SquareOS Documentation

Start with the operating model

SquareOS keeps gym operations connected around one person record. Use this public documentation to learn pages, fields, buttons, workflows, integrations, and real gym scenarios in simple language.

Main sections

• Start Here - Learn how the Staff app is organized before using daily workflows.
• Daily Gym Operations - Run the daily desk, check-ins, tasks, schedules, and review work.
• People and CRM - Manage people, prospects, members, notes, tasks, and follow-ups.
• Sales and Trials - Create trials, opportunities, follow-ups, conversions, and sales records.
• Bookings and Schedule - Manage classes, PT sessions, trainer availability, and attendance.
• Memberships and Payments - Sell plans, collect money, manage billing, refunds, freezes, transfers, and upgrades.
• Communication and Marketing - Use inbox, campaigns, templates, SMS, WhatsApp, and lead channels.
• Reports and Audit - Review reports, dashboards, transactions, settlements, disputes, and audit history.
• Admin Settings - Configure tenant, staff, permissions, plans, billing, locations, and system settings.
• Integrations - Connect messaging, payment, lead, POS terminal, and access-control providers.
• Real Gym Scenarios - Follow practical gym situations from setup to sales, service, payments, and support.
• Troubleshooting - Find what to check when common Staff app workflows do not behave as expected.
• Reference - Look up common fields, options, actions, and product terms.

How to use these docs

• Start with Start Here if your team is new to the Staff app.
• Open the matching section when you are working on a real task.
• Use Real Gym Scenarios when you want step-by-step operating examples.
• Use Ask Docs only for questions covered by this public documentation.