Front Office
front office operations (new users, sales, crm, bookings)
You can book a single service for more than one person
(check in the details of the service first if this option is available: Planning - Services - Det...
Mon, 25 Apr, 2016 at 1:29 PM
Open a user's profile and click on Sale
Select a Season
3. Select "Multipack" and click on Find. The system will...
Mon, 25 Apr, 2016 at 11:49 AM
To sell the package of classes (a course), please see the video below:
to sell a course that has been planned in free mode you will have to click on...
Fri, 22 Apr, 2016 at 6:06 PM
From a user's profile it is possible to sell a service or services from an existing quote.
Single Services
Click on the corresponding button. The...
Mon, 25 Apr, 2016 at 1:22 PM
After you have selected the items to be sold, you can amend the price manually or add a promotion by clicking on the button Options
To ap...
Thu, 14 Apr, 2016 at 2:40 PM
If a wallet is enabled for payment you can deduct the corresponding amount of credit required for the purchase of an item.
Thu, 14 Apr, 2016 at 2:44 PM
Please follow the steps below for advance payments and instalments:
1) Click on Advance, select the items you intend to create and advance/instalmen...
Fri, 3 Feb, 2017 at 5:08 PM
There are three ways to book in a client for a class
1) from the timetable (see video below)
2) from the home page of the Front-Office ...
Thu, 21 Apr, 2016 at 1:54 PM
From the planning you can manually disable the reservation of classes. This way web users and receptionists cannot book people in. Please note that this can...
Thu, 21 Apr, 2016 at 5:41 PM
A TASK is the main tool for an efficient CRM.
Each task has the following details:
The History is useful to add notes to a fact that h...
Tue, 26 Apr, 2016 at 4:51 PM