Home » Training » New User Training » New User Exam New User Exam Personal Information Name: Email: Customer #: Company Name: Part 1: Members The things you should always expect to get out of your iGo system are: Money Members Management All of these iGo Figure works on two monitors: one which faces the members as they scan in, and the other which faces the employee on duty behind the counter. Each monitor displays different information: True False When a member scans in, you see both their name and photograph, greatly helping with name/face recognition: True False When a member who is not in good standing scans in, their name will appear in red: True False If you click on a member’s name from the Today’s Attendance panel, you can get to their member record: True False Member Records are divided into six tabs, each of which gives highly useful information about the member: True False To quickly locate information pertaining to a particular member, a very useful place to start is on the History tab, and use the provided drop-down menu to select which type of history you wish to view: True False To make almost any change to a membership, go to the General tab of the member’s record, and click on the name of the membership itself, thus bringing up the incredibly powerful Edit Membership Details screen: True False Memberships can be easily cancelled or placed on Hold status using iGo Figure: True False Proper setting up of Membership Agreement types is extremely important, and something I will definitely seek out the proper assistance and training in doing. True False Part 2: Money Money Management should be accessed every day, or at the very least every few days: True False iGo Figure includes a powerful built-in Point of Sale system that allows you to do the following: Use the Customer Account as a payment method. Choose from among many different payment methods. Split a payment among two or more payment methods. Change the quantity or price of any item in the shopping cart. All of these. The Customer Account: May be positive, indicating you owe the customer money. May be zero. May be negative, indicating the customer owes you money. All of these answers are correct. If a Customer Account balance becomes negative, a due date is required: True False If the due date for a Customer Account balance arrives, and the Customer Account is still negative (even by a single penny), the member will automatically go into the internal "Collections" status: True False A positive Customer Account balance can be maintained on file, refunded to the customer, or applied toward a future purchase: True False A negative Customer Account balance can be paid in full, or can be paid off in as many partial payments as the member desires. True False iGo Figure displays both a negative Customer Account report, as well as an "Aging" report which breaks down account balances into those that are current, 30-60 days old, 61-90 days old, etc. True False When entering a Collections payment, the amount of the dishonored payment is subtracted from the Customer Account True False Any previously sold item may be refunded through iGo Figure’s Refund section. True False Part 3: Management iGo Figure allows an extensive capability for communicating by email with your members based on various selection criteria: True False Which of the following statements are true regarding Member Attributes: You can assign whatever Attributes you wish to each member. Member Attributes are extremely powerful. You can create your own Attributes within the system. Attributes can optionally be set to flag on member key tag scan, meaning a discreet red dot appears next to their name when they scan in. All of these statements are true. You can see a history of when Attributes were assigned and removed, by looking on the History tab of the member’s record, at the Attribute History drop-down: True False There are close to 100 built-in reports in iGo Figure, and filtering conditions expands this into thousands of possibilities: True False Section 3 of this training listed close to a dozen especially useful reports: True False Member No Sale is a powerful feature which will help you in predicting your income, as well as setting measurable goals on your path to success: True False This section of the training provided Four Steps Toward Success you can begin implementing to be successful in your own business: True False One valuable, often-overlooked method of increasing membership totals is by lowering attrition. iGo Figure provides a powerful, integrated electronic method of lowering attrition, and more information is available from iGo Figure if I am interested: True False Employee Records allow for the following functionality: Products Sold Employee Timesheets Hours Worked Gross Wages Commissions All of these items are correct. I can contact iGo Figure for support seven days and seven ways, and they were clearly explained in this part of the training: True False Submit