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User Aids and Best Practices

User Aids and Best Practices. Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe, Consultant. Selling Items at POS. M ember I tem P roduct P ayment R eceipt. POS Closing Procedures. Regular Close Regular Close with End Shift Option Blind Close.

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User Aids and Best Practices

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

  2. Selling Items at POS • Member • Item • Product • Payment • Receipt

  3. POS Closing Procedures • Regular Close • Regular Close with End Shift Option • Blind Close

  4. 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

  5. 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

  6. 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

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

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

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

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

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

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

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

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

  15. 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 • techsupport@csisoftwareusa.com

  16. Question and Answer

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

  18. 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

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