The first step to record a transaction in the CTS module is adding a client. The client reference code that is used to add the client will be used to track that particular client throughout their CTS visit.
Add a CTS Client
1. To add a client to the CTS module, click on the ADD CLIENT button. Clicking on this button will bring you to the Client Search screen. Client transactions are recorded one at a time. The CTS module automatically records the Transaction Date and Transaction Time.
All client transactions require a client reference code.
2. The next step is to enter the client's reference code.
- Find an existing client reference code
A returning client may know their code and simply give it to you when asked during the transaction. In order to find an existing code, you must select the client's gender. Then, begin typing in any four letters, as you type you should see existing client reference codes appear, as below. If you see the code you're looking for, select it and then click on the FIND button. Clicking on the FIND button should bring you straight to the Client's Detail Screen. Otherwise, you must create a new client reference for the client.
- Create a new client reference code
If the client is new or not sure what their code is, ask them whether you can create a code for them.
To create a code you need:
- The client's gender;
- Any four letter (try to choose something they will remember!); and
- Any four numbers between 1901-present.
Your agency may have more exact instructions regarding how to choose the four initials and numbers.
