Have you ever tried the shortcut keys in Plus2?

We have created this handy guide which you can print out and give to your reception team to save them time.

Give it a go, click here to download!

Thinking of launching a special promotion for your facility?

Trying to retain or encourage members to stay?

Did you know you can use the subscriptions discounts and fix price options, to offer members enhanced promotions?

You can apply this to existing members or band new members

Why not give them a try?

1. Access Levels- First you will need to switch the access level on within your user group
Configuration- system- user groups – subscriptions

Just apply the tick to discounts and fix price



You would apply the discount or fix price to the subscription. You can do this with new members or existing.

2. Fix price promotion for new members - You will see both the fix price and discount tabs are now available.



You can choose to click on the Fix price tab, then click box. It can have a price fix until date or perpetual as the options. This would be useful if you were offering a membership for life or year promotion, to encourage members to join. The reason for the fix price promotion can also be written on the subscription record (New member fix price promotion).

 
3. Discount by percentage, amount or fix price There is also three ways to discount a subscription for a new or existing member.

For example, a good incentive might be to give your customer a discount because they have been a loyal existing member for over a year. The reason for the promotion can also be written on the subscription record (Member retention scheme).

To configure this click into percentage discount option, then on the product list-subsequent renewals line, apply the percentage amount e.g 10 per cent. In the above example you can see the monthly membership of £40.00 has been reduced £4.00 to £36.00. You must also select one of the following date options discount until, or perpetual. Then click away before saving and you will see the discount amount applied, then click save.
 
Go on why not give it a try!

Did you know that swipe cards can be used as a user login device to provide staff with a quick and easy way to log into Plus2?

How to set this up

• You will need configuration access to set this up
• A swipe card
• A swipe reader
• Then go to Configuration - System - Users - (Select a user from the list) Primarily the reception staff
• With the card click into the Card ID field and scan into the box
• Then click Save

How to operate it

• Get your staff user to log into Plus2 and scan/swipe the card across the login screen to access Plus2

• Staff users of the system can then share the PC and log on and off using the swipe card, via the File Login drop down menu, from within Plus2, for quick and easy access. Give it a try!

 

Needing Help? Forgotten how to configure something in Plus2?

If you click on the Help topics (or Press F1) you will see on the drop down menu you can click on Contents and click on a subject (or type a key word) - such as Reception- Refunding from the reception screen, as an example and you will get clear steps and screen shots to guide you through the process.

Lost your Configuration CD or Manuals? To find out useful configuration & Functionality Tips-Click on Training Documentation If you have forgotten a process on the system and you’re sat at your desk, you can try clicking on a subject heading such as: Direct debit And then -Handling EFT rejections- It will take you through screenshot examples and steps to Reject a direct debit sale from the account screen.

You can choose to print out the training documentation or if you Go Green just view them and practice on the screen.

Lastly from the Help drop down menu you can click straight into our new look Gladstone website. You will be able to download useful hints and tips and training documentation from here also.

Did you know when cashing up you can include a breakdown of payment methods, this is called POS Readings By Payment Method.

 

1. Go to Configuration > Financial > Payment Methods, then select cash, cheque, etc individually. Go to the options tab behind the cash payment method and tick include in counted totals. Then click save.

 

2. You must now go to Configuration > System Configuration > Click and expand POS. Then apply ticks to the following 'POS Reading By Payment Method' and 'POS Reading Force Counted Totals'.  

 

Did you know you can restrict access on reports in Plus2, to certain users in a multisite environment?

For example if you do not wish users to view reports across other centres. It might be beneficial to ‘only’ allow staff access to their current centre (site).

When they go to run a report macro or even configure a report from scratch, the only site available to them would be the site they are logged in at. (i.e. The Current Site)

To do this go to Configuration-system-User groups-

Find the specific user group i.e. Supervisor & Duty Manager

On the access level tab scroll to the Reports section-

Leave only Current Site access level switched on, but switch off both the my sites and other sites access level.

 

 

Then when the supervisor or receptionist goes to run the report macro only the current site is available (The ellipsis box is greyed out in this example)

Please note: it might be an idea to check you also have switch off the restrict multi site configuration & Restrict multi site look ups; access level, within the user group. (As this will stop the user having access to change sites and to look at multisite configuration look up menus).

 

 

Give it a try!