Track
Growing, 2 to 8
The point where the calendar stops being yours alone. Capacity, who can see what, and the board everybody works off in the morning.
5 lessons
In order
- 1Schedules and Sessions, part 2 - resources and capacityA resource has its own hours and its own capacity, and a service ignores it entirely until you link the two. This is why a daycare set to 3 still shows a fourth spot.3 min read · Owner
- 2Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.3 min read · Owner
- 3A day in Mission Control: check-in, the run sheet and Ready to PayReady to Pay is a status, not a payment screen. Every card on the board moves one column to the right, and the way back is on the card rather than the board.4 min read · Owner or front desk
- 4Recurring bookings, from the first one to the lastOne pattern creates the whole run, and one optional date decides whether a break is a pause or an ending. Changing the days replaces the series rather than editing it.4 min read · Owner or manager
- 5Reporting: settling the day, the fees, and who is overdueDay View splits a day's takings by how each payment arrived, so the drawer and the screen agree. Matching a month to the bank is a different job, and it uses a different number.3 min read · Owner or manager