New Customer:
Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields. When a new customer record is started, the dive tabs will not appear below the Info tab until the customer record is saved for the first time. If you are adding the new customer while signing up for a class, you will not be able to access the customer profile dive tabs until the class signup is completed. Once you have finished adding the new customer record, you will be moved forward to the Class Sign Up upon saving.
With a customer on the sale, the wizard now moves into the Sign Up. (If the customer is already signed up for a class, the options Payment/Pay Off and Cancel a Class will also be available. A customer cannot be signed up more than once for the same class).
With Sign Up checked, click the Next button. The next step in the wizard is to select from your list of Courses that have scheduled classes. This window displays the customer's price for the class as well as the number of scheduled classes. Select a Course and click the Next button.
Now choose from the list of scheduled classes available for the selected course. This window displays the class date, the number of class sessions, the class capacity, number of remaining seats left, instructors, class price and minimum deposit. If a class is at full capacity, the sales associate will be notified, but can continue to sign up the customer. Select a class and click the Next button.
With only one person to sign up, the last step is to either take a deposit or full payment for the class, or select to sign the customer onto the class roster but not take any money.
Roster Signup - If a Roster Signup only is selected, the class signup will finalize upon clicking the Finish button. If there are no items on the sale, the transaction will be closed out, otherwise, the class wizard will return back to the sales screen with the customers purchase.
Deposit/Full Payment - If the customer is making a Deposit or Full Payment, select Yes and click the Next button. This will take you to the Payment Options. At the top of the window, the class price and minimum deposit amounts for the class are listed. If the sales associate sets the amount to less than the minimum deposit, a message box will pop asking them to continue with less money or cancel and reset the value being paid. (Security is able to be set on taking less than the minimum deposit).
The payment pad can be used to set a value using the numbers or by using the percentage buttons below the number pad, with options to set the value to the Min deposit or Pay In Full. Use these quick buttons to calculate the amount the customer is putting on the class signup.
Click the Finish button for the payment option to exit out of the Class Signup wizard and return to the sales screen with the class and deposit amount for the selected customer. Finish ringing the customer's purchase and total out the sale to finalize the customer to the class signup. |
