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What is the Mass Checkout Feature Used For?

This feature is intended to be used when you have a large volume of appointments that are “comped.”

The Mass Checkout function, or auto-close, allows you to quickly close out all qualifying appointments from the Visual Book or Guest Check-In without the need of going into the POS Module and Tendering Payment.

We can now create a “Comp | Account” Payment Type within a Site and attach this Comp to a Guest Type. If an appointment is booked for a Guest that is this designated Guest Type, then the appointment qualifies to be auto-closed. Appointments MUST be checked-in to process them as auto-close.

Mass Checkout Configuration

Mass Checkout Functionality


Mass Checkout Configuration

  1. Permissions Required
  2. Site Level – Create a Comp| Account Payment Type
  3. Corporate Level – Create a Guest Type that will be associated to this Comp
  4. Site Level – Enable the Mass Checkout function
  5. Business Center Level – Set a System Terminal

 

Permissions Required

User must have the “POS Manager” permission-set in order to perform this function.

 

Site Level – Create a Comp | Account Payment Type

Step 1:

Navigate to the Payment Types Tab

 

Step 2:

Select “Add New Payment Type”

 

Step 3:

Select “Comp | Account” from the Payment Type drop-down options

 

Step 4:

Enter a Name for this comp account

 

Step 5:

Select “Hide from POS”

NOTE: We do not want this option available in POS

 

Step 6:

Select “Save”

 

Step 7:

You added a “Comp | Account” Payment Type!

 

Corporate Level – Create a Guest Type that will be associated to this Comp

Step 1:

Navigate to the “Guest Types” Tab

 

Step 2:

Select “Add New Guest Type”

 

Step 3:

Name the Guest Type

 

Step 4:

Select the Comp l Account that will be attached to this Guest Type

 

Step 5:

Select the specific Business Center (or - All - ) from the drop-down list that this Comp will apply to

 

Step 6:

Select the + and – to expand and collapse the Activities by Business Line

 

Step 7:

Select the checkbox for all Activities that this Comp will apply to

 

Step 8:

Select “Save”

 

Step 9:

You added a Comp Guest Type!

 

Site Level – Enable the Mass Checkout function

Step 1:

Navigate to the Business Rules Tab

 

Step 2:

Select the “Enable Mass Checkout”

 

Step 3:

Select “Save”

 

Step 4:

You enabled the Mass Checkout Function!

 

Business Center Level – Set a System Terminal

Step 1:

Navigate to the Business Rules Tab

 

Step 2:

Select a POS Terminal from the dropdown list

NOTE: This can be an already existing terminal, the system simply needs a terminal to report to

 

Step 3:

Select “Save” – you set a system terminal!

Mass Checkout Functionality

The Mass Checkout function allows you to automatically close all qualifying Appointments to a designated Comp Account from the Visual Book or Guest Check-In Module. An Appointment qualifies to be auto-closed if it meets the following requirements:

  1. The Guest booked is a Guest Type that is attached to a Comp Account
  2. The Activity booked is included in the Guest Type qualifications
  3. The Appointment is Checked-In

NOTE: Guest Types are set within the Guest’s Guest Management profile

 

To Mass Checkout

Step 1:

Book appointment(s) assuming that they meet all requirements

 In this example, we created a Comp for all “Massages” for the Guest Type “Hotel Guest”                       

 

Step 2:

Navigate to “System Functions” within the Operation Tab and select “Mass Checkout”

NOTE: This function will only appear when there are qualifying appointments on the Visual Book

 

Step 3:

The Mass Checkout screen will list the LAST time the function was ran, using the function now will auto-close ALL qualifying appointments found from the last time ran to right now

 

Step 4:

The system will list how many qualifying Appointments will be auto-closed

 

Step 5:

Select “Confirm”

 

Step 6:

The system will prompt you to confirm – select “OK”

 

 

Step 7:

You auto-closed Appointments!

NOTE: All qualifying Appointments change color and populate a $ indicating that it is checked-out