--- Legend Release Notes ---

10.9.9 F EATURE P AC K 13 C ONTENTS

O N L I N E S E RV I C E S 1. Sports hall location on kiosk receipt 2. ACM monitoring of kiosk availability 3. Membership fast registration for online services 4. Increase the online joining description character limit 5. Determine member status upon sign up according to agreement type 6. Online profile invitation email from New Member Wizard ACM 1. ACM/Gym Eligibilities I N V OI C I N G 1. Site Code upon creating an invoice R E P O RT S 1. Patronage by Member report party sales incorrect (FIX) 2. Task list report amendments 3. Cashing up credit card declaration report 4. Course income report 5. Member Referrals S A LE S 1. Staff users only see their own centres staff in Sales 2. Amendments to contact entry screen FOH 1. Voucher type in cash lift 2. Cashing up with a negative total 3. Chip and Pin

O NLINE S ERVICES
1. Sports hall locations on kiosk receipts #1666 Requirement: To inform the customer the activity they have booked, the location and the court number if applicable via the ticket that is printed using fast access. Proposal: A new setting will be added, this will enable the printing of the location of the kiosk receipts. Implementation: Enabling the setting, Location Name on Kiosk Receipts, in CMS. Once the setting is enabled the receipts printed via fast access on the kiosk will include the activity, location and sector if they exist. 2. ACM monitoring of kiosk availability #1664 Requirement: To have the ability to know when a kiosk is active and when it is not. This will help with making sure the kiosks are in use and will increase the amount of transactions processed on the kiosk. Proposal: A kiosk heartbeat will be set up to monitor which will send a ping and be stored every few minutes. Implementation: There is no configuration as any kiosk will automatically be monitored. The data will be stored and made available to Vision reporting. To set up a vision report for this data please contact your Account Manager or the Support team. 3. Membership fast registration for online services #1289 Requirement: To enable members to be able to link to online services easier using the website. Proposal: To add replacement workflow which turns the linking process into one step, this will be completed as part of the registration process. Implementation: A new setting has been created which will enable the new workflow instead of the existing registration process. The setting is named, Fast Registration, and can be enabled in CMS. Once the setting is enabled the registration screen, accessed by clicking the Register link on the login screen will be altered to show the new workflow. The new workflow splits registration out into three options (in its default state). The three different options are for; Registering membership for online services (Members) Register for casual booking membership (Casual) Signup for a new membership (Signup) The bottom two are existing workflows, the casual membership option will ask for the members details and then sign them up to the free bookings agreement. The signup for new membership will redirect the member into the five step signup process. The members option is the new fast registration workflow which integrates the registration workflow and the linking workflow into one process. A member will be asked to provide their barcode number, if the barcode is verified the member will be asked to provide a configurable number of additional pieces of information. The default

number of additional pieces of information required is 2, this can be altered by using the setting FastRegistrationMinRequired in CMS. There is also the option to show the member the email address that is listed against their account upon successful validation of the barcode. This setting is disabled by default; the setting can also be found in CMS and is named Fast Reg Populate Email. Once the member has provided all of the required date and supplied and email address if it has not been populated automatically they will be required to accept the terms and conditions and then register. A registration email will be sent to the email address provided where a link will be included for the member to create a password and login to the online services with their account linked. 4. Increase the online joining description character limit #3921 Requirement: To increase the online joining description character limit to allow for a more detailed description. Proposal: The current character limit is set at 250, this work will increase the character limit to 1000. Implementation: The online joining description now allows for 1000 characters. 5. Determine member status upon sign up according to agreement type RM#3563/TM#78990 Requirement: To allow members who have purchased their membership online to be able to use the facilities immediately. Proposal: A default membership status will be set against an agreement; this can then be overridden if the functionality is enabled. Implementation: The functionality can be enabled via the Legend Control Panel > Global Settings > Additional 1 > New setting named Override default member status for online joiners. Once this setting is enabled a user will be able to set the default status for online joiners against an agreement and a price type. The settings can be found in Legend Control Panel > Agreement Management > Select an Agreement > General Tab > Default status for online joiners and against the price type on the general tab. The available options for the agreement are Active, Cancelled, Guest, Lapsed and Pending. The default status options for the price type are the same with an additional Inherit option which will inherit the same setting from the agreement. When a member signs up online the agreement status will be set as the setting is against the agreement, by default it is currently set to pending. 6. Online profile invitation email from New Member Wizard #N/A Requirement: To assist with the number of members using the online services it would be beneficial to have members that sign up in the clubs, via the New Member Wizard, have an online profile created for them and an email sent to the address they specify during the membership purchase.

Proposal: To add configuration for the feature in the Legend CRM system, this will allow the user to enable the feature in the NMW. There will also be configuration for the email template to be used when sending out correspondence to new members. Implementation: This feature is enabled through CRMs configuration module. Inside the configuration module is a new tab named Online Profile Everywhere. The configuration firstly requires an email template to be selected. If an email template has not been created this can be done via the CMS application, this email will be sent to the customer on completion of their membership purchase in the applications. Once an email template has been selected the feature can now be turned on at any location in the hierarchy, starting with enterprise and working down to each club. There is a setting to enable the feature in the NMW which can be set to either enabled or disabled. The setting is set to off by default on enterprise and set to inherit by default on all locations beneath. Once enabled via CRM the New Member Wizard will now show a warning next to the email address to ensure that the users attention is brought to the fact that this feature is enabled, as shown below in Fig 6.1.

Fig 6.1 If the user tries to bypass this stage (and email address isnt required) a warning will be shown regarding the use of email. Upon completion of the wizard the user will receive the email set up in CMS which should include a link where they can register and link using the fast registration process covered in section 3 above. The users main details like barcode and email (if provided) will be filled in and all they will have to do is provide a name and date of birth for security purposes. Please note that 3. Membership fast registration for online services #1289 must be enabled for this feature to work.

ACM
1. ACM/Gym eligibilities #1725 Requirement: To limit the offering of tickets to members at certain times. This will limit the members who would usually pay for these activities.

Proposal: The kiosk will be amended to show a message to the user if the ticket for fast access is unavailable. The ticket will be unavailable if a cost exists at the time the member attempts to print the ticket. Implementation: This functionality can be enabled by turning on the setting Fast Track Fast Access Check in the Legend CMS. Once enabled any Fast Access item with a charge at the time of selecting will show the user a message stating that the item is not currently available.

I NVOICING
1. Site Code upon creating an invoice RM#4254/TM#80435 Requirement: To remove the 6 number site code numeric restriction in the invoicing system. Implementation: The site code in the Invoicing system now allows up to any 6 characters.

R EPORTS
1. Patronage by Member report party sales incorrect (FIX) RM#4252/TM#97819 Issue: The patronage by member report returns a higher value than the patronage summary report due to an issue in the Parties section which incorrectly counted party items that were not sold. Solution: The patronage by member report now returns the same values as the patronage summary report. 2. Task list report amendments RM#3954/TM#86971 Requirement: The task list report feature requires the time of meeting scheduled to be included in the report. Proposal: Two new columns will be added to the report to meet the requirements. Implementation: The report now includes a Start Time column which will list the time the meeting is scheduled for or Timeless if the activity is set to timeless. The second column will display the duration listed against the task. 3. Cashing up credit card declaration report RM#3939 Requirement: The current manual process of cashing up credit card slips is time consuming and can be prone to error. This should be automatically generated. Proposal: A report will be generated that will show the reason for card variances within the cashing up process. The results returned from the report will only be shifts where an override reason has been specified. Implementation: The report is named Lift Override Variance and can be found in Standard > POS reports folder. The report can be run at enterprise through to club level and for any date range. The report does not have any customisable columns. 4. Course income report RM#3563/TM#77731 Requirement: To be able to run one report which shows the income taken weekly for all courses, so that the income received can be worked out to advance over the course not on the day of the sale. Proposal: To create a set of new reports, Course Income and Course Income Member.

Implementation: The new reports can be found in Standard > Bookings > Course Reports. The reports named Course income and Course Income Member can be run at enterprise down to club, for any date range and both include a number of customisable columns to further enhance the data in the report. 5. Member Referral Report Requirement: To create a new report to complement the existing report but provide more detail on the referring member. Implementation: A new report in Standard > Member Lists > Member Enrolments. Can be run across the enterprise with a number of customisable columns

S ALES
1. Staff members only see their own centres staff RM#3953/TM#86970 Requirement: To have the ability to see all staff members in sales under the select users, schedule for and schedule by lists, rather than just the users of their club. Proposal: A new configuration item will be created to control the ability to view enterprise users rather than the restricted view. Implementation: The feature can be enabled in the Legend Control Panel > Global Settings > Sales tab named Restrict users seeing only their own staff. This setting will be at enterprise level only and once enabled a user will only be able to see staff members associated to the same club as themselves. 2. Amendments to contact entry screen RM#3635/TM#80564 Requirement: To hide certain fields in the contact entry screen if they are no longer needed. Proposal: Configuration items will be added for a number of fields to hide/show them in the contact entry screen in sales. Implementation: The configuration items can be found in the Legend Control Panel > Data > Prospect > Hide Fields. The fields will be removed from the contact entry screen in Sales leaving a gap where they once were. The only fields which cant be removed are those that are required by the system to create a prospect.

FOH
1. Voucher type in cash lift RM#3920/TM#85146 Requirement: To include the option to specify the voucher type when completing a cash lift in FOH. Proposal: A configurable pop up will be added that will capture the different vouchers during the cash up procedure. Implementation: This feature can be enabled via the Legend Control Panel > Global Setting > FOH tab > Setting named Enable cash lift override. The default setting is disabled. Once the feature is enabled a pop up will load showing the amount taken against each voucher in FOH when clicking on the voucher option, as shown below in Fig 1.1.

The value shown next to each voucher will automatically be added by the system, the override option is available, if the security token FOH_CAN_OVERRIDE_CASHLIFT_VOUCHER is enabled, a reason, amount and authentication is required when overriding. Each voucher must be ticked to be added to the lift. Once complete click ok and the total will be added, ready to continue with the remainder of the lift.

Fig 1.1

2. Cashing up a negative total RM#3430/TM#74864 Requirement: To allow for negative values to be entered during the cash up procedure in FOH. Currently the application doesnt allow for negative values to be entered, this causes problems when a till has only processed refunds.

Proposal: New configuration items will be created to allow for negative values to be entered against a tender type during the cash up procedure. The amount entry screen in FOH will also be altered to allow for negative values.

Implementation: This functionality must be enabled against each tender type that negative values are allowed. To enable go to Legend Control Panel > Data > Inventory/POS > Configure Tenders > Select relevant tender type > Properties tab > New tick box named Allow negative amount during cash up. Once enabled against the relevant tender types a new +/- button has been added on the amount entry screen, this button switches the value between positive and negative. See the screen shot in Fig 2.1 above. 3. Chip and Pin RM#3955/TM#86973 Requirement: Legend provides integrated PDQ functionality with FOH. The feature allows customers to capture payment on their PDQ devices and then record it in Legend. As part of the integration Legend overrides the default user specific menu available on the PDQ. The requested change is that the integration doesnt override the menus available to the user. Proposal: Legend will provide a configurable option to stop FOH overriding the PDQ menu when integrating with FOH. Implementation: A setting has been made available to enable the override of the default menu in the PDQ devices. The setting can be found in Legend Control Panel > Global Settings > Payment tab > Hide OCIUS Menu. The setting can also be applied at region, club and workstation level on the payment tab on each setting. All but the global setting are set to Inherit the setting by default. Once enabled, the setting will override the default OCIUS menu with the menu standard FOH integration.