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Leading Technologies

8 June 2026
Your busiest season can bring more customers, more transactions, more questions, and more pressure on your staff. Whether your peak season includes holidays, summer visitors, special events, school breaks, or year-end giving, one thing is true: preparation matters. When your team feels confident using TAM, daily operations run more smoothly. Lines move faster, reporting is cleaner, and staff are better equipped to handle customer questions without slowing down the transaction. Before your next busy season arrives, now is a great time to ask: Is your staff ready? Review Your Daily Procedures Busy seasons are not the ideal time to discover that only one person knows how to complete a task. Take time now to review your common TAM procedures with the staff members who use the system most often. This may include: Opening and closing procedures Selling tickets, memberships, donations, and retail items Processing refunds or exchanges Applying discounts or promotions Looking up customer records Running end-of-day reports Handling gift cards, if applicable Knowing what to do if something does not look right Even experienced staff can benefit from a quick refresher. A simple review can help reduce mistakes and give your team more confidence when things get busy. Make Sure New and Seasonal Staff Are Trained If your organization brings on seasonal employees, part-time staff, volunteers, or new team members during peak periods, training should happen before the rush begins. A staff member who is unsure how to use the system may unintentionally slow down checkout, create duplicate records, miss important steps, or need frequent help from another employee. Providing training ahead of time helps new staff understand not only how to complete a transaction, but also why your organization follows certain processes. Check User Access and Permissions As staff roles change, user permissions can sometimes become outdated. Before your busy season begins, review who has access to TAM and confirm that each user has the permissions needed for their role. This helps prevent delays when employees cannot access the tools they need. It also helps protect your data by making sure users only have access to the areas that are appropriate for their responsibilities. Review Hardware and Payment Readiness Your staff may know the process, but your equipment needs to be ready too. Take time to check your workstations, receipt printers, barcode scanners, cash drawers, credit card devices, and any other hardware your team relies on. Confirm that devices are working properly and that staff know what to do if an issue occurs. If you use integrated payments through TAM>Pay, this is also a good time to review payment procedures, reconciliation steps, and any features your staff may use during high volume periods. A prepared team is one of the best ways to create a better experience for your staff, your customers, and your organization. Use TAM Resources Before You Need Them The best time to ask questions, review workflows, and refresh training is before your staff is in the middle of a busy day. If your team needs help reviewing procedures or locating training resources, the TAM Help Desk can help guide you. The TAM Application Learning Academy is also a valuable resource for staff training and process refreshers. In addition, our Customer Success Manager can work with you on business operations and provide additional guidance to get the most value from the TAM software. Taking the time to prepare now can help your organization avoid unnecessary stress later. A Confident Team Creates Better Customer Experience When your staff is prepared, your customers feel the difference. Transactions are smoother. Questions are answered faster. Lines move more efficiently. Staff feel more confident, and managers spend less time troubleshooting avoidable issues. Your busiest season will always bring some unexpected moments, but preparation can make those moments much easier to manage.
2 June 2026
Every organization has one person who knows TAM best. They know how your software is set up, how your team uses it, which reports to run, and how to handle the day-to-day questions that come up. That person is your TAM Super User. A TAM Super User is the person, or people, your staff can rely on for TAM knowledge. They help answer questions, train team members, keep processes consistent, and maintain your organization specific TAM documentation. This documentation is important because every organization uses TAM a little differently. Your procedures for products, tickets, donations, memberships, reports, refunds, and daily operations should not live only in one person’s memory. They should be written down and easy for staff to access. Here is the question every organization should ask: If your TAM Super User left tomorrow, would the rest of your staff be able to operate TAM confidently? If the answer is no, it may be time to create a plan. Start by officially identifying your TAM Super User. Consider having more than one person in that role so knowledge is shared. Make sure your TAM procedures are documented, updated regularly, and stored where the right staff can find them. Your TAM Super User helps protect your organization from confusion, training gaps, and lost knowledge. Make the role official, support it, and create a backup plan. Not sure where to start? The TAM Help Desk is here to help. Whether you need assistance identifying your TAM Super User, documenting workflows, or creating internal TAM procedures, a TAM specialist can guide you through best practices and direct you to helpful resources in the TAM Application Learning Academy. If you are not yet registered for the TAM Application Learning Academy, contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com.
27 April 2026
TAM offers a wide variety of built in reports designed to help you better understand your sales, customers, inventory, and financial activity. To make it easier to explore what’s available, we provide the TAM Report Sample Guide , an online reference that shows examples of many commonly used reports. You can access the guide here: TAM Report Sample Guide What Is the Report Sample Guide? The Report Sample Guide is a visual reference library that displays sample outputs of TAM reports. Each example helps you see what information a report provides, how the data is organized, and how it might apply to your business. This guide is especially helpful when: You’re unsure which report best fits your needs You want to compare similar reports You’re training new staff on reporting You’re planning how to analyze or share data Why This Is Beneficial for Your Business ✔ Saves Time Instead of running multiple reports to see what each one looks like, you can quickly review samples and identify the right report before generating it in TAM. ✔ Improves Decision Making Understanding what data a report provides allows you to choose reports that give meaningful insights into sales trends, customer behavior, or operational performance. ✔ Helps With Training The guide is a great training tool for new users, giving them a clear picture of reporting options. ✔ Supports Better Reporting Setup By reviewing examples, you can better determine which reports to email, export, or customize for accounting, audits, or internal reviews. How to Use the Guide Open the Report Sample Guide using the link above Browse through the available report categories Review sample layouts and data fields Match the sample to the report you want to run in TAM The guide is designed to be easy to navigate and can be referenced at any time. Get More Value from TAM Reporting Reports are one of the most powerful tools in TAM. The Report Sample Guide helps you take full advantage of what’s available, ensuring you’re using the right reports to support your business decisions. If you have questions about a specific report or need help selecting the best option for your workflow, the TAM Help Desk team is always here to help. Contact us at: Help@tamb2cc.com or 1-866-435-7826.
20 April 2026
When budgets are tight and costs are rising, raising prices can feel like the only option. But for many organizations, there is a smarter path: increasing the value of each transaction instead of charging more for the same experience. By making a few simple adjustments to how you present tickets, donations, memberships, or merchandise, you can increase revenue in ways that clearly add value for your customers. Instead of relying on price hikes, these 5 TAM strategies help you create more opportunities within each transaction, turning everyday purchases into substantial gains for your organization. 1) Implement a Round Up donation at the TAM Cash Register. Rounding up from $18.40 to $19.00 does not feel like a donation in the same way a $10 or $25 ask does. It’s spare change. Because the amount is so small, more people say yes and participation is what drives results. If even half of your visitors contribute a Round Up donation , you’ve suddenly created a steady stream of micro-gifts that require no extra campaigns, events, or mailers. 2) Strengthen Your Membership Program with Auto-Renew. Memberships can be one of the most reliable and impactful sources of ongoing support for any organization. But when renewal depends on members remembering to opt in each year, even your most loyal supporters can unintentionally lapse. Shifting from manual, opt-in renewals to automatic membership renewal is one of the simplest ways to improve retention and create long-term financial stability. When memberships renew automatically, your focus shifts from chasing renewals to nurturing relationships. 3) Offer Exclusive Promotion Codes A well timed promotion can drive immediate retail sales, especially when it feels exclusive. Creating special offers for members or recent ticket buyers encourages additional spending while reinforcing the value of their connection to your organization. With TAM’s Promotion Code program, you can easily create targeted promotional campaigns that can be applied at point of sale or on eTAM. Promotion Code Strategy When a specific SKU is purchased include a receipt message that contains a promotion code for savings on a return visit. Hold a Friends & Family event where a promotion code is given to select customers/members. 4) Use POS suggestion prompts to drive add-ons: TAM’s point-of-sale suggestion feature displays a custom message to the cashier when specific items are added to a transaction, making it easy for staff to recommend related products, donations, or upgrades in the moment. These timely, consistent prompts help increase add on rates and can significantly boost your average dollars per transaction. 5) Use Bundles to Increase Value Per Purchase Ticket or Inventory bundles are a fantastic way to increase revenue while making customers feel like they’re getting more for their money. By packaging related items or experiences together at a set price, you can encourage higher spending without the perception of simply “adding on” extra costs. Bundle Ideas Multi-attraction or multi-day experiences Family or group visit packages Gift ready retail bundles These revenue driving options are already built into the TAM software you use every day — they just need to be implemented. By taking advantage of these existing features, your organization can unlock meaningful gains using the software you already have in place. For guidance on any of these options or help getting started, contact the TAM Help Desk at 866-435-7826 or Help@tamb2cc.com.
17 April 2026
Museum professionals are constantly looking for better ways to manage operations, strengthen visitor relationships, and create a more connected guest experience. At the 2026 Texas Association of Museums Annual Conference, TAM Intelliware will be showcasing how The Assistant Manager™ can help organizations do exactly that. Held this year at the McAllen Convention Center in McAllen, Texas, the conference brings together museum leaders and professionals from across the nation. TAM Intelliware will be exhibiting at Booth #32, where attendees can see firsthand how The Assistant Manager supports museums and cultural organizations with a complete suite of ERP and POS solutions. Visitors to the booth will have the opportunity to explore a wide range of capabilities, including: Ticketing Fundraising Membership Management Group Sales Ecommerce Point of Sale Inventory Management In addition to these core features, attendees can also learn more about SmartCRM™, Business Intelligence tools, and mobile device options designed to help organizations stay connected and operate more efficiently. The Assistant Manager is built to help museums bring all areas of their organization together in one place. By connecting commerce, guest engagement, memberships, ticketing, fundraising, and reporting, organizations can gain a true 360 degree view of their visitors, members, and constituents. Whether your museum is looking to improve the guest experience, streamline day to day operations, or make smarter business decisions with better data, the TAM Intelliware team will be available to answer questions and provide live demonstrations throughout the conference. Stop by Booth #32 during the TAM 2026 Annual Conference to meet the team and see how The Assistant Manager can help your organization work smarter and serve your community better. Booth Hours Monday, April 20: 8:00 AM – 5:00 PM Tuesday, April 21: 8:00 AM – 2:15 PM
16 April 2026
Museum professionals are constantly looking for better ways to manage operations, strengthen visitor relationships, and create a more connected guest experience. At the 2026 Texas Association of Museums Annual Conference, TAM Intelliware will be showcasing how The Assistant Manager™ can help organizations do exactly that. Held this year at the McAllen Convention Center in McAllen, Texas, the conference brings together museum leaders and professionals from across the nation. TAM Intelliware will be exhibiting at Booth #32, where attendees can see firsthand how The Assistant Manager supports museums and cultural organizations with a complete suite of ERP and POS solutions. Visitors to the booth will have the opportunity to explore a wide range of capabilities, including: Ticketing Fundraising Membership Management Group Sales Ecommerce Point of Sale Inventory Management In addition to these core features, attendees can also learn more about SmartCRM™, Business Intelligence tools, and mobile device options designed to help organizations stay connected and operate more efficiently. The Assistant Manager is built to help museums bring all areas of their organization together in one place. By connecting commerce, guest engagement, memberships, ticketing, fundraising, and reporting, organizations can gain a true 360 degree view of their visitors, members, and constituents. Whether your museum is looking to improve the guest experience, streamline day to day operations, or make smarter business decisions with better data, the TAM Intelliware team will be available to answer questions and provide live demonstrations throughout the conference. Stop by Booth #32 during the TAM 2026 Annual Conference to meet the team and see how The Assistant Manager can help your organization work smarter and serve your community better. Booth Hours Monday, April 20: 8:00 AM – 5:00 PM Tuesday, April 21: 8:00 AM – 2:15 PM
13 April 2026
When a question comes up during a busy day, you need answers fast. Whether you're helping a customer, processing a transaction, or setting up something new in TAM, knowing where to turn can save valuable time. The good news? The Help Desk is always available to you but many of the answers you need are already right at your fingertips in the TAM Online Learning Academy. 💻 When to Use the Online Learning Academy For many everyday questions, the fastest path to an answer is actually the TAM Online Learning Academy . This resource is available whenever you need it and is packed with step by step guidance on how to use features across the system. You can quickly look up how to complete a task and keep moving. The Learning Academy is especially helpful for: Learning how to set up features Training new staff members – be sure to check out the Fact Sheets and FAQ section. Refreshing your knowledge on processes you don’t use often Finding guidance outside of regular support hours Because it’s self service, you can search, watch, and learn at your own pace — whether it’s during a quiet moment or right in the middle of a busy shift. 📞 When to Contact the Help Desk The TAM Help Desk is your go to for: Technical issues Errors or unexpected behavior Questions specific to your system setup Urgent situations that need immediate attention – please call the Help Desk rather than email If something isn’t working the way it should, or you’re stuck and can’t move forward, the Help Desk team is ready to step in and get you back on track. The Best Approach? Use Both! Think of the Learning Academy as your first stop for “how to” questions and training, and the Help Desk as your partner for troubleshooting and system specific support. Together, they give you the fastest path to answers, helping your team stay productive and your operations running smoothly. To get registered for the TAM Online Learning Academy or have a question that requires hands on assistance, contact the Help Desk at 866-435-7826 or Help@tamb2cc.com.
8 April 2026
What You'll Learn in 60 minutes · How to design sales and limited-time promotions that boost revenue · How to create and use TAM promotion codes · How to set up group pricing to increase dollars per transaction and units per transaction Why Attend? This session will equip you with practical strategies you can apply right away to get the most value from the promotional pricing options in TAM. Our experts will share proven tips to save time during check out, avoid mistakes, and optimize how you offer promotions to your customers. Choose a Session · February 10 at 12:00 PM EST · February 12 at 5:00 PM EST Each session covers the same content-choose the time that works best for you. How to Register Email the Training Department at training@tamb2cc.com with: · The session date you'd like to attend · The names and email addresses of attendees You'll receive a confirmation email and calendar invitation with dial-in/joining details. We look forward to seeing you at the webinar! At Your Service, TAM Training Team 📧 training@tamb2cc.com ☎️ 866-435-7826 🌐 www.theassistantmanager.com
3 February 2026
What You'll Learn in 60 minutes · How to design sales and limited-time promotions that boost revenue · How to create and use TAM promotion codes · How to set up group pricing to increase dollars per transaction and units per transaction Why Attend? This session will equip you with practical strategies you can apply right away to get the most value from the promotional pricing options in TAM. Our experts will share proven tips to save time during check out, avoid mistakes, and optimize how you offer promotions to your customers. Choose a Session · February 10 at 12:00 PM EST · February 12 at 5:00 PM EST Each session covers the same content-choose the time that works best for you. How to Register Email the Training Department at training@tamb2cc.com with: · The session date you'd like to attend · The names and email addresses of attendees You'll receive a confirmation email and calendar invitation with dial-in/joining details. We look forward to seeing you at the webinar! At Your Service, TAM Training Team 📧 training@tamb2cc.com ☎️ 866-435-7826 🌐 www.theassistantmanager.com
2 February 2026
Managing data across multiple systems is one of the biggest challenges for organizations TAM’s Salesforce Sync was designed to fix exactly that problem, providing a clean, dependable, near real time flow of key data between Salesforce and TAM. Whether you're using Salesforce as your CRM or storing additional data there, TAM’s Salesforce Sync eliminates manual data entry, reduces errors, and keeps your records consistent across platforms. A Two-Way Flow of Meaningful Data TAM’s Salesforce Sync is built to support how organizations actually work, by keeping the right data flowing in the right direction. Customer and membership information from Salesforce stays aligned with TAM, ensuring frontline staff always have accurate details when interacting with guests or members. At the same time, transactional activity from TAM flows back into Salesforce, giving teams deeper insight into purchasing behavior and engagement. Together, these syncs help create a more complete picture of each customer or member, without extra effort from your team. With Salesforce Sync, organizations benefit from: Fewer manual updates Reduced data errors More consistent records across teams Better visibility into customer and member activity The result is smoother operations and more confident decision-making. Customization for Every Organization Because Salesforce environments vary widely, TAM intentionally engineered Sync to be adaptable. Common customization points include: Field naming differences How membership IDs are stored Optional barcode mapping User defined fields Complex Salesforce schema variations TAM can work with each organization to ensure a clean, accurate integration that respects their unique Salesforce structure. Conclusion TAM’s Salesforce Sync bridges critical systems to create a unified, modern data ecosystem. With flexible configuration options and a dependable sync engine, it’s a powerful enhancement for any organization using Salesforce. Interested in adding the Salesforce Sync to your business? Contact your TAM Account Representative or email sales@tamb2cc.com .
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