Option Reference

What this reference is for

Use this page to understand common dropdown options, statuses, and selection choices.

Indian state or union territory for address, tax, GST, or profile context.

Choose the legal state/UT that matches the person, business, invoice, or branch address.

Emergency-contact relationship.

Choose how the emergency contact is related to the person so staff know whom they are calling.

Weekday selection for rosters, availability, reports, or repeat schedules.

Use the weekday that matches the gym operating schedule and local timezone.

Staff attendance state.

Use the status that reflects what happened on the workday; payroll and exception review can depend on it.

Campaign, report, or automation condition field.

Choose the field that matches the audience rule or trigger condition, then preview affected people before sending or activating.

Admin or configuration section.

Open this section only for the setup area being changed and confirm owner/admin permission before saving.

Checkout payment-collection route.

Use online only when the gateway is ready; use offline only when staff has real cash, UPI, bank, cheque, or external proof.

Billing override or exception behavior.

Use only with owner/finance approval because it changes invoice timing, discount policy, or audit expectations.

Service, appointment, class, or charge grouping.

Use the category that matches the service being booked, sold, reported, or configured.

Date-window or time-scope filter.

Use it to review records in the intended sales, attendance, purchase, or reporting window.

Time-unit option for delays, windows, durations, or policy thresholds.

Choose the unit that matches the gym policy so reminders, trials, cancellations, and automations run at the intended time.

Dynamic field data type.

Use the data type that matches how staff should enter and report the value; avoid JSON unless the setting explicitly needs structured data.

Indian tax code type.

Use SAC for services and HSN for goods/products so GST invoices and exports classify the line correctly.

General-ledger account class.

Use the finance-approved account class for journal mapping and accounting exports.

Finance entity or accounting treatment.

Use the option that matches the money record being mapped, discounted, invoiced, or reconciled.

Operating area for sales, schedule, or day-to-day workflow.

Use it to group settings, reports, automations, or forms under the staff workflow that owns them.

Trial, entitlement, or booking consumption basis.

Choose how SquareOS should decide whether the customer has used the allowed service or trial allowance.

Audience or eligibility scope.

Use the narrowest audience that matches the offer, class, benefit, message, or policy.

Missing or cleanup classification.

Use temporarily when source data lacks a category, then clean it up during admin or migration review.

Linked schedule item type.

Use it to distinguish appointment-linked records from class-linked records in lists, reports, or messages.

Tenant, company, or franchise scope.

Use the narrowest scope that should own the setting, report, or record; avoid company/franchise scope for gym-specific changes.

SquareOS module or actor source.

Use it to filter audit, report, navigation, or configuration records by the system area that produced them.

Push or system-notification channel.

Use only for notifications that should appear as app/system alerts and confirm opt-in/provider readiness where relevant.

System/default source or sender behavior.

Use when SquareOS should apply its configured default rather than a staff-selected sender, provider, or reason.

Freeze, leave, or exception reason.

Use when the member/staff absence is actually travel or vacation; add notes if policy approval is needed.

Communication purpose classification.

Use marketing for promotional campaigns and utility for operational/service messages such as reminders, OTP, receipts, or policy notices.

Operational event, channel, or state code.

Use it when the raw system state is the most precise way to filter or classify the record.

Communication or checkout action choice.

Choose it only when the staff task, provider readiness, and invoice/payment state match the customer workflow.

Audience/filter operator for values in a selected list.

Use when the rule should match any selected value, then preview the audience before saving.

Concrete setup, source, room, staff, tax, access-control, or testing selection.

Choose the actual configured value for the current gym; use Test only for sandbox/provider validation, not live customer work.

Time-format, quiet-hour, day, or schedule-window option.

Use the option that matches the gym operating calendar, staff preference, campaign quiet hours, or reporting window.

Filter or audience-rule operator.

Choose the operator that matches the plain-language condition, then preview the matched people/report rows before saving.

Default or linked payment, provider, filter, or centre selection.

Use only when this should be preselected for staff or linked to the active record; confirm provider/centre readiness first.

Security, staff-access, verification, or scope option.

Use the least broad access/scope that still supports the real staff workflow and test login or verification before enforcing.

Lifecycle, approval, trigger, or freeze-state option.

Choose it only after the corresponding real-world request, approval, pause, trigger, or membership-freeze state exists.

Invoice, tax filing, stock movement, or finance-reconciliation state.

Use with finance approval and a clear audit reason, because it affects invoices, GST, ledger, or stock history.

Booking/link/input/source mode for operational records.

Use the mode that matches how the customer arrived, how staff will identify the item/person, or whether the record is linked to a profile.

Commercial, service, or classification option.

Choose the classification that matches the actual sale/service; clean up unspecified or uncategorized records during admin review.

Display, layout, field-type, or sorting preference.

Use it for staff preference/admin configuration; do not change operational policy just to adjust personal display.

Placeholder prompting staff to choose a real configured value.

Do not leave this selected when the field is required; choose the actual gender, state, relationship, staff, plan, or provider value.

No configured selection, no tax/provider/room/template, or no current customer contact state.

Use only when the workflow really has no applicable value; add notes where the absence affects service or follow-up.

No staff owner has been selected yet.

Use temporarily only; assign a real owner before leaving sales, task, trial, or support work active.

Feedback or support classification.

Choose the option that best describes what the staff member is reporting.

Sales interest temperature.

Use based on customer behavior and intent, not optimism.

Current pipeline, workflow, or setup state.

Choose the state that matches what has actually happened in the gym workflow.

Sellable product, entitlement, or trial category.

Use the option that matches what the customer is buying, trying, or allowed to consume.

Audience or eligibility scope.

Use the narrowest scope that matches the offer, class, benefit, message, or policy.

Visibility/default scope for a saved setting or view.

Use private for personal views and brand/role defaults only when the owner wants staff to share the same setup.

Numeric threshold, count, day, or percentage choice.

Use the value approved by the gym policy, billing rule, campaign split, or report filter.

Entitlement or trial consumption basis.

Choose how the system should decide whether the customer has used the allowed service.

Export file format.

Use XLSX for spreadsheet review and CSV for imports or system reconciliation.

Internal or system communication type.

Use for staff-only notes, system alerts, or non-customer-visible context.

Finance, stock, tax, or discount calculation choice.

Use the option that matches the real money movement, inventory movement, or finance-approved discount rule.

Schedule or recurrence stopping rule.

Use the cadence that matches the agreed class/task/campaign schedule and prevents unintended repeated work.

Schedule booking or facility availability type.

Use it to block or classify real appointment, maintenance, room, or facility availability.

Item, service, or inventory form.

Use according to whether the thing is a physical stock item, digital asset, or service/accounting object.

Custom configured value outside the standard presets.

Use only when the standard options do not match the approved gym policy or offer.

Empty or compact display placeholder from the underlying UI state.

Treat it as missing context; select a real option or open the record details before taking action.

Membership, package, stock, or account transfer choice.

Use only when ownership/access should move from one valid source to another with audit notes.

Automation, ownership, sender, or workflow-behavior setting.

Choose the behavior that matches the gym operating policy before activating the workflow.

Customer lifecycle or access segment.

Use the state that matches the person record and current gym relationship.

Notification, invoice, payment, or lifecycle event type.

Use for the exact event that should trigger communication, reporting, or automation.

External integration/provider choice.

Select only providers configured in Admin settings and verified for the current gym.

Scope, audience, location, staff, or channel selection.

Use the narrowest scope that should receive access, messages, policies, or reports.

Medical or safety-related classification.

Use only for fields, documents, or tags that carry health/safety context staff must treat carefully.

Checkout or billing behavior.

Use according to the payment agreement and only when the provider or manual collection process is ready.

Shows all records for that filter where permissions allow.

Use for manager review or when the responsible staff is unknown.

Currently usable or live.

Use only when the record should affect live operations.

Hidden or not used for new operations.

Use instead of deleting records with history.

Collect the full sale value immediately.

Use when customer pays the complete plan amount now.

Collect on a repeated billing cycle.

Use for monthly contracts or mandate/manual recurring collection.

Collect contract value in multiple scheduled payments.

Use when customer has agreed installments.

Charge full first cycle.

Use when gym policy does not discount mid-cycle starts.

Charge only part of first cycle.

Use when billing cycle anchor and start date differ.

Online provider collection.

Use only when gateway account is configured and healthy.

Card/UPI terminal device collection.

Use only when a registered terminal exists.

Staff records a payment collected outside online gateway automation.

Use only with real proof/reference.

Email channel.

Use for invoices, longer messages, and formal records.

SMS channel.

Use for short reminders when SMS provider is configured.

WhatsApp channel.

Use for conversational follow-up when WhatsApp provider is configured.

Priority level.

Use based on urgency and business risk.

Future or intended work/session.

Use before the customer attends or staff completes work.

Completed successfully.

Use only after the real action happened.

Did not complete as planned.

Use with reason/notes for reporting.

Gender option.

Use only when known and relevant.

Repeating frequency or duration.

Use according to plan, class, automation, or billing policy.