eSoft Planner is a web-based scheduling and management system that was built for sports academies, but is also loved by swim clubs, swim schools, music schools, sewing studios, dance studios, cheer gyms, and more around the United States. It is the complete online software solution for sports businesses. It allows management of information and scheduling from any web browser, while your employees and clients make appointments, input schedules, and rent space at the same time. 

eSoft Planner`s flexibility, affordability and simplicity are perfect for small businesses whose owners want to consolidate effort, save time, increase revenue, and grow smartly and steadily.

Mike Meszaros

President of eSoft Planner

Industry

Software

Partnership

SINCE May 2017

Services

FULL CYCLE SOFTWARE DEVELOPMENT

Challenge

To develop a web application for sports industry that will enable business holders to easily manage all the interactions between sport facilities, staff, and clients.

4

Solution

A web-based CRM system that includes the following modules:

Business Settings:

  • Customize Software. To configure certain aspects of the software. Upload your company logo, set the order in which services being offered at your facility will appear, and set the client side colors to match their website.
  • Client Access. To set options pertaining to your clients` access and user experience.
  • Financial Setup. To configure the shopping cart. Setup the currency, taxes, fees, recurring billing types and sales drawer information.
  • Registration Waiver. To cover your liability waiver, refund/cancellation policy, and privacy statement.
  • Marketing Waiver. To create a marketing waiver for your facility asking for client’s permission to use their photos on your website, social media, etc. for marketing purposes.
  • Payment Methods. To configure all the payment options, including method of payments that will be accepted at the facility and/or online.
2

Staff

 – to create/manage all users and user groups, as well as permissions allowing or denying their access to certain parts of CRM system.

Marketing Settings:

  • Client Login and Dashboard Messages. To be displayed to clients on the login screen or as a pop-up. A marketing tool that is being utilized for announcements, promotions, etc…
  • Marketing Campaigns an option to be selected during the client account creation process. Helps to check how clients are finding you. Reporting is tied to this tool to track ROI, providing valuable info regarding advertising dollars spent.
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  • Client Interests. To better gather and track clients` interests to best meet their needs.This info is useful for making business decisions for profitability. Clients select interests during the account creation process and can update this info as needed.
  • Account Activation Promotiona message that’s appended to the account creation email sent from PPC communications. Purpose is to encourage clients to finish their account setup begun by staff within a specified time limit to receive an in-store credit to be used at the facility.
  • Order Confirm/Receipt will display on receipts emailed to the client. Great marketing tool used for announcements, promotions, etc..
  • General Coupons are a flat-rate or % and will be applied to the entire shopping cart. A coupon code, valid date range and a limit for use per person/family is set. Service-specific coupons (rentals, lessons, etc.) are added within the services themselves.
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Locations

 – may belong to the main facility, or may be sublocations of an already added location. The visibility of a location can be set where it may be visible on the facility calendar to all, visible only to client groups that are specified, or visible to none. Locations may be ordered. The location order would affect how the locations would display on the Facility Calendar.

Hours

 – Hours module is responsible for facility and location operating hours. Staff members or administrator can manage standard and special hours here, and add the closed days to the schedule.

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Result

eSoft Planner continues to grow, with clients located all across the country. Most users are sports facilities and swim clubs, but it also has plenty of happy customers within music schools, sewing schools, personal training businesses, and more.

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Technologies

Building products people want to use 

Django Stars has done a great job in putting a team that is knowledgeable, that has looked into our requirements and fully wants to understand our business... We are looking to them as the CTO of our company on technology and that technology stack of Python and Django. And we look forward to our prosperous relationships

Mike

Mike Meszaros

President of eSoft Planner

United States

2018 Top Developers Ukraine at Clutch.co
Read independent verified review on Clutch.com

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