Recent updates
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Running the AR Reports
Updated onArticleWhat is an accounts receivable (AR) report? - A facility specific report that contains PARKS DIRECT accounts whose balances are unpaid. This report should be used to insure your clients are current with all programs held at your facility.
- The listed accounts involve transactions which have money due to your location. This list may include Course/Membership/League Registrations, POS Transactions (Service Items, Inventory Items, or Daily Admissions), or Rental Bookings.
- Responsibility for the accounts with outstanding balances due to being unpaid is determined by which facility the money is owed TO (not where the transaction took place).
- This allows the appropriate staff to contact the customer when they attend the program, make strategic decisions based on attendance records, or forgive the debt with approval from their management team.
Parks Direct Policy & Procedures Financial Policies & Procedures Accounts Receivable (ARs)
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Receiving Fee Assistance Applications
Updated onArticleA client's Fee Assistance Application must be submitted to the facility manager, who assesses its completeness.
Parks Direct Policy & Procedures Financial Policies & Procedures Fee Assistance Manual
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Processing Fee Assistance Applications
Updated onArticleNow it is the facility manager’s job to evaluate the client’s transcript, application, and any other supplemental documentation provided in order to make a recommendation to the regional manager/equivalent.
The process contains 3 key steps:
- Determine family size and income from transcript.
- If necessary, move either/both numbers up or down based on any documented changes.
- Use Calculator to determine what, if any, assistance they are entitled to.
In the meantime, once the completed application has been received and verified by the Facility Manager, an applicant who wishes to register for classes while their Fee Assistance application is under review is allowed to do so at a price equal to 10% of the program’s full value.
Parks Direct Policy & Procedures Financial Policies & Procedures Fee Assistance Manual
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Selling Amusement Park Trip Tickets
Updated onArticleTickets for Day Camp/Playground/Xtreme Teen Amusement Park trips are sold using a POS Service Item in PARKS DIRECT. There will be a service item that represents every amusement park trip, labeled by division, destination and date (for example: NAO Six Flags Trip 6/27). Participants MUST be registered into a camp that matches that Division and Camp Session in order to be eligible to purchase the Amusement Park Ticket.
To sell the ticket, pull up the participant's household in Global Sales on PARKS DIRECT. Navigate to the POS Service tab and search for the trip by keyword (for example: Six Flags). You can also reference the item code on trip fliers to locate the service item.
PARKS DIRECT User Manuals Global Sales POS Service
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Trip Registration
Updated onArticleTo register a client for a trip, you must find that client in the PARKS DIRECT database. You can NOT use the "Daily/Guest" household. Start by searching for the client using one of the best search practices listed below.
Best search practices to find the client:
- Key in a key FOB or ID card number and hit enter on the keyboard. OR
- Type the phone number and click "Phone" OR
- Type part of the last name, then a comma, then part of the first name with no spaces (example Willi, Lau for Williams, Laura)
PARKS DIRECT User Manuals Program Data Entry Activity & Section Creation
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Contract Management
Updated onArticleAd-Hoc Billing is a new feature that is in PARKS DIRECT that will assist with our more complex events/reservations. This feature will help manage the payment process more efficiently.
PARKS DIRECT User Manuals Global Sales Facility Reservations
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Processing a Refund
Updated onArticleAfter canceling something from a customer's purchase history, you will see the amount to be refunded in the Shopping Cart area, as well as any additional fees being charged as part of the cancellation. These fees will typically be automatically applied based on pre-configured criteria and may vary depending on your facility.
PARKS DIRECT User Manuals Global Sales Purchase History
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Adjusting Proration Settings
Updated onArticleProration is distribution of fees among the class meetings of a section. Depending on the section, proration during the registration and withdrawal may or may not be desired. A small change in the fee settings for the section is needed to make the adjustment.
PARKS DIRECT User Manuals Program Data Entry Activity & Section Creation
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How to handle a deceased customer account
Updated onArticleIf you ever come across a situation that requires you to handle a deceased member's account. Here are a few steps you will need to take.
PARKS DIRECT User Manuals Households Default chapter
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Third party billing
Updated onArticleIn the event that a 3rd party is paying for a registration, follow the steps below. Be sure that the payment by the 3rd party has been made and the processing of the transaction has been approved by the proper authority before continuing.
PARKS DIRECT User Manuals Global Sales Payment