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Millennium
Tips and Tricks
Tanya Reece is a Learning Specialist at Millennium. For over 10 years,
Tanya worked in salon and spa management for small businesses and
franchises such as Hand and Stone and European Wax Center. Tanya
was previously a member of Millennium’s Business Support
Department and is now a member of the new Education Team. She is
responsible for creating internal and external education resources.
Tanya Reece
Meet
Covered Topics
REPORT SCHEDULER
TASK MANAGER
MILLENNIUM INSTANT MESSAGE
NAVAGATION CENTER
INTELLI-TEXT
REGISTER & APPOINTMENT BOOK
SHORTCUTS
HELPFUL HINTS
1
2
3
4
5
6
7
Report Scheduler
 Can print, email, or export reports automatically at
a specified time
 Allows you to analyze key metrics whether you are
at the business or traveling
Note: You must set-up the Millennium Report
Scheduler Service before you can use the Report
Scheduler
Task Manager
 Allows you to create reminders for yourself and
other employees
 Allows you to view your assigned tasks, mark tasks
complete, and assign tasks to other employees.
Millennium Instant Message
 Allows you to send instant messages to a particular
employee, a category of employees, or all employees
 The message can also be sent privately
Note: Security & Employee Logins must be set up
Navigation Center
 Gives access to commonly-used features and
reports, saving the need for you to select from
any of the standard menus in Millennium
 Will display important metrics and statistics to
keep you informed about the performance of
each profit center
Intelli - Text
 Allows you to access features and reports
by entering a keyword or report number
Appointment Book Shortcuts
ALT (1-9) = Forward # of Weeks
ALT 0 = Forward 10 Weeks
ALT  = Forward One Day
ALT = Go Back One Day
F6 = Today
F9 = Resource View
CTRL Hotkey = Employee Classification
CTRL+A = Show ALL Employees
5555= Last 4 Digits of Phone Number
,Nick = Partial or Full First Name
Fe,Rut= Partial or Full First and Last Name
Ri = Partial or Full Last Name
11/30/1988 = Birthdate
HCW = Service Code
H = Partial Service Code
~Hair = Description
ALT+S = Save Appointment
Register Shortcuts
# = Today’s Appointments
CTRL+L = Last Client User
ALT+H = Place Transaction on Hold
HCW = Service Code
H = Partial Service Code
~Hair = Description
Helpful Hints
Sell & Redeem
Package/Series
Gift Card Wizard
Reschedule Multiple
Appointments
Schedule Multiple Days as
Holiday/Vacation/Etc.
F1 From Any Screen in
Millennium
Thank you
Type your questions into the chat…
Contact Us:
Email: education@millenniumsi.com
Phone Number: 973.402.9500
Coming this month:
• July 26th – Webinar Filling those Last Minute Appointments and Getting Your Junior Staff More Productive
• July 31th: Webinar Building your Salon/Spa Experience: Utilizing the Right Lingo
• August 7th: Webinar Millennium Goals
• August 23rd: Webinar Easy Hairpro
• August 28th: Academy Event Front Desk Certification

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Millennium Tips and Tricks

  • 2. Tanya Reece is a Learning Specialist at Millennium. For over 10 years, Tanya worked in salon and spa management for small businesses and franchises such as Hand and Stone and European Wax Center. Tanya was previously a member of Millennium’s Business Support Department and is now a member of the new Education Team. She is responsible for creating internal and external education resources. Tanya Reece Meet
  • 3. Covered Topics REPORT SCHEDULER TASK MANAGER MILLENNIUM INSTANT MESSAGE NAVAGATION CENTER INTELLI-TEXT REGISTER & APPOINTMENT BOOK SHORTCUTS HELPFUL HINTS 1 2 3 4 5 6 7
  • 4. Report Scheduler  Can print, email, or export reports automatically at a specified time  Allows you to analyze key metrics whether you are at the business or traveling Note: You must set-up the Millennium Report Scheduler Service before you can use the Report Scheduler
  • 5. Task Manager  Allows you to create reminders for yourself and other employees  Allows you to view your assigned tasks, mark tasks complete, and assign tasks to other employees.
  • 6. Millennium Instant Message  Allows you to send instant messages to a particular employee, a category of employees, or all employees  The message can also be sent privately Note: Security & Employee Logins must be set up
  • 7. Navigation Center  Gives access to commonly-used features and reports, saving the need for you to select from any of the standard menus in Millennium  Will display important metrics and statistics to keep you informed about the performance of each profit center
  • 8. Intelli - Text  Allows you to access features and reports by entering a keyword or report number
  • 9. Appointment Book Shortcuts ALT (1-9) = Forward # of Weeks ALT 0 = Forward 10 Weeks ALT  = Forward One Day ALT = Go Back One Day F6 = Today F9 = Resource View CTRL Hotkey = Employee Classification CTRL+A = Show ALL Employees 5555= Last 4 Digits of Phone Number ,Nick = Partial or Full First Name Fe,Rut= Partial or Full First and Last Name Ri = Partial or Full Last Name 11/30/1988 = Birthdate HCW = Service Code H = Partial Service Code ~Hair = Description ALT+S = Save Appointment
  • 10. Register Shortcuts # = Today’s Appointments CTRL+L = Last Client User ALT+H = Place Transaction on Hold HCW = Service Code H = Partial Service Code ~Hair = Description
  • 11. Helpful Hints Sell & Redeem Package/Series Gift Card Wizard Reschedule Multiple Appointments Schedule Multiple Days as Holiday/Vacation/Etc. F1 From Any Screen in Millennium
  • 12. Thank you Type your questions into the chat…
  • 14. Coming this month: • July 26th – Webinar Filling those Last Minute Appointments and Getting Your Junior Staff More Productive • July 31th: Webinar Building your Salon/Spa Experience: Utilizing the Right Lingo • August 7th: Webinar Millennium Goals • August 23rd: Webinar Easy Hairpro • August 28th: Academy Event Front Desk Certification