Pike13 Staff Manual
Need your staff members to get up to speed quickly using Pike13? This list covers the essentials for ramping up.
Clients
- Creating New Clients
- Account Managers, Dependents and Peers
- Collecting Signatures for Waivers / Miscellaneous Documents
- Managing Client Payment Methods
- Updating Login Credentials
Schedule
- Managing Roster Attendance
- Booking Appointments
- Roster Alerts for Class, Course and Appointment Rosters
- Creating and Sending Notes
- Modifying or Canceling Scheduled Classes
- Modifying or Canceling Booked Appointments
- Modifying or Canceling Scheduled Courses
Store
- Selling Passes
- Selling Prepaid Plans
- Selling Recurring Plans
- Selling Courses
- Selling Merchandise
- Creating and Managing Purchase Requests
Payments
- Refunding and Voiding Payments
- Offering Discounts and Accepting Coupons
- Applying Partial Payments
- Managing Client Payment Methods
- Account Credit
Managing Passes and Plans