Migration Agent Default
Articles
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Adding a late fee to a customer’s account
If a customer hasn’t paid their invoice you have the option to manually add a late fee to their invoice. To add a late fee, you must first create a late fee product you can use to charge to a custo...
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Viewing a gift card’s history
If you want to see the history for a gift card you can do so through the Gift Card History window. In the Data Entry main window click View and then select Gift Cards to open the View Gift Card H...
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Editing Waiver Station Form Properties
You can edit the waiver station properties for a waiver at any time through the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Station to ope...
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Setting transactions to default to anonymous
By default, the POS system requires your staff to select either a customer or anonymous when creating a transaction. However, if the majority of your sales don’t require a specific customer then yo...
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Updating a Customer’s Rental Gear Inclusion
If a customer’s membership comes with rental gear you can specify that in their profile while setting any usage limitations you require. You can update their rental gear allowance from several dif...
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Prorating an item in Point of Sale
If you have a membership item that is billed monthly you can prorate it so that the POS only charges the amount of days left in the month rather than the full month. Note this can only be used on p...
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Reviewing a customer’s balance history report
If you want to review a customer’s balance history 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 wi...
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Editing Waiver Online Form Properties
You can edit the online form properties for a waiver at any time through the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Stations to open ...
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Setting up an external POS credit card terminal
In the US and Canada, facilities using Rock Gym Pro have the option at POS to use a third-party processor. Facilities outside of the US and Canada will require an external terminal to process POS c...
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Updating a Customer’s Proficiency Level
If a member has earned a certification or passed a course you will want to update their customer profile so they can use the facility without restrictions. You can update their climbing proficienc...
