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, schedules, and attendance

Sessions define what customers book. Schedules define when and where those sessions happen. Open a session's attendance roster for check-in, waitlist review, and day-of-session work; Attendance shares the Sessions navigation entry rather than appearing as a separate Operations destination.

Start with Sessions, Schedules, and Attendance.

Shifts

Use Shifts to review personal shifts or, with the required permission, manage the team rota.

Start with Shifts.