User Aids and Best Practices Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe,...
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Transcript of User Aids and Best Practices Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe,...
![Page 1: User Aids and Best Practices Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe, Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062421/56649e4e5503460f94b455a6/html5/thumbnails/1.jpg)
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User Aids and Best Practices
Thursday, November 19, 2009 11:30 – 12:25p, Forest III
Horia Stroe, Consultant
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Selling Items at POS
• Member
• Item
• Product
• Payment
• Receipt
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POS Closing Procedures
• Regular Close
• Regular Close with End Shift Option
• Blind Close
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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
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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
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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
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Speeding up PR Enrollment
• Add to Cart
• Bulk Pay
• Family Pay
• Printing a Program Roster from the Enrollment Screen
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Using the Service Query Report
• Available in Spa and Scheduler
• Running the Report
• Why use it?
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Using Check-In Actions
• Setting up the Activity List
• Assigning Activities at Check-in
• Running the Activity Report
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The Payment Transfer
• Transferring payments in Program Registration
• Transferring payments for open tickets
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Using the appointment e-mail feature
• Creating E-mails for Scheduler/SPA
• Creating E-mails for Program Registration
• Client vs. Provider E-mails
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Inventory Procedures
• Import an inventory file
• Adding products from the Purchase Order/Receiving Screen
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Importing and Exporting Queries
• Using the Query Library http://www.csisoftwareusa.com/querylibrary/
• Importing/Exporting Queries
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Miscellaneous
• Choosing the right workstation
• Closing an unresponsive report
• Making a deleted member a prospect
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Additional Resources
http://www.csisoftwareusa.com• Support – Customer Login:
– Username: spectrum2002– Password: password2002
• CSI Wiki: http://wiki.csisoftwareusa.com• User Forum http://forums.csisoftwareusa.com• Online Training http://www.csisoftwareusa.com/training/online.php
Technical Support• 800-247-3431 opt. 2• [email protected]
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Question and Answer
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Account Managers
Eastern North
America
Western North
America
Toni [email protected] x223
Randy [email protected]
800-247-3431 x278
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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