Migration Agent Default
Articles
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Adding Text Fields to a Waiver Form
Once you have created a text section in a waiver form you can add a variety of text fields. In the Data Entry main window click Manage and select Waiver Station to open the Waiver Management windo...
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Limiting automatic receipt printing for minor charges
Visa and MasterCard allow merchants to skip collecting signatures for charges less than $25 without any liability for chargebacks. Here is how to instruct the system to skip automatic receipt print...
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Voiding an existing punchcard
If your customer has an existing punch card you need to void, you can easily do so on the customer profile’s Punch Card tab. Note that this option is only available for electronic scan cards. Look...
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Creating a standard footer for transactional emails
You can use the email footer to add standard information about your facility, like your address, phone number or a link to your website. Here’s how to create and edit the transactional email footer...
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Updating a Customer’s Credit Card Information
If a customer’s credit card expiration date changes or they want to use a different card you can easily update their credit card information in their customer profile. You can update their credit ...
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Cancelling a transaction in Point of Sale
You can easily cancel a transaction at anytime before check out. If you need to learn how to cancel just a specific item in a transaction click here. To get started, click POS to launch the Poin...
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Issuing a credit to a customer’s account
If you need to issue a credit for any reason you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either the Data Entry or POS window a...
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Adding a New Form Section to a Waiver Form
If you have additional information you wish to capture you can add a new section to any waiver form through the Waiver Management window. In the Data Entry main window click Manage and select Wai...
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Adding custom text at the bottom of receipts
You can add a custom text at the bottom of your receipts in the main settings. The bottom of the receipt is a good place to put a thank you message, promotional offer, or branding message. In the ...
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Editing an expiration date for an existing punchcard
If your customer has an existing punch card you need to add an expiration date to you can easily do so on the customer profile’s Punch Card tab. Note that this option is only available for electron...
