Key System Benefits

• Perfected through 16 years of listening to organizations like yours
• Hundreds of unique, user-suggested features that save time and increase efficiency
• No “per seat” cost except additonal FileMaker licenses
• No monthly, per student or per registration fees
• Data stays safely on your server for fast local access

Complete Contact Management

• Family-based Contact records
• View all family activities and financials from a single point of reference - Individual contact info, Registrations, Payments, Giving History, Notes, Memberships
• Detailed Individual/student demographics including current age, age group (user customizable), current grade, school, interests, ethnicity, cell, email, text
• Link related contacts - divorced parents, employers, etc.
• Use third-party billing (e.g. relatives paying for classes)
• Create and save custom Group Lists for future reference
• Manage memberships including multiple member levels, member/non-member class fees and expiration warnings
• Find and easily Merge duplicate records

Class Registration

• Supports groups classes, ensembles and private lessons
• Manage family invoices, payments, refunds and credits
• Track attendance and faculty payroll based on attendance
• Payment Plans - user-defined with many options
• Private Lesson scheduling by teacher and location
• Specify Min/Max age and Min/Max enrollment
• Lesson and Room calendars
• Customizable charges and discounts, fixed or percentage
• Grant allocation and tracking

Faculty Management

• Specify Faculty availability by day and time
• Generate faculty schedules and attendance forms
• Specify Faculty pay rates for payroll summaries
• View Faculty teaching history and past students

Fundraising, Donations & Donor Tracking

• Create, track and summarize Campaigns, Mailings and Events within a campaign
• Track donors, solicitors, gifts, in-kind donations, pledges, payments and solicitations
• Generate detailed “Daily Gift Report” of recent gifts
• Generate “Family Information Summary” for solicitors
• Create and track specific groups of donors
• Generate campaign and donor analysis reports including multi-year campaign comparisons
• Generate annual Donor List by giving level
• Track donor Pledges and create custom payment
  scheduling and reminders
• Mail merge donation "Thank You" letters
• Email mail merge with letter templates or onetime emails
• Give development personnel off-site system access

Accounting and Financials

• Works with Accrual or Cash based accounting
• Printed or emailed family-based invoicing
• User-defined payment plans
• Detailed Receivables by date, term or posting date
• Detailed Payments by date, term, type or posting date
• Detailed Enrollment/Income Analysis by class and teacher
• Use In-House Credits in lieu of Refunds
• Accounting.pdf describes SSP accounting in detail

Overall System Features

• Available in Single-User or Multi-User versions
• Scaleable: Supports multiple campuses and class sites
• Supports offsite/remote user login
• Based on FileMaker Pro, the #1 selling database
• Windows and/or Mac, cross-platform application
• Built-in backup scheduling (multi-user license)
• Role-based access privileges
• Frequent updates and feature additions
• In use at over 90 sites, including over 45 National Guild members

System Requirements

• Windows - Requires XP SP3 or higher
• Macintosh - Requires OS X 10.6.8 or higher
• Can be used in a mixed Win/Mac environment

Price - see our Pricing page