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Map your members

By on Aug 3, 2017 in Blog, Members management |

Now you can plot your members on a map and see where they are located! Your school is marked with a blue marker, active students with a green, inactive red, unsubscribed gray and instructors with a yellow marker. You can find this map in “reports” section under “members” menu. Here’s an example: All markers are clickable – it will show you member’s name and address with a link to his/her profile. Updating geolocations Map will show only members for which you have set the address and city in member details. If you have a lot of members, loading the map for the first time can take some time because the system needs to look for geolocation points (latitude and longitude) for all addresses you have in database. So, if this screen pops up, just follow the instructions and be patient while the system finds all points on the map (this is done only once, the first time you load the map): Resolving issues If some points on the map are not correct please edit the member’s address and city. Maybe some streets exist in more than one city and adding correct city, province or city block inside address fields can help to put the marker on the right spot. If you don’t see your school (blue marker) on the map then probably you did not set the address of the school inside “settings”/”school info” tab (or the address is invalid and can’t be found). The same goes for dojos – if you have more than one dojo, in order to show it on the map go to “settings”, “dojo” tab and set the address data. Please note that we are using Google maps API to find geolocation points. Maps are not perfect and some points, especially in rural areas can’t be displayed. If you need help with resolving any issue on your map, contact...

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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) enable credit card payments in webshop charge your students automatically with Stripe subscriptions Stripe is not free, a transaction fee applies (by Stripe). But there is no extra cost when integrating with DojoExpert (we don’t collect any extra fees, the money goes directly to your Stripe account). Setup Stripe Stripe integration is part of our ULTIMATE plan. If your account is not in ULTIMATE plan you will need to upgrade (you can do this anytime and pay only price difference – go to “settings”, “account info” tab and click “upgrade” link). To connect your Stripe account with DojoExpert go to “Settings” in DojoExpert and click “Stripe” tab. Here you need to enter Stripe public and secret keys: You can find these keys inside your Stripe account under “API” menu: After you’ve added the keys you will get the “Webhook” URL which you need to paste inside “Webhook” tab in Stripe: Make sure that you select only “invoice.payment_succeeded” and “invoice.payment_failed” events in webhook settings. And you are done, you and your students can now use credit cards to make payments. Pay invoices with credit cards You can pay any invoice with a credit card. Just open the invoice and click “pay” button. You will notice new “pay with stripe” button: Click it and Stripe popup will appear in which you can enter credit card details: After clicking “pay” button money is taken from the credit card and transferred to your Stripe account. DojoExpert registers this payment by closing the invoice and adding revenue in your “Costs & revenues” inside DojoExpert. Any invoice can be paid this way – it’s a real Point Of Sale (POS) system now! Students can pay within members area “Pay with credit card” button is also available in members area (student login). They can login with their UID and password and pay invoices with their...

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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 plan” – for printing plans, and “financial plan realization” – which will tell you what’s the realization according to your plan. Example: To group your transaction types (costs and revenues) you need to go to “Settings” under “Finance” menu. Notice “code” and “group” columns which you can use. To create groups select “manage groups” button: Hope this new feature will help you manage your dojo more efficiently....

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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 fields that you add in “custom fields”. The results are displayed in grid where you can select multiple rows and perform two bulk actions: email or enroll into group. It is convenient to create groups and use this advanced filtering options to add members into group so that you can run various reports that are group based. If you have ideas for more bulk actions that can be useful in this scenario, let us...

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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 bulk action “send email” below the grid:   Clicking “go” button will redirect you to email screen with default message which includes code {invoicelink}. You can of course change the email text and create your own styling, but the point is in using the {invoicelink} code which will be replaced with an actual link to the invoice once the email is sent. Your student will receive the direct link to invoice (not the invoice in attachment). By clicking the link in his email client will be able to view the invoice in his browser and it will look exactly as you see it in DojoExpert when you click on the “print invoice”: If you have enabled PayPal payment processing in your DojoExpert account then inside the above invoice there will be a “Pay with PayPal” link so that your students can pay the invoice with PayPal. More about PayPal integration. Using auto-email to send invoices automatically If you want that your invoices are sent to students automatically when they are created you can use automated emailing feature and “OnInvoiceCreated” trigger. The only difference from previous example is in code used: you now need to use {lastinvoicelink} code in your email template which will be replaced with direct link to invoice. Happy invoicing! 😉...

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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 inventory with “show in webshop” flag set and its prices entered. If you do not set the price, the item will not appear in your webshop (you can’t sell something if it doesn’t have a price). If your item has options (like color and size in our karate gloves example), then you can set multiple prices – if you want to. Let’s say you charge one price for the XL size and different price for other sizes, the color does not matter. In this case you will enter the prices like this: This means that the price will be 20.00 for all items except for the XL size where the price will be 25.00. If an  option combination doesn’t have a price, it will not be available in your webshop. E.g. if we set the price only for sizes S and L, then only these two will be available for selection when adding item in cart. Also, if you don’t have any items on stock, the item will not be visible in webshop. Adding items on stock Items that are out of stock will not be visible in your webshop. They will be shown in red in your inventory list (items with 1 on stock will be shown in orange), while others will have a green indicator. When you add items on stock, it means you have purchased them and – if you want – you can enter the purchasing price and associate an incoming invoice with it. This is not required, only the quantity and date of purchase are required when adding items on stock. But, if you want to track profits of your webshop it’s a good idea to enter the purchasing price. When adding items on stock you also need to select options; if you have them, like color and size for karate gloves. These options...

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