Spa Synergy Training

1.5 - Dashboard.mov

Reading The Spa Dashboard

The Dashboard is driven by the goals that are set up in the Spa Goal Management section. The Dashboard displays the goal amounts for each category, as well as the actual amounts, based on the parameter that you choose.

2.3 - Appointment Book Overview - Services.mov

Appointment Book Overview

This section covers the basic overview of the Appointment Book, including the column layout, color key definitions, scheduled employees, as well as booking and checking a client into a service.

3.1 - Customer Profiles - Adding a New Customer.mov

Customer Profiles

This section gives an overview of the Customer Profiles module of SpaIntel, with an example of how to add a new customer to the system.

3.2 - Customer Profiles - View Existing Profile.mov

Customer Profiles Cont.

This section will show how to view existing Client Profiles, with details of each tab in the client's profile. Here, you can view the basic information about the member including past retail and service history, membership purchase history, future appointments, membership information and more.

3.3 - Issuing a Guest Pass or Daily Deal Services.mov

Issuing Complementary Passes

This section will cover the process of issuing a Guest Pass, Comp Membership or Daily Deals Pass through the Client's Profile screen.

Reciprocal Members.mov

Reciprocal Members

This section will show you how to query reciprocal members, add them to your database and verify their accounts when scheduling them for services.

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