MSIKB (Member Solutions Product Support) Details about Member Solutions Product Support Space Details: Available Pages: Member Solutions Support Hub Contact The Training And Support Team PCI Compliance Login MegaplanIT - Instructions for completing PCI SAQ and Scan Member Manager Solution Center Member Manager Login Page Home/Dashboard Dashboard Top Reports Dashboard Quick Stats Schedules Booking An Appointment: Class Type Schedule Booking An Appointment: Private Type Schedule Book Time Off Members Add New Member Setting Up Communication Preferences Adding Members To Programs Create New Lead Change Cancel$ To Cancel And Vice Versa Checking Used Sessions Against Invoices Updating/Deleting Billing Profiles Editing Expiration Dates Updating Emergency Contact Information Member Accounts - Remaining Viewing/Editing Contracts Member Groups Member Invoice History Members On Account Member Open Invoices Merge Duplicate Members Multiple Billing Profiles Printing Bar Codes For Member Check In Programs And Levels - Members Renew Contract Details Screen Search Leads Sending Emails Testing And Advancement Use Webcam to Capture Member Profile Pics Sales Adding A New Member During Sale Sale For Existing Member New Product Sale How To Sell Credit Enter A Contract Editing Existing Contracts Invoices/Payments Managing Invoices Adjust Invoice Refund Item Refund Payment Refunding An Item and Payment Refunding ACH/EFT Returned Payments How To Refund To Credit How To Exchange Items On An Invoice Manage Scheduled Payments Contracts Freeze/Unfreeze Paying A Contract Terminate A Contract Contract Validation For Full Service Billing Clients Full Service Billing - Fee Visibility Staff Add Staff Resetting Staff Password Staff Commissions Staff Payroll Staff Permissions Use Webcam to Capture Staff Profile Pics Reports Appointment Absentee Report Appointment Overview Report Appointments By Member Report Cancellations Report Class List Report Growth By Appointment Types Business Appointments Outstanding Report Payroll Report Attendance Report With Revenue End Of Day Report Inventory Report Cost Of Services Report Payments By Type Report Cash Count Report Delinquency Report Service Expiration Report Credit Card Expiration Report Commission Report Referral Members Report Members Reports Members Birthdays Report Anniversaries Report Follow Up Report Check In Report Member Rates Report Inactive Members Report Members Without Visits Report Lead Activity Report Active Member By Program Report Renewal Candidates Report New Member Report Sales Reports Sales By Category Invoice And Payments Report Accounts Due Report Recurring Billing Report Outstanding Invoices Report-2 Growth By Sales Categories Report Automatic Renewals Report Contract Report Staff Reports Schedule Planning Report Staff Birthdays Report Staff Certifications Report Setup Setup Profile Selecting Your Personalized Email Address Inventory Create Categories Create Items Create Package Create Contract How To Create A Credit Setting Up Tiered Pricing for Family Contracts Creating Prorated Contracts Create Schedule How To Create A Test Appointment Create Programs And Levels Assign Staff How To Create Locations Personalize Personalize Messages Automated Email Templates Create Lead Source Member Types Cancellation Reason Member Interest Store Policy Custom Style Schedule Widget Contract Details Contract Default Terms Create An Email Template Custom Tabs: Welcome Message-2 Create A Questionnaire Marketing Create Lead Status Create Lead Message Create Lead Flow Lead Sources Create Registrations Setup Taxes Club Settings Club Currency Time Zone Hide Member ID Reprocessing Failed/Declined Payments Member Self Registration-2 Product Name Length Auto Close Days Alerts Check In Check In>Administrator Check In>Administrator>Quick Check-In Check-In Kiosk Admin Setting Up ACH (EFT) Close/Open Day Import Member Database Member Portal Setting Up The Member Portal Personalize Member Dashboard Member Permissions Embedding YouTube Videos In Your Member Portal Use Webcam to Capture Member Profile Pics from Member Portal 1.0 Navigating The New Member Portal FAQs Member Manager FAQ Site Set Up Process Year End Preparation - Financial Reports Check In Vs Close Day: What Is The Difference? Lead Management | Automated Marketing Clearing Your Cache History For Chrome, Firefox And Edge Member Manager Help Tab (More) Member Manager Icons Supporting Software MemberAssist User Guide Connecting Your New EMV Terminal With Your MyVolo Software Archive Selling A Multi-Member Family Membership Personalize Messages-2 Create A Questionnaire-2 Outstanding Invoices Report Personalize Your MyVolo System Import Promo Codes Class List Report-2 Year End Preparation-2 Member Self Registrations Member Self Registration Check-In Module - OLD MODULE Sell A Contract Merge Members Searching For A Contract Member Dashboards Custom Tabs: Welcome Message Selling To Multiple People From One Invoice Booking An Appointment: Class Type Schedule-2 Freeze/Terminate A Contract-2 New Sale Navigating The Member Portal Event Manager Solution Center For Registrants: How to Save the Event to an External Calendar Event Manager Bulk Edit Registrants Map Update Change The "From” In Your Confirmation Emails SMTP Settings SMTP Setting For Yahoo SMTP Settings For Hotmail SMTP Settings For Gmail Event Manager Integration With 97 Display How To Create A Parent's Night Out Form How To Create A Class Form Event Manager - Unlocking A Form How To Create A Fitness Bootcamp Form How To Create A Summer Camp Form How To Create A Belt Testing Form How To Create A Martial Arts Tournament Form How To Create A Buddy Day Form How To Create A Lacrosse Camp Form How To Create A Lacrosse Tournament Form Website Integration Website Integration Banners Surcharges Standard Fields Scheduling A Recurring Event Registrant Management How To Allow Payment By Electronic Funds Transfer Payment Plans Multiple Registrations Hidden Management Fields Generating A New Form Form Setup Event Pricing Event Manager Reports Emailing Registrants Email Notifications Discounts Custom Fields Creating Free Events Create An Event Master Templates Adding Custom Fields To Emails Event Manager Custom Field Waitlist Notification of Email Failures Registration by Invitation: Control Access by Email Address or Access Codes Cubiic Solution Center Table of Contents Overview Purpose Full Service Billing Vs. Self Service Billing Glossary of Terms Add Members Selling a Contract-2 Sell Packages and Services Product only Sale Freeze/Unfreeze (2) Add Staff (2) Set Staff Permissions Reporting Payments by Type Sales By Category (2) End of Day Outstanding Invoices Invoices and Payments Automatic Renewals APS Actions (2) Changing Billing Profiles (2) Admin Tools (2) Glossary of Member Manager Terms Hardware to Use With Member Manager Throughout The Day Book Appointments Class Schedule Private Schedule Create Sales
