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Membership/Recruitment Management |
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Capture walk-in, phone or
online contacts to begin the recruitment process. |
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Track status of the initial contact on the dashboard to
ensure follow-up is made. |
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Create an appointment from the dashboard once contact
has been established. |
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Track appointment status and results. |
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View Statistics on recruitment process. |
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View Reports on appointment progress and success. |
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Record contract details once the membership is
established. |
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Transfer
contact to Student System once they are a member. |
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Manage
Appointments |
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Create appointments either through the recruitment
process or directly to the Appt book. |
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Assign appointments to staff members. |
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Track the status of appointments. |
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Rescheduled appointments will maintain prior appointment
history. |
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Appointment reporting tool. |
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Appointment statistics in real-time. |
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Manage
Tasks |
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Two types of tasks: generated from an upcoming event and
staff assigned |
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Event tasks are linked to upcoming events and need to be
accomplished a certain number of days prior to an event.
When the event is created, the tasks are automatically
assigned to a specific staff member with the required
due date. |
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Staff tasks are assigned ad-hoc by management to an
individual staff member. |
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Tasks are assigned to a staff member via email and
require the assignee to acknowledge receipt of the task. |
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Tasks are tracked through a task management module and
can be edited as required. |
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When tasks are edited, the assignee must re-acknowledge
the changes. |
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Assigned tasks display on a staff members personal
calendar within the system. |
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Due dates on the management module are color coded. Late
tasks are RED for example. |
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Managing
Student Data |
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Once a contact becomes a student all facets of their
training can be managed: |
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Basic student data - Name, phone, address, guardians,
interests |
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Student data is managed through a management module that
is searchable and color coded based on a student's
current status regarding attendance or contract. |
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Manage classes, belts, attendance and testing from day 1
through Black Belt. |
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Keeps a history on one page of all student activity. |
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Communicate |
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Event calendar displays all upcoming events. |
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Register and pay for events online. |
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Send targeted emails to a specific cross-section of your
student population. |
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Get feedback on events or through voting polls. |
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Send out a survey form and view the responses in
real-time with reports and charts. |
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Online
Forms |
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Replace many of your paper forms with electronic ones. |
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Feedback, Incident, Private Lessons, Event registration,
Birthday parties and more. |
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Search and retrieve forms with the online search tool. |
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Reports |
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All forms and modules have a search facility and tools
for creating reports on the fly. |
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Detailed charts/graphs displaying trends in your
recruiting process that can be drilled down for further
analysis. |
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System |
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Requires no installation by the school or on the
customer's home machine. |
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Operated and maintained within the Affinity Business
Systems Infrastructure. |
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Infrastructure is comprised of high-end computing
platforms with high bandwidth fiber communications for
fast response time. |
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Protected against viruses and hacking. |
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Data is backed up daily. |
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Systems is skinned to match the look and feel of your
school's Web site. * |
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If your school does not have a Web site, one can be
developed for you. |
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Public forms, calendars and the like are simply "bolted"
onto the back of your current Web site using links on
your site. The customer is not usually aware that they
have left your environment for another so it operates
seamlessly. |
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