Watch this video AFTER watching and completing the Setup Tasks for Onboarding System Training 1 - Video
Training Agenda and Setup Tasks
00:30 - Booker - No setup tasks with this, but I could suggest creating a few test accounts to use the Register. Familiarize yourself with enrolling/canceling/no-showing customers into/out of classes and waitlists.
02:17 - Point of Sale (PoS)/Register - Get familiar with the payment methods and redemption options in the register.
10:28 - Customers - No setup tasks, but consider this page when setting up your Roles. Who should have access to this report?
11:26 - System Emails - Enable/create and edit any system emails you wish to send to customers.
15:22 - Products and Categories - Add in any inventory you already have by creating Products and Categories, then add them to your inventory by creating a Purchase Order. Consider using the suggested Inventory Management Supplier.
22:16 - System Settings - Please review these settings and let your Onboarding Coach know if there are any that you need to change. We will also review these items in the Q&A.
After you've completed these setup tasks, schedule a Q&A session with your onboarding coach.