Category Archives: Daxko Operations

Go Paperless with Electronic Agreements in Daxko Operations

Grow your membership and shrink your paperwork with the new digital agreements and signature capture in Daxko Operations!

For your members and participants, agreeing to your association’s terms is now a simple digital action. Whether signing up in the facility or on their computer or mobile device, you can capture their signature seamlessly during their transaction. Signed agreements for memberships, programs, child care and programs are available right on the member’s record in Daxko Operations.

By managing agreements in Daxko Operations, you can streamline your signup process, and rest assured knowing that everything is stored and secure.

A Better Online Experience

If you require signatures for any liability waivers or billing waivers during the sign up process, your members will now have a seamless experience when signing up online.

Signature Capture - Online
Capture a signature for online signups on computers or mobile devices.
This will eliminate requiring participants or new members to come in to the facility to sign paperwork before starting a new program.

Streamline Signups at Your Facility

For signups at your facility, you’ll also be able to capture a digital signature using a tablet or signature pad.

Additionally, your staff won’t need to search by hand through paper files to ensure that someone signed an agreement. Reporting and profile updates make it easy to check for compliance and re-print agreements on demand.

View Signed Agreement
Access and reprint a signed agreement from Membership Information.

A note about hardware:

In order to capture a signature from a new member or participant, you may need to make changes to your welcome center’s hardware configuration.

Our early adopters have used varying configurations, such as introducing tablets for sign ups or using an external signature pad.  Daxko has found that the Topaz line of signature pads with 1×5 inch screens transfer cleanly to Daxko Operations. These Topaz devices are available at different price points, and each association may select the device they feel works best in the welcome center.

Get started

There’s no additional software fee to go live with electronic signatures. This feature will be available in both your Training Site and Live Site on Thursday, September 20th. If you choose to go live with electronic signatures, you’ll need to:

  1. Format and publish agreements in Daxko Operations using our  Agreements User Guide. 
  2. Decide on your hardware configuration for the welcome center.
  3.  Enable signature capture for agreements using our Electronic Signatures User Guide. 

You also have the option to start capturing signatures for online signups while you decide on hardware for the welcome center.

Require Signature
Choose if a signature is required and where.


See it in action

We recommend testing this on your Training Site first to understand the flow of signatures. Or, check out these videos to see a demo this new feature:

Electronic Signatures: Overview

Electronic Signatures: Best Practices

Learn how others have launched electronic signatures

We’ve worked with over 30 early adopters as we rolled out Agreements and Electronic Signatures. Here’s what some had to say about launching this at their branches:

“We were excited to be able to start capturing electronic signatures online and in-house and deliver a consistent experience regardless of how you registered.  Capturing electronic membership signatures has been a long time goal so that we could streamline processes at our front desk and further eliminate paper.  The ability to start capturing electronic signatures to the online join process is super exciting.  We’ve launched signature pads at all of our membership branches for program registration already and hope to have this extended to our join process by January.”

-Ken Hoyt, Akron YMCA


Our association has a goal of being as paperless as possible by 2020. Our association had a goal to pilot our newest branch as being paperless and wireless as possible by their grand opening in late August. 

We started collecting signatures at our newest branch about a month ago. The process of signing is easy for our members. Also, we are able to quickly access signatures for a membership.

We are using Microsoft Surface Pros as a replacement for desktop computers and for members to easily sign without the need to purchase separate signature pads. These devices can be handed or swiveled over to our members to view and sign the agreements.
It has also helped our online process as the signatures are captured at the time of membership entry and our staff no longer have to require members to sign a paper copy of the agreements. This allowed us from seeking out other solutions that could have potentially impacted our association financially. We are also able to quickly see all the agreements under the unit to view and/or print.

We hope to expand the wireless and paperless process to all our branches in the future.

-Soyphet Dinse, Peninsula Metropolitan YMCA


We have been collecting signatures for a couple of months now! We initially started by just having the member type their name to sign, but now we use the Topaz signature pad. The project is important because we have been trying to go totally paperless with membership since 2012, and this was the last link in the paperless project!

It is awesome and much more professional and official! We love the printer friendly view to share a copy with members.  We hope to expand signatures in other areas, but right now rejoicing in our paperless welcome center!

-Katie Parker, YMCA of Greater Nashua 

 

 

 

Last Chance! Field Test Tasks Must Be Done Today!

In order to participate in Thursday’s Field Test Webinar, you will need to complete the Field Test Worksheet no later than 8pm Central today!

Register for the September 6th Field Test Webinar HERE.

Want to learn more about the Corporate Membership project? Read our two blog posts below:

Corporate Membership Setup
Corporate Membership Field Test

Also, we will be releasing resolutions for several maintenance items with tonight’s release. To see a full list of our maintenance fixes for this year, check out our Maintenance Blog Post.

Corporate Membership: Test it out on your Training Site!

This fall, we’re continuing our work on automating and simplifying your corporate membership payments in Daxko Operations. In September, you’ll be able to test out how corporate membership payments will flow in your training site. This release will give you and your team insight into how our Corporate Membership release will affect your members, your organizations, and your data when we release it to your Live Site in mid-October.

In order to see how the payments will flow, a few steps are required from you first that are time-sensitive. If you want to test this in your training site, follow this plan.

Testing Corporate Membership on your Training Site

Follow these steps to test corporate membership on your training site: Corporate Membership Field Test Worksheet. 

Note: Because we will simulate running Account Entries on your Training Site on September 4th, you should review and complete the steps on the worksheet before then. 

After we run Account Entries on your Training Site on September 4th, you can attend a webinar where we will walk you through reporting and financials.

If you still need to complete Corporate Membership Setup on your training site, check out these helpful resources to get started:

Corporate Membership Setup Blog Post

Corporate Membership Setup Webinar

Corporate Membership User Guide

Corporate Membership Setup To Do List

Corporate Membership FAQ

Updates to Organization Billing Address

To ease the setup process, we have also copied any Organization’s address information to the new billing address field (if it was blank). Users with the appropriate level of permissions will be able to edit the Organization billing address at any time.

This week, we have also resolved several small items reported by customers. For a list of all maintenance items resolved this year, please visit our Maintenance Blog Post.