Track
The Manager's track
Who can do what, whose hours the calendar runs on, and the numbers you are asked about on a Monday. For the person running the floor without owning it.
6 lessons
In order
- 1Team 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
- 2Schedules and Sessions, part 1 - hours, one-off days and public holidaysA schedule is the days someone works. A session is a block inside those hours where appointments can start. A day can be switched on and still offer nothing.3 min read · Owner
- 3Schedules 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
- 4A 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
- 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
- 6Change your password, or set up a front desk loginPasswords change by emailed reset, never in a Petboost field. Do not share one login for the counter.1 min read · Owner or front desk