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Click on the link to enter the answers to the survey questions
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Waiver text can be set per survey and the customer must accept to proceed - (this survey shows no waiver text)
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Questions can be viewed one at a time (above) or as a single page list (below)
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Enter the answers to questions and comments
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Click on Done and the answers will be updated for this booking
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Point of Sale (POS)
AutoPosLogin role has “IsSalesManager” > 9 so POS Sales Rep will default to the logged in user.
Alternative is initials + PIN or Thumbprint scanner .to update Sales Rep on POS orders
First page is to Find / create the customer
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Sequence of the services to be scheduled will use the Category Sequence Number (no sequence numbers will be last)
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Services Pricing
Deposit % is a global setting on Host Company
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Alter Name , select Type of room , alter the notes , select another certificate (or none) and click on Save Area
Payments to Therapists and Admin Staff
Commissions calculations are based on
Therapist that carried out the session
Room Renters tend to get close to 100% (reduced by cost of credit card transactions etc)
Others may be a $ figure per session or a lower percentage
Sales Person on the original booking of the session
Normally therapists are not the sales person on the booking
Commission is only earned after the session has been completed
Commission plans may include deposits forfeited by customers
Commission plans are linked to a Supplier
The supplier is paid based on actual completed sessions and on actual product sales made
Examples
An individual therapist employed by the clinic
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An individual therapist that provides subcontractors
The subcontractors relationship needs to be setup to be included in the commission plan
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A company that provides therapists
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Example Front of House Concierge Staff
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Room Renters
The Rent field can only be seen by users with the Secure Features
Creation of invoices button will create all invoices for the past week (if Monday or earlier) or the next week (if Tuesday or later)
Debtor invoices of SubType Recurring (Rent) will be created
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These can be defined on a Journal Template and will be added to the weekly invoice when it is generated
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Therapist
A Therapist is
An employee ( must have a Title)
The linked Person must have a certificate of type “Therapy”
Employee will need a role of “Therapist” to enable login to the Therapist Portal
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