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Use our range of help guides to learn everything you need to hit the ground running!
To manage Customers in a Class Reservation, find the Reservation on the Bookings screen and tap it
Scroll down to Customer attendees and tap on the arrow
You will see a list of the Customers already booked into this Group Reservation
Taping Actions at the top of the pop up, is a shortcut to common actions performed. Tap on the action (Check-in, Mark as Paid, or Email Sale), and then tap on the Customer for whom you wish to perform that action.
Taping on a Customer's name to edit their detail, and perform various Actions:
| Cancel Reservation | Tap on Cancel Reservation to remove the Customer from the attendees list |
| Customer Check-in | Tap on Customer Check-in to check the customer in to the Class. A Check in pop-up will appear. Select from the options: Please note: Use Pass(es) will only be an option if that Customer has purchased a relevant valid Pass. Selecting Use Pass(es) will remove one usage from that Customers' Pass. ( See Passes Help Guide) |
| Didn't show | Tap Didn't show to mark the Customer with a No-show tag. The NO-show tag can be removed by tapping (x) |
| Send Email | Tap on Send Email to send various notification emails to the customer |
| Delete Reservation | Tap Delete Reservation to delete the reservation from the schedule completely |
| Create Sale | Tap Create Sale to create a sale for this customer |