SimplySwim

Getting Started with SimplySwim 11

• Accessing SimplySwim - SiteID, Requirements and Login Screen
• Quick Start Configuration Checklist
• How to contact SimplySwim Support
• Logging In & Forgotten Password
• Screen Layout

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Tips & Tricks 13

• Unique Family Identifier / Secondary Family Reference value
• How to upload your logo
• Service Status
• Golden Rules In SimplySwim
• How to add Active Family contacts to your smartphone contacts

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Classes & Schedule 13

• How to change the Time selection intervals on Class Scheduling
• Changing a Student's Class
• Class Assessment Levels
• Marking Daily Attendance & Printing Rolls
• Setting Up Holiday Programs

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Setting up Hardware & Receipt Printers 3

• Printing Receipts with SimplySwim
• Chrome Security Settings
• Receipt Printer Troubleshooting

Family Accounts & Payments 11

• Adjustment Tender & Security
• Bulk Invoice Generation
• How to reverse failed / declined Direct Debit payments (Direct to Bank transactions)
• Importing BPay Payments
• Reversing an Incorrect Payment

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Accounting & General Ledger Exports 7

• Available Accounting Export formats
• Setting up General Ledger / Accounting Export
• How to Import Accounting data to MYOB
• How to Import Accounting data to Xero
• Pre-requisites for Exporting / Importing Accounting Transactions to Xero

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Point of Sale / Inventory / Suppliers 2

• How does Point of Sale / Inventory / Suppliers work?
• Setting Up Point of Sale (POS)

Everyday Use 10

• Booking a Make Up
• Apply a Payment from the Family Screen
• Enrolling a Student into a Multi Class Enrolment
• How to remove old Pending Direct Debit transactions
• Adding a Student to the Waiting List

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Email & SMS 11

• Adding an Attachment to a Email
• Creating Non-Attendance Messages
• Creating Automatic Non-Attendance Notifications
• SMS Message Size Limits
• How to delay early morning SMS messages

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Trouble Shooting 2

• My Attendance Screen is Missing
• Reversing an incorrect POS sale

Online Customer Portal 9

• Enabling Your Customer Portal
• Adding a Welcome message to customer portal
• Adding a payment option to your portal
• How to configure Non-Attendance on Customer Portal
• Adding your Customer Portal Link to your website and/or social media

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Configuration 7

• Credit Card Surcharge Set Up
• Adding Public Holidays
• Adding Public Holidays
• Statement E-mail
• Setting up a Price Matrix

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SimplyEntry & SimplyPasses 2

• ScanBox - Setting Up The Equipment.
• Making Adjustments to Passes