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Internal Training Day 4
Xplor Training Team
Created on July 10, 2024
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Transcript
Mariana Tek Training Session 4
Employee management, Configuration, and Scheduling
go!
Agenda
Employee Management
Creating and archiving employees
Configuration
Set up options
Schedule
Create and edit classes on the schedule
Employee Management
Keep your eyes on the training screen!
10:00
+ info
Complete and submit your Sandbox task in the Training Guide
Configuration
Keep your eyes on the training screen!
Two sale credit package reservations per class
One reservation per class
Booking Limits Use Cases
Info
Booking Limits Example
Booking restrictions do not impact reservations made in Admin or third-party services.
Booking restrictions do not impact employee reservations made with an employee account.
05:00
+ info
Complete and submit your Sandbox task in the Training Guide
05:00
+ info
Complete and submit your Sandbox task in the Training Guide
05:00
+ info
Complete and submit your Sandbox task in the Training Guide
05:00
+ info
Complete and submit your Sandbox task in the Training Guide
Schedule
Keep your eyes on the training screen!
10:00
+ info
Complete and submit your Sandbox task in the Training Guide
10:00
+ info
Complete and submit your Sandbox task in the Training Guide
1. Navigate to the Schedule for any location2. Create a recurring class using the class type and PAS layout, and booking limit you created. Upload a screenshot of the class on the schedule.
Sandbox Task
1. Create a customer account for yourself in the sandbox.2. Convert that customer account as an employee. 3. Give yourself the instructor role. Upload a screenshot.
Sandbox Task
1. Navigate to the Locations configuration2. Click into a location and create a new PAS layout. Upload a screenshot of the layout.
Sandbox Task
1. Navigate to the booking limits configuration2. Create a new booking limit Upload a screenshot of the booking limit.
Sandbox Task
1. Navigate to the Agreements configuration2. Create a simple agreement. Upload a screenshot of the agreement.
Sandbox Task
1. Navigate to the Class Types configuration2. Create a new class type. Upload a screenshot of the class type.
Sandbox Task
1. Navigate to the Schedule for any location2. Create a recurring class using the class type and PAS layout you created. Upload a screenshot of the class on the schedule.