SquareOS Documentation

Real Gym Scenarios Full gym launch rehearsal Real gym day-one simulation Known workflow improvements Create a walk-in prospect with follow-up Book and manage a trial Move a lead after a tour and schedule the next follow-up Handle a WhatsApp or Facebook lead from Inbox Serve a member from the profile drawer Book a PT session and handle eligible cancellation Create a group class with capacity and waitlist Mark class attendance and message the right recipients Sell a membership on EMI/installments Use proration correctly Paid-in-full membership Recurring monthly contract Sell PT sessions and book a PT appointment Create and run a class Send an invoice or payment link Handle offline payment Collect on POS terminal and reconcile pending status Freeze a membership Upgrade a membership Transfer a membership Refund or void a payment Open and close cash drawer shift Create correct GST invoice What if Razorpay, SMS, WhatsApp, email, terminal, or biometric is not configured?Renew a membership before expiry Recover a failed payment or unpaid dues Stop or cancel a membership Send and complete a waiver Import members from another system Handle opt-out or communication consent Send a renewal campaign without spamming the wrong members Create an automation for trial follow-up Investigate failed message delivery Fix low retail stock or stock mismatch Sell or return a retail item for a walk-in/member Build and schedule a report export Investigate a report export that is not ready Investigate who changed a sensitive record Handle class waitlist and late cancellation Reset staff password or change permissions Use safe mode before provider testing Send and track support feedback Investigate biometric gate or check-in denial Correct staff attendance or leave Fix duplicate person records Create staff and invite them Daily closing checklist

Real Gym Scenarios

Daily closing checklist

What should owner/manager check before closing?

Question

What should owner/manager check before closing?

Steps

Review dashboards for sales, operations, and PT.
Review today transactions, unpaid invoices, failed payments, refunds, voids, and cash/offline references.
Review task list for overdue due-today work.
Review schedule attendance, class completion, PT no-shows, and check-ins.
Review staff attendance and audit trail for sensitive actions.
Review dead letters/provider failures before major communication follow-up.

Correct outcome

Tomorrow starts with clean tasks, correct money, and no hidden operational failures.

Create staff and invite them

New trainer or front-desk staff joined.

Troubleshooting

Find what to check when common Staff app workflows do not behave as expected.

On this page

Question Steps Correct outcome