get certified

Helios is excited to announce the launch of its newest training initiative, Helios University! Helios University is the most comprehensive yet practical industry training facility available for your business. Online training provides all the benefits of a classroom setting without stepping one foot inside of an actual classroom. Live presentation and classroom-style interaction offers you and your staff a more personable relationship with the instructor and the ability to experience the real ‘touch-and-feel’ of a first-person training curriculum. Ask questions, receive more explanation on difficult topics, and participate in skill assessments to ensure you fully comprehend the material. Structured in simple, convenient modules that are available from any internet-accessible computer, you can effectively learn to use Helios from anywhere, even without having the Helios program installed!

Completion of modules and exams can lead to industry-recognized certifications. To learn more about becoming Helios Certified, click here.

100 Classes – Helios Certified Sales Professional

Staff Training in a convenient, one-hour online course. Your staff will receive all the training necessary to use the Helios11 Point of Sale, as well as using the Receive Stock and Shift Report functions.

101 – Point of Sale Overview
In this module you will receive a step-by-step tour of the Helios11 Point of Sale process and related functions. After completing the hands-on tutorial and skill assessment exam, you will receive the Helios Certified Sales Professional certification.

  1. Introduce Client Information Screen
  2. Add a New Client
  3. Find a Client
  4. Sell a Product
  5. Sell a Service
  6. Sell a Package, sell a Product and Tan on Package
  7. End Sale
  8. Void a Sale from History
  9. Room Status / Wait Status

102 – Receive Stock by UPC
In this module you will learn how to use the Receive Stock by UPC function to receive and post new product stock into the inventory.

103 – Shift Report
In this module you will learn how to view and print the Shift Report.

200 Classes – Helios Certified Administrative Professional

Learn how to configure Helios 11 to meet your needs. These classes explain the steps to take the Helios11 software from demo to fully customized in no time.

201 – Setup and Configuration Overview
In this module you will learn receive a general overview of the Helios 11 System Options and related functions, including customizing the Client Profile and System Defaults to meet the needs of your business.

  1. Setup User Defined Fields and Accumulators
  2. System Defaults
  3. Receipt Settings
  4. Setup Gift Certificates
  5. Contract / Release Templates
  6. Preferences > Show Room Status

202 – Employees and Passwords
In this module you will learn how to add and edit Employees, assign positions, calculate commissions, and assign passwords to unique employees or to staff positions.

  1. Setup Employees
  2. Setup Passwords

203 – Equipment Defaults
In this module you will learn how to configure your beds and equipment in Helios to communicate properly through a digital timer system. This equipment can include tanning beds and booths, UV Free spray systems, aquatic- and hydro-therapeutic systems (with T-Max compatibility).

204 – Data Tables
In this module you will learn how to configure the different tables available in Helios. Tables provide common responses to many of the prompts and fields in the Helios program.

  1. Bank Defaults
  2. City / State Defaults
  3. Referral Defaults
  4. Coupon Defaults
  5. Check-in Amenities
  6. User Defined Tables
  7. ther Tables

Learn how to use Helios11 Sales Codes like a pro. Sales Codes are the heart of the Helios program and can perform virtually any sales or management function. Simplify your job with a solid understanding of Sales Codes.

211 – Sales Code Overview
In this module you will be introduced to the basic concepts of Helios Sales Code. This will familiarize you with the structure and the logic behind the sales code functions.

  1. Overview of Sales Code Screen
  2. Demonstration of Basic Sales Codes
  3. Adjustment Codes for Converting from Cards

212 – Packages – Buy and Tan Codes
In this module you will learn how to setup sales codes that will sell and use quantity-oriented packages.

  1. Sessions
  2. Minutes
  3. Value-based Tans
  4. Points

213 – Memberships – Buy and Tan Codes
In this module you will learn how to setup sales codes that will sell time-oriented memberships.

214 – Product Sales Codes and Inventory Codes
In this module you will learn how to setup sales codes that will sell products and track inventory.

  1. Adding Product Sales Codes
  2. Receive Stock by UPC

221 – Price/Money Grids
In this module you will learn how to configure and use the Price Grid or Money Grid. You will also learn how to determine if Price Grid or Money Grid is the right solution for your business.

  1. Price Grid
  2. Money Grid

231 – Reporting Overview
In this module you will receive an overview of many of the reports available in Helios. This will include an outline of the various report options and an explanation of the report as well as common applications of the information.

  1. How to Select a Report
  2. How to Select Selection Criteria
  3. How to View a Report
  4. How to Navigate and Export a Report

232 – Sales Reports
In this module you will learn about the common Sales and Revenue Reports.

  1. Shift Report
  2. Daily Sales Report
  3. Sales Tax Report
  4. Commission Report
  5. Client Activity
  6. Package Audit
  7. Employee Averages
  8. Sales Code and Department
  9. Department and Division

300 Classes – Helios Certified Corporate Partner

301 – Advanced Sales Codes
In this module you will learn how to setup and use some of the more obscure and advanced features of Helios Sales Codes. Learn how to apply additional functionality within existing sales codes as well as how to setup sales codes to perform special operational functions and more accurately perform accounting processes.

311 – EFT
In this module you will learn how to setup and use sales codes that will sell and affect an EFT membership program.

  1. Setup Membership Sales Codes
  2. EFT Extraction

321 – Marketing Labels and Reports
In this module you will learn how to print Marketing Address Labels and view Marketing Reports to gauge your marketing effectiveness.

  1. Marketing Labels
  2. Referral / Zip Code
  3. Coupon / Zip Code
  4. Sales Code / Zip Code
  5. Ad Effectiveness

322 – Management Reports
In this module you will learn how to produce and discern important Management Reports related to the general management of your business.

  1. Sales Code
  2. Client Status
  3. Exception Report
  4. Voided Sales Report
  5. No Sales Report
  6. Menu Audit Report
  7. Profile Audit Report

323 – Inventory Reports
In this module you will learn how to use the Inventory Reports to track and maintain your product inventory.

  1. Master Report
  2. Reorder Reports
  3. Worksheet Report
  4. Price Sheet Report
  5. Sales Code Labels
  6. Bar Code Labels

331 – Extranet Operations
In this module you will learn how to use the Inventory Reports to track and maintain your product inventory.

  1. Master Report
  2. Reorder Reports
  3. Worksheet Report
  4. Price Sheet Report
  5. Sales Code Labels
  6. Bar Code Labels

Contact Us Helios Home