Naomi Joanis

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Activity overview

Latest activity by Naomi Joanis
  • Naomi Joanis created an article,

    Deposit of post-dated checks

    In order for the post-dated checks to be saved in your client's accounts as payment, you must manually proceed. Here is the procedure to follow in just a few clicks.   CLIENTS > ACCOUNTS Deploy th...

  • Naomi Joanis created an article,

    Creating Discounts

    Amilia can help you increase your customer loyalty (and sales!) by offering many discount options.   In order to choose which discount best suits your needs, carefully read the description, applica...

  • Naomi Joanis created an article,

    How to add a participant to a client's account?

    There are two important things to remember when creating a client's account. The client's account must have an account owner and it must be an adult. This article will show you how to add a partici...

  • Naomi Joanis created an article,

    Making a purchase for your customers

    Open the Clients tab to find the customer’s account. Click on the blue tab 'Add Purchase', on top. You will be directed to your online store and see a message in orange telling you that you are ...

  • Naomi Joanis created an article,

    Activate a Client Account

    When you create Amilia accounts for your clients, they must validate the account in order to choose a password so they can log in and start registering online. That means your clients must respond ...

  • Naomi Joanis created an article,

    Send your clients an Account Statement

    FOR A SPECIFIC CLIENT Go to CLIENTS > ACCOUNTS Search the client and access his Client Billing sub tab. Under the Operations menu, select Account Statement.   Fill in the following form: T...

  • Naomi Joanis created an article,

    Exporting your Client Information

    If you want to export information lists related to your participants, you can use two modules, as needed:   CLIENTS: You can extract information by Account or Person. Use the drop-down menu under A...

  • Naomi Joanis created an article,

    Adding a Picture to Your Customer Accounts

    To do this, the customer must first send you his picture so you can save it to your computer, or you must be able to access the picture online.    Under Clients > Accounts, click on the customer's ...

  • Naomi Joanis created an article,

    Using the Virtual Attendance List

    If you would like to be able to take attendance online of your participants, view back on previous class dates and export this information, you can do so through the Attendance List tab (whether pa...

  • Naomi Joanis created an article,

    Discounts: Description and Features

      If an activity, product and/or membership is associated with several promotions, all promotions will apply. If the cost of the item reaches $0, promotions will no longer be applied.   REBATE CODE...