Membership & Training

We developed a custom app on the Claris/FileMaker Platform that manages memberships, training courses and attendance at a Training Center. It has CRM (customer relationship management) functionality as well as reporting on customer spend by profit center.

Please note that the screenshots contain mock data generated by Mockaroo; any similarity to actual people or organizations is entirely coincidental!

iPhone
iPad
Computer
Screenshot of the financial dashboard showing the distribution of revenue by profit centers plus a top-down listing of customers that have spent the most.

Financial Dashboard

  • See at-a-glance a chart of revenue by profit center for any selected period of time.
  • View a list of customers sorted by the amount that they have spent for any selected period of time.
  • Select a month, a quarter or a year for both the chart and the customer list.
  • Filter the customer list by profit center to drill deep into the data.
  • Click a customer in the list to view that customer's record within the app.

Membership Dashboard

  • View a list of people that are within a specific stage of the membership application process.
  • See how the applicants are distributed within the application process: from initial subscription, through receipt of payment, to welcoming them as a member.
  • Determine the relative popularity of the different types of membership, at-a-glance.
  • Change quickly the stage of the membership application process that is depicted in the list.
  • Click a customer in the list to view that customer's record within the app.
Screenshot of the membership dashboard listing the newest members, and two charts, one of which shows the distribution of types of membership.
Screenshot of a customer record showing contact details, on-site attendance, notes, marketing preferences, and sales totals.

Customers

  • Keep customer records up-to-date with name, gender and date of birth; contact details such as postal address, email addresses and phone numbers; notes; and marketing preferences.
  • Add course bookings, and see historic course attendance, in a small 'On-Site' list, and in one click view all of the customer's on-site records.
  • See the sales made to the customer, and quickly change the display to review how sales to the customer have changed over time;. In one click, view the sales in detail.
  • Read through the emails that have been sent to the customer from the custom app in a 'Correspondence' section.

Integration

In this custom app, sales were imported from two external sources: Lightspeed, for on-site POS (point-of-sale) terminals, and WordPress/WooCommerce, for online sales. The custom app was integrated with Lightspeed and WooCommerce through their REST APIs.

Screenshot of a sales record showing the customer, the items sold and the profit center.
Screenshot of a rental record showing the customer, the date of the course and the items being rented.

Rentals

  • View a list of customers that have rented items, or who have booked a future rental.
  • See the customer's key contact details, the opening date of the course, the period of the rental, and the items rented or to be rented
  • Scan rental items in and out.
  • Print barcode labels.

Course Sign-in

  • View the classes that start on a specified date.
  • See a list of the spaces that are in use for those classes on the specified date. (The screenshot is of a training center that specializes in outdoor courses, but 'spaces' could equally mean 'rooms').
  • Get, at-a-glance, information on the number of attendees expected on site, how many have yet to show, and whether any have been cancelled or rejected for any reason.
  • Sign-in each attendee quickly and easily from this window.
Screenshot of the sign-in summary showing the classes happening on the specified date and the spaces allocated to those classes.