Clients
Oksana runs a dance studio. On a busy evening Kateryna stops at the desk: her pass is nearly used up, she wants to pay cash for a new one and be booked on Thursday's class. Behind her waits a woman who has never been before and wants to start today.
Step by step
Section titled “Step by step”- Open People. It lists everybody who has booked or bought at your studio. Each row shows when they last came — Here today, 12 days ago, Never came — and their pass: 5 left or No pass.
- Find the person. Search by Name or phone, or tap a group: Everyone, Active pass, Running out (the pass ends within seven days), No pass or Away 30+ days. Comes to, Last came and Order narrow and sort the list further.
- Tap them. At the top are ways to reach them: Text, WhatsApp, Telegram, Call and Copy number — or Email if they gave no phone. Below are Pass, Visits in 30 days, Usual days and No-shows; Money with Paid, Refunded and Owed; Booked next; their One-to-ones; and History · 14 classes, which opens to show every past class.
- Sell a pass for cash. Tap Add a pass, then the button that says it in full, e.g. Add 8 sessions · paid 2,400 in cash. The pass is theirs at once, and its validity starts at their first booking.
- Book them in. Tap Book them in. The timetable opens with Booking Kateryna in at the top. Open a class and tap Book Kateryna in — it uses her own pass. Book as many classes as she asked for, then tap Done.
- Serve somebody new. Back on People, tap Somebody new. Fill in Their phone, Their name and What they are buying, then tap Take the money. If that number already belongs to somebody, the pass goes to them rather than to a second account.
Good to know
Section titled “Good to know”- Somebody new appears once you have passes on sale. Setting them up: Passes and prices.
- A pass sold at the desk counts as cash. Card payments and reserved passes are covered in Money: payments, owed, refunds.
- Picking people: the circle beside each row picks that person, and Pick all of these picks everybody in the group on screen. Then Message writes to them — see Messages to clients.
- People and the person page are for owners. Trainers see a client’s contacts and pass in the class register — see Take the register.
- Who is new, who keeps coming and who has stopped, over a period: Money → Reports → Clients — see Reports.