Shape.Net Oct., Nov. & Dec 2009 Training Schedule
Utilize Shape.net to
increase revenue.
Expand your knowledge of
your Shape.net system.
Invest your time in a
webinar to save time and money.
Learn more about Shape.net
features you are not using.
Enhance your staff’s
functionality, efficiency and effectiveness.
E-mail now to sign yourself or a staff member up today.
|
|
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
|
2nd
week of October |
12 |
13 |
14 |
15 Noon:
300 Classes, Services, and Scheduling 2p: 202 Memberships 3p: 413 Member Login |
16 Noon: 443 Collections 1p: 542 EFT Processing Discussion & Review |
|
3rd
week of October |
19 |
20 1p: 452 Front Desk/Checkin Operations 2p: 423 Trainer Login |
21 1p: 100 Intro to Shape 3p:
300 Classes, Services, and Scheduling |
22 1p: 522 Marketing 2p: 532 Custom Queries |
23 |
|
4th
week of October |
26 4p: 452 Front Desk/Checkin Operations 5p: 423 Trainer Login 5:30p: 442 Assessments |
27 4p: 202 Memberships 5p 413 Member Login 6p: 300 Classes, Services, and
Scheduling 8p: 304 Programs/Class Series – Boot
Camps |
28 |
29 4p: 443 Collections 5p: 542 EFT Processing Discussion & Review |
30 Noon:
550 5 features of shape.net that will increase revenue |
|
1st
week of November |
2 7:30a: Intro to Shape 9a: 300 Classes, Services, and
Scheduling 11a: 202Memberships |
3 7:30a:
502 Service Actions 8:30a: 512 Membership Actions |
4 7:30a: 412 Financial
Reports 8:30a: 432 Point of Sale |
5 |
6 |
|
2nd
week of November |
9 |
10 1p: 422 Security 2p: 433 Document Management |
11 |
12 |
13 11a: 300 Classes, Services, and
Scheduling 1p: 304 Programs/Class Series &
Boot Camps 3p: 202 Memberships 4p: 413 Member Login |
|
3rd
week of November |
16 |
17 |
18 |
19 Noon: 2p Intro to Shape 2p:300 Classes, Services, and
Scheduling 4p: 202 Memberships |
20 |
|
1st
week of December |
30 |
1 10a 452 Front Desk/Checkin Operations 11a : 423 Trainer Login 11:30a: 442 Assessments |
2 10a: 300 Classes, Services, and
Scheduling Noon: 304 Programs/Class Series &
Boot Camps 2p: 202 Memberships |
3 |
4 |
|
|
|
|
|
|
|
|
|
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
|
2nd
week of December |
7 6:30p: 452 Front Desk/Checkin Operations 7:30p: 423 Trainer Login |
8 6:30p: 502 Service Actions 7:30p: 512 Membership Actions |
9 |
10 5:30p: 202 Memberships 6:30p: 413 Member Login 7:30p:
Intro to Shape 9p: 300 Classes, Services, and
Scheduling |
11 |
|
3rd
week of December |
14 8a: 300 Classes, Services, &
Scheduling 10a: 202 Memberships |
15 |
16 |
17 |
18 |
|
4th
week of December |
21 6p: 422 Security 7p: 433 Document Management |
22 10a :
100 Intro to Shape Noon: Classes, Services, and Scheduling 2p: 202 Memberships 3p: 413 Member Login |
23 2p: 412 Financial Reports 3p: 432 Point of Sale |
24 |
25 |
|
5th
week of December |
28 |
29 |
30 Noon: 202 Memberships 1p: 300 Classes, Services, and
Scheduling 3p: 304 Programs/Class Series &
Boot Camps |
31 |
|
To sign
up, send the following to tportello@getshape.net
Facility
Name
Particpant's
Name
Particpant's
(or Surrogate's) e-mail
Class
Name and Number
Class
Day, Date, and Time of Class
100 (90 minutes) Shape
Overview, Customer Portal/Help, Review of system, Focus on User types, setting
up your PC to run Shape.net, and review of Peripherals.
202 (45 minutes) Memberships,
how to add a membership, review membership type options, create3 membership
types – including couple/family membership, walk through purchasing each
membership, review scheduled payments, populate billing information and assure
billing records are created for EFT payment collections.
300 (90 minutes)
Classes/Group Training, Service Package & Scheduling: Classes/Group
Training, create a class, session deduction options, and trainer/instructor
payroll option. Service Packages: how to
add a service package, review service package type options, create 2-3 service
package types , PIF, monthly payments. We discuss restrictions, locking a
package to a specific class, a walk through purchasing each service package,
review scheduled payments, populate billing information and assure billing
records are created for EFT payment collections. Scheduling, setting trainer
availability, scheduling classes, managing future classes and appointments.
Review of the Station Matrix.
304 (30 minutes)
Programs/Class Series – Boot Camps Management: a review of our newest function,
how to setup, schedule, and manage services with set time/day, and program
length.
412 (45 minutes) Financial
Reports: Review of Financial Transactions, Financial Summary, and Comparison
Reports; Employee and Trainer Payroll Reports. Open Balance, Sales Commission
and POS Analysis Reports
413 (30 minutes) Member
Login: Experience Shape.net from your member’s perspective, login, review
schedules, book a class, and personal training session. Look at assessments;
renew a membership and purchase training and a heart monitor.
422 (45 minutes) Security,
Learn how to create customize security templates to quickly assign permissions
to your front desk staff, customer service staff, accounting, and management.
423 (30 minutes) Trainer
Login, Experience Shape.net form your trainer’s perspective, book appointments,
run reports, review schedule, set and update availability.
432 (30 minutes) Point of
Sale, learn how to setup and purchase your POS items.
433 (30 minutes) Document
Management, how to submit a contract for memberships or service packages. How
to provide documents to your members? How to store completed forms for your
members?
442 (30 minutes) Assessments,
how to setup your facility template, customize templates, process assessments,
review results, market assessments.
443 (20 minutes) Collections,
review collection options, walk through the process.
452 (45 minutes) Front Desk
Operations: Review of Checkin Process, options available, how to Add Members,
update profile, and billing information, set appointments, add to classes, and
"done" appointments
502 (45 minutes) Service
Actions: Review of all Actions available for Services, Adjust Sessions, Adjust
Usage, Freeze, etc.
512 (45 minutes) Memberships
Actions: Review of all Actions available for Memberships, extend, renew,
reopen, etc…
522 (45 minutes) Marketing,
review marketing reports, contact options, and call reporting.
532 (30 minutes) Custom
Queries, learn how to use the different custom query options from View Members,
Find User, View Memberships and Services, how to dig deeper into the Shape.net
reports.
542 (20 minutes) EFT
processing, a review of processes involved in running EFT batches.
550 (60 minutes) 5 features of
Shape.net to increase revenue.