Check In
Members
Point of Sale
Schedule
Reports
100
Please list 3 types of check in.
Attended, Unattended, and Remote.
100
Please explain how you would send an email to a member.
Under the personal tab of the member’s page, click on the member’s email address link under the demographics section. Another way would be under Menu / Members / Manage and search for the member. Click on the envelope icon on the left side of the member’s name.
100
What is the purpose Drawer Summary link under the Point of Sale column in DataTrak?
Displays information on the currently open drawer.
100
What does “unfunded” mean?
An event has been booked on the calendar, but the service mapped to it has not yet been paid for.
100
Where in DataTrak would I go to print mailing labels for a club?
Menu / Reports / Mailing Labels / "Create" button in upper right side of the page.
200
Please list 3 types of alerts.
Member, Club, and Employee.
200
Please walk me through two ways to change a member’s barcode.
1. From the attended check in page, member details section, click on the barcode and update. 2. Under the personal tab of the member’s page, click edit on the personal section and update the barcode.
200
What is the difference between a Category and a Profit Center?
A Category is for organizing and displaying items in POS. Profit Centers are used for reporting.
200
What is the definition of an Event?
An event is a placeholder in time on the calendar.
200
Where in DataTrak do I go to create an automated report?
Menu / Reports / Automated / "Create" button in upper right side of the page.
300
Where in DataTrak would you go to delete a check in?
Attended Check In / Check In Display.
300
What does last Sync Date mean?
The last date DataTrak and the i740 updated each other regarding a specific member.
300
How do I assist a club process a return to a members credit card?
Load Previous Sale / Look up the Transaction / Click on the date hyperlink. Click “Return” and be sure to select the payment method they originally used.
300
What does Cancel – No Charge do to an event?
Cancels the entire event and returns sessions to the member(s).
300
Please list the four format types you can select when running a report?
Adobe PDF Word RTF Text CSV Export CSV
400
Please list two ways a member can check in through Unattended Check In.
Swipe a barcode or enter the barcode number into the barcode field.
400
What information does the Club History view show me under invoices?
Past transactions that took place at the club as well as all past Club Account transactions.
400
How do you reprint a receipt from a previous sale?
Menu / Point of Sale / Receipts / Look up the receipt / View Receipt / if a receipt printer is attached, click print.
400
Where in DataTrak would I go to copy a trainer’s availability into the next week?
Setup / Employee / Availability. Menu / Schedule / Employee Tracking / Select Employee / Availability. In the Employee Portal.
400
Please list a describe the four steps (sections) to creating a report.
General: What the report is about, and what information is presented. Column Options: How the report looks and is displayed. Visibility: Who can run the report. Filter: What information is removed from the report.
500
Where would you go to enter a comment for a child?
Menu / Check In / Kids Club / Check In a child. Comments can be entered at the bottom of the page.
500
How do I enter a Prospect into DataTrak?
Menu / Members / Fast Add / Change the Create Type to Prospect.
500
Where would I go in DataTrak to reprint my close out receipt?
Menu / Point of Sale / Drawers / Select Drawer / Click “Receipt” button in lower right side.
500
In DataTrak, what is the difference between an appointment and a class?
Classes can use the waitlist, appointments cannot. The difference in how a class or appointment is booked on MICO.
500
Where in DataTrak would I look to see what reports a specific employee has run for a specific date range?
Menu / Reports / Statistics / enter the employee name and the date range. Hit search
M
e
n
u