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Feature Matrix

Everything Swiftlier offers across HQ, Online Shop, Customer Portal, Instructor Portal and cross-cutting platform capabilities.

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Feature	Description	Type	Apps
Instant Course Launch Sell new courses and new dates immediately using optimised booking forms	Sell new courses and new dates immediately using optimised booking forms	Enrol E
Multi-step Application Workflows Support audition-like workflows with assessment steps and conditional placements	Support audition-like workflows with assessment steps and conditional placements	Enrol E
Automated Waitlist Management Automatic waitlists with smart offers to maximise class utilisation	Automatic waitlists with smart offers to maximise class utilisation	Enrol E
Basket Builder & Payment Links Build baskets for customers and send one-click links for them to pay and confirm	Build baskets for customers and send one-click links for them to pay and confirm	Enrol E
Discounts & Promotions Configure a list of discounts (sibling, bursary, etc) for staff use and reporting	Configure a list of discounts (sibling, bursary, etc) for staff use and reporting	Enrol E
Instant Booking Confirmation Immediate on-screen customer confirmation and rapid, reliable email receipts	Immediate on-screen customer confirmation and rapid, reliable email receipts	Enrol E
Quick Book via Portal Expedited checkout flows for bookings initiated in the Portal	Expedited checkout flows for bookings initiated in the Portal	Enrol E
Order & Booking Management View order details, billing status, attendees and communications in one place	View order details, billing status, attendees and communications in one place	Enrol E
In-person & MOTO Payments PCI-DSS compliant point-of-sale and mail/telephone order payments	PCI-DSS compliant point-of-sale and mail/telephone order payments	Enrol E
Flexible Payment Methods Card payments, bank transfers, direct debits, Apple Pay, Google Pay and more	Card payments, bank transfers, direct debits, Apple Pay, Google Pay and more	Enrol E
Versatile Payment Plans Design different payment plans (monthly, termly, etc) and publish by course	Design different payment plans (monthly, termly, etc) and publish by course	Enrol E
Apple Pay & Google Pay Wallet payments for even faster checkout across mobile and desktop	Wallet payments for even faster checkout across mobile and desktop	Enrol E
Stripe Integration Native Stripe integration for payment processing across all channels	Native Stripe integration for payment processing across all channels	Enrol E

Feature	Description	Type	Apps
At-a-Glance Payment Schedules See payment schedules, invoice statuses and payment allocation detail	See payment schedules, invoice statuses and payment allocation detail	Streamline S
Versatile Plans & Instalments Design different payment plans (monthly, termly, etc) and publish by course	Design different payment plans (monthly, termly, etc) and publish by course	Streamline S
Automatic Invoicing Automatic generation and emailing of invoices in line with the defined schedule	Automatic generation and emailing of invoices in line with the defined schedule	Streamline S
Invoice & Payment Tracking See outstanding, partially paid or overdue invoices across your entire student base	See outstanding, partially paid or overdue invoices across your entire student base	Streamline S
Allocation Management Precisely allocate payments against invoices with part-payments and write-offs	Precisely allocate payments against invoices with part-payments and write-offs	Streamline S
Cancellations & Refunds Handle cancellations, refunds and credit notes against future invoices	Handle cancellations, refunds and credit notes against future invoices	Streamline S
Financial Exports & Reconciliation Automated financial exports and reconciliation reporting	Automated financial exports and reconciliation reporting	Streamline S
Stripe Payouts Reporting Track incoming payouts, processing fees, and net amounts clearing into your bank account	Track incoming payouts, processing fees, and net amounts clearing into your bank account	Streamline S
Automated Triggers & Reminders Automated communication flows for payment due dates, overdue balances and notices	Automated communication flows for payment due dates, overdue balances and notices	Streamline S
Easy Pro-Rata Credits Automatic calculation of credit entitlement based on session attendance	Automatic calculation of credit entitlement based on session attendance	Streamline S
Back-date and Future-date Credits Use sessions attended to auto-calculate and issue credit	Use sessions attended to auto-calculate and issue credit	Streamline S
Invoice & Receipt Downloads Customers can download invoices and receipts on demand	Customers can download invoices and receipts on demand	Streamline S
Credit Balance Payments Use credit balances towards future payments directly from the Portal	Use credit balances towards future payments directly from the Portal	Streamline S

Feature	Description	Type	Apps
Venue & Calendar Management View room allocations, manage in-person, online and at-home tuition	View room allocations, manage in-person, online and at-home tuition	Educate E
Room Booking & Hire Manual room allocation and hire management with conflict detection	Manual room allocation and hire management with conflict detection	Streamline S
Calendar PDF Export Export calendars to PDF in multiple views for offline reporting	Export calendars to PDF in multiple views for offline reporting	Streamline S
Capacity & Layout Management Built-in capacities with support for various room layouts, equipment and usage types	Built-in capacities with support for various room layouts, equipment and usage types	Streamline S
Series & Ad-hoc Scheduling Flexible scheduling supports recurring, one-off, groups, private tuition and more	Flexible scheduling supports recurring, one-off, groups, private tuition and more	Educate E
Smart Scheduling & Conflict Detection Shared calendar keeping instructors, rooms and student schedules in sync	Shared calendar keeping instructors, rooms and student schedules in sync	Educate E
Timezone-aware Calendar Personal calendar entries aware of timezones for distributed teams	Personal calendar entries aware of timezones for distributed teams	Streamline S
iCal Calendar Subscriptions Auto-updating calendar on phone or desktop with quick links to classes	Auto-updating calendar on phone or desktop with quick links to classes	Streamline S
Unified Family Calendar Combined calendar view across all family members' activities	Combined calendar view across all family members' activities	Educate E
At-a-Glance 'Up Next' Easy view of what's happening next for parents, students, staff and admins	Easy view of what's happening next for parents, students, staff and admins	Educate E

Feature	Description	Type	Apps
Course Catalogue Setup Build pricing, branding, onboarding and classroom materials with reusable policies	Build pricing, branding, onboarding and classroom materials with reusable policies	Educate E
Service Tagging & Attributes Organise your catalogue using customisable service tags, time periods, and dynamic category trees	Organise your catalogue using customisable service tags, time periods, and dynamic category trees	Educate E
Pathways & Renewals Automated renewal journeys that guide learners from one programme to the next	Automated renewal journeys that guide learners from one programme to the next	Educate E
Instructor Change Management Reassign sessions to cover instructors and easily notify affected students	Reassign sessions to cover instructors and easily notify affected students	Educate E
Safeguarding & Compliance Medical alerts and consent records built into every student profile	Medical alerts and consent records built into every student profile	Educate E
Onboarding Questionnaires Collect health information, emergency contacts, experience levels and preferences	Collect health information, emergency contacts, experience levels and preferences	Educate E
Customisable Forms Design bespoke forms to capture additional information pre- or post-checkout	Design bespoke forms to capture additional information pre- or post-checkout	Educate E
Onboarding & Consent Collection Determine info requirements based on age and course with automated reminders	Determine info requirements based on age and course with automated reminders	Educate E
Multiple Emergency Contacts Collect, store and manage information about emergency contacts securely	Collect, store and manage information about emergency contacts securely	Educate E
Learner Health Context Key learner context including health icons and safeguarding information	Key learner context including health icons and safeguarding information	Educate E

Feature	Description	Type	Apps
Instructor Dashboard Mobile-optimised home with calendar, courses and context-aware actions	Mobile-optimised home with calendar, courses and context-aware actions	Educate E
Digital Registers One-tap attendance recording in a mobile-first web app	One-tap attendance recording in a mobile-first web app	Educate E
Assessments Built-in assessment frameworks with standardised reports for families	Built-in assessment frameworks with standardised reports for families	Educate E
Student Progress Reporting Customisable report fields with less repetitive data entry and PDF exports	Customisable report fields with less repetitive data entry and PDF exports	Educate E
Coursework & Assignments Create assignments, set deadlines, review submissions and give feedback	Create assignments, set deadlines, review submissions and give feedback	Educate E
Marking & Scoring In-line previews with scores, comments and rubric-based feedback	In-line previews with scores, comments and rubric-based feedback	Educate E
Digital Classroom Mini websites with multiple pages, video content and learning materials	Mini websites with multiple pages, video content and learning materials	Educate E
Online Lessons (Zoom Video SDK) Branded online lessons without the need for separate logins	Branded online lessons without the need for separate logins	Educate E
Academic Reports & Exam Results Centralised view of academic progress, reports and exam results	Centralised view of academic progress, reports and exam results	Educate E
Progress Reports for Parents Parents and students can view progress reports published by instructors	Parents and students can view progress reports published by instructors	Educate E
Certificate Downloads Access uploaded certificates and exam results in one place	Access uploaded certificates and exam results in one place	Educate E

Feature	Description	Type	Apps
Sales Pipeline & Opportunities Visual pipeline management for trials, auditions, consultations and sales	Visual pipeline management for trials, auditions, consultations and sales	Grow G
Personalised Recommendations Course recommendations that increase conversion rates	Course recommendations that increase conversion rates	Grow G

Feature	Description	Type	Apps
Embeddable Booking Widgets Customisable and brandable dates and times widgets for your product pages	Customisable and brandable dates and times widgets for your product pages	Enrol E
Course & Service Search Widget Drop-in search interface with pre-selectable filters for categories, dates and tags	Drop-in search interface with pre-selectable filters for categories, dates and tags	Enrol E
Instructor Search Widget Embeddable tutor search and profile browsing for your website	Embeddable tutor search and profile browsing for your website	Enrol E
Dynamic CMS Connectivity Bind widget attributes dynamically using Webflow CMS or Wix Collections	Bind widget attributes dynamically using Webflow CMS or Wix Collections	Streamline S
Global Basket Icon Add a persistent shopping basket indicator to your website's main navigation	Add a persistent shopping basket indicator to your website's main navigation	Enrol E
Custom Domain Support Run your online shop on your own domain for a seamless brand experience	Run your online shop on your own domain for a seamless brand experience	Streamline S
Web Analytics Integration Website integration with analytics and campaign attribution tracking	Website integration with analytics and campaign attribution tracking	Grow G

Feature	Description	Type	Apps
Helpdesk & Ticketing Unified helpdesk with customer context, team inboxes and internal comments	Unified helpdesk with customer context, team inboxes and internal comments	Support S
Team Workflow & Collaboration Assign, escalate and track support tickets with full team visibility	Assign, escalate and track support tickets with full team visibility	Support S
Bulk Messaging Quickly send emails and SMS messages to specific cohorts of customers, students or tutors	Quickly send emails and SMS messages to specific cohorts of customers, students or tutors	Support S
Contact Forms & Helpdesk Routing Contact forms that route directly into your Swiftlier helpdesk	Contact forms that route directly into your Swiftlier helpdesk	Support S
Self-service Account Management Secure, always-on access to bookings, invoices, receipts and payments	Secure, always-on access to bookings, invoices, receipts and payments	Support S
Parent & Student Relationships Understands relationships between customers, parents and students	Understands relationships between customers, parents and students	Support S
Education-aware CRM CRM that understands parents, children, organisations and educational relationships	CRM that understands parents, children, organisations and educational relationships	Support S

Feature	Description	Type	Apps
Email & SMS Campaigns Marketing and transactional email/SMS from one platform with a modern editor	Marketing and transactional email/SMS from one platform with a modern editor	Grow G
Audience Segmentation Segment using booking, pipeline and CRM data for targeted campaigns	Segment using booking, pipeline and CRM data for targeted campaigns	Grow G
Campaign Attribution Analytics Automatic campaign tracking and attribution to see which emails drive bookings	Automatic campaign tracking and attribution to see which emails drive bookings	Grow G
Integrated Analytics Dashboards High-level dashboards across marketing, sales and finance for decision-making	High-level dashboards across marketing, sales and finance for decision-making	Grow G
Newsletter Sign-up Forms Embeddable forms for list growth and marketing opt-in	Embeddable forms for list growth and marketing opt-in	Grow G
Checkout Marketing Opt-in Marketing consent capture during the checkout process	Marketing consent capture during the checkout process	Grow G
Multi-channel Communications Email and SMS across marketing, transactional and support from one platform	Email and SMS across marketing, transactional and support from one platform	Grow G
Marketing Automation Triggered sequences for enquiries, follow-ups, re-engagement and promotions	Triggered sequences for enquiries, follow-ups, re-engagement and promotions	Grow G
Operational Dashboards Live dashboards for occupancy rates, revenue trends and student retention	Live dashboards for occupancy rates, revenue trends and student retention	Grow G
Conversion Reporting Track prospects through your pipeline and measure revenue impact of marketing	Track prospects through your pipeline and measure revenue impact of marketing	Grow G

Feature	Description	Type	Apps
User Management & 2FA Granular access controls with two-factor authentication for staff and instructors	Granular access controls with two-factor authentication for staff and instructors	Streamline S
Microsoft 365 SSO Single sign-on via your organisation's M365 tenant for staff access	Single sign-on via your organisation's M365 tenant for staff access	Streamline S
Audit & Sign-in Logs View sign-in logs and audit logs to track user activity across accounts	View sign-in logs and audit logs to track user activity across accounts	Streamline S
Role-based Access Controls Granular permissions for staff, instructors and read-only users	Granular permissions for staff, instructors and read-only users	Streamline S
Read-only User Access Unlimited free read-only users for stakeholders who need visibility	Unlimited free read-only users for stakeholders who need visibility	Streamline S
PCI-DSS Compliance Compliant payment handling across online, in-person and MOTO channels	Compliant payment handling across online, in-person and MOTO channels	Streamline S
Penetration Testing Regular testing by CREST-certified security companies	Regular testing by CREST-certified security companies	Streamline S
99.9% Uptime Enterprise-grade availability with full transparency via status page	Enterprise-grade availability with full transparency via status page	Streamline S
ISO 27001 Support Experience supporting clients through ISO 27001 certification	Experience supporting clients through ISO 27001 certification	Streamline S

Feature	Description	Type	Apps
Unified Data Platform Single source of truth across marketing, enrolments, delivery and finance	Single source of truth across marketing, enrolments, delivery and finance	Streamline S
Global Quick Search Instantly locate customers, students, invoices, and bookings from anywhere via a fast keyboard shortcut	Instantly locate customers, students, invoices, and bookings from anywhere via a fast keyboard shortcut	Streamline S
Automated Onboarding Comms Multi-step, multi-party email or SMS onboarding communications	Multi-step, multi-party email or SMS onboarding communications	Streamline S
API & Ecosystem Connectivity Secure connections to payment gateways and third-party tools	Secure connections to payment gateways and third-party tools	Streamline S
Data Migration Support Legacy data migration as part of implementation and onboarding	Legacy data migration as part of implementation and onboarding	Streamline S
Customisable Branding & Domain Brand the portal with your own look and feel across mobile and desktop	Brand the portal with your own look and feel across mobile and desktop	Streamline S

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