Better Search For Members, Prospects, & Former Members
I’m not sure what all was changed this past week with the search, but having to load an entire new page for anyone further down on the search list, instead of dealing with the drop down menu, makes the search feature so much worse than before. It is also failing to easily find some of our members, with less related names coming up in some cases. Also for the past year, the first name Grant finds no one except people with the last name Grant, which is also very weird. Prioritizing the search for members first, then prospects, then former members would also help.
PCAMA 11 days ago
Better Search For Members, Prospects, & Former Members
I’m not sure what all was changed this past week with the search, but having to load an entire new page for anyone further down on the search list, instead of dealing with the drop down menu, makes the search feature so much worse than before. It is also failing to easily find some of our members, with less related names coming up in some cases. Also for the past year, the first name Grant finds no one except people with the last name Grant, which is also very weird. Prioritizing the search for members first, then prospects, then former members would also help.
PCAMA 11 days ago
Rename Tags
Can we please have the ability to rename both the grey tags and the blue flow tags? Some of the tags we have would be clearer with better wording or different word orders than what exists on them, but we cannot edit the name of the tags. Only delete, or create. Some of these tags have hundreds of people attached to them so it is not feasible/realistic to delete the tag, re-create it, and then re-add it to all of those people - editing the tag name(s) would be much more practical and efficient.
PCAMA 11 days ago
Rename Tags
Can we please have the ability to rename both the grey tags and the blue flow tags? Some of the tags we have would be clearer with better wording or different word orders than what exists on them, but we cannot edit the name of the tags. Only delete, or create. Some of these tags have hundreds of people attached to them so it is not feasible/realistic to delete the tag, re-create it, and then re-add it to all of those people - editing the tag name(s) would be much more practical and efficient.
PCAMA 11 days ago
Timed Visibility of Available Appointments going forward.
As we set Available Appointments in the appointment book as ongoing appts, we should be able to dictate how much into the future is available. ie. We display on the availability for 2 weeks. etc.
LEMASenseiRob 14 days ago
Timed Visibility of Available Appointments going forward.
As we set Available Appointments in the appointment book as ongoing appts, we should be able to dictate how much into the future is available. ie. We display on the availability for 2 weeks. etc.
LEMASenseiRob 14 days ago
Profit Generator - Scheduling Request
I want to be able to plug the URL for Available Appointments into my meta advertizing and to my website. However, I have separate appointment times for Child Vs Teen/Adult. I can’t attach more than one URL to my meta advertising so I need the descriptions of available appointments to be more descriptive and say what Intro Type is available and not just day and time. If someone is booking their child, they should easily be able to identify the children time slots vs the adult time slots. If we can’t make this feature work, i’m going to be forced to pay for another software that can help with people booking their own appointments through meta marketing.
LEMASenseiRob 14 days ago
Profit Generator - Scheduling Request
I want to be able to plug the URL for Available Appointments into my meta advertizing and to my website. However, I have separate appointment times for Child Vs Teen/Adult. I can’t attach more than one URL to my meta advertising so I need the descriptions of available appointments to be more descriptive and say what Intro Type is available and not just day and time. If someone is booking their child, they should easily be able to identify the children time slots vs the adult time slots. If we can’t make this feature work, i’m going to be forced to pay for another software that can help with people booking their own appointments through meta marketing.
LEMASenseiRob 14 days ago
Suggestion for Feature - Ongoing Available Appointment Editing
One Suggestion I think would be very beneficial and not very hard to create as a feature would be to make the Ongoing “Available” Appointments in Appointment book, EDITABLE. I want to be able to put long term Available appointments in as recurring but from time to time my schedule changes. I want to be able to Edit and or Delete Available Appointments and have the option to remove all recurring instances of that appointment.
LEMASenseiRob 14 days ago
Suggestion for Feature - Ongoing Available Appointment Editing
One Suggestion I think would be very beneficial and not very hard to create as a feature would be to make the Ongoing “Available” Appointments in Appointment book, EDITABLE. I want to be able to put long term Available appointments in as recurring but from time to time my schedule changes. I want to be able to Edit and or Delete Available Appointments and have the option to remove all recurring instances of that appointment.
LEMASenseiRob 14 days ago
Quick Actions Window Sort
Sorting the Quick Actions Window by newest action first. That way when you scroll down you see the latest communication with the member, not the first you had. This window tells me how often we touch our customers. In 2026, I’m going to have my employees enter an action for every time they send an MIA post card, a your awesome post card, or a birthday post card. This allows me to see who we are not giving enough love to. Another thing to add to that Quick Action window is a display limit that shows last 10 actions in the view, otherwise you have to scroll further to get to other information. Maybe its a scrolling window or it has a 'See more' link at the bottom.
kirkgeorge 22 days ago
Quick Actions Window Sort
Sorting the Quick Actions Window by newest action first. That way when you scroll down you see the latest communication with the member, not the first you had. This window tells me how often we touch our customers. In 2026, I’m going to have my employees enter an action for every time they send an MIA post card, a your awesome post card, or a birthday post card. This allows me to see who we are not giving enough love to. Another thing to add to that Quick Action window is a display limit that shows last 10 actions in the view, otherwise you have to scroll further to get to other information. Maybe its a scrolling window or it has a 'See more' link at the bottom.
kirkgeorge 22 days ago
One Awesome Suggestions from a "LOW MAINTENANCE" customer...
I’d like to have the ability to word and structure our receipts in a way that we can customize it the way we’d like. Thanks for considering. Respectfully, Jeff Kyle Active Martial Arts (206)399-0543
Active Martial Arts Mill Creek 4 months ago
One Awesome Suggestions from a "LOW MAINTENANCE" customer...
I’d like to have the ability to word and structure our receipts in a way that we can customize it the way we’d like. Thanks for considering. Respectfully, Jeff Kyle Active Martial Arts (206)399-0543
Active Martial Arts Mill Creek 4 months ago
Business Analysis Automation
Currently, ZIVVY “Flows” are only functional for Marketing purposes. I suggest, utilization of the automation engine to enable Business Analysis (Month End Closing, Financial Projection/Forecasting vs. Actual Trending). A monthly, quarterly and annual process development capability would improve the efficiency and effectiveness for business management and decision making.
Steve Greene 4 months ago
Business Analysis Automation
Currently, ZIVVY “Flows” are only functional for Marketing purposes. I suggest, utilization of the automation engine to enable Business Analysis (Month End Closing, Financial Projection/Forecasting vs. Actual Trending). A monthly, quarterly and annual process development capability would improve the efficiency and effectiveness for business management and decision making.
Steve Greene 4 months ago
Profit generator fix
When using a computer vs. a smartphone to go to a profit generator, it displays things in different orders. When setting up a profit generator, it first has you create a “Short message welcoming…”, and then it has, “Details on when…”. This is the order it appears on a computer, which makes sense, but on a smartphone, it switches the two around so that the welcome message is only seen after scrolling past the details. We’d like them to both be the same and near the top.
DMA 5 months ago
Profit generator fix
When using a computer vs. a smartphone to go to a profit generator, it displays things in different orders. When setting up a profit generator, it first has you create a “Short message welcoming…”, and then it has, “Details on when…”. This is the order it appears on a computer, which makes sense, but on a smartphone, it switches the two around so that the welcome message is only seen after scrolling past the details. We’d like them to both be the same and near the top.
DMA 5 months ago
Rank history
It would be extremely helpful if we could run a rank history report by roster, rather than the entire school. That way each Professor can track their own students easier. If you also included stripes, not just belts, that would be even better.
Teresa Winters 6 months ago
Rank history
It would be extremely helpful if we could run a rank history report by roster, rather than the entire school. That way each Professor can track their own students easier. If you also included stripes, not just belts, that would be even better.
Teresa Winters 6 months ago
Attendance Updates
We have flows created for when students are MIA for a certain amount of days which helps us communicate with the families. Can RM auto update the task/remove student from list once they return to the mat? I had a family return to the mat last night but was still showing a task of MIA for 3 months. If I didn’t check attendance, that call would have been made for no reason. It makes us look disconnected from our students to not know they were in class the night before.
Sharron Bugg 6 months ago
Attendance Updates
We have flows created for when students are MIA for a certain amount of days which helps us communicate with the families. Can RM auto update the task/remove student from list once they return to the mat? I had a family return to the mat last night but was still showing a task of MIA for 3 months. If I didn’t check attendance, that call would have been made for no reason. It makes us look disconnected from our students to not know they were in class the night before.
Sharron Bugg 6 months ago
Credit Card Tap to pay
It would be awesome if we could use credit card tap to pay as well as apple pay and google pay instead of having to process those types of payment outside the rainmaker system.
Jeff Duncan 7 months ago
Credit Card Tap to pay
It would be awesome if we could use credit card tap to pay as well as apple pay and google pay instead of having to process those types of payment outside the rainmaker system.
Jeff Duncan 7 months ago
Select all button
It would be fantastic to have a select all button to mark all messages as read instead of having to individually click through them all. Back when you had to send the opt in message, we had hundreds.
Dojo Helper 9 months ago
Select all button
It would be fantastic to have a select all button to mark all messages as read instead of having to individually click through them all. Back when you had to send the opt in message, we had hundreds.
Dojo Helper 9 months ago
2 things we really need!!
The ability for member to update credit card info from a email that shows payment did not process… The ability for a new student to be able to sign up online from our website or from a link.
tara wolf 9 months ago
2 things we really need!!
The ability for member to update credit card info from a email that shows payment did not process… The ability for a new student to be able to sign up online from our website or from a link.
tara wolf 9 months ago
New Profile UI
Hi! Great looking profile, Please if you would add the ATA Martial Art ID maybe in the contact area. Thank you
Darrin Palmer 9 months ago
New Profile UI
Hi! Great looking profile, Please if you would add the ATA Martial Art ID maybe in the contact area. Thank you
Darrin Palmer 9 months ago
Custom Report should allow for Source Fields
It would be great when creating a custom report, you can search and export on Source Fields: Source, Source Details, and Referred By. When sharing my Excel report with my Team, I cannot sort on the source of the prospect. Having these fields exportable would allow for better prospect analysis.
kirkgeorge 11 months ago
Custom Report should allow for Source Fields
It would be great when creating a custom report, you can search and export on Source Fields: Source, Source Details, and Referred By. When sharing my Excel report with my Team, I cannot sort on the source of the prospect. Having these fields exportable would allow for better prospect analysis.
kirkgeorge 11 months ago
Membership Purchase via tablet or phone
user experience would be: Search name > Select membership option > enter cc > purchase
Tynan Littlefield 11 months ago
Membership Purchase via tablet or phone
user experience would be: Search name > Select membership option > enter cc > purchase
Tynan Littlefield 11 months ago
Seeing a students entire payment schedule
It would be really convenient to be able to see all of the future bills due in a contract and be able to make adjustments to individual bills rather than having to manipulate the billing cycle or remember to go in and manually adjust it each month. I have students who have pre-arranged holds that adjust their billing in the future and it’d be way more convenient to go in once to make those adjustments rather than having to try and remember.
The Laguna Beach Dojo About 1 year ago
Seeing a students entire payment schedule
It would be really convenient to be able to see all of the future bills due in a contract and be able to make adjustments to individual bills rather than having to manipulate the billing cycle or remember to go in and manually adjust it each month. I have students who have pre-arranged holds that adjust their billing in the future and it’d be way more convenient to go in once to make those adjustments rather than having to try and remember.
The Laguna Beach Dojo About 1 year ago
Integrate Social Media Posting!!!
We have several different social media pages that span across platforms!! I think it would be very useful to have the ability to post directly from Zivvy and not have to go to each different social media platform to make the same post!! There could even be a “post to all” function where you make the post once and then post it to everything!! I think this would increase efficiency within the programs and make those larger posts more digestible and make posting the repetitive announcements less mundane!!
Ethan Ballard About 1 year ago
Integrate Social Media Posting!!!
We have several different social media pages that span across platforms!! I think it would be very useful to have the ability to post directly from Zivvy and not have to go to each different social media platform to make the same post!! There could even be a “post to all” function where you make the post once and then post it to everything!! I think this would increase efficiency within the programs and make those larger posts more digestible and make posting the repetitive announcements less mundane!!
Ethan Ballard About 1 year ago
Adding More Tax Features
It would be great if you expand the Tax feature. We charge a surcharge for EFT and Credit Card, the amount is different. But, the way the tax is set up, I am only allowed 2, and one has to be Sales Tax, so I am unable to add the surcharge for my EFT accounts.
Marilyn Smith About 1 year ago
Adding More Tax Features
It would be great if you expand the Tax feature. We charge a surcharge for EFT and Credit Card, the amount is different. But, the way the tax is set up, I am only allowed 2, and one has to be Sales Tax, so I am unable to add the surcharge for my EFT accounts.
Marilyn Smith About 1 year ago