Client Work Resources


 

Tips for Training Guide

Overview

This Guide describes items needed for Data Entry.

We will go through the Configuration Module and build the settings you wish. Please bring:

  • Copy of your General Liability Waiver
  • Copy of any form currently being used
  • Copy of any / all public policies (refund, cancellation, privacy, photo, etc.)
  • List of all known “prompt” questions – Questions you may ask at the point of registration or facility booking
  • List or Brochure with fees/charges (to set up add-ons and discounts)
  • List of General Ledger Accounting numbers – Descriptions / Titles of each (to set up financial settings)
  • Information on any Scholarship Programs
  • Brochure / Publications with all rentals and program information
  • Building locations / facilities within the system
  • Attaching addresses / digital photos / descriptions
  • Building rate types
  • Attaching prompt questions / forms / waivers

Please bring:

  • Brochure / Publications with all rental fees, facility descriptions, file with digital
    photos and any miscellaneous information
  • Idea of what questions you wish to ask when doing a reservation
  • Which facilities, if any, will be available to a patron online and which will not
  • Building program periods and categories to complete the creation of the catalog in configuration
  • Build activities and session including all events, classes, memberships, etc. within the system
  • Attaching facilities/digital photos/descriptions
  • Building in the fees, add-on’s and discounts
  • Attaching any prompt questions/forms/waivers

Please bring:

  • Brochure / Publications with all program information including descriptions and fees
  • Activities should be grouped into categories to make it easier for both the public and internal staff to find and manage activities. Please assemble a list of all applicable Activity categories for your organization.
  • Catalog Tabs are a way to organize your categories and activities, facilities, Point of Sale Screens by color and type for you public.
  • Upcoming Program Information (default registration opening dates, upcoming session dates, descriptions, etc.)
  • Idea of what questions you wish to ask when doing a registration
  • What programs / memberships will be available to a patron online and what will not
  • Building all POS screens and workstations
  • Entering all POS items
  • Training on how to add / change inventory
  • Training on selling a POS item

Please bring:

  • List of all POS locations (i.e. front desk pool, front desk office, etc.)
  • List of all POS items with fees and associated GL codes



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