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Front desk training with a checklist and time stamps
Front desk training with a checklist and time stamps
Erin Crager avatar
Written by Erin Crager
Updated over a year ago

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)

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