introductionsc
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| ====== 1. Introduction ====== | ====== 1. Introduction ====== | ||
| - | This guide provides | + | This guide provides step-by-step instructions on managing |
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| - | ====== 2. Getting Started ====== | + | |
| - | Read this chapter, in order to learn how to set up initial software settings before operate the membership management software. | + | |
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| - | ===== 2.1 Login ===== | + | |
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| - | 1. Double click on the “Membership Software” icon at desktop. | + | |
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| - | 2. Then, you can see the following | + | |
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| - | 3.There are two options of user accounts: “I’m | + | |
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| - | If you are personnel, tick to log in to personnel account. | + | |
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| - | If you are valid member | + | |
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| - | 4.Then, enter your ID and password. | + | |
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| - | By default, “Your ID” is admin and “Password” is aaaaaa. | + | |
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| - | Please make sure the tick is on the “I’m staff” option. | + | |
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| - | 5.Click | + | |
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| - | Warning: Please don’t forget your admin account password; only authorized programmers can regenerate a new password. | + | |
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| - | 6.The following Main Interface will popup. | + | |
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| - | ===== 2.2 Basic Settings ===== | + | |
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| - | 1. Go to General Settings > Settings. | + | |
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| - | 2. Company logo: Click > Select company logo file with format jpg and png only > | + | |
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| - | 3. Company name: Enter company name > | + | |
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| - | 4. Required customer name: Tick to show customer name in booking process. | + | |
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| - | 5. Receipt auto popup print: Tick to confirm an automatic popup a receipt on every checkout. | + | |
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| - | 6. Start business hour: Select business start time> Click to save. For example: If your business hours are from 8 am to 11 pm, then you should select business start time at 8 am; the software will then set 8 am as the opening time, from the next day. | + | |
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| - | 7. Auto logout in: You can define a time for software to automatically logout. | + | |
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| - | 8. Alert before: You can define an alert time for software, to remind cashier, that particular courts will be finished soon. | + | |
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| - | 9. Default duration: Fixed at 1 hour, you can neglect it. | + | |
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| - | 10. Disable change time: Define | + | |
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| - | 11. Item Tax: Set the tax rate on purchase item price. Range is 0-100 %. | + | |
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| - | 12. Membership Tax: Set the tax rate on membership fee. Range is 0-100 %. | + | |
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| - | 13. Member expiration reminder: You can define a reminder time to notify admin which membership is going to expire. Range is 1 to 9999 days. | + | |
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| - | 14. Member Renewal invoice reminder: You can define a reminder time to notify the admin, to print out an invoice to collect membership renewal fee from expiring members. | + | |
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| - | 15. Member Expired Reminder: You can define a reminder time to continuously notify admin which membership is already expired. You can freeze their account or continue waiting for their response. | + | |
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| - | 16. Countdown Timer: Always On, you can neglect it. | + | |
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| - | Sample: Countdown Timer is on. | + | |
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| - | 17. Smart Backup: Always On, you can neglect it. | + | |
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| - | 18. Remember to click to save your changes. | + | |
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| - | ====== 3. Staff Management ====== | + | |
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| - | ===== 3.1 Create Membership Package ===== | + | |
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| - | ===== 3.2 Create Principal Member Account ===== | + | |
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| - | ===== 3.3 Assign Membership Package ===== | + | |
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| - | ===== 3.4 Invoicing Members ===== | + | |
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| - | ===== 3.5 Payment Options ===== | + | |
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| - | ===== 3.6 Receipt ===== | + | |
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| - | ===== 3.7 Create Sub Account===== | + | |
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| - | ===== 3.8 Assign Membership Card ===== | + | |
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| - | ====== 4. Membership Management ====== | + | |
| - | ====== 5. Membership Renewal Reminder ====== | + | |
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| - | ====== 6. Offline Reservation | + | |
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| - | ====== 7. Member Discount ====== | + | |
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| - | ====== 8. Membership Sales Reporting ====== | + | |
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| - | ====== 9. Marketing Analysis Report ====== | + | |
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| - | ====== 10. Marketing Tool ====== | + | |
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| - | ====== 11. Database Backup System ====== | + | |
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| - | ====== 12. Quick Links ====== | + | |
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