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

Fix duplicate person records

Same person exists twice.

Question

Same person exists twice.

Steps

Open People duplicates/merge queue or search both profiles.
Compare phone, email, active subscription, invoices, tasks, trials, and notes.
Select survivor as the profile with strongest financial/subscription history.
Create merge preview, review what moves, then apply merge if correct.

Correct outcome

Customer history is consolidated into one profile without losing financial records.

Correct staff attendance or leave

A trainer forgot to check out, came late, or was on approved leave.

Create staff and invite them

New trainer or front-desk staff joined.

On this page

Question Steps Correct outcome