Migration Agent Default
Articles
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Restoring an offsite backup to a new computer
Here are the basic steps you need to take to restore an offsite backup to a new computer. Choose your new computer. If possible, make this computer have the same IP address as the old server. This...
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Resending an online gift card
If a customer has lost the link to their online gift card you can easily look it up and resend. In the main Data Entry window look up the member name and click Invoice and Payments. Click on th...
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Testing online gift cards
If you would like to test your online gift card widget you can do so without supplying a gift card. Keep in mind that the test mode is specific to an individual browser, meaning if you open a test ...
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Reviewing Check In History for a Customer Through the Check In Window
You can review the check in history for a customer directly through the Check In window without having to look up the customer in the Data Entry window. To get started, click Check In Enter the ...
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Reviewing Invoices and Payments for a Customer in the Check In Window
When checking in a customer, you can review their invoice and payment history without leaving the Check In window, giving you the same ability to modify their information as in the Data Entry windo...
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Adding Documents for a Customer in the Check In Window
If a member has signed a paper document, you can add it to the customer account without leaving the Check In window. To get started, click Check In to launch the Check In window. Enter the name o...
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Deleting a Check In
If someone has been inadvertently checked in, you can void the check in. If they used a punch card, you will need to adjust their account to return the punch. To get started, click Check In to lau...
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Printing a List of Check Ins for a Date from the Check In Window
You can print out a list of check ins for any date, allowing you to review the names, membership types, and any notes for each member checked in that day. To get started, click Check In to launch...
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Changing a Customer's Check In Date in the Check In Window
If a customer has a check in that needs to be changed to a different date you can edit their check in history through the Check In window. To get started, click Check In to launch the Check In wi...
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Editing Customer Notes from the Check In Window
If a customer has a note that is outdated you can easily edit it from the Check In window. To get started, click Check In to launch the Check In window. Enter the name or barcode for the custome...
