Button and Action Reference

What this reference is for

Use this page to understand common Staff app actions and what to check before using them.

Run an immediate payment action or filter/action tied to update events.

Confirm the selected invoice/person/provider for payment, or the audit event scope when filtering update history.

Open preferences, staff-provisioning help, people queue summaries, campaign action menus, or billing-cadence controls.

Use after confirming the current staff session, selected campaign/person queue, and whether the change affects customer-facing communication or billing.

Advance a person, trial, subscription, or staff-session workflow.

Confirm the selected person/staff account, lifecycle state, owner, notes, and any sale or access impact before continuing.

Handle a membership, finance, waiver, request, or sign-up lifecycle action.

Check permission, reason, dates, affected invoice/subscription, and audit notes because these actions change operational history.

Capture media, choose reusable content, open a thread/list, or work with a product/SKU action menu.

Verify the selected file/template/thread/product and whether the change is visible to customers or affects inventory.

Navigate, sign in/out, filter, scope, or switch workspace context.

Confirm the active tenant, selected location/filter, and current session context before acting.

Open the complete person/profile context or public profile/history view.

Use when the current card is not enough; confirm the selected person and tenant before changing notes, tasks, bookings, or finance records.

Operate class, studio, booking, or schedule detail from the Schedule workspace.

Confirm date, trainer, room, capacity, booking status, trial eligibility, and attendance/no-show policy before changing class or booking state.

Open an operational dashboard or finance/status overview.

Use dashboards for review first, then open the linked person, task, invoice, report, or schedule record before changing data.

Open an admin/settings, help, or configuration workspace.

Confirm owner/admin permission, active tenant/gym, and whether the setting affects live staff/customer workflows.

Open communication, inbox, notification, or thread handling views.

Confirm provider readiness, sender identity, selected person/thread, opt-out state, and whether the action is customer-visible.

Open task queues, task detail, or task creation controls.

Confirm assignee, due date, linked person/opportunity, and whether the next follow-up is still valid.

Open sales opportunity board, deal metrics, or pipeline guidance.

Confirm sales owner, stage, expected plan, and next task before moving or editing opportunities.

Open POS, payment, transfer, gate, signup, or customer-link flow.

Confirm customer, invoice/subscription, amount, provider/device readiness, and whether the link/payment is customer-facing.

Open audit, security, outbox, or failed-job evidence views.

Use when investigating who changed what, provider delivery failures, access events, or background job failures.

Open staff display-language, locale, date/time, and regional preference controls.

Use gym defaults unless the logged-in staff member has a clear personal display preference.

Open the named workspace, guide, catalog, link, or detail area shown by the button label.

Confirm the label matches the workflow staff actually need, then review the opened record before changing operational data.

Open or maintain an admin/configuration area.

Use only with owner/admin permission and verify provider, tax, schedule, or workflow impact before saving changes.

Run setup, verification, access-control, or provider-readiness action.

Confirm the device/provider/account is intended for this gym and that the test will not disturb live customers.

Perform a specific staff operation in commerce, reporting, access, booking, or account setup.

Confirm the selected person/staff/report, amount or permission impact, and whether the action is customer-visible.

Send, compose, or suppress a communication.

Check template text, channel/provider readiness, consent/opt-out state, and whether the message is customer-visible.

Move through paginated lists, calendar windows, or trial/result pages.

Use only for navigation; confirm the page/window after moving before taking action on a row.

Change filters, sorting, audience logic, or saved report/view selection.

Check the current tenant, date range, audience, person, and selected filter before running reports, messaging, or bulk actions.

Reveal, hide, or switch contextual controls for the selected workspace record.

Confirm the selected person/member/filter and whether hidden controls affect customer, payment, or schedule state.

Navigate to an operations/admin module card or list.

Open it when the workflow belongs to that module; avoid changing connected settings from unrelated cards.

Switch the selected record or setup card into edit mode.

Confirm you are editing the correct person, product, automation, branch, security, tag, folder, or setup record.

Reveal detail, action, tenant-scope, settlement, or dispute controls.

Confirm the active tenant/company scope and selected record before acting from the revealed controls.

Clear, reset, close, or finish the current editing/detail state.

Use only when the current edits, filters, or detail view should be discarded or closed.

Create, activate, duplicate, upload, or capture supporting workflow data.

Confirm the record, file/photo, schedule, and provider/state readiness before continuing.

Format or edit message/template content.

Preview the final customer/staff-visible content before saving or sending.

Open or use a communication channel.

Check provider readiness, template content, consent, and whether the note is customer-visible.

Record a sales or follow-up outcome.

Use only after the follow-up actually happened and create the next task when needed.

Manage opportunity, trial, or task progress.

Confirm owner, due date, stage, and task notes so the next staff action is clear.

Select a service, sale, or delivery category.

Confirm the customer is eligible and the chosen category matches the plan, class, or item.

Record attendance, return, or operational completion.

Only use after the real event happened; verify person, booking, class, item, and time.

Continue checkout, create a payment link, or record a commerce action.

Confirm customer, invoice items, GST, payment method/provider readiness, and amount.

Open related details, navigate the workspace, or review operational state.

Confirm the selected person, date, and workflow context before acting on the opened view.

Filter, preview, or execute a report/campaign/admin query.

Check filters, date range, audience size, and permissions before running or exporting.

Perform a concrete operational action.

Verify the target record, provider/device readiness, and any customer-visible effect.

Edit rich text content or attach supporting files.

Check that the content/file is correct and safe for the intended audience.

Apply a selection or setting to the current client, profile, schedule, or policy.

Confirm the selected record and whether the change should apply now.

Reload latest data from server.

Use when another staff member may have changed records.

Start a new record.

Search first when the record is a person, customer, product, or staff user.

Persist the current form.

Review required fields, dates, amounts, owner, and notes.

Leave without completing the current action.

Use when details are wrong or customer has not confirmed.

Open the complete person profile.

Use when you need history beyond the current page.

Record what actually happened.

Only use after the event/action has occurred.

Create or share customer payment URL.

Confirm invoice/customer and provider readiness.

Collect or record money.

Confirm amount, invoice, payment method, and customer identity.

Generate file output.

Check date range and filters before exporting.

Check provider/server state.

Use when external provider state may differ from SquareOS state.

High-impact destructive or lifecycle action.

Confirm permission, reason, audit impact, and financial consequence.