Migration Agent Default
Articles
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Custom Report: Membership Count Summary
Report Description: A summary count of total members on a particular date, compared to previous dates and record high. A great report to be scheduled as a daily email to managers. Columns / Rows ...
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Reviewing Point of Sale history
If there are any issues or disputes you can quickly review the Point of Sale for any register and date. To get started, click POS to launch the Point of Sale system. Click the POS History butto...
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Marking a payment as declined
If a customer has a payment on their account that you need to mark as declined you can easily update the payment in the Customer Account window. To access the Customer Account window, find the cu...
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Creating a date field in a waiver form
The date field is used to capture birthdates. Here we’ll look at the settings you’ll need to make to create a date field in a waiver form. To get started, create a new text field, selecting Date ...
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Choosing a tax inclusive rate hint computation method
If you are using tax inclusive pricing: In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window. Click the Sales Tax/Receipt tab. Under Tax In...
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Assigning a single punch card to multiple members
If you have multiple members, like a couple or family, who want to share a punch card you can easily have one account draw punches from the other. Here is how to link a secondary user to a primary ...
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Configuring Document Scanning Settings
Before you scan any documents you’ll want to configure your settings. In the main Data Entry window, go to Manage and select Document Management to open up the Document Management Configuration win...
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Enabling the Email System Test Mode
Before you start sending emails out to your members you’ll want to test them first. In Test Mode, only emails sent to the test mode email address will be sent. All others will be ignored. Here’s ho...
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Setting a Customer Up for Manual Billing
If you want a customer to pay in person you can set it so that they still appear in the billing window but payments will be collected manually, with any credit card or ACH information ignored by th...
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Custom Report: Past Due Balances - UnBillable
Report Description: Generates a report showing balances that can not be collected by billing (but includes credits too). A similar report to what you can get from Billing > Past Due Balances Unbill...
