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Naomi Joanis

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Latest activity by Naomi Joanis
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    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...

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    Naomi Joanis created an article,

    Trial Account

    What does it mean when your account is in trial mode? You are able to familiarize yourself with the basic modules and settings on the platform before starting to pay for the service. You can create...

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    Naomi Joanis created an article,

    How to set up your multi-pass

    The following article will show you how to set up your multi-pass.     Step 1 Go to MEMBERSHIPS>> MULTIPASS Click on NEW MULTIPASS     Step 2 Start creating your multi-pass Add the name, ...

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    Naomi Joanis created an article,

    Creating Promotions

    In order to choose which promotion best suits your needs, carefully read the Description, Application, Example and Instructions, so you don't make a mistake. This could have undesired consequences ...

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    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...

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    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 ...

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    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 ...

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    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:...

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    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...

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    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...