Services & Client Management

This section focuses on setting up the prerequisite to  sign in and pay for client visits. The trainer will also cover the basic tasks of signing a student into classes, workshops, scheduling and paying for services.

 

It also focuses on creating and managing client accounts. It is strongly recommend that you use 1 -- 2 test accounts to review client account management with.

 

It is not recommended that you do not use more than 2 test accounts or actual clients accounts as you will need to delete sales and attendance records so that your reports are not inflated with your practice sales and attendance records.

The trainer will review the following sections with you: