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

Create staff and invite them

New trainer or front-desk staff joined.

Question

New trainer or front-desk staff joined.

Steps

Open Admin Staff & RBAC or Staff Roster depending on setup.
Create staff with name, email, phone, employee ID, designation, role code, permission template, and default location.
Copy/send invite link and ensure staff accepts invitation.
Set roster/availability and notification preferences.

Correct outcome

Staff can log in with correct permissions and appears in roster/scheduling where relevant.

Fix duplicate person records

Same person exists twice.

Daily closing checklist

What should owner/manager check before closing?

On this page

Question Steps Correct outcome