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Access & Navigation
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POS & Inventory
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- Adding comments to Contacts
- Assigning a sale to a contact
- Close & Balance a Shift
- Collecting outstanding balances
- Complete a sale with multi-tender types
- Create and edit a Contact
- Duplicate settings and merging Contacts
- End Period and Daily Reconciliation
- Hold and recall a sale
- Managing a sale (Discounts, Price Overrides, Quantity, Delete)
- Producing historical receipts
- Quick Book via POS
- Refund an item
- Removing a Tag-In
- Search for an Item
- Sell a casual Groups entry
- Sell a generic retail item
- Sell a Multi Visit Pass
- Sell and redeem voucher
- Start a Shift
- Tag in a Member or Pass Holder
- Viewing email/SMS correspondence
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Contact, Memberships & Passes
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- Activating an Online Membership
- Apply a membership downgrade (Direct Debit)
- Apply a membership downgrade (Upfront)
- Apply a membership upgrade (Direct Debit)
- Apply a membership upgrade (Upfront)
- Attach/Detach a Token ID
- Cancel a membership (Direct Debit)
- Cancel a membership (Upfront)
- Create and edit a Contact
- Difference between a Membership & Token ID
- Manage Duplicate Contacts
- Manage Suspensions
- Producing an Admission Report
- Re-joining a Debit Member
- Removing a Tag-In
- Renew an expired membership
- Sell a casual Groups entry
- Sell a Direct Debit Membership
- Sell a Family Membership
- Sell a Multi Visit Pass
- Sell an Upfront Membership
- Suspend a Membership (Direct Debit)
- Suspend a Membership (Upfront)
- Tag in a Member or Pass Holder
- Update payment details on Debit Plans
- Viewing Payment History and Schedules
- Viewing tag-ins by gate/entry point
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Direct Debit Management
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- Apply a membership downgrade (Direct Debit)
- Apply a membership upgrade (Direct Debit)
- Cancel a membership (Direct Debit)
- Manage Suspensions
- Re-joining a Debit Member
- Sell a Direct Debit Membership
- Suspend a Membership (Direct Debit)
- Updating payment details on Debit Plans
- Viewing Payment History and Schedules
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Courses
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- Bookings Overview
- Changing Enrolment Price
- Courses Overview
- Create and edit a Contact
- Enrolling a student (Continuous)
- Enrolling a student (External Payment Type)
- Enrolling a student (Fixed Term)
- Enrolling a student (Hybrid)
- Invoicing an enrolment
- Marking Assessments
- Moving a student (Fixed Term)
- Multi-sibling enrolment
- Navigating the Courses App
- Plan an Absence
- Printing Class Rolls
- Producing an Admission Report
- Producing Student Attendance Summaries
- Progressing a Student
- Putting a student on a Hold List
- Putting a student on a Wait List
- Removing a Tag-In
- Reproducing Courses Receipts
- Resuming a previous enrolment
- Tag in a Member/Pass Holder/Enrollee
- Take Attendance
- The Enrolment Overview Screen
- Utilising the Enquiry Feature
- Viewing tag-ins by gate/entry point
- Withdrawing an enrolment
- Show all articles ( 14 ) Collapse Articles
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Bookings
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- Adding Booking Inclusions
- Additional Information in the Bookings Overview
- Amending a Raised Invoice
- Applying and Managing Bonds
- Arriving a Booking
- Booking Icons
- Bookings Overview
- Bulk Cancelling Bookings
- Cancelling a Booking Allocation from a Recurring Booking
- Cancelling a Once Off Booking
- Cancelling a Recurring booking
- Create and edit a Contact
- Creating a Once Off Booking
- Creating a Recurring Booking
- Creating a Tentative Reservation
- Creating Multi-Resource Bookings
- Managing Overpaid Bookings
- Pay for a Booking
- Paying an Invoice
- Raising an Invoice for a Booking
- Raising Monthly Pending Invoices
- Refund a Booking
- Rescheduling a Once Off Booking
- Rescheduling a Recurring Booking
- Sending Booking Letters
- Sending Statements
- Taking a Booking Deposit
- Show all articles ( 12 ) Collapse Articles
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Groups
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Facility Access
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Triggers
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Online
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Teams
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Shift and Period Management