Operations features

Customers

Use Customers for search, filtering, export, import workflows, and customer record maintenance.

Start with Customers.

Customer profiles

Use customer profiles for contact details, account status, membership context, activity, and staff support actions.

Start with Customer profiles.

Sessions and schedules

Sessions define what customers book. Schedules define when and where those sessions happen.

Start with Sessions and Schedules.

Attendance

Use Attendance for check-in, roster review, and day-of-session operations.

Start with Attendance.

Waivers

Use Waivers to collect required agreements before customers attend.

Start with Waivers.