Track

The Walking track

The run and the round it is built from. Trips first, then the suburbs you sell to, the recurring series behind the week, and the plan that turns a regular into a standing order.

7 lessons
Start with lesson 1 of this track

In order

  1. 1Trips: pick-ups, drop-offs and the day's routeTrips shows one stop at a time on purpose. Optimise reorders the run, and the log book turns the kilometres into a BAS number.2 min read · Walker, driver or sitter
  2. 2Service areas: the suburbs you cover, and charging more to go furtherA mobile service carries its own suburb list, and an empty list means everywhere rather than nowhere. Charging more for the far side of the bridge is a second service, not a surcharge.3 min read · Walker, driver or sitter
  3. 3Recurring 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
  4. 4Memberships: 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
  5. 5A 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
  6. 6Notes, alerts and report cards: what the owner seesA booking carries three separate note boxes and only one of them reaches the owner. The report card is built from that one, and from the photos attached to it.3 min read · Owner or front desk
  7. 7Let both owners log in on one accountA second number on the same profile, not a second profile. Both people book, and the history and the card stay in one place.1 min read · Owner or front desk