FuseMetrix User Manuals Contents
FuseMetrix User Manuals Contents:
01. Agency
- How to make agency bookings on the online portal on FMX
02. Booking Process
- Back Office Booking Management
- Cancelling Orders on FMX
- Making a Group Booking on Fusemetrix
- Blocking out tours on Fusemetrix
- 2021.06.04 Back Office Bookings
- 2021.01.05 Group Booking so far
03. Check In Process
- 2022.03.11 CSTT Check In on tablet
- Checking in Members at the till
- Checking in process on FMX
- FMX-CorrieCheckIn
04. CRM System
- FMX Creating Customer or Contact filters
- FMX CRM Enquiry Form
- FMX CRM Features
- FMX CRM Linking Email Feature
05. End of Day Cash Up Procedure
- FMX Cashing Up Procedure All Sites May 2021
- FMX End of Day Reporting Procedures All Sites End May 2021
06. From Fusemtrix
- Fusemetrix Finance User Guide V1_1
- Printer_setup
- Printer_troubleshooting
- GDPR
- GDPR Anonymisation Process for FMX Customer and Contact records
- Adding Extra Info Fields and using them
- Bulk Updating Products in FMX
- Changing button sets on FMX for Hospital or other events
- Configuring Key Fobs on a FMX Till
- Creating and managing Customer Contacts on FMX
- Creating Customer and Contact filters in FMX -account number
- Creating Customer Contact Filters in FMX - general
- Creating Customer Filters in FMX
- Creating Customer Records on FMX
- Creating Invoices and Credit Notes manually on FMX
- Creating Product filters in FMX
- Manually creating credit notes and invoices from the Booking Calendar on FMX
- Experience creation and management
- How to manage Customers online accounts
- How to set up Extras on Activities
- Products creation and management
- Receiving payments in FMX
- Retail Product Import step by step
- Setting up Promotions in Fusemetrix
- Sub-Types
- Using filters and the bulk update records features in FMX to help cleanse customer data
- Using Responsemail in FMX
- Using the Finance Sales by Product report in FMX
- Using the Merge function on company records to merge two records together on FMX
- Using the Party Booking Calendar in FMX to manage corporate bookings
- Using the Promotions reports to pull data about promotions redemptions from FMX
za) Website Baskets functionality on FMX
zb) What tours look like on the till
zc) Processing Refunds on FMX
zd) Using the Refund in Till option from within an order to reschedule a booking on FMX
- GWFP Site Closure Procedure
- Site closure procedure for GWFP on FMX
- Agency Vouchers
- Agency Voucher Tab How To Guide
- How to use our Agency Functionality
- Creating a booking
- How to Book a Redletter High Tea In On FMX v2
- Creating A Contact & Company
- Creating a Group Booking Video Info
- Creating a Group Booking (video)
- FMX How to book Groups
- How to Booking Groups In On FMX
- How to Book Schools Onto FMX
- How to Create a School Workshop Booking
- My Sales
- FMX How to use MySales
- My Sales Training Video
- Payment Methods
- Cancelling & Refunding Bookings (video)
- FMX How to Post Payments from Customers
- Historic Emmerdale Refunds – How To
- How to pay and refund bookings
- How To Pay off a Booking (video)
- FMX Diary and setting Activites
- How To Plan Tasks – Calls – Chasers For Specific Companies – Contacts
- Things To Know About The Enquiries Tab
- Adding Memberships on FMX
- How to manually reset members passwords in Fusemetrix
- Making Membership Bookings on FMX
- Managing Memberships from the back office FMX
- Updating Membership Photos on FMX
- Product Set Up – FMX Guide
- Stock Counts – FMX Guide
- Stock Write Offs – FMX Guide
- 2022.03.11 CSTT Check In on tablet
- FMX-CorrieCheckIn
- Virgin Experience Days
- Process for booking Virgin Experience Days offer at the tills
- Virgin Experience Days Agency Voucher Report how to
- Virgin Experience Days Booking and Checking In
- Virgin Experience Days Fondue Redemption Process
- Virgin Experience Days – Process for booking at the tills
- Virgin Experience Days offer at York Chocolate Story
- 2022.08.17 Finance – Setting Up Agency Nominals
- 2022.09.09 Tesco Vouchers – how to invoice v”
- Using the Promotions report to pull data about promotion redemptions from FMX
- Wowcher and Travelzoo Redemptions process
- FMX Button Setup – YCS Icons and Colours
- FMX Creating Users
- How to setup the generic till user logins for FMX
- Replacing hard drives in tills for FMX
- Using the Yield Manager on FMX
-
Other
- Card Offline button
- Copy of FMX Training Plan – Draft
- FMX Training Plan – Draft
- Pay with Credit payment option
- Product Categories
- Purchase Ordering
- Training Record – FMX Overview and Bookings Introduction
- Training Record – FMX Till Training
-
NMi
- NMi Card Machine Guide