--- title: Director/ Department Manager Checklist description: This checklist provides all the necessary tasks a Director or a Department manager should be able to complete before the member launch. --- [Skip to content](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#main-content) English Show submenu for translations ![](https://help.smarthealthclubs.com/hs-fs/hubfs/SHC%20Logo-2.png?width=100&height=75&name=SHC%20Logo-2.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.smarthealthclubs.com/knowledge?hsLang=en) 2. [4. CHECKLISTS](https://help.smarthealthclubs.com/knowledge/4-checklists?hsLang=en) # Director/ Department Manager Checklist ## This checklist provides all the necessary tasks a Director or a Department manager should be able to complete before the member launch.   | [Member details and User Account Management](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#memberdetails) | | --- | | [Company Page](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#company) | | [Club Page](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#clubpage) | | [Prices and Packages](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#prices) | | [Classes Checklist](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#classes) | | [Programs Checklist](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#Programs) | | [Services Checklist](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#services) | | [Trainers, Payroll and Commissions](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#trainers) | | [Calendar](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#calendar) | | [Reports - Order and Refunds](https://help.smarthealthclubs.com/knowledge/director/-department-manage-checklist#reports) | #### **Member Details and User Account Management Checklist** | 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. ). | | 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 |         - [1. BASIC CONCEPTS AND PROCESSES](https://help.smarthealthclubs.com/knowledge/1-basic-concepts-and-processes?hsLang=en) - [2. QUICK START GUIDES](https://help.smarthealthclubs.com/knowledge/2-quick-start-guides?hsLang=en) - [3. TROUBLESHOOTING](https://help.smarthealthclubs.com/knowledge/3-troubleshooting?hsLang=en) - [4. CHECKLISTS](https://help.smarthealthclubs.com/knowledge/4-checklists?hsLang=en) - [5. UPDATES AND ANNOUNCEMENTS](https://help.smarthealthclubs.com/knowledge/5-updates-and-announcements?hsLang=en#main-content) - [Release Notes](https://help.smarthealthclubs.com/knowledge/5-updates-and-announcements?hsLang=en#release-notes) - [Upcoming Features](https://help.smarthealthclubs.com/knowledge/upcoming-features?hsLang=en) # Smart Health Clubs [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Smart Health Clubs