2.2 – Running the Point

Click here to access a printable form to use for Point School & Front Desk Training. [Link to be provided.]

  1. Check-In Computer
  1. Navigate Member’s Account
  • Personal Tab: Barcode and Personal Information changes
  • Agreement Tab: Understand Membership Type
  • Services Tab: Status of Services
  • Notes Tab: Creating & Reading Notes about Customer
  • Datatrak and ABC Notes
  • Invoices Tab: Monthly Dues & Services History and Future $ Due.
  • Events Tab: Overview of Appointments
  • Member Alert Tab: How to create an alert & why?
  • Activities Tab: Not Applicable
  • Check-in History Tab: Identify Check-In History
  • Custom Tab: Not Applicable
  • User Defined Field Tab: Not Applicable
  • Documents Tab: View Scanned Documents
  1. OS Computer
  • POS Opening and Closing
  • Credit Card swipe machine
  • Transaction entries (memberships, shakes, etc.)
  • Printing Receipts
  • Payment Methods
  • Drawer Summary
  • Card on File
  1. Scheduler
  • Identifying type of Appointment (color coded)
  • How to Pull up a Member
  • Navigate Appointments
  • Understand PT or Pilates Options (Bank)
  • Book and fund a Fitness Appointment
  • Book an Appointment (PT, Pilates, 30 or 60 min.)
  • Cancel a personal training appointment (charge and no charge)
  • Re-schedule a personal training appointment
  • Edit an Appointment
  • Add a Comment on Appointment
  • Run an appointment report for a member
  • Complete an Event
  • Opportunity Level
  1. Sheet Training
  • By Account Sheets
  • Company Goal Sheets
  • Opportunity Sheet
  • Navigator Sheet
  • Tour Tracking Sheet
  • Telephone Inquiry Sheet
  • Membership Appt. Sheet
  • Top 10 Sheets
  • Check-In Renewal and Delinquent Sheet
  1. Phone Training
  • How to answer the phone
  • Answer the phone by the second ring
  • Transitioning phone calls
  • Enthusiasm and Smile while answering
  1. Paperwork
  • Change Forms (ABC Dues Pymt, Change Account)
  • Service Transaction Receipts (PT/Pilates/Specialty Class 1 Pay, 2 Pays, etc.)