Overview
From the Company Settings tab, you can add or modify such things like your Company Name, Contact info, Facebook page, Company Logo, a Welcome Email for any customers creating a new account, or even set the Date and Time format for the whole company. From the Location tab, you can modify the Contact info for each location you have if you have more than one listed.
Where
The Company Settings page can be found by pressing "Admin," from the top menu bar.
Authorization
Only Employees with a Role that includes the "Company Account Settings" Authorization will be able to access this page.
Setup
This page has different tabs/sections on the left hand side (Company, Member App, Location, Kiosk & Check-in, Blackout Dates, External Links, Security and Payment Types when enabled).
Company Information
Click the arrow to learn more
Click the arrow to learn more
This is where you can update your Company Name, and Website link.
Color Theme: Select a color scheme for the entire company to use by default. Each employee can change what their personal theme is from their User profile.
Admin date/time format: You can adjust the default date or time settings for employees and customers. All new employees created will have these settings. The individual employee's profile settings will override the company settings established here, if they prefer the other format.
And you can add a URL link to your Credit Card Privacy & Refund Policy so that it has to be confirmed when customers checkout online.
Select the default view for the point of sale, calendar, and the program roster pages.
Show Upcoming Registrations before the General Online start date so that your customers can look ahead to what is coming.
Enable GIS allows use of a Geographic Information System map. You can create resident boundaries to determine whether individuals are eligible for Resident Status pricing.
Process payment schedules and membership renewal will let you enable or disable "arenabot" which processes scheduled payments and auto-renew memberships.
Send email to customer when scheduled payment is declined. Having this toggle on is a great way to automatically communicate with your customers when there is an issue with a scheduled payment so they can hopefully fix the problem on their own.
Allow Payments, Invoices, & credits across locations. Some may choose to keep the books separated for a multi location company. This toggle helps facilitate this.
Customer Settings
Click the arrow to learn more
Click the arrow to learn more
Member Card Type can use either the formatting options built into DaySmart Rec or get set up through JollyPrint, a third party vendor.
Membership Reminders and Schedule Reminders can be sent to customers by Email and/or SMS Text.
Email Reminders for Memberships expiring will be sent to customers with a valid primary email address. The email reminders are sent out by default around 2 days prior to expiration date.
Email Reminders for events will be sent to rostered players and assigned customers for events that have a valid email addresses and family members that are directly linked to the player. The email reminders are sent out by default around 2 days prior to the event at 3am PST. Text reminders are sent to those customers that have subscribed to receive text messages for the facility. The mobile carrier must be filled out in order for this to work. The text message for the game reminder will also be sent out 2 days prior but will be sent out around noon.
You can choose to change the default time of "2 days prior" to the event.
Waiver Reminders can be sent to those customers that have a waiver expiring in the future. Once this toggle is turned on, there is an option to choose how many days prior the reminder will be sent out to re-sign their waiver.
Member App
Click the arrow to learn more
Click the arrow to learn more
Learn how to Add a Logo by checking out our article "Adding Company logo" which appears during your customer's Online experience.
The new Member App has the ability to select company Brand Colors to match the website for a more streamlined experience for your customer.
This is where you can update your Online Support Email, and Online Support Phone.
Limit Season View Days allows you to select the number of days ahead of time seasons appear online in the Member App or if it is blank, they will appear immediately (registration period in season settings will not be overruled)
You can set a Welcome Email template that will be sent when customers create an account online.
Registration Countries: What countries you could potentially have customers registering from so their country will appear in the drop down during account creation.
Enable new Member Experience toggle to use the most up to date Member App.
Display Facility Calendar and Leagues section Online. Some customers may choose not to show these options to their customers.
Enable online account creation
Prevent suspended customers from logging into their Member App account while serving a suspension.
Enable account credit use for DaySmart Recreation Member App toggle allows them to use available credits to purchase things online
Registration: You can choose whether you want your customers to enter in their birthdate when they are creating an account Online or in the Kiosk. When this is turned off, it is an optional field for adults and they can "opt out".
Program Finder Options: You can select which filters you display on your Program Finder on the old version of the Member App.
Communication Preferences: Choose whether you want to adjust the text a customer sees when opting in to the communication preferences while creating a new account.
Location
Click the arrow to learn more
Click the arrow to learn more
Information: location contact info (Name, phone, email contact, website, and physical address)
Calendar Interval can be set to 15, 30 or 60 minutes.
Start/End time for the default hours the admin calendar will display.
Time Zone: the location's time zone.
Tax ID can be included on invoice receipts.
Quick Cash Limit: non-generic customer transactions can be purchased instantaneously with cash
Gratuity Product: set a product to enable adding gratuity on an invoice.
Location Settings Options
Click the arrow to learn more
Click the arrow to learn more
Use location phone email
Show Location Online
Automatically add the fee or membership associated to a team, class, or camp to the cart
Location Active
Email Receipt checked by default on checkout
Kiosk & Check-in
Alert Settings
Click the arrow to learn more
Click the arrow to learn more
You can turn on audio alerts for customer ID card check-ins.
Kiosk Settings
Admin Check-in Settings
Class and Camp Check-in
Blackout Dates
Set blackout dates on the facility calendar to prevent scheduling events during those times.
External Links
Links to outside websites can be added to your Tools page in the system. That way users can quickly access external company resources while logged in from any device. The Link Names are selectable from the Global Search.
Security
Password Settings
Click the arrow to learn more
Click the arrow to learn more
The Password Policy option allows you to be PCI Compliant if you would like to prompt your Users to update their password every 90 days. Other (non PCI Compliant) options include a prompt to change their password every 365 days or to never prompt them.
Another option is to require a more strict password policy for all staff. This includes the following:
Password Complexity: Password must be a minimum of 8 characters and include at least one uppercase letter, lowercase letter, number and symbol
Password Re-use: Password must be different than the previous 8 passwords
Login Account Freeze: After 5 unsuccessful login attempts, the account will be frozen for 30 minutes (admins can manually unfreeze the account from the user page)
Unused Account Disabling: User accounts will have login disabled when not accessed in 90 days for existing users or 15 days for new users (admins can manually enabled the account from the user page)
MFA Login Settings
If Twilio is being used for the company, a multi factor authorization can be turned on for Users to login into the system.
Framing Websites
This is a security feature for customer protection that prevents the "bad guys" from framing DaySmart recreation. If you have any websites that need to frame DaySmart, you can add them here. For more information, check out our article on Framing Websites.
Admin Access Whitelist
This feature must be turned on by a staff member at DaySmart Recreation (email [email protected]).
Once it has been turned on, you will be able to enter specific IP addresses that can have access to the Admin site.
Payment Types
This feature must be turned on by a staff member at DaySmart Recreation (email [email protected]).
Once this feature has been turned on, a new tab will appear in the Company Settings section on the left hand side.
Want to learn more about this feature?