The administration page is the hub for most management interfaces of the PCS Portal. Below are brief descriptions of each button and a link to their individual articles
Table of Contents
- Facility
- Account Settings
- Product Management
- Event Slot Schedule
- Point Of Sale
- Online Booking
- Online Store
- Waivers
Facility
- Facility Info: Has a lot of basic information about your facility and some basic options such as tax rates and invoice text
- Facility Text And Labels: This will have a variety of text that you can edit throughout the online booking process and throughout the website
- Login Display Text: From here, you can change some of the text that appears in the PCS portal via text sets
- Account Text Sets: This menu allows you to edit and add text sets that the customer sees when creating an account on the Online Booking Module
- User Groups: From here, you can edit and add permissions that are granted by your user groups as well as who is in those groups.
- Users: This is where you can edit and add users and assign them to user groups
- Edit Time Cards: This option allows you to edit your employees time cards
Account Settings
- Payment Acceptance: You can go here to view what payment methods are enabled for your facility, but you cannot change any of these settings only view them.
- Required Customer Fields: From here, you can adjust what information is required when filling out customer information and what information is optional
- Referral Sources: From this menu, you can add new referral types and edit existing ones
- Contact Log Options: Here, you can adjust the types of contact used for the contact log
- Customer Status Options: You can adjust the available customer status's that are selectable from here
- Contact Log: Here, you can see the combined log of the entire facility's contact logs
- Activity Log: At this menu, you can see the combined log of the entire facility's activity logs
Product Management
- Products: This option has a lot of options so that you can edit and create your items and events that are sold in your facility
- Checklist Items: From this screen, you can edit and create checklist items for orders
- Vendors: This is where you can edit and create vendors for use in orders
- Discounts: From here, you can edit and create discounts for use on orders
Event Slot Schedule
- Add Schedule Dates: From here, you can create new schedule blocks
- Delete Individual Dates: From here, you can delete individual schedule slots without deleting the whole block
- Schedule Blocks: From here you can view all of your current one-time and normal schedule blocks
Point Of Sale
- Button Groups: From here you can edit and create button groups for the POS screens and buttons
- POS Screens: From here you can edit and create the POS screens available and the buttons included in them
- PCS Registers: From here you can see all of the POS stations that are used by your facility and edit settings like receipt options for each station
Online Booking
- Online Booking Settings: From here, you can see the link to your Online Booking Module and various customizable texts as well as email addresses that cancellation and other emails are sent to
- Online Booking Test Sets: From here you can edit and add text sets that are used in the Online Booking Module
- Image Resources: From here, you can upload images that can be inserted to some text fields elsewhere in the website
- Policies: From here, you can add and edit policies that appear when using the Online Booking Module
Online Store
If you have not created an Online Store
- Create Store: From here you can name your Online Store and see the link that is generated for your Online Store. You can also edit several text fields and put in the email address that you want order confirmations sent to
If you have already created your Online Store
- Online Store Settings: From here, you can see the link to your Online Store and several customizable text fields as well as the email addresses that are used for order completions
- Online Store Text Sets: From here, you can add and edit the text sets that appear in the Online Store
- Online Store Products: From here, you can add, remove, and edit the products that are offered in your Online Store
Waivers
- Waiver Settings: From here you can see the link to your Waivers site and adjust the minimum age for waivers
- Question Sets: From here you can create and edit question sets that used in signing waivers
- Waivers: From here, you can create new waivers and view your existing waivers
- Recently Signed: From here, you can view the most recently signed waivers and their customers.