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Product Information
MEMBERSHIP The Membership module is a customer database of past, current, and future members. By keeping all users of the facility in the customer database membership promotions and renewals are easy to do and plan. All customer activities are tracked in the system, including class registration, merchandise bought, reservations booked, accounts receivable, accounts payable, customer preferences, age, health insurance data, all family members, and other personal data. POINT OF SALE The Point of Sale module enables front desk and inbound calls for program registration to be processed quickly from Activity pick lists. The Sales module is integrated on-line with the bank for automated and immediate credit and debit card authorization. This greatly improves revenue flows and speed of transactions. The connection to the bank can be installed on a standalone PC or on a server that enables multiple cash drawer computer workstations to use the same data phone line. The server approach also allows for the quick installation of additional cash and credit card workstation terminals. Credit card receipts and detailed registration forms are customized per installation and can be printed or re-printed per transaction. CallBase IMR integrates with bank machine PIN pad devices, swipe card units, and cash drawers which are connected to each computer on a local or wide area network. CLASS REGISTRATION The Registration module makes registering and planning new classes a breeze. Class quotas for minimum and maximum are pre-set by program managers. Waiting lists, priority reservations, and class transfers are automated. This ensures maximum class bookings and ease of transfer from one class to another. The process of scheduling and selling Private Lessons and Group Events is also greatly simplified for front line users. Managers using CallBase IMR have increased rights to override certain functions, and to establish the settings to control sales prices, discounts, cancellation fees, payment plans, surcharges, pro-rated formulas, and tax levels. Notes to the public and notes to the users can be set up by managers thus improving communications regarding employee and program awareness. RESERVATIONS Reservations for rooms and other facilities are also handled by CallBase IMR. This enables Reservations to be used for Private Lessons, and for booking a room or other facilities. Limits on the maximum number of people and days closed can be pre-programmed. FINANCIAL ACCOUNTING The CallBase IMR Financial module has a built-in Accounts Receivable and Accounts Payable functionality, and can interface with many commonly used accounting systems. Purchase options for Net 30 accounts, post-dated cheques and bank account withdrawal payment plans are managed through the CallBase IMR Financial module. The Financial module Day Sales reports the sales balance on a per cash register basis per day. Sales Voids are limited to only certain users. Deferred revenue budgeting reports for 12 month analysis are a standard feature of the system. Deferred revenue reports can be sub-totaled by Program Class Types, by Activity types and by financial account numbers. Of course, there are regular Revenue reports that analyze sales per day, per week, per month and per year. SECURITY INTEGRATION CallBase IMR is integrated with a security database that controls swipe card or proximity card access points. Turnstile entry and door controls can be set up and monitored. Members are given access by purchasing membership packages. Their access is denied automatically when their membership has expired. The type of the membership will also determine the areas of the facility to which they have access. Usage reports per day, per access area, and per user are available at the click of a button. QUERY POWER Reports can be quickly prepared in an ad-hoc manner from the Query module. These are easy-to-use, point and click reports with powerful query options. They include membership and sales analysis, booking capacity percentages, and security access usage. With CallBase IMR you can plan and track promotions, automate mail merges with membership, and analyze sales by different activities and accounts. KNOWLEDGE BASE In order to best serve your customers, the staff at a busy Recreation or Community Centre needs to know a lot of information about a lot of different subjects. With CallBase IMR you can throw away the FAQ book! Information of interest to your customers can be put at your customer service representative's fingertips using the CallBase IMR KnowledgeBase module. The KnowledgeBase module holds information such as urgent telephone numbers, upcoming events, the rules and procedures of the centre and the community at large, and anything else you can think of. CUSTOM FEATURES Additional features are optional and can be quickly installed by Nortak software engineers, including: SYSTEM SPECIFICATIONS CallBase IMR is sold in packets of 10 users, and runs on commonly used networks such as Novell and Windows NT. CallBase IMR can also be connected to robust SQL database engines such as Oracle, Sybase, DB2 Universal, Microsoft SQL Server, and Informix. It runs on all versions of Windows, Macintosh, and OS/2 operating systems. Call for more details at 1-888-222-3056 (in Ottawa 613-234-7212), or email us at ProductInfo@nortak.com. All third party products mentioned are registered trademarks of their respective owners.
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