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.

 
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.