General Menu
EMS | Email Settings
Description This guide will help you to diagnose and resolve email settings you may be experiencing. Email settings are managed by your IT provider and they will be the ones to assist with obtaining updated settings if required. Our software ...
EMS | Cancellation Reasons
Description Cancellation Reason Codes gives the user the ability to state the reason for a cancellation, which is then recorded on the clients record card and used in the Cancellation reports This section covers the creation of the Cancellation Codes ...
EMS | PC Location Setup
Description "PC Locations" are created to denote the workstation and the associated settings. Each location is unique and MUST only be assigned to a single work station. Resolution Configuring PC Locations In “Administrator” or "Manager" select the ...
EMS | Till Setup
Description "Tills" are created to record transactions against a outlet or departments, a till can then be allocated to a PC Location to allow for the tracking of transactions per location. The same till can be assigned to multiple PC Locations. ...
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 ...
EMS | Client Source
Description “Client Sources” allows the user to record how each client first heard about the spa, which then gives an accurate record of the effectiveness of the marketing methods that are being used. Resolution Configuring Client Sources In ...
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 | Association Types
Description “Association Types” is a way for the user to link 2 clients together, such as mother and daughter or husband and wife. Resolution Configuring the Association Types In “Administrator” select the “General Menu” icon Select the “Association ...