I'm looking for someone or a team of individuals to write software for my company that allows for billing and scheduling. There's nothing out there that does what I want the way I want, so I'm searching for another solution. If you'd like an idea of what I'm looking for, check out Mindbody and Jackrabbit. These are similar but with stupid limitations that I'm ready to get past. Here are some notes I've jotted down that I would like to have in the new software. Please excuse the "rough draft."
Online signup that allows us to offer only ACH payment information
In the process of signing up, clients should be given the opportunity to sign the correct contract
Write and Design a system similar to Adobe Sign. If nothing similar please integrate. Developers can integrate with Adobe Sign using Adobe Sign REST API.
Contact history with ability to create categories to sort how we want with all history or multiple categories of clients. Once someone has signed up, we then change their category to signed up so the potentials can be filtered correctly yet if we want to see all the conversations for the day including current clients, we can.
Calendar functions like google calendar
Ensure that when changing an appointment in a series that the software prompts to ask if the change applies to just that appointment or all in the series
Ability to send SMS reminders and/or teacher schedules
Send copy of contract after it’s been filled out
Contracts to be started on the first of each month, be prorated if it’s a short month and automatically charge for however many weeks there are in the month. If a teacher misses, their bill will be automatically adjusted the next month.
Classes- teacher should be able to add or delete students to a class and make notes on the student’s progress so that another teacher can easily see where they are. The notes should be attached to the student’s profile and not the calendar. When a student is put into a class, the teacher should be able to see who is in the class and the recent notes so they know what the student was last taught. Payroll should have the ability to pay the teacher a starting rate for the class and then an additional amount per student or per student above a certain number. For instance, $12.50 for the class and $3 for every additional or every student above 2
Client types that allow us to contact a certain type such as piano student, preschool student or even potential.
Built in campaign manager like constant contact
Login for parents should show all students’ information rather than needing a separate login for each
Parents/Students should have a view online that shows them how many lessons they have left in their current package along with the detailed information including visits etc.
Choose who gets sent the automatic payment email for each client.
Be able to have the option to either bill before, bill after and to charge either electronically or request payment by check
When clients get sent the autopay email, they should also be sent the dates for the last four lessons they were given.
System should send reminder emails for appointments that is selectable by staff. Default is the initial appointment but can be selected for any frequency of appointments.
2 Way SMS/MMS communication between clients for appointment/class reminders and surveys (2 Way is not as important as just outgoing texts. Check out [url removed, login to view] for free API
Google Map API built in for functionality as determining the length from one in-home appointment to the next or from Studio to in-home appointment. We should be able to click a button and have it pull up directions and mileage info. [url removed, login to view]
Be able to bill on the same day of each month or every so many lessons as lessons are checked off by the teacher.
Integrated survey system
We need to be able to assign permissions for teachers. Specifically they will not need access to student payment informatio