Step 1: Start a New Order
Go to the Front Desk section of the dashboard.
Click Create Order.
Step 2: Add a Customer
Either add a new customer or select an existing one.
For a new customer, enter details like:
Name
Email
Phone number
Optional: Add payment details, client notes, or marketing preferences.
Click Add Family Member to include kids and enter their details (e.g., date of birth).
Step 3: Begin the Trial Booking
Return to Create Order with the customer profile ready.
Select the child (e.g., Lisa Mo) as the attendee.
Choose a start date (you can backdate within a 7-day buffer).
Step 4: Choose Trial or Enrollment
Select whether to start a Trial or a Full Enrollment.
Trials may include:
Class packs (e.g., Practice and Play)
Unlimited trial classes (only available during the trial, not after enrollment).
Step 5: Confirm the Trial
Click Proceed.
Pick the payment method (e.g., card on file or cash).
Confirm the order (e.g., $29 for the trial starting August 26th).
View either the Order or the Customer Profile.
Step 6: Book a Full Enrollment
From Create Order, select an existing customer (e.g., Bruce Wayne).
Choose the child’s profile.
If the child’s age doesn’t fit, you may see an error — but you can override it using the Front Desk.
Select the program, payment method, and confirm the booking.
Step 7: Review the Enrollment
Once confirmed, the customer is successfully enrolled in the program with the add-on class packs.