When we start the application we will directly appear the booking grid of the day in which we are in order to be able to see the daily planning, as well as to see the reservations made and their status. We can know the data of the reserve by passing the mouse over or by clicking on it. We can also review bookings any day by choosing a specific date.
The main screen as we can see is divided into several parts, in the upper right the main menu is located and just below the top menu we can find the icons for quick access.
On the right you will find our Username and a button to log out.
On this menu you have the more relevant areas of the software. Each area has a drop down menu with all the different sections it contains. To access to any section simply click on it.
*Quick access buttons*
Here you have a few buttons to access the most common actions you'll need while you use the software.
|Agenda/Schedule: Here you can create, modify or delete entries from the calendar. It works like a task list.|
|Agenda/Schedule entry: Click on this button to create directly a new entry in the calendar.|
|Booking grid: Quickly access the booking grid while in any other section of the software.|
|New customer: Here you can create a new customer.|
|New membership: Click on here to create a new membership for an existing customer.|
|Enroll Student: From here you can enroll a user in one of the schools or courses. We can also make them from the menu Programming/ Schools.|
|Customer Search: With this button we can make a quick search of the clients of the center. We can also do it from the menu Clients.|
|Find customer: With this button we can make a quick search of the customers of the center. We can also do this from the Customers/General Rates menu.|
|Find Pupil: With this button we can make a quick search of pupils enrolled in a school or course. We can also do it from the menu Programming/ Schools.|
| Ticket Sale/ Access Voucher: From here we can make a Ticket Sale or an Access Voucher. We can also do it from the menu Customers/ Bonus Contracts.|
|Sale Bonus: From here we can make a sale of Bonus. We can also do it from Customers/ Contracted Bonuses.|
|Discounting Use: From here we can discount the uses of Customer Bonuses.|
|POS: With this button we access the Point of Sale Terminal. We can also access it from the Economic menu.|
|New Ticket: From here we can generate a new ticket for sale. We can also do it from Economic/ Tickets.|
|Top Up Balance: From here we can top up a balance in the account of some customer/user.|
|Issue temporary pass: From here we can create a temporary access voucher to access the facilities.|
|Check Pass: From here we can check an already issued pass to check your movements.|
|Register access: From here, if someone forgets their access pass, or this is not mandatory, we can consult it and make moves (allow access, exit etc.)|
|Locate User: With this button we can locate a user using their identifier.|
|Cash Box Journal: From here we can see all the movements made, as well as making cash entries and exits.|
|Open Cash box: From here we can make a box opening.|
|Close Cash Box: From here we can make a box exit.|
|Open drawer: From here we will open the drawer of our box.|
|In: We use this button as input marking as employee.|
|Out: We use this button as output marking as employee.|
In some areas of the application/software in which we have a list of information, it is allowed to search by means of a dropdown. To perform the indicated search, we must press the ENTER key or click on the binoculars . In some cases, we can also specify filtering options using the icon . In some cases, we may find this icon used to edit the Client profile or the icon to remove the Client profile.
In most of the different tabs of the application we will observe the same structure, as well as a series of buttons.
With respect to structure, it will always be headed with a title on Main Information. To the left we can observe a series of information buttons, which, to access them, we will click on. And at the bottom the options buttons will always be placed.
-The buttons we can find are:
to add a new object to the list.
It will be used to refresh the data.
It will export the data we are seeing on the screen at that time to Excel.
It shows us the statistics of the data.
It will be used to mass-send SMS messages to list users.
*This service will have to be hired outside Matchpoint; consult.
Mass mailing to those on the list.