Behind the desk
Quick links to the most common front-desk tasks — checking in clients, purchases and refunds, and subbing or cancelling a class.
A quick-reference for day-to-day front desk tasks. Bookmark this page for fast answers during a shift.
Checking in
- Check in a client →
- Add a client →
- Send a liability waiver →
- Add a client to a class with an existing pack or membership →
Purchases & refunds
- Issue a refund →
- Ring up a drop-in, pack, membership, or retail item →
- Update a client's payment method →
- Reset a client's password →
Subbing & cancelling a class
- Cancel a class →
- Change the instructor on a class →
- Edit a class's Zoom link or location →
- Set up instructor subbing →
Instructor & front desk training walkthrough
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