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Administrator Aids & Best Practices Friday, November 20, 2009 2:30-3:25p, Forest II Scott Wimberley, Project Manager.

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Presentation on theme: "Administrator Aids & Best Practices Friday, November 20, 2009 2:30-3:25p, Forest II Scott Wimberley, Project Manager."— Presentation transcript:

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2 Administrator Aids & Best Practices Friday, November 20, :30-3:25p, Forest II Scott Wimberley, Project Manager

3 Dashboards Corporate –Security –Setup Program –Security –Setup Properties How to View

4 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

5 Dues and Fees Additional Dues and Fees vs. Membership Type Terms Autofill – Yes/No Multiple Terms Submember Pricing

6 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

7 Setting up Multisite Employees Roles –Sales rep –Sales manager –Instructor –Commissionable Username Password Security Groups Corporate Group Permission Setups

8 Layers of Security Corporate Administrator (Superuser) Corporate User 1 Corporate User 2 Site Administrator End User

9 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

10 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 s

11 Mass s Contact Preferences Templates Member Roster Query Builder

12 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

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

14 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

15 Educational Services Its FREE! online.phpwww.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: Wiki Its FREE!

16 Questions and Answers

17 Account Managers Eastern North America Western North America Toni Grafner x223 Randy Cruz x278

18 Coming Up Next… Mark your calendars for next years conference – Summit 2010! –November 18-19, 2010 –Boot Camp on November 17, 2010!


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