Sign in overview

This guide explains how the Sign In is constructed and its key features

Accessing the Sign-In Area

• Navigate to the Activities menu.

• Select the desired activity.

• Click the green Sign In button.

You'll see a list of all participants for the selected session, along with relevant details such as:

• The product they used to book

• Product validity

• Any customer notes

Steps to Sign In New Participants

1) Add a New Participant

• Use the search bar to find the customer.

• If they don't exist in the system, create a new customer profile.

• After creation, invite them to set a password, enabling them to book future classes online.

Note: Once a customer is signed in—regardless of being marked as present—the booking is deducted from their selected product.

2) Mark participants as present

• Tick the checkbox next to the participant's name to mark them as present.

• This action helps maintain accurate attendance records and insights.

Note: Once a customer is signed in—regardless of being marked as present—the booking is deducted from their selected product.

3) Log out participants

• Click the three dots next to a participant's name.

• Select the option to remove them from the class.

• Credits will be automatically returned unless it's a late cancellation, in which case the credit isn't refunded.

4) Contact and Export participants

• Click the More button to:

  • Export a list of participants.

  • Send emails to all participants, useful for last-minute updates.

• If a participant lacks an email address, the system will notify you.

5) Sell products

• Click the shopping cart icon next to a participant's name.

• This allows you to sell them an active product, especially if they have an open booking without a valid product.

Important: Online bookings always require a valid product.