Front Desk Task Checklist
This article lists all the tasks that a Front Desk staff should be able to complete before the member launch of the new app.
| Member details and User Account Management |
| Classes Checklist |
| Programs/ Camps/ Clinics/ Leagues Checklist |
| Calendar Checklist |
Member Details and User Account Management Checklist
| 1. |
Test and understand how to perform this action - Changing Member details through Manage > All Users? |
| 2. |
Test and understand how to perform this action - If a member has logged into the SHC app (Verified status) through Manage > All Users. |
| 3. |
Test and understand how to perform this action - The member account is connected to the Billing Company (Authenticated Status) under Manage > All Users. |
| 4. |
Test and understand how to perform this action - Link a member account on SHC to the Billing Company using the Barcode and Link Account feature under Manage > All Users. |
| 5. | Test and understand how to perform this action - Create a new User Account through Manage > All Users. |
Classes Checklist
| 1. |
Test and understand how to perform this action - Booking a Spot in a class through the Club Page > Manage Booking. |
| 2. |
Test and understand how to perform this action - Delete a booking for a member through the Club Page > Manage Booking. |
| 3. |
Test and understand how to perform this action - Adding a member to a waitlist through the Club Page > Manage Booking. |
Programs/ Camps/ Clinics/ Events Checklist
| 1. |
Test and understand how to perform this action - Booking a member in a Program through the Club Page > Manage Booking. |
| 2. |
Test and understand how to perform this action - Delete a booking for a member through the Club Page > Manage Booking. |
| 3. |
Test and understand how to perform this action - Adding a member to a waitlist through the Club Page > Manage Booking. |
Calendar
| 1. | How to book a spot through Manage Booking under the Calendar Page |
| 2. | How to delete a booking through the Manage Booking under the Calendar Page |
| 3. |
How to schedule an appointment through the Calendar Page ( Court Booking, One-on-one services, Equipment Booking, Semi-Private Services ) |
| 4. | Test and check the availability of the Courts or equipment under the Resources Calendar. |
| 5. | Test and check the availability of Trainers under the Department( Trainers ) calendar. |
| 6. | Test how to delete, edit, or cancel an appointment for Private or Semi-Private Services. |
| 7. | Test how to delete, edit, or cancel an appointment for Court or Equipment booking Services. |