Displays the patrons you selected on the SuperGrid for this Personal Trainer session along with their photograph, Phone, and HeadCount.
See Also: Topic Doc - Personal Trainers.
Use the Member Lookup Combo Box to include additional patrons from other households to this PT session.
Edit Phone Numbers and enter and update HeadCount as needed.
Buttons on the screen…
Process - Returns you to the SuperGrid, from which you can finish the sale or make further reservations, etc.
Process and Finish - A convenience that saves a few clicks. Completes the reservation and brings you back to the SuperGrid to process a new sale. This is particularly handy when you do not charge fees at the time a reservation is made but rather when the patrons arrive and check in for their reservation.
Cancel - Returns you to the previous screen without saving any changes.
Cancel Trainer Slots - Cancels the reservations for the selected slots and returns you to the SuperGrid, from which you can finish the sale or make further/different reservations.
Cancel Slots and Finish - A convenience that saves a few clicks. Cancels the reservation, completes the transactions, and brings you back to the SuperGrid to process a new sale. This is particularly handy when you do not charge fees at the time a reservation is made but rather when the patrons arrive and check in for their reservation.
Bulk Cancel Item - Cancels the reservations and any/all items linked to them.
Time Update
Member Lookup (PTTimeUpdate_PTMemberLookup)
Launch the picklist and select the member you want to link to this slot.
OR
Click Phone Lookup to lookup your members by phone number instead of name.
OR
Skip this field and enter the patron's name and phone information in the appropriate fields. You would do this for people who are not in your database.
Phone Lookup (PTTimeUpdate_PTPhoneLookup)
Launch the picklist and select the phone number of the member you want to link to this slot.
OR
Click Member Lookup to lookup your members by name instead of phone number.
OR
Skip this field and enter the patron's name and phone information in the appropriate fields. You would do this for people who are not in your database.
First Name (PTTimeUpdate_PTFirstName)
The first name of this person. If you selected from the picklist, then this is entered automatically for you. Otherwise, enter the person's first name here.
DeleteLast Name (PTTimeUpdate_PTLastName)
The last name of this person. If you selected from the picklist, then this is entered automatically for you. Otherwise, enter the person's last name here.
DeletePhone (PTTimeUpdate_PTPhone)
The person's primary phone number. If you selected from the picklist, then this is entered automatically for you. Otherwise, enter a phone number for this reservation here, if needed.
DeleteHeadCount (PTTimeUpdate_PTHeadCount)
Accept the default value (1) or change this value as needed to indicate the number of people attending this Personal Training session that are linked to this slot.
DeleteCancel Slot? (PTTimeUpdate_CancelSlot)
Removes the selected patron from this Personal Trainer session. Select this option and then click Cancel Trainer Slots OR Cancel Trainer Slots and Finish to process.
DeleteConfirmation Number (PTTimeUpdate_PTConfirmationNumber)
You will not visit this field.
Displays the system-generated confirmation number for this reservation.
DeleteTrainer Slot Notes (PTTimeUpdate_PTSlotNotes)
Enter any notes that you want linked to this reservation. In the event you reschedule/move the reservation, the notes will carry over to the new time slot.
Buttons on the screen…
- Process - Returns you to the SuperGrid, from which you can finish the sale or make further reservations, etc.
- Process and Finish - A convenience that saves a few clicks. Completes the reservation and brings you back to the SuperGrid to process a new sale. This is particularly handy when you do not charge fees at the time a reservation is made but rather when the patrons arrive and check in for their reservation.
- Cancel - Returns you to the previous screen without saving any changes.
- Cancel Trainer Slots - Cancels the reservations for the selected slots and returns you to the SuperGrid, from which you can finish the sale or make further/different reservations.
- Cancel Slots and Finish - A convenience that saves a few clicks. Cancels the reservation, completes the transactions, and brings you back to the SuperGrid to process a new sale. This is particularly handy when you do not charge fees at the time a reservation is made but rather when the patrons arrive and check in for their reservation.
- Bulk Cancel Item - Cancels the reservations and any/all items linked to them.