Track

Growing

The features that add revenue once the calendar is steady. Packages and plans first, because they change what a quiet week looks like.

7 lessons
Start with lesson 1 of this track

In order

  1. 1Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.4 min read · Owner or front desk
  2. 2Memberships: build the plan, enrol someone, pause or cancelA membership is an agreement at a plan's price, and the plan holds every rule that follows. That is also why there is no plan change: to move someone, you cancel and enrol them again.6 min read · Owner
  3. 3Your own number, bulk SMS and emailing your listReminders already go out on your plan. Your own number, replies and bulk sends are the Communications Booster, and a bulk send only ever counts the clients who opted in.4 min read · Owner
  4. 4Courses and classes end to endA template decides the shape, a course is one intake of it, and the two are edited in different places. That split explains most course questions.3 min read · Owner or trainer
  5. 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
  6. 6Your booking link, Showcase page and QR codesYou have two links, not one, and they are for different people. Everything else is a way of putting one of them somewhere.2 min read · Owner
  7. 7Intake forms, from the first question to the answer you neededWhere a form is attached decides who gets it. Where the answer lands decides whether anyone ever reads it.4 min read · Owner or manager