Intelli
Misc 1
Intelli 2
Misc 2
Update Doc
150

Required for all pass & membership sales (including those that are $0).

What is a completed waiver?

150

Pro shop items are not.

What is refundable?

150

Passes, locker rentals, & 10 VPs are.

What is non-refundable?

150

Email chain is getting long.

What is call them?

150

Winter 2024 Guide drop date.

What is November 27?

250

How we notify those on the waitlist when a spot opens.

What is via. email?

250

Staff feet should never be on.

What is counter, pods, or chair?

250

Where to print the EFT membership form after Add Membership Wizard is closed.

What is Change Membership Wizard > Print Membership Reports?

250

Client behavioural issue documentation in Intelli.

What is 8. Code of Conduct note type

250

Active Sport Club name & form required at registration.

What is Climbing Club & Get active Questionnarie?

350

Action when this note is seen on an account:

Payment Run on DATE for $61.00 failed: DECLINED  
Bar code removed. NAME called and left VM script message re: the above.
Aug 31/23 - NSF fee charged. / Sep 1/23 - Membership withdrawn
Amount owing is $101.00 - Pls collect payment.

Let Sandra know if this is paid. BARCODE

What is collect payment?

350

Must be done after a pro shop item is sold.

What is restock the front cabinet?

350

DOUBLE JEOPARDY

A membership reg is completed & an invoice created, but the person changes their mind, WD staff must.

What is leave invoice outstanding and start the registration process again?

350

What to do if you run out of time to cut locks at close.

What is leave unchecked and make a note for the opener?

350

DOUBLE JEOPARDY

Name of the new Ready-Made Strength Program.

What is No More Back Pain?

450

This many guest passes for a family membership with 4 people.

What is 16?

450

Before membership/pass terms & conditions can be emailed, this must be complete & correct.

What is paperwork & everything in Intelli?

450

Where to find a package expiration date.

What is in Client Record > Booking History?
450

Prior to purchasing PT sessions, new clients must.

What is complete PT consultation?

450

The section to get initialed on the EFT membership form.

What is terms and conditions?

550

Where to stop in the membership registration process to confirm everything is correct so can go back to fix if necessary.

What is before clicking 'Payment & Finish'?

550

What to check in Counter Sales when taking a rental payment.

What is booking dates to collect payment on the correct invoice?

550

What to check when an existing member renews their membership.

What is correct start date for new membership?

550

Things to avoid doing at the desk.

What is homework, personal social media, tossing items (in the air or at each other), long personal conversations, cell phone use, eating/chewing, talking about clients, putting down colleagues, complaining, etc.?

550

Where to file completed walk-through, cleaning, HPS tracking, and float counting sheets.

What is in 8-122B bottom drawer in the back of the appropriately labeled folder?

M
e
n
u