CSI Spectrum - New User Training

Self-Paced Training Courses for New Users

Are you a new user of Daxko Spectrum?  These lessons are for you!  These short, interactive lessons will introduce you to the layout, function, and workflows of Daxko Spectrum.  

This guide is designed for new users.  It will lead you through a series of short lessons that will teach you workflows for things like Adding a Member, Selling a Gift Card at Point of Sale (POS), and booking a reservation.  This will also give you some experience with the layout and workflows of Spectrum.

Ideally, you can work through this guide on your own, prior to an initial training class with a Daxko instructor.  This guide can also be used as a self-paced introduction for future new users.  

For Advanced User Training, click here.

Unit 1 – Introduction

This Unit gives you an overview of Spectrum, and a few of the basic workflows you will use.

Unit 2 – Point of Sale

This Unit shows you how to use the Point of Sale (POS) screen for several typical transactions.  It also shows you a couple of methods for reconciling the POS drawer at the end of a shift.

  • Sell an Item at POS
    In this interactive lesson, you will learn the procedure for selling any product at Point of Sale.  (4 min)
  • Sell a Gift Card at POS
    In this interactive lesson, you will learn how to Gift Cards at Point of Sale.  (2 min)
  • POS – Open Tickets
    Learn how to create, retrieve, and close an Open Ticket in this interactive lesson.  (2 min)
  • Reconciling POS
    In this interactive lesson, you will learn the procedure for reconciling your drawer after a shift at Point of Sale.   (2 min)
  • Setting up an Installment Plan
    This lesson will show you how to set up an Installment plan for a member for a large personal training package.   (2 min)

Unit 3 – Adding a Member or New Employee

This Unit shows you how to use the Add Member Wizard, and also how to add a new employee.  There are two Add Member Wizards – depending on whether or not you have your new members sign a contract to become a member.

Unit 4 – Equipment and Lockers

The Equipment and Lockers Unit will show you how to reserve, check out and check in equipment; and how to manage lockers.

  • Checking Equipment out and Back in
    In this interactive tutorial, learn how to check out a piece of equipment to a customer, and how to check it back into your available inventory.  (2 min)
  • Equipment Reservations
    Learn how to create equipment reservations, collect reservation and rental deposits, charge rental fees, and refund rental deposits in this interactive tutorial.  (5 min)
  • Assigning a Locker
    Learn how to assign a locker and take payment through Point of Sale or adding a repetitive in this interactive lesson.  (3 min)
  • Renewing and Emptying Lockers
    In this interactive lesson, you will learn how to renew an expired locker or empty them in the system so they can be re-assigned to other members.  (2 min)

Unit 5 – Scheduler, Group X, Program Registration, and Appointments

This Unit will show you how to use Scheduler and Group X modules, which allow you to book appointments or reservations for individuals or small groups, or for group exercise classes. You’ll also see how to use the OLS portal, set up an appointment for various services, pay for the services, and make changes to your appointment.

CSI Spectrum - Advanced User Training

Self-Paced Training Courses for Advanced Users

These lessons are designed for administrative users of Spectrum.

For New User Training, click here.

Adding a Member / New Employee

This Unit shows you how to use the Add Member Wizard, and also how to add a new employee.  Spectrum has two different Add Member Wizards – depending on whether or not you have your new members sign a contract to become a member.

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