Aphelion .Net I4 Manual - PulseTec Solutions Support

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Chapter 1 System Setup Select the club name from the pull-down menu. Every computer must have a unique station ID. If you have multiple clubs, the station IDs must be different for each club. When you have entered the information in all four fields, click “OK”. After you click “OK”, you will see the station you have registered displayed on the screen as well as any other previously registered stations. You can edit or delete stations by clicking on the appropriate links. You must repeat the registration process for each workstation that will access the application. Workstation registration must be performed on the workstation you wish to register (you can’t register other workstations from your computer). Click the “Home” link to return to the main page. Note: These additional steps are required before you can access <strong>Aphelion</strong>’s i4 program: • Configure browser security settings • Download and install software component 14
Chapter 1 System Setup Installing Components for i4 NOTE: Before completing these steps, you must properly configure your browser’s security settings. There are several components you must install on each machine that will run the <strong>Aphelion</strong> ASP software. Follow the steps below to install these components. It is important that you follow the steps in the proper sequence. 1. Login to the Front Desk. 15
Page 1 and 2: I4 Manual
Page 3 and 4: Table of Contents Marketing to Incr
Page 5 and 6: Table of Contents POS Transactions.
Page 7 and 8: Chapter 1 System Setup Chapter 1 SY
Page 9 and 10: Chapter 1 System Setup 3
Page 17 and 18: Chapter 1 System Setup Workstation
Page 19: Chapter 1 System Setup Your Adminis
Page 35 and 36: Chapter 2 Front Desk Chapter 2 Fron
Page 37 and 38: Chapter 2 Front Desk Next select th
Page 39 and 40: Chapter 2 Front Desk Front Desk Che
Page 41 and 42: Chapter 2 Front Desk Two ways to en
Page 43 and 44: Chapter 2 Front Desk "List All" Mem
Page 45 and 46: Chapter 2 Front Desk "Visit/Trainin
Page 47 and 48: Chapter 2 Front Desk Selling New Me
Page 49 and 50: Chapter 2 Front Desk Front Office S
Page 51 and 52: Chapter 2 Front Desk Creating a New
Page 53 and 54: Chapter 2 Front Desk "Member Billin
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Page 57 and 58: Chapter 2 Front Desk 2. Check the "
Page 59 and 60: Chapter 2 Front Desk Step 3: Adding
Page 61 and 62: Chapter 2 Front Desk Hint: You may
Page 63 and 64: Chapter 2 Front Desk Details of Ter
Page 65 and 66: Chapter 2 Front Desk "Invoice Payme
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Chapter 2 Front Desk In this exampl
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Chapter 2 Front Desk Total Key Use
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Chapter 2 Front Desk Manually Enter
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Chapter 2 Front Desk Search the Dat
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Chapter 2 Front Desk Giving Discoun
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Chapter 2 Front Desk As you can see
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Chapter 2 Front Desk History The Hi
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Chapter 2 Front Desk You can use th
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Chapter 2 Front Desk Adding Guests
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Chapter 2 Front Desk Notes Use the
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Chapter 2 Front Desk Get Payments T
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Chapter 2 Front Desk Enter the paym
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Chapter 2 Front Desk Payment Detail
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Chapter 2 Front Desk Enter the memb
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Chapter 2 Front Desk After the nece
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Chapter 2 Front Desk The Survey Man
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Chapter 2 Front Desk Front Desk - R
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Chapter 2 Front Desk When the calen
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Chapter 2 Front Desk Front Desk Mar
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Chapter 2 Front Desk Once you've fo
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Chapter 3 Configuration Chapter 3 C
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Chapter 3 Configuration If you woul
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Chapter 3 Configuration Station Con
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Chapter 3 Configuration 1. GENERAL
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Chapter 3 Configuration 3. STRIP RE
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Chapter 3 Configuration Paths and F
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Chapter 3 Configuration POS Setting
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Chapter 3 Configuration POS Pole Se
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Chapter 3 Configuration Browse all
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Chapter 3 Configuration Billing The
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Chapter 3 Configuration Set your Ba
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Chapter 3 Configuration Barcode (Me
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Chapter 3 Configuration Statements
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Chapter 3 Configuration Clubs If yo
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Chapter 3 Configuration General Inf
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Chapter 3 Configuration Reports Tab
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Chapter 3 Configuration Check-in Al
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Chapter 3 Configuration Default Set
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Chapter 3 Configuration Accounting
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Chapter 3 Configuration Payment Cat
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Chapter 3 Configuration Account Def
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Chapter 3 Configuration Billing Cyc
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Chapter 3 Configuration Discount Le
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Chapter 3 Configuration Set Close-o
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Chapter 3 Configuration Membership
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Chapter 3 Configuration HINT: Based
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Chapter 3 Configuration Member stat
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Chapter 3 Configuration Sources For
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Chapter 3 Configuration Preset Chec
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Chapter 3 Configuration To configur
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Chapter 3 Configuration Income Choi
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Chapter 3 Configuration ID Assignme
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Chapter 3 Configuration Employee Co
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Chapter 3 Configuration Security Se
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Chapter 3 Configuration 168
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Chapter 4 Data Entry Data Entry Ove
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Chapter 4 Data Entry The Data Entry
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Chapter 4 Data Entry Access the mem
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Chapter 4 Data Entry The browser al
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Chapter 4 Data Entry Adding a Recor
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Chapter 4 Data Entry Add Prospect T
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Chapter 4 Data Entry Personal Tab T
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Chapter 4 Data Entry 184
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Chapter 4 Data Entry useful for sel
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Chapter 4 Data Entry Note for EFT u
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Chapter 4 Data Entry 4. On the Post
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Chapter 4 Data Entry Next Dues Post
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Chapter 4 Data Entry Expires (mm/yy
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Chapter 4 Data Entry Renewal Tab Th
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Chapter 4 Data Entry Rankings The R
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Chapter 4 Data Entry Custom Tab The
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Chapter 4 Data Entry Notes Enter in
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Chapter 4 Data Entry Changing a Rec
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Chapter 4 Data Entry A second promp
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Chapter 4 Data Entry Prospects are
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Chapter 4 Data Entry Retail Invento
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Chapter 4 Data Entry (Discounts are
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Chapter 4 Data Entry General Tab: A
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Chapter 4 Data Entry Login Security
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Chapter 4 Data Entry Banks The bank
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Chapter 4 Data Entry Groups The gro
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Chapter 4 Data Entry Data Entry is
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Chapter 4 Data Entry Making Changes
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Chapter 5 Sales Browse Membership P
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Chapter 5 Sales View of General Tab
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Chapter 5 Sales Payments Tab (Open-
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Chapter 5 Sales Note: • Fees are
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Chapter 5 Sales Plan Service/Fee/Pe
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Chapter 5 Sales Visits Number of vi
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Chapter 5 Sales Note Tab 22. Click
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Chapter 6 Accounting Accounting Str
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Chapter 6 Accounting POS Transactio
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Chapter 6 Accounting Receiving Paym
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Chapter 6 Accounting Income & Expen
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Chapter 6 Accounting Billing Catego
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Chapter 6 Accounting Account Defaul
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Chapter 6 Accounting Credit Cards a
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Chapter 6 Accounting The purpose of
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Chapter 6 Accounting The Descriptio
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Chapter 6 Accounting Payment Histor
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Chapter 6 Accounting Account Summar
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Chapter 6 Accounting Create Invoice
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Chapter 6 Accounting Credit Memos T
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Chapter 6 Accounting Credit Memo Sc
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Chapter 6 Accounting Changing the P
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Chapter 6 Accounting The simplified
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Chapter 6 Accounting Accounting Rep
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Chapter 6 Accounting Income by Acco
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Chapter 6 Accounting Cost of Invent
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Chapter 6 Accounting Billing Report
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Chapter 6 Accounting QuickBooks Exp
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Chapter 6 Accounting Export to Quic
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Chapter 6 Accounting Summary Interf
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Chapter 7 Billing Chapter 7 Billing
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Chapter 7 Billing Billing Preset Sc
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Chapter 7 Billing Members Tab Selec
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Chapter 7 Billing Statement Billing
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Chapter 7 Billing Filters Tab The f
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Chapter 7 Billing Printed Messages
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Chapter 7 Billing The Billing Proce
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Chapter 7 Billing Figure 12: Filter
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Chapter 7 Billing Figure 15: Posted
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Chapter 7 Billing Step 3: Processin
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Chapter 7 Billing Figure 18: Type t
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Chapter 7 Billing Figure 22: Output
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