Recent Updates and Enhancements









At Main Street Sites we are constantly updating and improving our service.  Here are some of our recent updates and enhancements:

 

  
 10/15/2018  Drop-in Scheduler

This week we rolled out our new Drop-in Scheduler feature set.  With this feature you can offer your customers paid drop-in classes.  

Drop-ins are very similar to make-ups and demos in how they work.   You can set aside slots for drop-ins in your semester classes. You can also use open enrollment seats and marked absences for drop-ins.  Drop-ins can be added from the back-end and from your customer-facing pages.  

 

The important difference with the drop-in scheduler is that you can set prices for your drop-ins.  Price sets for dropins are created at Setup > Make-Ups, Demos & Drop-Ins > Drop-In Pricing.  Settings for your drop-ins can be found at Setup > Make-Ups, Demos & Drop-Ins > Drop-In Settings.

 

See the Drop-in Scheduler Overview for details on the Drop-In Scheduler.  See How to Add Drop-in Scheduler to get started.

 

Note: this feature is not yet fully complete. For example, updates are still pending for the Attendance Sheet Report, Send Message, Transaction Summary and Detail Reports, Manage > Orders and drop-in reminder notifications.  We will complete these lower priority items in the coming weeks.
 

 8/30/2018  Automated demo follow-up emails

The Demo Scheduler now includes support for automated follow-up emails.  You can turn this feature on at Setup > Settings > Demo Scheduler Settings.  There are options for the amount of delay before the follow-up is sent and the type of follow-up emails to be sent.

 

There are two different demo follow-up emails. There is a standard follow-up and a "missed demo" follow-up.  The email for missed demos will only be sent if you have used online attendance and have marked the demo as "not attended" by the time the email is sent. You'll want to enter the right amount of delay time to record attendance if you use this option.

 

Important Note: the demo scheduler follow-up emails do not have any built-in text.  You will need to add your own content to the emails by going to Communications > Settings > Notification Templates.  Enter "demo" into the search box to find all of the demo-related notifications quickly.

 8/29/2018  Taxes Supported for Appointment Fee Generation

Taxes are now supported in the Appointment Fee Generator.  Each appointment type can now be marked as being taxable as needed in Setup > Appointments > Appointment Types.  In the Appointment Fee Generator you can indicate if you would like taxes generated as part of the current fee generation run.   Taxes can then be generated for each of the applicable tax types.  

 

Note: be sure to select a fee type for taxes at Setup > Advanced > Fee Types before using this feature.  You can add additional fee types from here if needed as well.

 8/27/2018  Additional text for email and SMS text opt-in

It is now possible to add your own text to the email and SMS text opt-in fields that your customers see.  This gives you an opportunity to add your own messaging for why customers should opt in to receive your emails and/or how you will protect their privacy.  This custom text does not replace the built-in descriptions for these fields.

 

For the Create Account and My Account page go to Website > Community > Portal > Additional Content and click on the relevant content areas (e.g., "Create Account: Additional Email Opt In Text").

 

For the Order Checkout page go to Website > Site Options > Global Order Content and click on the relevant content areas (e.g., "Order Checkout: Additional Email Opt In Text").

 

For the Demo Scheduler page go to Website > Built-in Pages > Demo Scheduler > Additional Content and click on the relevant content areas (e.g., "Schedule Demo: Additional Email Opt In Text").

 6/21/2018  Improved SSL Support

Main Street Sites has made major improvements in our support for secure web pages.  Previously only things like order pages and payment pages used a secure connection.  Other pages, like your home page or class schedule page, did not.  Now all Main Street Sites pages can use a secure SSL connection.  To make this possible we have obtained SSL certificates for all active customer website domains.  We recommend that all customers activate this feature for their account(s) by following the directions below.*  
 

Website customers

Please go to Website > Site Options > Settings and set the "SSL Setting" to "Active" to turn on this feature.  There may be a brief period during which your site is unresponsive while the new settings take effect. Let us know if your site doesn't begin working properly a few minutes after you change this setting.  If you find the setting is disabled it means we are having trouble generating your SSL certificate for you. Please contact customer support to get it set up.
 

Standalone Back Office customers

If you are using "app.mainstreetsites.com" to link to your MSS pages then you have already been upgraded. All of your MSS pages are now using a secure connection.  

If you are using a CNAME to connect to Back Office (such as, "app.your-domain-name.com") please go to Website > Site Options > Settings and set the "SSL Setting" to "Active" to turn on this feature.  There may be a brief period when your pages are unresponsive while the new settings take effect. Let us know if your pages don't begin working properly a few minutes after you change this setting.  If you find the setting is disabled it means we are having trouble generating your SSL certificate for you. Please contact customer support to get it set up.

 

Please let us know if you have any questions.  If all went well you should now see a nice "Secure'" lock icon in front of all of your MSS pages.

 

* future versions of the Chrome browser will highlight any pages that don't use a secure connection as "not secure." We are rolling out these improvements so you can avoid running into this issue.

 5/14/2018  Drop-In Scheduler
Our development team has begun working on our new drop-in scheduler module.  This feature will be similar to the Make-Up and Demo Schedulers, but will support different notifications, reminders, pricing, online orders and payments, etc. We hope to have this feature available by mid to late summer or early fall.  We're very excited to be adding this new module to Main Street Sites!
 
Let us know if you'd like to be included in any beta testing we do for the new Drop-In Scheduler when those features become available
 5/1/2018  Enrollment confirmations

Enrollment confirmations now support up to 5 different versions (one primary and 4 alternates). 

 

When you send enrollment confirmations, we'll show you the subject line once you make your selection (primary or alternate 1-4).  You can use the subject line to make sure you have picked the right version -- of course, make sure you update the subject lines at Communications > Settings > Notification Templates in advance so this trick will work.

 4/23/2018  Holidays

Holidays can now reference any number of classes, class types, appointment types, locations or teachers.  

 3/15/2018  Misc Updates
  • Improvements to holiday processing
  • Improvements to recitals conflict handling
  • Fix for appointment popup summary
  • Improvements to make-up and demo scheduling to prevent duplicates
  • More terms added for user messages
  • Updated YouTube URL parsing for new Media Vault items
  • Added sorting options to the grid in Manage > Classes
  • Audit trail tracking added for make-ups, demos, semesters, prices, coupons and auto-apply fees/discounts.
 2/1/2018  Additional content for orders/shopping cart

All general purpose additional content areas for the order/shopping cart pages have been moved to Website > Site Options > Global Order Content.   

The additional content areas specific to the registration and store pages can still be found at Website > Built-in Pages > Registration and Website > Built-in Pages > Store respetively.

 

 2/1/2018  User Queries

User queries now support being sorted into categories. You can create new categories by clicking on the new "Manage Categories" link at Reports > User Queries > Saved Queries.  When you create a new query you can indicate the category to which it belongs.

 2/1/2018  Misc. Updates
  • Improved order validation when orders are committed
  • Improved display of class prices when displayed in named layouts
  • Improved handling for recurring appointment deactivate feature
  • Improved handling for components on certain templates
  • Fix for attendance sheet report issue seen on some mobile devices
  • Contact fields added to the Demo user query scope
 12/19/2017  More Shortcuts Added
  • You can now select "Add Payment Request" for a given account in the Manage > Accounts list to generate a payment request for that account.
  • You can now select "Attendance by Class" for a given class in Manage > Classes to record online attendance for that class.
  • You can now select "Attendance Sheet" for a given class in Manage > Classes to generate an Attendance Sheet report for that class.
 12/15/2017  Pick a class

Filters were added to the "Pick a class" popup to make it easier to find classes when needed.

 12/15/2017  User Emails

User emails can now be sent to a list of selected accounts instead of just one at a time.

 

  • From Manage > Accounts you can now select a list of accounts and choose the "Send User Email to Selected.." option to send an email to those accounts.
  • From Manage > Classes you can now select a list of classes and chose the "Send User Email to Selected.." option to send an email to the accounts enrolled in those classes.
  • From Manage > Enrollments you can now select a list of enrollments and chose the "Send User Email to Selected..." option to send an email to the accounts associated with those enrollments.
 12/12/2017  Contacts

A new contact preference has been added for contacts.  Customers can now indicate that they preferred to be contacted via text message.

 12/5/2017  Image Browser

A new image browser has been added to the "Insert Image" popup window.  This new feature lets you browse all of your Image Images and all of the Image Repository images.  Select any image in the browser to add it to the current page or user email.

 

See the images below for an example:



When adding an image...
...click on the new browse server button
You can now pick any of your images or any of the repository images
 12/5/2017  Image Vault Categories

Categories have been added to the Image Vault. You can now assign your images to different categories to keep them organized and easy to find.

 12/5/2017  Demo Scheduler

The "How did you hear about us" field in the demo scheduler can now be made required or hidden.  The field has been added to the field manager at Setup > Advanced > Field Manager (on the Demo Scheduler tab).

 12/5/2017  Drag and Drop uploading expanded

In addition to being able to drag and drop files directly into the editor when editing a page or user email, a new drag-and-drop uploader has been added to the Image Vault and File Vault.

 

When you are in the Image Vault (or File Vault) select the new "Add Multiple Files" option to display the new drag-and-drop window.  Drop your files onto the window and click "Upload Now" to begin the upload.  After all your files have been uploaded you'll be shown a list of your new files for you to make any updates or edits.  You can uncheck the "Review uploaded images" option to skip that step.

 

See the attached image for an example.



New drag-and-drop uploader
 11/28/2017  Make-Up Scheduler

Two new options were added for scheduling make-ups for enrolled families. The new options are:

  • Require an enrollment in the same semester for the selected student
  • The class type of the make-up must match the class type of an enrolled class for the student

These restrictions will only be in effect if your customers log in to use the make-up scheduler.  This allows us to check their enrollment history before allowing them to schedule a make-up.

 

The new settings can be found at Setup > Settings > Make-Up Scheduler Settings.

 11/15/2017  Misc. Improvements
  • Hide inactive locations and class types when entering prices, coupons and fees
  • Hide inactive locations and class types when adding classes
  • Show prices of zero for the "Price Set Price" named layout columns if all prices for a given class are zero (otherwise zero prices are ignored)
  • Ignore cancelled appointments when scheduling new appointments
  • New "type ahead" entry field for class types when entering classes.
  • Product coupons are now supported on the "Featured products" page
  • Make-up and demo scheduler display improved when no make-ups/demos are available
  • Fix for checkbox custom fields using hints
  • New Braintree payment gateway added
  • Site title / logo backlink added for standalone back office customers.
 10/25/2017  Registration Pricing

A new prorating option has been added to registration pricing.  You can now prorate your prices based on the number of class meetings missed in the current month.  In this scenario, you would set your prices to the full monthly amount. Then, as the month progresses, the price would be reduced for each missed class.  The price would then reset back to the full amount after the last class in the month.  Prorating would begin again in the following month.

 

Prorating features can be found at Setup > Settings > Registration Pricing.

 10/18/2017  Online Store Products

New features for products have been released.  You can now add custom fields and additional instructions to any given product in your store.  Each time that product is then added to a shopping cart, your customers will see the additional instructions and be asked to fill in the custom fields.  The custom fields can be made required if needed.

 

These new features can be very useful for things like gift certificates where you'd like to know the recipient name and address information.  These settings can be found at the bottom of the product page at Setup > Store > Products in the "Advanced" section.

 9/15/2017  Misc. Updates and Fixes
  • Updates made to moving recurring appointments -- recurring appointments with fees attached will now only prevent the move if they occur after the date the first moved appointment
  • Improvements made to the calendar for narrow screen widths
  • Improvements to the logic that automatically removes the starter text from user emails when they are sent
  • Fix made to coupon enrollment history restriction feature
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