eSoft Planner Features and Modules

Each one of the eSoft Planner features is unique in its purpose, we build each one with a specific need in mind. Lessons, for instance, lets your clients schedule themselves, then updates your business schedule in real time online and completely eliminates any chance of double booking of space and instructors. Learn more about each individual feature below.

eSoft Planner’s lesson and appointment module helps you manage the scheduling and payment for all your private and semi private lessons, training and instruction. Limit lesson and appointment types by locations and instructor, easily run instructor payroll based on custom instructor commission rates, and more. Clients and staff manage their schedules in real-time – that means instant updates and no double-booking.

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The rentals module manages the scheduling and payment for any space you make available for rent at your business. Limit rental availability and scheduling by location and time, and publish your rental availability online for your clients to see, updated in real-time. eSoft Planner eliminates the chance of double booking your space.

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This module lets you create and manage all enrollment and billing for any group instruction, such as camps, clinics and classes. Set signup deadlines, restrict enrollment by age and date, schedule instructors. Easily schedule classes in groups or as an ongoing series. Staff and enrollees get instant email receipts and text and email reminders.

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The membership module manages all the payments and benefits for clients who make regular payments to your organization. You can create memberships with any combination of regular services, set fees and deadlines, and give members special rates and benefits. No more paperwork, no chasing down payments or processing monthly fees.

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The packages module lets you bundle any services from other modules (such as classes, rentals, and lessons) together for special prices and sell them online – it’s as simple as adding a link to your packages from your web site. You can set expiration dates and purchase-by dates, limit daily credit use, adjust client visibility for private packages, and more. Receipts are sent automatically by email.

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This module has everything you need to manage the teams run by your organization. Track players’ tryouts, schedules (including directions), game results, budgets and payments. You can also quickly contact the entire team and manage team communications in the team message center. Bonus feature: Opt to re-sell this module to other coaches you work with to completely cover its cost.

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The Point of Sale / Retail module lets you manage sales and inventory for any retail sales you make at your business or organization. This module is great for managing concessions, pro shops, spirit shops and team apparel sales. Optionally add the web store module to easily take your sales online. Connects with touch-screens and credit card scanners for easy in-store use.

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The web store module takes your existing retail products and makes them available for sale online, opening your business up to a whole new market. Track inventory both in-store and online, show your clients streamlined public storefront with featured products and marketing messages, and enjoy unlimited reports, and various options for shipping, sales and more.

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Swim clubs and community pools have special needs when it comes to their memberships. This module handles all the details of swimming pool membership creation, sales, billing, check-in and maintenance. You can even add guest passes and child care providers to your swim memberships, as well as unlimited combinations of services (such as swim lessons, tennis classes, or clubhouse rentals).

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