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

Recurring monthly contract

Customer wants monthly billing instead of paying yearly upfront.

Question

Customer wants monthly billing instead of paying yearly upfront.

Steps

Select the plan and set Payment arrangement to Recurring / monthly contract.
Choose billing cycle day and start date.
If Razorpay mandate is configured, create mandate; otherwise use manual collection method and task reminders.
Explain next bill date and failed-payment handling to customer.

Correct outcome

Subscription remains active according to collection policy, and monthly invoices/payment tasks are trackable.

Paid-in-full membership

Customer wants to pay the full plan amount now.

Sell PT sessions and book a PT appointment

How do PT packs become usable sessions?

On this page

Question Steps Correct outcome