By default in Dance Studio Manager (DSM), when you search for a client name or a class name, and then click on it, you will first see a preview page as shown below: Then in order to go into the client’s account, you meed to click on Account Details. Or in the cases of a…
Scheduling classes is what DSM does best! Whether you are booking private lessons, scheduling group classes, or planning other events, DSM has the tools you need to succeed. Once scheduled, our automated messaging system insures that your clients remember their appointments, and remember to reschedule more classes. Scheduling Group Classes: DSM offers a robust set…
Private Lessons have one student attending with one instructor. There are a few ways to create and schedule private lessons in DSM, here is one option. Before you can schedule the private lesson, you need to create the class. Everything is the same as a creating a “normal group class” except that you will Select…
Providing your dance students with accurate client statements can help you to clearly communicate with your students about their balance and payment history. Below is a basic example of a client statement. There client statements can be configured in many different ways. From the Admin Dashboard, click on settings and then global settings. Next, type…
Recurring payments have been a topic of interest in various studies examining their impact on revenue generation. The subscription business model, in particular, has gained significant attention in recent years. Dance Studio Manager provides powerful features to allow you to setup and track recurring payments for your clients, and improve student retention using membership plans….
The Gross Income Summary Report lets you see the income for a date range by payments type as shown below. DSM also offers several other Revenue Reports to help you clearly understand and manage your incoming revenue. To create this report, from the Admin Dashboard, click on Reports, and then Gross Income Summary. You will…
The Unapplied Payments reports allows you to find in payments that have not been applied to a charge. Two main reason you might have a payment “floating” that is not applied to a charge: In these situations, a client’s account will show a credit until the payment is applied to a charge: You can see…
It is extremely important to know which students owe a balance, so you have a way to track all balances, and request payment for those that owe a balance. The Outstanding Balances report helps you do exactly that! In our demo data below, it is clear there are a lot of dance students that owe…
The payments receipts log is one of the most straightforward ways to view all the transactions that have taken place for a date range. To access this report from the Admin Dashboard, simply click on Reports and then Payment Receipts Log. Notice you can see the date of the Payment, and the date of the…
In DSM, there are multiple ways to access the client ledger: Client Ledger in the Admin: At the top of the ledger you will see there are several filters so you can filter what you want to see. You can filter by season, location, and date range. You can click on the Invoice button to…
