Data Entry Windows

The Data menu features a number of data entry windows that allow you to add items such as client profiles, employee profiles, products, and services to the Millennium database.

Example: Following is an example of the Client Information data entry window, which allows you to define and manage client profiles.

As indicated in the example above, each data entry window features a Maintenance tab (highlighted in orange), a Listing tab (highlighted in blue), a Search field (highlighted in purple), a Related Info panel (highlighted in red), and Action buttons (highlighted in green).

Following are descriptions of these features:

Maintenance tab = Used to add, update, copy, delete, and undelete records. The Maintenance tab displays by default when you access a data entry window or if you select to look up a record from the Appointment Book or Register.

Listing tab = Used to search for existing records in the Millennium database. Once you select a record on the Listing tab, you can view or update the record by clicking the Maintenance tab.

Search field = Allows you to locate specific records in the database by performing a keyword search using a name or code number, or by clicking the Arrow buttons to move to the next or previous record. If you want to search for a record by entering partial information, click

to open the Quick Search window.

Related Info panel = Features links to items that are related to the subject matter of the window currently displayed. Click the Security link to view the users that have access to the data entry window. Click the Help link to view the Millennium User Guide.

Action buttons = Used to add, copy, edit, delete, and undelete records. Additional buttons are included on some data entry windows, such as the Hair Info and Skin/Facial buttons on the Client Information window, and these allow you to access more advanced features.

Using Data Entry Windows

The following guides explain how to use data entry windows to manage records in your database.

Data Entry Window List

The following table lists the records you can add using each data entry window.

Data Entry Window

Use

Instructions

Appointment Types window

Add appointment types to classify appointments.

Defining an Appointment Type

Appointment Categories window

Add appointment categories to classify the clients you service.

Defining an Appointment Category

Cancellation Reasons window

Add appointment cancellation reasons.

Defining a Cancellation Reason

Client Information window

Add client profiles.

Defining a Client Profile

Client Interests/Hobbies window

Add interests and hobbies you can select in a client's profile.

Defining a Hobby/Interest

Professions window

Add professions you can select in a client's profile.

Defining a Profession

User Defined Fields window

Add user defined fields to store custom information in a client's profile.

Defining a User-Defined Field

Client Points/Rewards window

Add promotions so clients can earn reward points on qualifying purchases.

Promotion Creation Guide

Distributors window

Add profiles for the distributors that supply products to your business.

Defining a Distributor

Manufacturers window

Add profiles for the manufacturers of your products.

Defining a Manufacturer

Other Company Information window

Add profiles for other companies that supply products and services to your business.

Entering a Contact

Coupons-Discounts window

Add coupons to offer clients discounts on products and services.

Defining a Coupon

Credit Cards & Payment Types window

Add payment methods you can select when finalizing a transaction.

Defining a Payment Type

Departments

Add departments so you can track sales by department on reports.

Defining a Department

Employee Classifications window

Add categories to classify employees.

Defining an Employee Classification

Employee Information window

Add profiles to record important information about your employees.

Defining an Employee Profile

Employment Applications window

Record details for job applications.

Recording a Job Application

Commission Splits window

Add split commissions you can select to credit two employees for performing a service.

Defining a Split Commission

Time-Clock Rounding Rules window

Add restrictions for when hourly employees can punch in/out for work and breaks.

Defining a Time Clock Rule

Evaluation Categories window

Add criteria for employee evaluations.

Defining an Evaluation Category

Employee Evaluation Definitions window

Add evaluations to record performance reviews.

Defining an Evaluation

Formula/Note Types window

Add categories to classify formulas/visit notes.

Defining a Formula/Note Type

Gift Certificate Types window

Add details for the gift certificates you sell.

Defining a Gift Certificate

Hair Colors window

Add hair colors you can select in a client's profile.

Defining a Hair Color

Membership Definitions window

Add details for the memberships you sell.

Defining a Membership

Member Cancellation Reasons window

Add membership cancellation reasons.

Defining a Membership Cancellation Reason

Membership Types window

Add categories to classify memberships.

Defining a Membership Type

Membership Service Override Templates window

Add overrides to prevent members receiving discounts on specific services

Defining a Service Override Template

Pkg/Series window

Add details for the packages and series you sell.

Defining a Package

Defining a Series

Pay-in Types window

Add pay-in types to record instances when you pay cash and checks into the cash drawer.

Defining a Pay-In Type

Pay-out Types window

Add pay-out types to record instances when you remove cash from the cash drawer.

Defining a Pay-Out Type

Product Classes window

Add categories to classify products.

Defining a Product Class

Product Definitions window

Add details for the products you sell.

Defining a Product

Prescription Categories window

Add prescription categories so you can recommend products to clients to manage their condition based on their body, hair, and skin type.

Defining a Prescription Category

Referral Types window

Add referral types you can select in a client's profile to indicate how they heard about your business.

Defining a Referral Type

Service Classes window

Add categories to classify services.

Defining a Service Class

Service Definitions window

Add details for the services you sell.

Defining a Service

Service Equipment window

Add details for the equipment used to perform services.

Defining Service Equipment

Service Resources window

Add details for the resources used to perform services.

Defining a Service Resource

Service Add-ons window

Link complimentary services so that upsell opportunities display when you schedule an appointment.

Configuring Add-On Services

Skin Colors window

Add skin colors you can select in a client's profile.

Defining a Skin Color

Skin Tones window

Add skin tones you can select in a client's profile.

Defining a Skin Tone

Skin Types window

Add skin types you can select in a client's profile.

Defining a Skin Type

States - Provinces - Regions window

Add details for new states, provinces, or regions so you can enter client addresses correctly.

Defining a State/Province/Region

Tanning Beds window

Add details for the tanning beds used for tanning sessions.

Defining a Tanning Bed

Tanning Packages window

Add details for the tanning packages you sell.

Defining a Tanning Package

Work Activities window

Add work activities to track the productive and non-productive time of employees.

Defining a Work Activity

Zip/Postal Codes window

Add details for new zip codes so you can enter client addresses correctly.

Defining a Zip Code

Data Entry Windows

Using Data Entry Windows

Using the Search field

Using the Listing tab

Data Entry Window List