Ray Mizzi PBS Issues and Requests

[RayMizzi]

What is our use of Pabbly?

• We are a music school and teach music and therapeutic services.
  • http://toukleymusiclessons.com
  • We are different from other PBS clients as we use a two-week subscription with clients starting at different times of the week and needing credit and refund, changes of billing dates, and continual follow-up. We are not an annual subscription system but a rapid turnover with clients coming and leaving regularly. With music lessons, some clients stay for weeks, other for a month or two.
  • PBS was chosen as it is
    • simple in its process of signing up with a single link
    • Its prices are fair but the cost with strip was not feasible so we have surcharged our customers for the % of Stripe Merchant but not the flat.30c
    • We only use systems that have direct customer support. That offers Chat or Phone and value this way above ticket or email.
• We used PBS from 2018 but left it in 2021 only to return after considering advice from Sonam regarding updating the interface and surcharging our customers for Stripe fees.
  • We then found the following issues are still prevalent and continue to hound us.
  • This is a difficult call as we are not faced with a possibility of ditching PBS again as the interface remains clunky and problematic with lots of fixes that are being told to us as "about to be sorted and upgraded"
    • So as of the 14th of April, We are urgently updating this document on the instruction of Sonam who continues to advise us to hold and wait for the upgrades.
• We need to be able to sign up and collect funds - Pabbly does this.
• We Do NOT need Pabbly as accounting software, we have dedicated software for this.
• We also need to be able to credit customers - say if they are unable to attend a music lesson and give us adequate notice.
• We collect subscriptions fortnightly with most paying $60 or $100 a fortnight, but there are many other types.

as such there are our critical needs.

1. Giving Credit to customers who are currently subscribed
   • Ability to apply any amount equal to, less, or greater than a renewed subscription
     • For example, a client has been subscribed to pay $100 a fortnight for six months but one week needs a credit of $50 - we need to give that client a credit of $50 which will come off their next renewal so that the system on seeing they have a $50 credit will automatically subtract the $50 from their normal $100 and collect only $50 from the client.
       • Refunding - NOTE: We are currently refunding, however, this is not a solution as it generates a cost we bear for the processing of the refund
         • Refunding does not always work, it depends on if the customer has available funds from previous payments. We often need to give credits to customers BEFORE they have made any payments.
         • Refunding is NOT within the selected policy of our service, we wish to give a Customer Credit and not refund.
2. Customer Sign up contacts should sync with Google Contacts
   • The database should connect using standard API with Google Contacts.
   • We need the contact information generated by PBS to feed into our School Contact Database
   • This is to assist us with contacting our customers.
3. Purging and removal of unused items or products
   • We have been using PSB for a few years, and have unused products and many unused clients.
     • This is data that PSB does not need and is seen as clutter.
     • Pankaj on the 10th of April 2021 in a phone call with me said " We need around ten days to make this available, I will provide a method so that it takes only a few seconds for you to be able to delete a customer instead of several minutes, this will. We do not delete customers as this can create issues, including legal issues. "
   • We want to be able to remove in a simple click, the old customers and old products
4. Passing the Stripe fee onto the customer
   • I have used a tax rule to apply 1.75% to a customers total subscription, making a $100 subscription $101.75 however, Stripe will apply a charge to $101.75+30 - as such, we need to be able to apply the Stripe fees as occurs on other services similar to PBS, without affecting the total collected from the customer. Stripe fees (1.75% +.30c) should not be added on the PBS subscription total, but be added to the charge made to the customer after the PBS total hits Stripe - Also, we are currently not able to apply .30c charge -
5. Moving and organizing products,
   • The ability to sort and move products around on the products page, to sort and organize the page
   • When we create new products they are added to the top of the page, we would like to move them around so they are sorted and organized and not mixed up.
6. Vectoring
   • PBS Does not resize but disappears when it does not fit on the screen, it does not vector (automatically resize) if you have to reduce the screen or split your monitor screen as I am doing now for the purpose of updating check out pages
7. Check out page simplification
   • We should be able to copy a Check out page over to a set of products rather than having to recreate it entirely for a set of products.
     • We are unable to make our selected customer check-out page available to other sets of products once it has been saved in a product set.
     • As such it took more time, around half an hour, each time we had to recreate the Check out Page again for other products.
8. Reading Agreements and Policies on the Checkout Page loses data! it needs to open in a NEW tab
   • Customized Checkouts page has Agreements with Privacy Policy.
     • If a customer clicks to read the Privacy policy prior to the agreement, on the Check out page, and after they enter all their information - it opens the Policy on the same tab as the Checkout page and erases their information forcing a customer to find the HTML link and start the process of inputting data a second time.
       • This is wrong, it should open on a new tab or Page.
9. Payment Gateway removal
   • We need to be able to remove a gateway, it is no longer required for PBS.
   • The gateway is now called '~' cause we can change the name and it is showing up as a gateway for payments on the checkout page.
   • We do not want this, we can not delete this gateway.
10. Gateway Updating
    • If the Gateway is to be selected for products it should be able to be selected from all and not one at a time via each product's edit screen.
11. Changing Names??
    • Sonam told me that she would assist in my name SMB change for my business, it has not happened after four days.
    • We should be able to change our names without causing conflict.
12. Setting PBS Subscription Payments to Start in the Future
    • 
      the calendar only works for the present day, and not future dates....???
    • need to be able to start a subscription in the future.
    • I wanted to start a client two weeks in the future for a subscription, but the system does not allow that.
13. Receipting
    • Easy editing of a receipt of purchase or subscription.
    • Currently, there is no way to test an update unless we make a payment.
    • There are many receipt methods and its difficult to update and know where the receipt is applied.

 

[Sonam]

I am ready now

Please join the call using this link - meet.google.com/jqo-qfdt-bvk

 

[RayMizzi]

Hi the issue remains.

 

[Sonam]

Hi the issue remains.
View attachment 1798

Hi Ray,

Please reset the default email template settings under the Email notification option in your Pabbly account to reflect the new changes accordingly. For better clarity, please check this video - https://www.screenpresso.com/=KTLP

Hope this helps!

 

[RayMizzi]

Hi, I have sent an email regarding an issue with the custom Domain. I do not want to have Pabbly in my URL anymore as this is confusing and unprofessional. I am seeking the custom domain and went to https://www.cloudflare.com/en-au/plans/ after speaking to them when they declined. I sent the email to you.