What's new from Amilia SmartRec in July 2024
You've come to the right place to keep up with the latest features and tools helping community organizations do more with Amilia.
(New) Automatic merging for pending activations that share the same sign-up email
SmartRec now merges pending activation requests from the same email address
When you create an account on behalf of a client, they receive an email with a request link to activate their account. All too often, clients opt to create an account directly on your storefront without using the link - leading to client confusion and problems registering for restricted activities.
Now, SmartRec automatically merges any activations that are made using the same email address, so users can seamlessly register themselves for activities. This improvement helps reduce friction for new participants so you can offer a problem-free registration experience for clients, and welcome new sign-ups faster.
(Improvement) Failed payment email to users
A new and improved failed payment email notification to prevent interruptions in revenue
Until now, failed payments have been a headache to manage for clients and organizations. Clients were directed to contact staff, resulting in confusion - and often lost revenue. SmartRec now sends a instructional email to clients when recurring payments fail. The email links clients directly to their wallet so they can easily update their payment methods themselves. This improvement gives clients an immediate fix and helps organizations prevent interruptions in revenue.
(New) The Activity participant registration information report
See billing info, payments, and other details about activity participants at a glance
The new Activity participant registration information report lets you see demographic details, session vs. drop-in participants, payments per participant, and cancellations and credits. The report also helps calculate payouts for contract instructors that are paid based on activity revenues.
(New) Cancel and refund an ACH / eCheck payment
Refunds for ACH / eCheck payments is now available in Client Billing
You can now refund ACH / eCheck payments using the cancel / refund function in the Client Billing section of SmartRec, as was already possible with credit card transactions.
Please note:- You may cancel an eCheck up to 24 hours after the transaction is entered in SmartRec, depending on the bank
- After the 24 hour window, you must wait for an eCheck to fully process (up to 10 business days) before you can refund it
- You can only refund an eCheck to the same bank account that was initially used
- Organizations using CardConnect can only refund in the full amount
- Organizations using PaySafe can refund in full or in part
We have a ton of improvements in development, so stay tuned! Talk to you next month.
The Amilia Team 💙
