Manual

  • eSignature – Signing Documents in DSM

    Maybe you prefer to have your clients actually sign their names to documents online, rather than simply check a box to say “I agree”, and possibly this will give a little more peace of mind that you have further proof that your customers have agreed to your terms using an E-signature.  Below you can see…

  • General Data Protection Policy (GDPR)

    The European General Data Protection Regulation (GDPR) is not something that should be ignored for customers that are based in Europe, but with Dance Studio Manager (DSM), we have taken additional steps to make sure that we are in compliance with regulations, as well as make sure our customers can do the same. It is…

  • Tuition Override

    While we offer many, many ways to create discount systems, pricing grids, hourly rates, etc… sometimes you still need a way to Override the the tuition that is charged, and just set it to what you need it to be with tuition override! Perhaps you need to waive fees for a teacher attending classes or…

  • Transferring student from one class to another without deleting history

    How to transfer a student from one class to another without deleting their history or payment Click on class that student is enrolled in under Student and Related Classes, Select Delete Next, if you wish to enroll student into another class, Click Add to Class. If student has already paid for previous class, but is…

  • Setting up custom tuition plans

    Under each family and student account there is a tuition override field. You can set custom tuition pricing for the family or student. Update May 30, 2019: Since this was first written we have developed MANY different approaches, and generally speaking we can handle just about any school’s pricing scheme. Of course, we must be…

  • Adding credit to student account

    Question from Dance Studio Manager customer: Q. I have a couple of students who have studio credit from fundraising. Is there a way I can add credit to their accounts so they can see what their balances are? A. Yes. In the lower left corner of the family ledger there is a blue button called…

  • Creating Separate Logins for Instructors

    It is very easy to create separate logins in Dance Studio Manager so that your instructors do not have full administrative access. When adding an instructor to DSM, there are three main options: Administrator, Instructor, and Instructor with restricted permissions. Administrator: Full access to all information Office Administration: Has access to all information with the…

  • SMS Text Messaging

    Here is a quick guide to sending SMS text messages in DSM. First you will need to sign up for an account at Vonage or Twilio. Then fill in the fields here. After creating your account, your Account Key and Secret can be input on the Settings page. If you are reading this and just…

  • Client Notifications

    Staying in touch with your clients is very important, and DSM offers multiple methods, including Push Notifications through the use of Progressive Web App technology, as well as Automated Messaging. In addition, we offer text messaging through Vonage and Twilio, and email delivery through multiple email services. At the time of this writing, we are…

  • Shopping Cart and Payments in the Online Client

    The online client shopping cart is very flexible when it comes to setting the ways that you want to collect payments. In this help topic, we will go over this in more detail. If you want to follow along and understand, it would be recommended that you have the Online Client open in one tab,…