Migration Agent Default
Articles
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Editing a Scanned Document
Once you have scanned a document you can edit its properties at any time through the Customer Documents window. 1. To access the Customer Documents window, find the customer in the Data Entry windo...
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Changing the check-in status of youth program group members
If necessary, you can go back to any date and change the check-in status of a youth program group member. This is helpful if an instructor has printed out a roster, checked members off using a pen,...
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Running an Email Simulation For a Past Date
When deciding which emails to enable, it’s useful to run a simulation for a past date to see how many emails would have been sent had the system been running that day. This will help you gauge how ...
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Multigym Customer Alias Credit Card Transfer
Customer Credit Card Alias Transfer Between Locations NOTE – This only applies to customers with OpenEdge/XCharge/XWeb for their integrated billing. RGP supports the ability to transfer customer cr...
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Custom Report: Gift Cards Sold Redemption Statistics
Report Description: Generates a report showing gift cards purchased and redeemed amounts within a specified date range. Columns Displayed: Date of transaction Gift card identifier Sold amount Red...
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Recommended front counter workflow
Here’s a quick overview of how the front desk workflow operates at one facility to provide you with ideas on how to set up your workflow. Computer/Station Layout The facility has three front des...
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Video - Selling and Setting up Prepaid Memberships
How to sell and set up prepaid memberships Time: 2:34
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Giving away (comp) gift cards or products
If you wish to give away a gift card or other product as a comp, gift or donation, you need to create a $0 transaction at POS so that money isn’t required to be collected. Create a product called ...
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Viewing unbillable balances
If you want to view which customers have a past due balance that can’t be charged electronically because they are terminated and/or don’t have any billing information available in their record you ...
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Bulk Changing Customer Subtypes
If you need to change Customer Subtypes in bulk: 1. First, run a customer query to find your customers with the tag you want to change. Go to: Data Entry > Reporting > Customer Queries Select the...
