EMS | Countries Setup
Description
"Countries" allow the user to identify a client’s country of origin.
Resolution
Configuring Countries
In “Administrator” or "Manager" select the “General Menu” icon, then click onto “Countries”
- The list is already populated with a number of different countries however you are also able to add in any additional countries.
- Click onto the “Green Plus” button.
- Type in the name of the country in the “Description” box.
- The International Organization for Standardization (ISO) Code can be entered to denote the country.
- “Green Tick” to save the changes.
- Press the Green Backwards arrow to return you to the main Manager screen.
Allocating Countries on the Client Card
A client country can be added to the record card when creating a new customer or editing the address details,
- In “Reception” click onto “Clients”.
- Search for the name of your client, if the already exist within your database select the relevant client from the list populated, if not create new.
- On the client card you are now able to allocate a “Country”, click onto the downwards arrow located at the end of the country box and select the required county.
- Press the “Green Backwards” arrow to exit the screen.
Related Articles
EMS | Package Setup
Description Packages provides the ability to bundle appointments and services under a fixed costs and description. The value of the items included in a package are at a reduced to match the sale price of the Package, only this rate is viable to the ...EMS | Staff Setup
Description Staff are team members which can be created in the system, which can then be made available for appointments or assigned to transaction for commission and performance. The "Staff Setup" is used to define the individually staff members ...EMS | Course Setup
Description Courses are used to sell multiple appointments in advance and track usage on the day of the appointment. Typically the value of appointments included in a Course are at a reduced value due to purchasing these in bulk, therefore on ...EMS | Bank Setup
Description Bank setup is created to enable the user to allocate bank details to a staff member or directly onto a client card when a member wishes to pay for their membership using Direct Debit. Bank Setup In "Administrator" or “Manager” click onto ...EMS | Facility Setup
Description Facilities are bookable areas which can be booked individually or associated with a staff member. An example of the two options available are a tennis court is booked by a client and they are able to use the court unsupervised, or a ...