The video below covers how to use the Front Desk role, and covers all the major topics. If you are not seeing one of these features, your admin may be able to grant you extra permissions to use it.
To learn more about any of the topics covered, search the knowledge base for the keyword or phrase (use the question mark in the bottom right of your dashboard).
Topics covered w/ time stamps:
Dashboard Layout 0:00
Add customers to upcoming classes
Check a customer into class
Dashboard Layout
View your tasks
Clock in/out
Inbox: 2:04
create tasks from conversations
filter unread messages
view just 'not responded'
message customers en masse
segmented lists
Point of Sale 4:27
sell with commissions
add a customer
book a customer into recurring class series
view paid / unpaid status of booking
book someone using their membership
6:18
sell a membership / sign a contract
sell an auto-renewing subscription
book a customer into class using a membership
have customer sign a waiver
take payment for unpaid classes / autopay settlement
8:59
schedule an appointment / take payment for it
take tips
create and sell gift cards
sell a product
discount codes / discounting sales
12:06
split a payment (ex. cash and card)
help a customer pay for someone else
Class Schedule page 13:07
view styles
view tags
filter classes
show cancelled classes
revert filter settings
Online Classes: 14:53
where teachers can find link to start class
where customers can find link to start class
Appointments 15:13
Schedule layout / views
Schedule an appointment for a customer
Take payment from a customer for an appointment
Edit an appointment
Add a second customer to an appointment
Override an appointment service customer limit
Send a payment link
Allow customers to schedule / pay for their own appointments
18:17
Organize Appointment schedules with Boards
Assigning entities / Setting Schedules
Add-on services
Reviews of specific services
Categories
Editing services
Customer List 20:27
Segmented Lists: Filters + And vs Or clauses
Customer profile overview
Unsubscribe options for customers
View a customer's history
Membership activity
Refunds / Receipts
Booking history / payment status
Send a waiver
Edit card info
Reset a customer's password
Create tasks for a customer
Gift card balances 23:12
Find answers to common questions using the Knowledge Base
Where to send feedback on how we can improve