted customers. Staff who modify the waitlist are required to input the reason why the waitlist was changed – this is tracked in the system and can be reported on.
POS 2.0 users with appropriate permissions can now modify payment plans during the checkout process. Users can modify the payment start date, pattern, and number of payments, and for custom plans they can modify dates and amounts on a per-payment basis. If a change is made to the start date, pattern or number of payments, the system will adjust the dates and values of all individual payments automatically. This enables you to configure payment plans on the fly to fit the needs of each individual customer.
To improve efficiency and ease-of-use of the PerfectMind store in POS 2.0, non-inventory products and equipment can now be configured to be available across locations. This means you can now create items such as gift cards or administration fees that are available across all locations, instead of having separate items for each specific location.
We have improved the export of calendar events to PDF. If there are multiple events listed for the same day, the height of the calendar row will automatically expand so that all of the events are exported. Previously, the height of the row would not change, and some events would be hidden on the exported calendar.
We have added the option to use abbreviated State/Province codes in fields throughout the system, which saves space when viewing or printing reports and client facing documents. Additionally, you can set a default State/Province for new contacts or facilities to make the contact and facility creation processes more efficient.
We have improved the logic to search for duplicate clients. Previously, only first name and email were shown. Now, the system uses additional criteria including last name, similar first name (e.g. Pat and Patrick), email, and whether the users are on the same account.