Memberships & POS Presentation Monday, June 13, 2016

Memberships & POS Presentation Monday, June 13, 2016 Areas of Coverage Areas of Continued Focus Grow on what you already know! Practice, Practice, Practice! Opening the Cash Drawer for the Day Memberships Sales & Status Icons Membership & EFT Adjustments Daily Transactions & Check Out Transaction Adjustments Closing the Cash Drawer for the Day & Reports Open Forum for Questions & Answers

Areas of Continued Focus Continued Data Entry Entering New Membership Sales Transferring Successful EFT Memberships Adjusting Prepaid Massage & Elevation Quantities Obtaining Credit Card Information from Members Transferring Appointments Existing Environment Is Logmein installed on all computers? Is Millennium installed on all computers? Is Millennium accessible for all Windows logins? Is Your New/Replacement Main Computer installed? Millennium data been transferred to new Main Computer? Have You Established an Account with Element PS? Completed Data Entry User Logins Employees/Staff Members & Salary/Commission Settings Membership & Treatment Commission Settings Employee Schedules

Grow on What You Already Know! Employee Schedules Corrections in the Employee Schedules – If you have already entered in a Therapist Schedule & have copied it forward, simply adjust the current week to reflect the changes and then re-copy it forward 52 weeks (select “Automatically Overwrite Existing Schedule”) Appointment Book Indicators Gender Preference {NP} – No Gender Preference {FP} – Female Preferred {MP} – Male Preferred {FO} – Female Only {MO} – Male Only Quick/Hot Keys F6 – Brings you to “Today” when in the Appointment Book F9 – Opens the Service Resource/Room Appointment Book F11 – Launches the Time Clock Screen for Employees to Punch In/Out F12 – Logs Current User out of Millennium CTRL + M – Filters the Appointment Book View to only show Massage Therapists CTRL + L – Filters the Appointment Book View to only show Lead Massage Therapists CTRL + A – Filters the Appointment Book View to show All Employees

Practice, Practice, Practice! It’s very important to start getting your entire staff engaged into the transition from CMS/RMS to Millennium. The more staff members that are familiar with Millennium, the more data entry (i.e. Memberships, Schedules, Appointments, etc.) they can assist you with. The following is available for you to utilize in order to get your staff trained Create a Training Version of Millennium Select Utilities Menu in Millennium -> Create/Update Training This can be created on any computer that has Millennium installed Creates a replica of Millennium up until the date/time you create the training version. Any adjustments to Millennium will not be reflected in the Training Version unless you update it Icon created on Desktop Download & Install a Trial Version of Millennium

Opening for the Day Activities Menu -> Open/Close Status Use the “Cash Calculator” to count Quantities of each denomination Adjustments to Opening Cash Amounts can be made by selecting “Edit Opening Cash” from the Activities Main Menu

Membership Sales & Status Icons Membership is active and within the original membership term Membership is an "employee" or "valued guest" membership that offers product and service discounts but does not require any enrollment or recurring fees to maintain the term of the membership. This type of membership is defined by clearing the Member check box on the Membership Definitions window when adding a new membership record Membership is due to expire within the next 30 days Membership is renewed beyond the initial membership term or uses automatic payment renewal Membership has expired Membership is temporarily frozen (deactivated) Membership is suspended because the last dues payment was declined Membership is active but the last dues payment did not process correctly. If this icon displays, you must research the reason why the payment did not process and resolve the issue immediately to prevent the client's membership from becoming suspended Membership is in the process of being cancelled, with a termination date set in the future

Membership & EFT Adjustments Client Discount/Membership Screen Adjusting Payment Information on File Manually Paying an EFT (Suspension or Advanced Payment) Freezing & Unfreezing Cancelling a Membership Immediately Cancelling a Membership (Upgrade/Downgrade) Waive EFT Refunding EFT Reprinting Membership Documents Membership Editor (Data -> Clients -> Membership Editor) Adjusting the EFT Hit Date of the Month EFT Control Panel (Management -> EFT Control Panel) Identifying Declines & Suspended Members Resubmitting EFT Amounts for Charge & Withdrawal Analyzing Decline Reasons (i.e. Invalid Data, Pick Up Card, Expired Card, Decline, etc.)

Daily Transactions Massage & Elevation Redemption (Applying Tips) Introductory Treatments & Services Introductory & Second Introductory Massages, Elevations & Aromatherapy will be processed via single or multi-line discount & selecting appropriate Coupon/Discount code Retail Purchases Gift Card Purchases & Redemptions Refunds & Exchanges Payment Types RMS Prepaid – Specific payment type that will be used when Manually Paying an EFT hit for a member whose membership has gone into a state of Suspension due to having no Credit Card/Payment Information on file (Successful EFT Processed in RMS) RMS Gift Certificate – Specific payment type that will be used when redeeming paper Gift Certificates that were issued in RMS. You will need to enter the Gift Certificate number into the “notes” field on the Payment Screen prior to finalizing the sale Complimentary – Specific payment type that will be used for complimentary treatments

Transaction Adjustments The transaction listing tab allows you to view all transactions that you have entered in Millennium. You have the ability to alter/edit existing transactions, add new transactions into past dates, as well as void out transactions that have been rung up incorrectly. All transactions are ultimately stored in Millennium's memory regardless of whether they are completed or voided. The Proactive Alert Manager should be used to Monitoring Refunds, Membership Sales & Adjustments Complimentary Payment Type is used Promotional Memberships are sold Gift Cards are sold for a Price different that the Value Specific services are sold in the Register/POS (i.e. Legacy EFT, etc.)

Closing for the Day & Reports Step 1 – Run “Batch” Report Report Category entitled, “Drawer Closing” DCR01 Transactions by Card Type Grouped by Drawer # Step 2 - Activities Menu -> Open/Close Status Tips Classified as “Pay In” and paid back into the drawer Step 3 – Enter Closing Totals Step 4 – Run Closing Reports Report Category entitled, “Drawer Closing” MR080 Register Summary MR110 Payment Details Note: The MR080 report will show amounts that have been applied to the “RMS Gift Certificate” payment type. The MR110 Payment Details will show the numbers of the RMS Gift Certificates Used that were entered when selecting that payment type Note: The report that the Therapists have the ability to run to view their totals for the day (before they leave) is the DE050 Employee Commission Detail. This report is located under a Report Category entitled, “Employee Sales Reports”

Question & Answer Open Forum for Questions & Answers from Attendees

Thank You!