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Best Practices for POS Sales and Membership Management

Join us for a comprehensive session on optimizing point-of-sale (POS) procedures, covering essential best practices for selling items effectively. Learn about payment processing, receipt management, and closing procedures, including regular and blind closes. We will also explore membership handling, such as account joining/separating, service agreements, and reactivating memberships. Gain insights into reservation reports, activity lists, and email communications for scheduling. This seminar is ideal for facilities using the Spa and Scheduler modules extensively, aimed at enhancing operational efficiency.

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Best Practices for POS Sales and Membership Management

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  1. User Aids and Best Practices Thursday, November 19, 2009 11:30 – 12:25p, Forest III Horia Stroe, Consultant

  2. Selling Items at POS • Member • Item • Product • Payment • Receipt

  3. POS Closing Procedures • Regular Close • Regular Close with End Shift Option • Blind Close

  4. Using Service Agreements and Forms • Service Agreement • Link to Non-Inventory Product • Capture signature • Saved on member/Guest Record • Re-print • Forms • Set up forms • Upload/Download Documents

  5. Membership Procedures • What to do, if the main member cancels but the sub-member stays active • What to do if the if the member re-activates but the spouse doesn’t • Joining and Separating Accounts

  6. Using the Day View • Available in both Spa and Scheduler Modules • Intended for facilities that use these modules extensively • Quick access to reservations, reports, POS

  7. Speeding up PR Enrollment • Add to Cart • Bulk Pay • Family Pay • Printing a Program Roster from the Enrollment Screen

  8. Using the Service Query Report • Available in Spa and Scheduler • Running the Report • Why use it?

  9. Using Check-In Actions • Setting up the Activity List • Assigning Activities at Check-in • Running the Activity Report

  10. The Payment Transfer • Transferring payments in Program Registration • Transferring payments for open tickets

  11. Using the appointment e-mail feature • Creating E-mails for Scheduler/SPA • Creating E-mails for Program Registration • Client vs. Provider E-mails

  12. Inventory Procedures • Import an inventory file • Adding products from the Purchase Order/Receiving Screen

  13. Importing and Exporting Queries • Using the Query Library http://www.csisoftwareusa.com/querylibrary/ • Importing/Exporting Queries

  14. Miscellaneous • Choosing the right workstation • Closing an unresponsive report • Making a deleted member a prospect

  15. Additional Resources http://www.csisoftwareusa.com • Support – Customer Login: • Username: spectrum2002 • Password: password2002 • CSI Wiki: http://wiki.csisoftwareusa.com • User Forum http://forums.csisoftwareusa.com • Online Training http://www.csisoftwareusa.com/training/online.php Technical Support • 800-247-3431 opt. 2 • techsupport@csisoftwareusa.com

  16. Question and Answer

  17. Account Managers ToniGrafner tgrafner@csisoftwareusa.com 800-247-3431 x223 Randy Cruz rcruz@csisoftwareusa.com 800-247-3431 x278 Western North America Eastern North America

  18. Coming Up Next… • 12:30 – 1:25p • Lunch! • 1:30 – 2:25p • Adv. Trng.: Database Diving – A/R Data – Forest I • Basic Trng.: Accounting Conventions – Forest II • Getting the Most from Technical Support – Forest III • Take Control of Your Bookings with Scheduler – Cottonwood

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