This checklist provides all the necessary tasks a Director or a Department manager should be able to complete before the member launch.
| 1. | Ensure that the Profile and Bio are updated for Trainers and Directors. |
| 2. | How to assign roles to staff, Front Desk, Department Managers, and Trainers. |
Company Page Checklist
| 1. | Set up and enter details of the Club under the Company and Club page. |
| 2. | Set up a Banner and show it on the app using the Manage > Showcase option. |
| 3. | Set up a Virtual Department. |
| 4. | Set up and Change the Mobile App Layout. |
| 5. | Add FAQs on the mobile app. |
| 6. | Set up and understand the Booking and Attendance Policies for Classes and Programs. |
| 7. | Set up and understand the Booking Policies of Equipment ( courts, equipment, etc. ). |
| 8. | Set up and understand the Booking Policies of Service ( Private, Semi-Private, etc. ). |
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9. |
Use Deep Links in different ways using QR codes, Banners, websites, and feeds. |
Club Page Checklist
Please note that the Club Page is a location-specific page and thus all options are only limited to each location and any changes are not applied to all locations.
| 1. | Add details of your Club under the Club Page. |
| 2. | Create and Set up Support Channels and check their visibility on the mobile app. |
| 3. | How to create Resources and define layouts |
| 4. |
How to arrange, and control the visibility, descriptions, and options of different departments. |
Prices and Packages Checklist
| 1. |
Create Member Packages and ensure that it is attached to assets ( Classes, Services, and Programs ). |
| 2. |
Create Non-member Packages and ensure that they are attached to assets ( Classes, Services, and Programs ). |
| 3. |
Ensure that monthly Recurring packages for members or non-members are correctly set up if being used under Create > Inventory and Promotions. |
| 4. | How to create, edit the package, set up validity, and delete a package under Create > Inventory and Promotions. |
| 5. |
How to turn on the Buy Button for different departments using Create > Company > E-commerce |
| 5. | How to Process Refunds for Members and Non-members under Manage > Orders Report |
| 6. | How to manage Sessions for members or non-members under Manage > All Users. |
Classes Checklist
| 1. | Ensure all the classes are set up correctly with media, descriptions, etc. |
| 2. |
Ensure that all the classes are bookable, have a defined booking window, and have the number of spots under the In-Person > Booking tab of a class. |
| 3. |
Ensure that member and non-member price is set up for fee-based classes under the In-Person > E-Commerce tab. |
| 4. |
Ensure that the booking cancellation window, waitlist options, and other options are correctly set up under the Book a Class/ Program Policy options for Classes under Create > Company. |
| 5. |
Ensure that correct policies are set up department-wise or create and set up department-specific policies if needed. |
| 6. | Use the Manage > Showcase option to ensure that the classes are visible on the app and are ordered correctly. |
We recommend checking our Members Checklist and experiencing the mobile app on
How to book a Class.
Services Checklist
| 1. | Ensure all the different types of Services such as Private Services, Semi-Private Services, Court booking Services, etc. are set up correctly with media, descriptions, etc. |
| 2. |
Ensure that all the services are bookable, and have a defined booking window under the In-Person > Booking tab of a service. |
| 3. |
Ensure that member and non-member price is set up for Services and connected under the In-Person > E-Commerce tab. |
| 4. |
Ensure that the Services have the correct payroll type defined ( Commission or Fixed Amount ) for the Trainers. |
| 5. |
Ensure that the booking cancellation window, booking reminder, and other options are correctly set up under the Book a Service Provider and Book an Equipment or Court Policies under Create > Company. |
| 5. |
Ensure that correct policies are set up department-wise or create and set up department-specific policies if needed. |
| 6. | Use the Manage > Showcase option to ensure that the Services are visible ( if members are booking through the app ) and that trainers and Resources are correctly linked to the services. |
We recommend checking our Members Checklist and experiencing the mobile app on How to book a Service such as Court Bookings and How to book an appointment with a Trainer.
Programs and Clinics Checklist
| 1. | Ensure all the Programs, Clinics, Camps, etc. are set up correctly with media, descriptions, etc., and all the Cohort ( Batch of events ) and set up under the In-Person > Cohorts tab. |
| 2. |
Ensure that all the Programs and Clinics are bookable, have a defined booking window, and have the number of spots under the In-Person > Booking tab of a class. Enable Family or Guest Bookings if needed. |
| 3. |
Ensure that member and non-member price is set up for Programs and Clinics under the In-Person > E-Commerce tab. |
| 4. |
Ensure that the booking cancellation window, waitlist options, and other options are correctly set up under the Book a Class/ Program Policy options for Programs under Create > Company. |
| 5. |
Test and ensure that correct policies are set up department-wise or create and set up department-specific policies if needed. |
| 6. | Use the Manage > Showcase option to ensure that the Programs are visible on the app and are ordered correctly. |
| 7. |
Test and ensure that the events are correctly scheduled as per the Cohorts and that it is correctly reflected on the mobile app for members. |
We recommend checking our Members Checklist and experiencing the mobile app on How to enroll in Programs, Clinics, Camps, etc.
Trainers, Payroll, and Commissions Checklist
| 1. | Ensure all the classes have approved Trainers/ Categories for Instructor Substitutions. Test out the same on the mobile app. |
| 2. |
Ensure and check that all the Trainers and Staff have been granted Correct and limited roles in their accounts. |
| 3. | Ensure that the Payroll is set up for Trainers and added to their profile. |
| 4. |
Ensure that the Fixed Amount or Commission option for Services is selected and set up correctly. |
| 5. | Ensure that the Trainer Bios are set up. |
| 6. |
Use the Manage > Showcase option to ensure that the relevant Trainers are visible and connected to Services on the app and are ordered correctly. |
| 7. |
Test and ensure Trainers can Mark Attendance and Request Substitute for Classes on the Mobile app and Web app. |
We recommend that Trainers use the Mobile app to Test out the features before the Member Launch.
Calendar
| 1. | How to use different calendars (Events, Resources, and Trainers ) |
| 2. |
Schedule events for classes and Programs and appointments for private, semi-private, and Court/ Equipment Booking services and ensure that they are showing up on the calendar on the Mobile App. |
| 3. | Test how to create court bookings and other events using the Create > Calendar option. |
| 3. | Test how to add a member through Calendar > Manage Booking. |
| 4. | Test how to delete a booking through Calendar > Manage Booking. |
| 5. | Test how to waitlist a member/user through Calendar > Manage Booking. |
| 6. | Ensure the availabilities of Resources and Trainers are Set up under Create > Calendar. |
Reports and Refunds
| 1. |
Check the Orders and transactions of Members and Non-members using the Orders Report under Manage > Reports. |
| 2. |
Check out how to Process a Refund for a non-member using Orders Reports under Manage > Reports. |
| 3. | Check out how to Download and Filter Reports Data for Commissions, Accounting, etc. |
| 4. | Test how to Mark Attendance Using Reports |