The following checklist outlines the tasks you need to complete when you set up Millennium for the first time.
|
Task |
Link |
|
|
1. Register Millennium Register your copy of Millennium. |
||
|
2. Enter Business Information Enter your address, contact details, tax rates , and hours of operation. Configure the Credit Card Processing interface (if applicable). |
||
|
3. Configure Service Preferences Configure service preferences and define the service classes, departments, service resources, and service equipment to associate with each service. |
||
|
4. Define Services Define the services you sell. |
||
|
5. Configure Product Preferences Configure product preferences and define the distributors, manufacturers, and product classes to associate with each product. |
||
|
6. Define Products Define the products you sell. |
||
|
7. Configure Employee Preferences Configure employee, security, and schedule preferences. Define employee classifications, define security groups, and define work activities. |
Configuring Employee Preferences Configuring Schedule Preferences |
|
|
8. Define Employee Profiles Define profiles for your employees. |
||
|
9. Define User Logins Define a user login for every employee that uses Millennium. |
||
|
10. Define Employee Schedules Define employee schedules. |
||
|
11. Configure Appointment Preferences Configure appointment preferences, define the order in which employees display on the Appointment Book, define appointment categories, define appointment types, and define appointment cancellation reasons. |
Configuring Appointment Preferences Defining Appointment Book Column Order |
|
|
12. Configure Register Preferences Configure Register preferences and define the payment types and coupons accepted at your business. |
||
|
13. Configure Client Preferences Configure client preferences, define the formula/visit note types for each service, and define items that you can select in client profiles, such as professions and skin types. |
||
|
14. Define Client Profiles Define client profiles. |
Defining Appointment Confirmation Preferences |
|
|
15. Configure Gift Certificate Preferences Configure gift certificate preferences. |
||
|
16. Define Gift Certificate Types Define the gift certificates you sell. |
||
|
17. Configure Package & Series Preferences Configure package and series preferences. |
||
|
18. Define Packages & Series Define the packages and series you sell. |
||
|
19. Configure Membership Preferences Configure membership preferences, define membership types, define membership cancellation reasons, and define membership documents. |
Configuring Membership Preferences |
|
|
20. Define Memberships Define the memberships you sell. |
||