Main Components of the Front Desk
🔍 Search Function
Quickly find clients, family members, or orders using the global search bar.
Use the keyboard shortcut ⌘ + K (Mac) or Ctrl + K (Windows) for instant access.
Type a client’s name, email, or phone number to locate their record or booking history.
➕ Create an Order
Create new orders directly from the Frontdesk — add services, programs, and products under one invoice.
Supports multi-item cart creation for streamlined checkout.
Ideal for adding both class bookings and store purchases in one transaction.
👤 Add a Client / Family
Add new clients or family members quickly from the Frontdesk.
Maintain complete family profiles to link parent-child accounts.
Useful for businesses that handle group or family-based bookings.
📊 Business Insights
At a glance, view quick metrics summarising key business performance:
Active Trials – Number of ongoing trial enrollments.
Active Subscriptions – Count of active recurring memberships or class packs.
Upcoming Cancellations – List of subscriptions scheduled to end soon.
Parties Booked – Total party events booked within the selected period.
Each tile includes a Quick View link to open detailed reports or filtered lists.
🗂️ Side Navigation
The left panel allows easy navigation between all operational sections:
Home – Overview dashboard with insights and schedules.
Calendar – Manage classes, check-ins, and attendance.
Orders – View and manage all client orders and invoices.
Subscriptions – Manage recurring memberships and auto-pay plans.
Waitlist – Track clients waiting for full or unavailable sessions.
Clients & Prospects – Access client details, leads, and profiles.
💡 Tip: You can collapse or expand the side panel for more workspace when reviewing schedules or invoices.
📅 Upcoming Schedule
Stay up to date with all your upcoming classes and events.
View real-time schedules, colour-coded by capacity.
Quickly identify full sessions versus those with open spots.
Click View Calendar to open the detailed scheduling page.
👥 Recent Prospects & Clients
Keep track of new activity and leads:
Recent Prospects show potential clients captured via your service store or CRM.
Recent Clients lists the newest members or families added to your system.
Each entry includes contact details, signup status, and linked family accounts.
💡 Pro Tip: You can access a full list of leads by clicking View Prospects or assigning them to team members for follow-up.
✅ Summary
The Frontdesk Overview brings all your daily operations together in one place:
Quick navigation through your side panel.
Easy client management and order creation.
Business insights and activity tracking at a glance.
Direct access to upcoming schedules and client updates.