On-Boarding & Training of CLient


Gym Level-1 Training:

  1. Adding Packages: Offer monthly membership packages.
  2. Creating Enquiries: Use the gym owner's name when making enquiries.
  3. Creating Gym Membership Bills: Create a bill for gym owner enquiries with monthly membership and include today's date for birthday and anniversary, with pending payments due today.
  4. Show Live Dashboard Alerts: Display alerts for renewals, payments, birthdays, and anniversaries.
  5. Updating Body Measurements: Update customers' body measurements.
  6. Marking Manual Attendance: Take attendance manually and display it on the attendance tab.

Salon Level-1 Training:

  1. Adding Services: Add new services.
  2. Adding Service Providers: Add service providers with names and phone numbers.
  3. Creating Appointments: Schedule appointments.
  4. Displaying Appointments: Display appointments on the dashboard.
  5. Creating Bills: Generate bills from the dashboard.
  6. Creating Bills for Other Clients: Create bills for other clients directly from the billing page.
  7. Adding Products and Stock: Add products and manage inventory.
  8. Showing Day Summary Report: Generate a daily summary report.

Client Onboarding Process:

  1. Deliver Software: Provide the client with the software.
  2. Schedule Training: Schedule training sessions.
  3. Complete Level 1 Training: Ensure the client completes the Level 1 training.
  4. Upload Services, Packages, and Employees: Upload the client's service offerings, package options, and employee information.
  5. Upload Offers and Images on QR: Add promotional offers and images to the QR code.
  6. Walk Through QR and Update Link on Instagram: Demonstrate how to use the QR code and update the Instagram link.
  7. Give Personal Remarks about Client's Social Media: Provide personalized feedback on the client's social media presence.
  8. Check URL of software in website field, CITY and contract made in DISHA

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