Session 1 Checklist

Task Locations Description
  Change Owner Password Toolbox => Setup => Staff => Users & Groups  
  Add Desktop Shortcut Toolbox => Setup => Links & Shortcuts  
  Business and Location Info Toolbox => Setup => Business & Location Info  
  Programs

Toolbox => Services => Programs

*check Show Inactive Programs

First level of organization for all of your services (Appointments, Classes, Workshops, and Resource Rentals.)
  Class Types Toolbox => Services => Class Type Setup Second level of organization for your Classes, Workshops, and Resources.
  Class Levels (optional)

1st: Enable through Toolbox => Setup => Class & Event Options

2nd: Setup through Toolbox => Services => Class Levels

 (Optional) Third level of organization for your Classes and Workshops.
  Service Revenue Categories Toolbox => Services => Revenue Categories Helps with reporting, you create revenue categories to separate your different revenue streams on the Sales Report. Often these mirror Programs.
  Session Types (if applicable) Toolbox => Services => Session Type Setup Second level of organization for your Appointments.
  Teachers and Staff Toolbox => Setup => Staff => Staff Management - Add New Staff Member This section is used to add anyone that will be providing a service through your system.
  Class/Hourly/Commission Pay Rates Toolbox => Setup => Staff => Staff Management - select staff member, click on Class/Hourly/Commission Pay Rates The hourly pay rate is for use with the Time Clock feature. Class pay rates are used for Classes and Workshops only.
  Appointment Availability Toolbox => Setup => Staff => Appointment Availability Tell the system when your service providers are available for Appointments.
  Appointment Rates and Booking Times Toolbox => Setup => Staff => Staff Management - select staff member, click on Appt Rates & Booking Times

This page provides the three bits of info:

  1. How much do your instructors earn for every type of appointment? 
  2. What private services can each instructor provide? 
  3. How long does it take each instructor to complete each type of appointment? 
  Class Event Descriptions Toolbox => Services => Class & Event Management This page is used to explain each Class or Workshop (event) to your clients.
  Schedule a class Toolbox => Services => Class & Event Management - Manage Schedules After you describe a class or event (workshop), you can now schedule it. *Note: Scheduling a workshop requires that a series to pay for that workshop be created first*