Terminology varies based on industry, business, and software. Below are some of the common terms in Pike13.
Glossary of Terms
An account manager is someone who can act on behalf of their dependents. This includes enrolling them into classes or appointments and purchasing passes, plans, or courses for them. They can also sign waivers for dependents under the age of majority (default 18 years old). To read more about account relationships, click here.
A time-sensitive notification that requires action and is sent only to staff, manager, and owner (like a reminder that no one has been checked into a class that started 30 minutes ago). Alerts are delivered every 30 minutes, so if three alerts are prompted in a five-minute period, one email will deliver all three in a single message.
An appointment is typically a one-on-one service. The scheduling of these services can be scheduled anytime during a staff member's availability. The duration of the appointment is determined by the business owner upon creation. For details on how to create appointments, click here.
A statement of charges. Pike13 distinguishes between Pike13 bills (bills for your business's use of Pike13) and client bills (bills for your clients). Bills also have various states: paid bills, unpaid bills, scheduled bills, bills due, bills past due, and failed bills.
Schedule an appointment. This is done by a staff member through the client profile or on the schedule page.
When business owners add a new staff member to their Pike13 business (and create the staff member’s profile), they can choose to send an invitation email for the staff member to claim their accounts. To claim their account, the staff member clicks a link that directs them to your Pike13 business staff site and sets their password. The staff member can also update their profile, personal information, availability, and other account details.
A class is a service with scheduled days and times by the business. This service type is most commonly used for group sessions. For instructions on creating a class, click here.
A person who has an account with your Pike13 business.
A course is a series of events that the business sets up. A client is enrolled into all instances of the series and payment is required up front. For more details on courses, click here.
A person that is managed by an Account Manager. A dependent can have someone manage their account on their behalf including enrollments and purchases, or they can manage their own profile. If the dependent is under the age of majority (default 18 years old), the account manager should be their guardian. To read more about account relationships, click here.
Register for a class or course. This can be done by the client or a staff member.
A notification on the client's dashboard showing unsigned waivers, terms and conditions, past due payments, unpaid visits, and account credit. Clients cannot see past due or unpaid visits.
Pike13 app for iPad that your Pike13 business can use to let clients sign in on arrival on site. For more information about the client kiosk, click here.
A person in your Pike13 business who has purchased a product that your business defines as qualifying for membership. This could be a pass, plan, or course.
Having a prepaid pass or monthly or prepaid plan that a Pike13 business owner has set as qualifying the client who holds it as a member of that business.
Goods that a business sells, like tee shirts, water bottles, and books (excludes passes and plans). These items can only be sold by staff members; retail is not client facing. For details on how to set up and sell merchandise, click here.
In Pike13, these and other digital documents, signable online, are managed through DocuSign. Unlike waivers, miscellaneous online documents aren’t automatically sent to clients.
A reminder delivered to staff and clients by text message, email, and/or directly on your Pike13 website. Each notification and its delivery method can be turned on separately.
A pass is like a punchcard. There are a predetermined number of visits to be used within a certain time frame. An example would be 5 visits to be used within 2 months of the start date. For instructions on how to create passes, click here.
A plan can be either prepaid for a period of time or recurring. Monthly memberships are the most common and allow someone to visit a set amount of times per week, month, or unlimited. For instructions on how to create passes, click here.
Enroll in a class or course or book an appointment.
The way to classify and group the revenue from products and services in Pike13 financial reports.
A calendar with scheduled classes, courses, and appointments. The schedule can be viewed the following ways: List View, Day, Week, Month.
A staff member is someone on your staff. They may be a teacher, trainer, front desk receptionist, etc. They can perform various tasks depending on the role you assign them. For more details on staff member roles and permissions, click here.
The part of Pike13 that controls purchases of plans, passes, and merchandise.
A person without an account with your Pike13 business. As a visitor, they can only see your schedule, services, passes, and plans if you have allowed visitors to do so.
Often referred to as a release of liability form. This can be signed electronically through Pike13.