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Office Help Home

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The Office System allows for member specific, employee specific, conditional, and delivery messages payments to be created and displayed processed at the POS .  Member specific messages will show when the member is assigned a ticket at the POS, employee specific messages will show when the employee signs into the POS, and Conditional messages will show when the conditions are met at the POSthrough third party vendors, specifically ETS Transvault.  Its necessary for the POS to communicate with the ETS Transvault software to process credit card transactions. The Terminal Value allows sync with the Payment Processing software, and is typically determined by the Payment Processor.

Use Case(s)

  • Notify Server to contact Club Management when delinquent Member is dining.
  • Send Member-specific food allergy alerts to the Member’s Server.
  • Send a reminder message to employees about a full staff meeting.
  • Conditionally remind Staff to charge 18% gratuity on covers 8 or greater.
  • Setting up a Club POS system to allow credit card transactions exclusively with ETS Transvault.


Content

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excludeRDP Setup - Hosted Server

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Accessing the Tool

To access POS MessagesUtilities,

 1)  Navigate to the Point of Sale module from the left user menu in CMA and select Messages.

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2) The POS Messages Grid will launch.

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3) The primary functions associated with managing POS Messages are embedded in the POS Message setup screen, which can be accessed by double-clicking on an existing Message, or clicking the New button.Launch the POS system.

2) Select System Tools at the bottom left. 


 

Creating a New Message 

To create a new Message, 

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5) Delivery - If checked, a Delivered button will populate on the message in POS. If selected, the message will not show again when the member is selected, or an employee signs in to the POS.

6) Conditional - If checked, additional options will populate to specify the conditions of the message.

7) Enable Area Filters - If checked, an additional tab will populate called Areas. If the message should only show in certain areas, please specify the applicable Areas on this tab.

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To create a Conditional Message, follow instructions shown/listed below.

 

1) Enter the Subject and Body of the message as normal.

2) Select Conditional.

3) Enter an Expiration date if applicable.

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