The video below covers how to use the Front Desk role. To learn more about any of the topics covered, search the knowledge base for the keyword or phrase.
A list of topics covered with time stamps is provided below.
Topics covered (with time stamps):
1. Point of Sale (00:00)
Clock in / out (00:00)
Create a customer (00:19)
Things you can sell / payment methods (01:00) (more on gift cards, click here)
Discount codes (02:18)
Membership Contract Signatures in person and over the phone (02:40)
Waivers (via POS & customer profile) (04:08)
2. Inbox (05:07)
Message groups of customers (05:07)
Notifications (05:42)
Filtering by message types (05:55)
Customer side panel for preview of profile (06:02)
3. Customer Profiles (06:37)
Edit customer info (06:37)
Edit a customer’s subscription or pack (06:37)
Void sales, issue credits / refunds (06:52)
Freeze a membership (07:52)
Add a child to a parents account (08:02)
4. Classes (Events) (08:32)
View the schedule / group recurring classes (08:32)
View cancelled classes (09:06)
Un-cancel a class / delete a canceled class (09:18)
Book a customer into class using a membership / Check them in (09:35)
Contact the whole class (10:30)
Cancel a customer out of class (Early vs Late) (10:38)
Move a customer to another class (10:40)
Cancel the whole class / notify all signups / credit all signups (10:46)
Edit a class start time, teacher, pay rate, or location (11:00)
5. Appointments (11:32)
View the schedule in week view by staff member (11:32)
Book an appointment (11:47)
3 ways to take payment (11:47)
Edit an appointment (12:23)
Color codes for status: past, present, unpaid, paid (12:25)
Update a teachers availability (12:52)
Checkout page -- allow customers to book themselves (14:00)