The Customer Agenda gives the user a list of all of today’s classes the customer is registered for.
Note: Clicking between the tabs on the left side of the screen will change this screen.
It is shown by default when a customer record is opened, but can also be accessed by clicking the top tab on the left hand side of the record.
If the customer is part of a family membership, the agenda will show for all family members. The picture of the member(s) who are attending each activity are shown on each item in the list.
The items listed in the customer’s agenda show whether they are drop ins, or rosters.
There is a green dot when the class is currently in session.
Below the class name, the user can see what time the class is scheduled for, who the instructor is, and what venue the class is in.
If an activity is clicked, the user will be able to see the activity dialog for more information.
Normally, the items listed will show with a white background.
If the activity’s scheduled time has already passed, it will look dim with a green line separating it from the classes that have not occurred yet.
If a customer still owes a payment on any of the items listed, or if a required waiver is not signed, they will show in yellow.
Payments can be made for these classes by clicking the “$ Due” button to the right.
When clicked, there will be a payments due dialog where the user can see what payments are needed. All payments for the activity are automatically selected here, but the user can unselect them if necessary.
The user must have Sales permissions turned on to click the “Make Payments” button, as this will direct the user to the sales module.
If a waiver is due for one of the activities, a list can be seen by clicking the waiver button to the right.
When clicked, there will be a forms and waivers dialog where the user can see what forms and waivers have already been signed, and which ones still need to be signed for the selected class.
Signed waivers will show a blue icon to the right with a pencil and a check mark, while waivers that still need to be signed are gray with a picture of a pencil and writing.
To complete a waiver, the user just needs to click the gray button. The icon will turn green to show it is in process. Directly from this screen, the user will be able to type in the reference number and check whether the customer or their guardian signed the waiver.
The user will have to click the button again once the fields are complete to save the form/waiver.
The plus sign at the bottom of the agenda will allow the user to add more activities to the customer’s agenda. This will allow the user to look up and select the classes that the customer would like to purchase.
The user must have Sales permissions turned on, as this will direct the user to the activities list in the sales module.