Pike13 Staff Manual

Need your staff members to get up to speed quickly using Pike13? This list covers the essentials for ramping up.

Clients

• Adding a new client
• Creating an account manager and dependent relationship
• Collecting signatures for waivers and online documents
• Saving a client’s payment info to their profile
• Resetting sign-in credentials and password

Schedule

• • Taking and confirming attendance
  • Booking appointments
  • Reconciling alerts in class, course, and appointment rosters
  • Posting and sending notes
  • Modifying class schedule
  • Modifying scheduled appointment
  • Modifying scheduled course time

Store

• • Selling Passes
  • Selling Prepaid Plans
  • Selling Recurring Plans
  • Selling Courses
  • Selling Merchandise
  • Working with purchase requests

Payments

• • Voiding and refunding payments
  • Offering discounts and accepting coupons
  • Splitting payments
  • Accept a partial payment
  • Manually overriding a prorated amount at checkout
  • Adding, using, and tracking clients' account credit

Managing passes and plans

• • Replacing a client’s current plan with another
  • Canceling a client’s active pass
  • Canceling a client's active plan
  • Importing an existing pass or plan
  • Putting a plan on hold