User Aids and Best Practices

Thursday, November 19, 2009 11:30 – 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 e-mail feature

• Creating E-mails for Scheduler/SPA

• Creating E-mails 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 http://www.csisoftwareusa.com/querylibrary/

• Importing/Exporting Queries

Miscellaneous

• Choosing the right workstation

• Closing an unresponsive report

• Making a deleted member a prospect

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

Question and Answer

Account Managers

Eastern North

America

Western North

America

Toni Grafnertgrafner@csisoftwareusa.com800-247-3431 x223

Randy Cruzrcruz@csisoftwareusa.com

800-247-3431 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