Migration Agent Default
Articles
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Changing the unit price in Point of Sale
If you need to change the unit price for an item (as opposed to providing a discount) you can change that on a per-transaction basis. If you need to change the price of a product permanently you ca...
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Printing a customer’s invoice
If you want to print an invoice out for a customer 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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Activating or Deactivating a Waiver Form
You can activate or deactivate a waiver form at any time through the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Stations to open the Waive...
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Clearing Waivers
Setting Expiration Times for Facility Waivers If you want to ensure customers sign new waivers periodically, you can have the system make waivers expire after a certain amount of time. This will...
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Updating a Customer’s Membership Type
If a customer changes their membership type you can easily update their profile to reflect their new status. Here’s how to update a customer’s membership type: You can update their membership st...
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Overview of the Point of Sale system
The Point of Sale system is used to conduct all the day to day front desk transactions at your facility. Here is an overview of the basic process for conducting a transaction. To get started, cl...
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Reassigning an invoice billing to a different customer
When you reassign an invoice billing to a different customer, the invoice stays associated with the original customer while the payment is billed to the new customer. This can be handy when invoici...
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Forms That Require Staff Signature
If you have a form that requires staff to sign, you can set that requirement in the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Stations to...
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Sending a Monthly Receipt for an EFT Transaction
If your member is already set up for a monthly ETF transaction, you can have the system automatically email the member a receipt when the account has been paid each month. In the Data Entry main ...
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Discounting an item in Point of Sale
Here is how to add a discount to a specific item in a transaction. If you need to discount the entire transaction click here. To get started, click POS to launch the Point of Sale system. Add a...
