Functionalities of Frontdesk
Add a Client
Make Bookings
View All Bookings in a Table view
View and Print Invoices
Cancel a booking
Delete a booking
Abandoned Booking
Add a Customer
Go to Dashboard
Click on Front desk and then on Bookings
Click on the Add Client Button on the Top Right corner of the page
Enter the Name, Email ID, and Phone Number.
To add additional information, click on the Add Additional Information link
Click on Add button
You can also add a customer from the Client Page. You can check the article “How to add clients via All Clients?”
Make a Booking
Go to Dashboard
Click on Front desk and then on Bookings
Click on the Add Client Button on the Top Right of the page
Select the Payer- The Customer who will be paying for the service. If the customer is not added, add them by clicking on the Add Payee Button
Select the Specific Service Type you want to book from the Tab (example: Class, Class Pack, Facility)
Select the particular service you want to book and fill in all the details
Select the Attendee- The Attendee is the person who will be attending
Click on Add to Cart
Add Discounts or Any additional charges to the Cart from the Dropdown
Payment mode:
a) Online: By Default, this option is chosen. If this option is chosen, then a payment link will be sent to the payer to confirm the booking. Till then the booking will show as pending
b) Offline: If you choose the payment mode as offline (by switching the button from green to grey), you have to select whether the booking was done by Cash, Check, or any other means
Review the Total Amount and click on the Total Amount Button
Booking is Confirmed.
View All Bookings in a Table view
Go to Dashboard
Click on Front desk and then on Bookings
Filters: You can use Filters to Sort by Services
View and Print Invoices
Select and Click on the Booking that you want to view
Invoice will open in a modal
Click on the Print button
Cancel a booking
Select and Click on the Booking that you want to view
Invoice will open in a pop-up
Click on Cancellation and Refunds button
Click on the Cancel button
Delete a booking
Select and Click on the Booking that you want to view
Invoice will open in a pop-up
Click on the Delete Booking button
Confirm Delete
Abandoned booking
Abandoned Bookings- If someone comes to your website and doesn’t make a payment, you will see the booking as an Abandoned Booking on your bookings table
The icon for Abandoned Bookings: