Operations

The CRM's Operations group contains the people and schedules used to run the studio. Each destination appears only when the signed-in role can use it, except My work, Shifts and Time clock, where every admin can see their own shifts and hours.

In this section

• Customers: find, filter, import, and manage the people who attend.
• Customer profiles: review one customer's bookings, memberships, credits, payments, and history.
• Staff: use the Directory for staff records, and App access and Access roles for dashboard access.
• Sessions: manage recurring and one-off sessions. Attendance is opened from a session and shares the Sessions navigation entry.
• Schedules: use the calendar of sessions customers can book.
• My work: your own clock, next shift and coworkers, open shifts to take, and this pay period's hours.
• Shifts: review personal shifts or, with shifts:read, plan and publish the team rota.
• Time clock: clock in and out, and with timesheets:read, review, correct and approve the team's hours.
• Payroll: with payroll:read, see each pay period's regular, overtime and double time hours, and export them for payroll.
• Exceptions: resolve payment and fulfilment work that requires staff attention. This destination requires payments:update.

A typical day

Most front-desk work flows through Schedules and Sessions: open the calendar, select a session, and use its attendance roster to check people in. New customers are managed under Customers, while staff records and shifts are managed under Staff and Shifts.

Waiver configuration is under Settings → Waivers, not Operations.