User Aids and Best Practices Thursday, November 19, :30 – 12:25p, Forest III Horia Stroe, Consultant

Selling Items at POS Member Item Product Payment Receipt

POS Closing Procedures Regular Close Regular Close with End Shift Option Blind Close

Using Service Agreements and Forms Service Agreement –Link to Non-Inventory Product –Capture signature –Saved on member/Guest Record –Re-print Forms –Set up forms –Upload/Download Documents

Membership Procedures What to do, if the main member cancels but the sub-member stays active What to do if the if the member re-activates but the spouse doesn’t Joining and Separating Accounts

Using the Day View Available in both Spa and Scheduler Modules Intended for facilities that use these modules extensively Quick access to reservations, reports, POS

Speeding up PR Enrollment Add to Cart Bulk Pay Family Pay Printing a Program Roster from the Enrollment Screen

Using the Service Query Report Available in Spa and Scheduler Running the Report Why use it?

Using Check-In Actions Setting up the Activity List Assigning Activities at Check-in Running the Activity Report

The Payment Transfer Transferring payments in Program Registration Transferring payments for open tickets

Using the appointment feature Creating s for Scheduler/SPA Creating s for Program Registration Client vs. Provider E- mails

Inventory Procedures Import an inventory file Adding products from the Purchase Order/Receiving Screen

Importing and Exporting Queries Using the Query Library Importing/Exporting Queries

Miscellaneous Choosing the right workstation Closing an unresponsive report Making a deleted member a prospect

Additional Resources Support – Customer Login: –Username: spectrum2002 –Password: password2002 CSI Wiki: User Forum Online Training Technical Support opt. 2

Question and Answer

Account Managers Eastern North America Western North America Toni Grafner x223 Randy Cruz x278

Coming Up Next… 12:30 – 1:25p –Lunch! 1:30 – 2:25p –Adv. Trng.: Database Diving – A/R Data – Forest I –Basic Trng.: Accounting Conventions – Forest II –Getting the Most from Technical Support – Forest III –Take Control of Your Bookings with Scheduler – Cottonwood