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Jamie Guerin

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  • How to replace an activity

    The replacement feature allows you to quickly swap a client from one activity into another within the same program.    PLEASE NOTE: If promotions or fee are tied to the activity to be replaced, th...

  • Creating a Skill

    SKILLS > CONSULTATION   Click on    You'll then need to fill out the following information: PROPERTIES Type: In order to categorize Skills, you must create a Type, which you can subsequently a...

  • How to Create a Membership

    A Membership can take different forms: it can be a membership card, an annual fee, an activity-specific membership, etc. MEMBERSHIPS > MEMBERSHIPS Click on   and choose whether you want an indiv...

  • Refund a client directly on their credit card

    It's quick and easy to refund credit card payments directly onto customers' cards   Credit card refund guidelines: A credit card payment can be cancelled before midnight, Eastern time, on the same...

  • Uploading Clients in Amilia - Import Contacts

    When you’re first getting started in Amilia, you may want to import your list of clients into the system in batches. This is absolutely an option, although we do recommend letting clients create th...

  • How do I change my username?

    Your username is the email address associated with your account and it is how you log in to Amilia. You can modify your username from your User Account. How to change your username: - Log in to you...

  • Skills

    SKILLS are a useful feature for categorizing your clients. Using the skills module, you can note when a client has achieved a certain level or certification, as well as assign specific categories f...

  • How to Edit a Skill

    SKILLS > CONSULTATION   From your list of skills, select the desired skill and click "edit" under the Actions column Make any necessary changes. Click on    DELETING A SKILL You c...

  • What Credit Cards are Accepted in Amilia?

    Amilia is compatible with most major credit card companies.   By default, your Netbanx merchant account allows you to accept all debit or credit cards from Visa and MasterCard. It is also possible ...

  • Delete or Archive Clients

    You can delete a client from your database at any time, provided they have not completed any transactions. The information on a deleted client will be erased. Once a client has transaction history,...