Easy To Use

Locating Clients

In Your System Bringing up your clients on your computer system, I would think, would be an easy task. But what I have found over 16 years in the software design business is that many point-of-sale systems make it hard to bring up a client. They either hide how you perform the task, or they make the window so complex that you need a degree to understand what to do.

Now I understand the need for a complex search window for a client database and there are times you may need to use a window like this. But by far the case can be made for a quick and easy way to bring up your clients.

In Solis we give you the best of both worlds, a method to quickly bring up a client and a full-blown database search window. We call the easiest method our “Quick Client Search”.

With this method you simply start typing the clients last name. The window begins narrowing down the possible selections and you can quickly point and click on the correct record.

You can also search by first name, telephone number, or address. I have found that most people like to be asked for their name rather than telephone number or customer number; it makes it more personal that way.

To keep redundent data from occuring, Solis employes a client check system that will look at key elements of the client record and report on any matches that are found. If you find the client is already in your system, you can quickly click the client from the list. Otherwise, you can simple continue to add the client.

Release Form Reminder

Being in the Indoor Tanning Industry, you are probably very familiar with the need for release forms. And not just once, you need to keep the release forms current year after year.

We have taken the burden of remembering to ask for a current release out of your hands and put them into the software, where it belongs. After setting up the frequency you need a release form from each client, for example every year, the system will prompt your team automatically when a new release form is needed.

It gets even better. You can print a release form right from the reminder window and the system inserts the client’s information into the right spots and prints a customized release form.

Update Information Reminder

Keeping your client’s information current (address, telephone numbers) can be challenge. You probably have to remind your team each week to get current information from your clients. After all, it’s this information that you will use in your direct marketing, and other communications with the client.

In Solis, you select what frequency you want the system to prompt your clerks to ask for current information. Some people set this value as frequent as every three months, others a year. A good number I have seen many retailers use is six months.

Automated Monthly Membership Billing

If you have monthly memberships that require you to run a credit cards and EFTs each month, then this next feature will be a lifesaver.

More and more tanning salons offer a monthly billing option for their clients. It’s good for the client because they don’t have to worry about if they will have money for their next tanning session. And it is good for the business owner because they have recurring source of revenue whether the client uses the services or not.

If you recall the Health Club Industry, they employ almost exclusively this technique for recurring revenue. They ramp up signups in January, and by April a good percentage have stopped coming in, yet they are still getting their monthly fees deducted from their checking account (by EFT or debit card).

Solis makes this process incredibly easier than doing it the old fashion way by keeping track in a notebook. The system will run the EFT, credit cards, and debit cards for you through the system. If a transaction is declined, the system will try again for 4 days before marking the client accordingly. At which time, you can call the client and get another form of payment for the monthly fee.