Running the front desk

The everyday jobs at the desk, each in three steps or fewer.

Payments → Process Payment: a member, Adult Unlimited, Pay now, Cash, Record.

Someone's paying

  1. Sidebar Payments → Process Payment, and tap their name (or Walk-up for a visitor).
  2. Tap what they're paying for, then Pay now.
  3. Tap how they pay (Cash, Card on terminal…), then the last button, which says the amount: Record $50.00 cash.

Processing payments →Part cash, part card →

Checking people in

  1. On the tablet at the door: sidebar Attendance → Open Kiosk Mode, and tap today's class.
  2. Members search for their name and tap it.
  3. From the desk instead: Attendance → Track Attendance, pick the class and tap each person's row.

Kiosk mode →Checking in from the desk →

A new person walks in (drop-in or trial)

  1. On the kiosk, tap New Member: they type their email, name and phone.
  2. If you charge for a drop-in, they pay there (card) or you take it at the desk with Process Payment → Walk-up.
  3. To keep them, send them your sign-up link (sidebar Registration).

First-time visitors →Your sign-up link →

Someone hasn't paid

  1. The kiosk shows Payment Due next to their name (or stops them, if your club blocks check-in).
  2. They pay there by card, or come to you and you take it with Process Payment; the bill stays open until someone pays it.
  3. Letting them train anyway is up to you: staff can override.

What happens when a payment is overdue →

Giving a refund

  1. Sidebar Payments, and open the payment.
  2. Card: Process Refund sends it back to the card. Cash, cheque or transfer: give it back, then Record Refund.
  3. Only the Owner or a Manager can refund.

Refunds →

Seeing who owes

  1. Sidebar Payments: filter by status for pending and failed payments.
  2. Membership Plans → View All Subscriptions: plans that are past due.

Payments overview →Financial reports →

Still setting up? Start with Set up your club.