Administrator Aids & Best Practices

Friday, November 20, 2009 2:30-3:25p, Forest II

Scott Wimberley, Project Manager

Dashboards• Corporate

– Security– Setup

• Program– Security– Setup

• Properties• How to View

Product Packages• Allows users to bundle

two or more items to be sold together as a package at Point of Sale.

• Add a credit item code to the package if it is discounted.

• Create an Item Key for the package in Point of Sale

Dues and Fees• Additional Dues and

Fees vs. Membership Type Terms

• Autofill – Yes/No• Multiple Terms• Submember Pricing

Scheduler Billing• Scheduler Billing will

pick up any charges that have not been drafted up to the date you enter in the As of Date field

• Order of Charges – Series Sales– CTA or Credit Card

Guarantee

Setting up Multisite Employees• Roles

– Sales rep– Sales manager– Instructor– Commissionable

• Username• Password• Security Groups• Corporate Group

Permission Setups

Layers of Security• Corporate

Administrator (Superuser)

• Corporate User 1• Corporate User 2• Site Administrator• End User

Responsible Parties• Site Settings

– Additional Discount on Dues

– Stack Paid in Full Discount– Membership Type

Overrides– Responsible Amount

Default– Bill Non-Reps– Bill Sub Non-Reps

• Attaching Responsible Party to Members

• Reports

Letter Designer• Letter Types

– Past Due– Declines– Birthday– Referral– Membership Renewal– Credit Card Expiration– Program Registration

Confirmation• Site Logo• Letter Sub-Section

Designer• Creating Letters• Sending E-mails

Mass E-mails• Contact Preferences• Templates• Member Roster• Query Builder

Suggested Payment Types• Cash• Check• Visa• Mastercard• Discover• American Express• Gift Card• CCD• EFT• On-line Credit Card• Scheduler Credit Card• Promotional Expense• Bad Debt Write-off

Suggested Product Codes• Installment• Contract Installment• CC Reversal• EFT Reversal• OverShort• Late Fee• Referral Credit• Tip• Payment Transfer

Prospect Task vs. Employee Task• Prospect

– Send Birthday Card– Send Letter– Send Packet

• Employee– Walk fitness floor– Attend Off site event– Visit Local Businesses– Call Past Members

Educational Services• It’s FREE!• www.csisoftwareusa.com/

training/online.php – Register for a username and

password– The E-Learning Library is

available to train your employee staff at your discretion.

– Live Webinars are offered by professional instructor.

• Ask questions and get answers• Discuss your issues with other

clubs around the country.

• User forum: http://forums.csisoftwareusa.com

• Wiki• It’s FREE!

Questions and Answers

Account Managers

Eastern North

America

Western North

America

Toni Grafnertgrafner@csisoftwareusa.com800-247-3431 x223

Randy Cruzrcruz@csisoftwareusa.com

800-247-3431 x278

Coming Up Next…

• Mark your calendars for next year’s conference – Summit 2010!– November 18-19, 2010– Boot Camp on November 17, 2010!