2. User Aids and Best Practices Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe, Consultant

3. Selling Items at POS Member Item Product Payment Receipt

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

5. 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

6. 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

7. 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

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

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

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

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

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

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

14. Importing and Exporting Queries Using the Query Library http://www.csisoftwareusa.com/querylibrary/ http://www.csisoftwareusa.com/querylibrary/ Importing/Exporting Queries

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

16. Additional Resources http://www.csisoftwareusa.com Support – Customer Login: –Username: spectrum2002 –Password: password2002 CSI Wiki: http://wiki.csisoftwareusa.comhttp://wiki.csisoftwareusa.com User Forum http://forums.csisoftwareusa.com http://forums.csisoftwareusa.com Online Training http://www.csisoftwareusa.com/training/online.phphttp://www.csisoftwareusa.com/training/online.php Technical Support 800-247-3431 opt. 2 techsupport@csisoftwareusa.com

17. Question and Answer

18. Account Managers Eastern North America Western North America Toni Grafner tgrafner@csisoftwareusa.com 800-247-3431 x223 Randy Cruz rcruz@csisoftwareusa.com 800-247-3431 x278

19. 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