Functionalities of the isimo system

Web-based customer database

Customer database

  • Manage the personnal data of participants or members registered to your activities.

Web-based application

  • Only requires a web-browser
  • Nothing to install on your computer
  • Accessible from anywhere, anytime

Bilingual

  • Bilingual system: English and French

Secure

  • All communications are secure with an 128 bits SSL certificate

Registration

Multicart registration

  • Register all account members to different activities in one transaction
  • Browse activities and memberships
  • Associate individuals to personal selection
  • Validate registration prerequisites
  • Temporarely reserve purchases before payments
  • Build invoice for purchases
  • Send confirmation email

Unregistration

  • Select activity or membership to unregister
  • Choose credit application mode
  • Assign unregistration penalties

Organization Profile

Personalized forms

  • Create and edit adult & child registration forms.
  • Define and add organization-specific extra question and position in form.
  • Validate participant answers to control access.

Personalized messages

  • Edit and publish predefined messages with rich-text editor.

Basic organization information

  • Configure organization coordinates, contact info, website and tax numbers.

Activity management and presentation

Activity editor

  • Create, edit or remove activities from season catalog
  • Define and apply restrictions (age, gender)

Catalog editor

  • Create and edit catalog to contain and present activities
  • Import catalog from previous seasons

Registration periods

  • Define registration periods
  • Define pre-registration periods for former participants

Split payments

  • Configure and apply split payments modalities

Registration per activities

  • View list of participants
  • View participant's complete info
  • View balance account of participants
  • View number of participants per activity

Personalized service fees

  • Define service fees staircase
  • Define administrative fee

Generate built-in documents

  • Attendance list
  • Security sheets
  • Selection summary
  • Registration info

Membership

Basic membership info

  • Create and edit membership types

Member listing

  • View list of members
  • View participant's complete info
  • View number of members per membership type

Generate built-in documents

  • Membership sales by date of purchase
  • Active members

Promotions and rebates management

Promotion editor (contact isimo)

  • Create and apply rebates on regular pricing, such as reduced rates based on age, multiple selection of activities, multiple registrations per family, etc.
  • Associate rebates and promotions on specifi activities.
  • Recalculate promotional pricing at chackout for exact accountability.

Participant

Personal data management

  • Consult registration form
  • View purchases per family member
  • View financial transactions per account

Single account per family

  • Add and register new member to family

Friends link tool

  • Associate friends requests with real friend registration to match in group

Generate built-in documents

  • Export data in excel
  • Relevé 24 tax credits (Québec only)
  • Children's fitness tax credit (Canada)
  • Statement of account
  • Transaction history

Manage webuser info

  • Change password
  • Change username

Payment

Secure online credit card payment

  • Pass card to payment gateway
  • Confirm registration on payment success
  • Payment confirmation email
  • Process online payment outside registration process

Funds transfer to your bank account

  • Bi-Monthly statement

Accept automatic split payments

  • Configure and apply split payments credit card payments

Offline payments

  • Configure and accept offline payments, such as cheques and cash.

Revenues management

Payments and account receivables

  • Consult list of accounts receivable
  • Consult transaction history
  • Consult invoice or receipt details
  • Add new discretionary invoice

Refunds

  • Track a refund made offline

Postdated cheques

  • Consult postdated cheques
  • Record cheque deposit
  • Cancel postdated cheque

Revenue dashboard

  • View gross sales amount
  • View credit amount
  • View net sales amount

Communications

Email communication with participants

  • Mass email to participants in an activity
  • Mailing lists per activity always up to date
  • Send email to a list of accounts

Groups

Group management

  • Create multiple groups for an activity
  • Create and name groups
  • Assign participants to a group
  • Regroup friends in same activity

Reporting

Reports generation

  • Participants emails
  • Details of catalog information
  • Details of promotions
  • Participants per location
  • Sales summary
  • Details of invoices and receipts