Desk Pros Training

This is the course with training information for the Desk pros that work the front desk at the Dewitt Tennis Center of Hope College.

The Completion Level of Your Training.

0.00%



START HERE



Watch This First


How to use this Training Course – Watch Video



1 – TENNIS SOURCE – Desk Pros



POS (Fall 2017) – NEW


The new POS (Fall of 2017) uses a “Hamburger” menu.

TAKING PAYMENTS:

Part 1: Payments for Random court or Private Lesson Watch Video

Part 2: Payments for Permanent court time – Watch Video

Part 3: Payments for Programs (Cardio, TTs, Mix & Match) – Watch Video  

Part 4: Payments for Memberships (and more) at Front Desk – Watch Video

Part 5: Payments for Previous Days – Watch Video

Part 6: Payments for JTT Matches – Watch Video 

Part 7: Voiding a transaction (same day) – Watch Video

Part 8: Loyalty Card for payments Watch Video

Part 9: Loyalty Card for Gift Certificates – Watch Video

Part 10: Loyalty Card for partial refunds – Watch Video

Part 11: Paying for someone else – Watch Video 

Part 11: Misc Payments  Watch Video NEW



Starting Your Shift – NEW


Starting Your Shift – Watch Video New



Icons and Symbols – NEW


Icons and Symbols – Watch VideoNEW



Booking a Court


Booking a Court

This section has 3 parts..

Part 1: Booking a court – Watch Video

Part 2: Adding a player to the database while booking a court – Watch Video

Part 3: Using recent lineups – Watch Video

Part 4: Using the History tab – Watch Video NEW



Changes to a Court


Making Changes to a Court

This section has 5 parts…

Part 1:  Moving a court – Watch Video

Part 2:  Change court length – Watch Video

Part 3:  Court features of a Random Court – Watch Video

Part 4: Court features of a Program Court – Watch Video

Part 5:  Editing a court – Watch Video



Using the Wait List


Wait List – Watch Video



Home Travel Team


Home Travel Team – Watch Video



Hope Students


Hope Students – Watch Video NEW



Add Card on File


Add Card on File – Watch Video



Cancelling a Drop-in Class


Cancelling a Drop-in Class – Watch Video



Add a Guest/Member via Add Member Icon


Add a Guest/Member via Add Member Icon – Watch Video



Viewing Member Information


Viewing Member Information – 

This section has 3 parts…

Part 1:  Updating Member Information – Watch Video

Part 2:  Adding a Family Member to an Exist Membership – Watch Video



View Pro Schedules


View Pro Schedules – Watch Video



Daily Notes


Daily Notes – Watch Video



Cash Out – End of Day


Video coming soon…

Cash Out – End of Day – Watch Video



Qualifier Camp


Qualifier Camp – Watch Video



Holiday Pass – College Students


This video shows how to see who has purchased the Holiday Pass – Watch Video



2 – TENNIS SOURCE – Tennis Pros



Taking Attendance


Taking Attendance – Watch Video



3 – TENNIS SOURCE – TRISH/JORGE ONLY



Snow Birds – Applying Loyalty card – NEW


Trish,

This is for when we need to apply a loyalty card credit for Snow Birds – Watch VideoNEW



Booking and Renewing a New PCT group


Booking and Renewing PCT – Watch Video  NEW



Mass Update Court (PCT changes)


Mass Update Court (PCT changes) – Watch Video



Remove Duplicates


Remove DuplicatesWatch Video



Transfer / Move/ Adjust… players


Program Refund cancels the player out of the class.

Program Move takes the player out of all future dates of the class.

Program Adjustment affects the money only – the registration and availability do not change.

Transferring players to other classes  – Watch Video



Misc – Payments


Payments – Special (Misc) – Watch Video



Create New Special Programs (1 time)


Creating new 1 time programs like Cardio Turkey or Academy Days – Watch Video



Tables in Cushy


Tables in Cushy – Watch Video

Copying Tables in Cushy – Watch Video



Our Pros & Desk Pros


Editing the pages for Our Pros / Desk pros – Watch Video



Creating new PRIVATE Group


How to create PRIVATE groups like what Nate does on Tues  – Watch Video



Wrong Family member registered


How to change the name of an incorrectly registered family member  – Watch Video



Switching the Keyholder


How to switch who the Keyholder is  – Watch Video



Search Memberships Sold


For August when we need to know who has purchased their new memberships after we reset them all to Guests.

Watch Video Here



Loyalty Card balance Report


Mark Cook requested this report for the year-end… I gave it to him on June 30, 2020.

Watch Video Here



Entering Fall programs


How to do it… Also need to:

Double-check prices for each session (they vary)

Add the days off under Web Page and then Session Name

Change the ends dates to be accurate

Make the status “Active”

Set the min and max for each session (they vary)

Change the # of courts needed for each session.. (they vary)

Change the Dates to (Oct 17-Dec 22 …etc)

Here is the Video link – Click Here!



Fall members (search and turn off)


Steps:

  1. Adv search – Members-beta
  2. Search Active members (check it)
  3. Parent Account (uncheck it)

Select: Member Type / not equal / guest

Search fields: First / Last / member type / court rate / email

Limit: set for at least 900

Here’s the link to the video – Click Here!



Membership set up (new year)


This is how I set up the next year’s memberships.

Watch the Video – Click Here!



4 – WHO PAYS WHAT & BENEFITS



Court Fees




Class Fees




Weekly Classes




Special Events




HS Coaches




5 – FRONT DESK PROCEDURES



Taking a Racket to be Strung




6 – EMERGENCY PROCEDURES



Dangerous Weather




Injury Reports




AED Usage