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Credit card processing with Stripe

By on May 28, 2017 in Blog, Invoices and payments |

With DojoExpert you can now accept credit cards! We integrated with Stripe, one of most popular payment processors which operates in more then 25 countries worldwide. Sign up for Stripe account and you are ready to integrate with your DojoExpert account. Here we will guide you how to: setup Stripe pay invoices with credit cards (in DojoExpert or in student area)...

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Financial planning

By on May 16, 2017 in Blog, Invoices and payments |

New feature in DojoExpert: create financial plans and monitor realization! You can plan your revenues and expenses for different transaction types and group them as you want. Find “financial plans” under “Finance” menu and try it out. Here’s an example: On the same page, in left menu you can find two reports: “financial...

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Advanced members filtering

By on Mar 5, 2017 in Blog, Members management |

You can filter your members database by any field – including any custom field that you add. To access advanced filtering, go to “members” and find “advanced filtering” link on the left menu (under “grid options”). The interface looks like this: You can add multiple criteria based on standard DojoExpert fields or your own...

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Send invoices via Email

By on Jan 19, 2017 in Blog, Invoices and payments |

You can now email invoices to your students in two ways! One, by manually selecting invoices that you would like to send, or two, by using automated emailing and “OnInvoiceCreated” trigger. Let’s explain, it’s easy: Selecting invoices and emailing them Go to “invoices”, select which one would you like to send (or select all) and then select...

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WebShop tutorial

By on Sep 6, 2016 in Blog, Inventory & webshop |

In this short tutorial you will learn a few key points about using the WebShop feature of DojoExpert. You will be able to: setup the WebShop add items on stock understand the pricing system integrate WebShop into your website Item visibility and price By default webshop feature is disabled in your account. Before we enable it, make sure you have some items under...

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Leads management

By on Aug 2, 2016 in Blog, Members management |

New leads update in DojoExpert. Find “Leads” under “Members” in main menu and access this feature which will help you to keep track of your leads – or potential members to your school. In this short guide you will learn: what are leads and lead sources how to add leads types of leads how to convert a lead to a member how to run lead...

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