How do I check members in at the desk?
Reception mode turns the whole screen into a front desk: the day's classes, who is expected, and one tap to mark someone present.
Reception mode turns the whole screen into a front desk: the day's classes, who is expected, and one tap to mark someone present.
the Mode button in the app header, just left of your profile › Focus
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Open Reception mode
Path: the Mode button in the app header, just left of your profile › Focus.
Reception mode is a full screen version of the software meant for the desk. It is not a separate account or a separate page: you switch into it, and you switch back out with Exit at the top right, or with Classic in the same Mode menu.
The staff who uses it stays in front of it all day, so nothing is hidden behind a menu: classes, money to chase, notes for the team.
Read the day in one look
Three counters sit at the top. Checked in counts the distinct people marked present today, so someone who attends two classes is counted once. Booked today counts every reservation of the day. Revenue today adds up the payments recorded today. Tapping the first two shows the names behind the number.
Needs attention lists what the desk should act on: overdue payments, unpaid balances, memberships expiring within seven days, and birthdays. Three tiles are shown at most; beyond that a link opens the full list.
Mark people present
Path: Reception mode › pick the day in the strip › tap the class › tap the person › Check in.
The left panel lists the classes of the selected day. The strip of day chips above it turns one week at a time, six weeks back and twelve weeks forward, and each chip shows how many classes run that day. Use it to prepare a booking taken over the phone for next month without leaving the screen. Past a week or two, the date field next to it is faster than turning the strip.
Green rows marked In are people already checked in. The others are still just booked. Tapping a name opens a small card with their membership status, their notes, and the buttons that apply.
Yesterday's register can be fixed from here
Go back to the day with the strip or the date field, open the class, tap the name, Check in. A register you cannot rectify is not a register, so the past is open.
A FUTURE date is the one case that refuses. There, only Reserve is offered, because marking someone present in advance would be inventing an attendance.
Search a person instead of a class
The search field looks in two places at once for the selected day: classes, by name, coach or time, and members, by name or phone number.
A member who already booked that day shows the class they booked, and tapping the row opens that class. A member with no booking is tagged Walk-in for today, or Book for another day, and the row points at the first sensible class of that day.
If that day has no class at all, the row is greyed out and does nothing. Attendance is always attached to a class, so with no class there is nothing to check into.
Fix a mistake
The same card that checks people in also undoes things. Undo check-in puts the person back to booked. Cancel booking removes them from the class, asks for confirmation first, and sends the cancellation message if that message is switched on.
Open member profile stacks their file on top without losing your place. Close it and you are back in the same class list, at the same spot. Use it to sign a waiver, add a membership or settle a balance while the person is still at the counter.
You can also add a member, take a payment and sell a product from the top bar, all without leaving Reception mode.
