Front Office

front office operations (new users, sales, crm, bookings)

Service Sale/Reservation - Additional Person
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
How to Sell a Multipack
Open a user's profile and click on Sale Select a Season  3. Select "Multipack" and click on Find. The system wil...
Mon, 25 Apr, 2016 at 11:49 AM
How to Sell a Course
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
Sales - Single Services and Quotes
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. Th...
Mon, 25 Apr, 2016 at 1:22 PM
Payment
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
Payment - Wallet
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
Payment - Advance/Instalments
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
Front Office Booking
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
How to Disable Class Booking
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
Dashboard - CRM Smart
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