EMS | Courses

EMS | Courses

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 redemption of the item value is used instead of the list price.

The purchase of a course is held as a course deposit, providing a running total of the balance as course items are redeemed.

The flexible nature of the course configuration allows for the sale of specific appointments or the option to include a selection of appointments.

Courses are purchase against the clients record card via a Named Till Sale or EPOS transaction.


Resolution




In "Reception" click onto “Client / Member Sale"





  1. In the “Search” box enter your clients “Surname”
  2. Click onto the magnifying glass or press Enter
  3. If your client already exists in your database select them from the list provided and then “Green Tick”, if not “Create New” and input relevant client details
  4. A box will appear stating the “Client is not on departure list, continue with sale?” Click “Yes”


Add a Course



  1. Select the course you wish to book the client on from the list provided 
  2. Click on the “Green Plus” Button - this will add the course to the client’s bill.
  3. Press the “Green Backwards Arrow”.
  4. Press the “Green Tick”.
  5. Input how the client has paid for the course.
  6. “Green Tick”.


Use a Course



  1. Arrive the client as normal.
  2. On departure, you will notice you are unable to click on the Green Tick, however the Course Items icon is highlighted
  3. Click on the “Course Items” icon.
  4. Notes will appear in the “Details” box stating the client has course items.
  5. As this treatment is part of a course which has been paid in full, the system needs to be told this information.


 


  1. Click on “Payment Method”, and select the payment method of “Course Redemption”.
  1. “Green Tick”, takes you to the payment method screen, however, the monies due are already allocated in the Course Redemption box.
  2. Click onto the "Green Tick" to complete the transaction



Courses Outstanding

All information relating to courses booked and the quantity remaining can be found on the client card.

Click on “Clients”.

Input the “Surname” of your client and press “Enter” on the keyboard.

Select your client and then “Green Tick”.

On the client card select the “Account Tab” and all information relating to courses will be shown in the “Outstanding Course Items” box.

If for any reason, you wish to reduce the number of course items that the client has left, select the relevant course and click on the “Change Qty” box, the following box will appear .




  1. Amend the “Quantity” as required, in the example below (Figure 16) the amount is inputted as zero.
  2. “Green Tick”
  3. A screen will appear asking you if you wish to “Refund”, “Credit” or “No Refund”.

Refund

By selecting refund you are automatically taken to a billing screen where the treatment is inputted and the amount due is prefixed by a – which shows a refund is due .   

Figure 17


If any till messages are highlighted you will need to click on these before you can proceed.

“Green Tick”

Select the payment method of how you wish to refund the client.

“Green Tick”

Credit


Selecting credit removes any outstanding course items and transfers any outstanding monies to the client’s pre-payment account (see Figure 18).



Figure 18


The remaining course of 4 manicures has been removed.

The amount of £80.00 has now been transferred into the Pre-Payments box.

No Refund


This option will remove the course, no monies will be due for refund, and no amount will be transferred to the client’s pre-payment account. Any monies that have been paid will be lost.

When departing, a client may wish to purchase a course and use the treatment already undertaken as part of that course. To account for this exit out of departures, follow the steps above for selling a course and take payment for said course, go to depart the client and you will now be able to use the course redemption and account for the treatment as part of the course.


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