User preferences

Use this page to define your default search criteria.

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Default Settings

Print Options

Location

    1. Click the Account menu in the upper-right part of the page and select View/Edit Profile.

    2. On the User Profile page, click Edit Preferences.

 

The following options are included on the User Preferences page:

Default Settings

Set the default values for the following types of searches:

Default Customer Search Criteria

Customer Type

Dropdown List

The customer type for customer searches.

 

Customer types are the primary method of dividing the customer base for facility charges.

 

The charge matrix assigns specific fees to each customer type.

Retired

Dropdown list

Select a specific retired type from the dropdown list.

  • Include Retired: Include retired customers in your search.

  • Exclude Retired: Exclude retired customers from your search.

  • Only Retired: Only search for retired customers.

Default Activity Search Criteria

Activity Type

Dropdown list

The activity type. For example: Activity Package, Personal Training or Private Lessons.

Status

Dropdown list

The status of the activity.

Include

Dropdown list

The different kind of activities.

Default Daycare Search Criteria

Program Type

Dropdown list

Type of the program.

Status

Dropdown list

Select the default program status that you want to use when searching for daycare programs (you can always change this status at the time you do the search).

Default Membership Search Criteria

Status

Dropdown list

The status of the package selected from two options:

  • Open: This package appears in the list of packages available to be sold. Active packages should be given a status of Open.

  • Closed: This package does not appear in the list of packages available to be sold. Packages that are no longer offered for sale should be given a status of Closed.

 

Required.

Entry Point

Dropdown list

Entry points are the physical locations where your customers can scan membership passes. You can use entry points to track and report on membership usage at a particular location.

 

Select an entry point from the dropdown list.

Default Customer Search Criteria during Reservation

Customer Search

Dropdown list

Select whether you want to search for individual customers or for companies when you are creating new reservations on the staff site.

Default Open Tabs

Menu Item

Dropdown lists

Select up to 10 items that you want to open up automatically whenever you sign in to ACTIVE Net.

 

These default tabs override any that have already been specified in Administration > System Settings > Banner Tabs.

Print Options

Auto-print Receipts

Dropdown list

Select whether or not to automatically print receipts for your transactions.

Auto-print Permits

Dropdown list

Select whether or not to automatically print permits for your reservations.