The Facility Access Portal can be accessed through the POS portal and several shortcuts from the management homepage.

Scanning a Member Into a Facility

1.  To give a member access to a facility, you can open the Facility Access Portal
   1. In the Membership menu on the leftside navigation bar
   2. By clicking the POS icon on the top of the management screen
   3. By using the Member Check-In link in the Quick Utilities box on the right side of the management homepage
2. Select the facility

3. Click Scan In from the bar along the top of the screen
   1. Note the location you selected on the previous screen is displayed
   2. The Visits for Today are display on the right side of the screen
   3. If you do not have the membership number to enter, which allows access to the facility, you can select Member Search in the top option bar to find the member
4. Enter the barcode membership number or Scan the barcode using your barcode scanner
5. Click Scan

Member Does Not Have Access

1. A red bar will be display and an alert will sound (if computer audio is working) to indicate that the member scanned does not have access to this facility
2. You can override this by clicking Allow Access Anyway
3. You can visit the member's Point of Sale
4. You can view active or recent memberships at the bottom of the screen

Member Does Have Access

1. A green bar will be display and a doorbell will sound (if computer audio is working) to indicate that the member scanned does have access to this facility
2. You can see the Visits for Today in the upper right corner has been updated to reflect the member's access
3. You can visit the member's Point of Sale
4. You can view active or recent memberships at the bottom of the screen

Scanning a Member Out of a Facility

1. Click Scan Out from the bar along the top of the screen
   1. If you do not have the membership number to enter, which allows access to the facility, you can select Member Search in the top option bar to find the member

3. Enter the barcode membership number or Scan the barcode using your barcode scanner
4. Click Scan

Your department can use the Product Check-In feature in the POS to rent or check out and return products like kayaks, pool tubes, golf clubs, and other equipment.

Accessing Product Check In

1. The POS portal and several shortcuts from the management homepage

1. In the Membership menu on the leftside navigation bar
2. By clicking the POS icon on the top of the management screen
3. By using the Member Check-In link in the Quick Utilities box on the right side of the management homepage

2. Click the Product Check In option on the top bar

Checking in/out Products

1. Adjust the date range to search eligible products
2. Select Checked Out, Checked In, or All to show specific products
3. Click Search
4. Products available for check in/out will be displayed and the available option will appear in the far-right column
   1. Click Check Out when a customer is taking an item
   2. Click Check In when a customer is returning an item
5. The label in the column will change to show the current status

The Refund Invoice tab is found within the Point of Sale Portal. A management user's access to this feature can be set as a specific permission under their user's set up. This tab allows a management user to cancel sales and issue refunds or to void sales and their associated payment.

Invoices can be searched for through a variety of parameters. 

1. Invoice #
2. Payment Type
3. All or specific Users
4. Location of User
5. Invoice Dates

Cancel (Refund)

This process yields a cancelation invoice. A refund will be prompted and processed during the cancellation process

1. Click Cancel (Refund) when the correct invoice is located
   • Note that you can select Details to see the items sold or hover over the invoice #

2. On the following page, select the item(s) to refund, and click Refund Selected Items
   • If there are multiple line items, you are able to select and cancel only some of the items instead of the entire order

3. Enter a reason for the refund and select the refund payment type
4. Click Issue Refund to finalize the cancelation and refund

Cancel (Void)

This process does not result in a cancelation invoice, and all items on the invoice will be voided.

1. Click Cancel (Void) when the correct invoice is located
   • Note that you can select Details to see the items sold or hover over the invoice #

2. On the following page, click Cancel Items and Void All Payments to finalize the cancelation and void process
   • Note that all items on the invoice will be canceled and voided

The Drawer Cash Out report works on the basis of the staff user who is logged in, and the report details are specific to that user's transactions during a certain date and time. If your department has POS staff sharing a login, the Drawer Cash Out will include transactions for all staff using that login during the date/time selected. If you want a staff-specific report, you should be using a different user login for each separate staff member.

Your staff should begin their shift with a verified drawer count of both cash and check totals. Without a verified drawer count at the beginning of the shift, the Drawer Cash Out report cannot be used. Additionally, the staff member should make sure the username in the top left corner is their correct username.

1. In the POS portal, click Drawer Cash Out
2. Verify that the username in the top left corner matches the staff member
   1. If incorrect, Log Out and log in with the correct user prior to completing transactions (see the instructions at the beginning of this article for more information)
3. Enter the date and start/end times of the shift
4. Enter the starting and ending amounts for the cash in the drawer at the beginning of the shift
5. Enter the starting and ending amounts for the checks in the drawer at the beginning of the shift
6. Select the staff member whose drawer transactions you want to balance or check
7. Click Calculate

Drawer Cash Out Match

• If the drawer cash out report finds no mismatches, a green Match title will appear
• You can review the cash and check totals
• You can use the Print link to print this report

Drawer Cash Out Mismatch

• If the drawer cash out report finds no mismatches, a red Mismatch title will appear
• You can review the cash and check totals as well as the differences
• You can use the Print link to print this report

1. On a Mismatch, you have additional options
   1. Click Review Shift Cash/Check Transactions to view transaction details
   2. Click Add/Edit Reconciliation Notes if you have information you would like to add to this report (i.e. gave back cash as change for a check overage)
   3. Reset the form to enter the totals and recalculate