What's new in Business app 2.0

Business app 2.0 is a rebuild of the Arketa business app. Owners and managers get a Home they can customize, instructors get a Home of their own, and your front desk can check clients in, sell, and manage clients without opening the dashboard.

Get the update

Business app 2.0 is an update to the app you already have. You don't need to download a new app.

1. Open the App Store or Google Play on your phone or tablet.
2. Find the Arketa business app and click Update.

Ask your team to update too. Until a team member updates, they keep the previous version and its features.

What's new at a glance

Home

Everyone now opens the app on Home. What you see there depends on your role.

Home for owners and managers

Home shows metric cards for your studio. Pick a range at the top: 1W (the last 7 days), 4W (the last 4 weeks), MTD (month to date), or YTD (year to date). Each card compares the range to the period before it, and Today and Yesterday cards give you a quick read on the day. Click a card to see the details behind it.

Card	What it shows
Sales	Daily revenue
New leads	New client profiles
New memberships	Membership sign-ups in the range
Active memberships	Memberships active right now
Average purchase value	The average pricing option sale
Canceled memberships	Cancellations in the range
Intro offers purchased	Intro offers sold
Reservations	Total bookings
Retention	Returning clients
Revenue by class	Your top-earning classes
Visits	Checked-in reservations

To choose your cards, click Customize on Home. Turn cards on or off and drag them into the order you want. At least one card always stays on. Your cards follow you to any phone or tablet you sign in on.

Transactions lists recent payments with a total for each day. Open a payment to see its details or send the client a receipt.

Home for instructors

Instructors get a Home built around their own week:

• Their stats: classes, clients on their rosters, fill rate, and hours scheduled.
• Up next: their next class and how many clients are booked.
• Your schedule: the classes they teach.
• Share your week: turns their upcoming classes into an image to post or send. Choose this week or next week, and customize the card before sharing.
• Quick actions: start a sale, add a client, or open the schedule, depending on their permissions.
• Clock in and Clock out, when your studio uses the time clock.

Schedule and class rosters

The schedule has list, day, and 3-day views, a line that marks the current time, and a button that jumps you back to now. Canceled classes stay on the schedule so you can still see them.

Open a class to see its roster. From the roster you can:

• Check a client in by clicking the circle next to their name.
• Open a booking by clicking the client. Anything that needs attention, like an unpaid booking, an unsigned waiver, or a missing phone number, is listed first so you can fix it.
• Press and hold a client for a quick menu: check in or reverse a check-in, resolve payment, send a waiver, text, call, or email the client, sell something, add a guest, add a note, open their profile, or cancel the reservation.
• See birthdays and injuries. An injury icon flags clients with an injury on file, and the booking shows the full note and the client's birthday.
• Manage the waitlist. Move a client from the waitlist into the class, or remove them from the waitlist. The app asks you to confirm before moving anyone in. A waitlisted client's row names the pack or membership they joined with, the same way a booked client's row does.
• Add clients and guests. When a class is full, choose whether to add the client anyway or put them on the waitlist. You can also add guests to a booking.
• Collapse the Canceled section to keep the roster short.
• Share link, Edit Class, or Cancel Class from the class menu. Share link opens the share sheet with the class's checkout page link.
• Request a sub for a class you teach.

When you add a client to a class or resolve an unpaid booking, you can use a pricing option the client already owns, sell them a new one right there, or add them as unpaid.

For appointments, the appointments calendar shows when each instructor is available, and you take payment for an appointment from the booking.

Checkout

The Checkout tab is a point of sale built for the app. Pick a client, add items, and take payment without leaving the app.

What you can sell:

• Retail products
• Packs and memberships
• Bundles and programs
• Appointment add-ons

You can also apply promo codes and gift card codes.

How clients can pay: the card on file, another saved card, a new card, cash, or account credit.

A cart can hold one membership or other recurring pricing option. When you choose a membership, its billing terms appear under the pricing option so you can go over them with the client.

Permissions. Checkout uses the Point of Sale permissions in Staff → Team → Roles & Permissions:

To do this in the app	The role needs
See the Checkout tab	View Sales Screen
Complete a sale	Process Sales
Change item quantities	Change Quantities
Add a new card	Add Payment Methods

To sell a gift card, send a payment link, or change a price at checkout, use the point of sale in the dashboard.

Clients

From Clients you can:

• Browse your clients A to Z, or search
• Add a new client
• Add notes and manage tags
• See a client's reservation history and purchases
• Send a waiver by text message
• Text, call, or email the client
• Refund a payment to the client's card or to account credit. The app shows how much goes back as money and how much as credit.

Shifts and Subs

Shifts shows your studio's shift schedule. It appears once shift scheduling is turned on for your studio.

Subs puts class sub requests, shift swaps, and open covers in one place. Team members can request a sub for their class, claim a class someone else needs covered, or pick up a swap or cover. The app won't let anyone claim something that conflicts with their own schedule. See Sub management to set up how subs are approved.

Inbox

Inbox keeps your group chats, SMS, and email in one place, as before. You can filter conversations and rename group chats.

Inbox appears when your studio has the Marketing Suite add-on and the team member's role has Inbox access.

Calls from your studio line

If your studio has the Phone Line add-on with calling turned on, your team can call clients from the app. Outgoing calls always show your studio's number, never the team member's own.

To answer calls to your studio number in the app:

1. Go to Settings → Phone Number in the dashboard.
2. Set Incoming calls to Answer in dashboard.

Calls ring on the team member's phone, labeled with your studio's name. A call that nobody answers goes to voicemail after 30 seconds.

Team members need Client Profile → Phone Calls in their role to make and take calls.

Arketa Agent

Ask Arketa Agent questions about your studio right from the app. Open it from the button on Home, or from Profile.

Arketa Agent appears for team members whose role has Reports access, once Arketa Agent is on for your studio and an owner or admin has accepted the AI terms.

Arrange your tabs

Each team member can set up their own tab bar. Open Profile (the Profile tab, or your photo at the top of Home), then click Tabs.

• Drag tabs into the order you want, and turn off any you don't use.
• The tab bar fits five tabs. When more than five are on, the rest move under More.
• Click Reset to default to go back to the original layout.
• A tab you can't use shows a lock and the reason: Permission required or Not enabled for this studio.

Your tab layout is saved on that phone. If you sign in on a new phone, it starts with the default layout.

On iPad and Android tablets, the app uses the extra space: Home shows two columns, and client lists open side by side with the client's details.

Who sees which tab

Tab	Who sees it
Home, Schedule, Profile	Everyone
Checkout	Roles with Point of Sale → View Sales Screen
Clients	Roles with Client Profile → View
Inbox	Roles with Inbox access, when your studio has the Marketing Suite
Shifts	Roles with Shift Scheduling → View Shifts, when shift scheduling is on in Settings → General Business Settings → Staff & Access Settings
Subs	Roles that can create or claim sub requests, or request shift swaps

To change a role, go to Staff → Team → Roles & Permissions, open the role, turn on the permission, and click Save changes. The team member may need to close and reopen the app to see the change. See Roles and permissions.

What changed from the previous version

	Previous version	Business app 2.0
App opens on	Home or Schedule, depending on the role	Home, for everyone
Home	Insight charts and Transactions, for roles with Reports access	Metric cards you choose for owners and managers, and an instructor Home
Checkout	The dashboard's point of sale inside the app	A point of sale built for the app
Checkout permission	Client Profile → Manage Payment History → View Payments	Point of Sale → View Sales Screen
Account	The Account tab, or under More	The Profile tab, or your photo at the top of Home
Tab order	Fixed	Each team member chooses
Shifts and Subs	Not available	New tabs

Still done in the dashboard

Some tasks still happen in the dashboard, which works in any mobile browser at dashboard.arketa.com:

• Selling gift cards, sending payment links, and changing a price at checkout
• Creating and sending invoices. Go to Invoices in the dashboard.
• Changing a membership's activation date
• Refunding a card reader payment. In the app, Interac payments can be refunded to account credit only.
• Removing someone from an Inbox conversation
• Reports, payroll, and in-depth analytics

Frequently asked questions