Elevate Staff App: Booking and managing events

The Elevate Staff App can be used by staff members to book a client into an event and manage the event and the client’s booking.

In this article:

To book an event for a client:

1. Tap the Schedule tab.
2. Tap the event session you want to book for the client.
3. Tap the Add button .
4. Search for the client you’re adding by entering their name, phone number, or email in the search box. If the client doesn’t have an account, tap Add New Client and create a new account:
   1. Enter the client’s information in the corresponding fields. For more information about client profile details, see Modifiable client profile details.
   2. Tap Create account.
   3. Tap Back to return to the Search for Clients screen.
   4. Under Recently Viewed, tap the client’s name.
5. Next to the client’s name, tap the Action button .
6. Add the client to the event session:
   • Tap Add Using Purchase Option to add the client to the event session using an applicable Purchase Option that the client owns.
   • Tap Add and pay now to add the client to the event session and pay the drop-in rate or purchase a new Purchase Option to pay for the event session.
     1. Tap Add next to the drop-in rate or Purchase Option that you want to purchase.
     2. Tap the Shopping Cart button  to review the cart.
     3. To see the details of an item, swipe left and tap Edit. Tap Remove from Cart to remove the item or tap Save to keep it.
     4. Apply any price adjustments (i.e., modify the price of the item directly) or discounts to the items in the Shopping cart, as required.
     5. If tips have been set up for the Elevate Staff App, select one of the displayed tip options.
     6. Tap Make a Payment.
     7. Select the payment method or methods.
     8. Tap Complete.
        1. Tap Email Receipt to send a receipt to the client.
        2. Tap No Receipt to send no receipt to the client.
     9. Tap Complete. The sale is complete.
   • Tap Book unpaid to add the client without payment.

To change a client’s attendance status for an event session:

1. Tap the Schedule tab.
2. Tap the event session the client booked.
3. Next to the client’s name, tap the Action button .
4. Tap the attendance status you want to set for the client:
   • Checked-In
     • You can also change a client’s attendance status to Checked-In by tapping the empty Attendance Status icon next to a client’s name in the attendance list.
   • Early Cancel
   • Late Cancel
   • No-Show
   • Pending

To substitute a staff member for an event session:

1. Tap the Schedule tab.
2. On the schedule, tap the event session which requires a substitute staff member.
3. In the top-right corner, tap the Action button .
4. Tap Substitute Instructor.
5. Under Start date, select a start date for the substitution to apply.
6. Under End date, select an end date for the substitution to apply. If the substitution should apply indefinitely, set All sessions going forward option to ON. Tap Next.
7. If multiple sessions occur in the selected time period, select which Event sessions are affected by the substitution. Tap Next.
8. Under Staff, select the staff member you want as the instructor for the event session.
9. Under Pay Rate, select the pay rate the substitute staff member should receive for the event session.
10. If there are multiple substitutions, tap Add Another Staff and repeat steps 8 and 9 for each staff member.
11. Tap Next.
12. To notify clients of the substitution, set Send Email to affected clients and/or Send SMS to affected clients to ON. Tap Next.
13. Verify your changes, then tap Complete.

To cancel an event session:

1. Tap the Schedule tab.
2. Tap the event session you want to cancel in the schedule.
3. In the top-right corner, tap the Action button .
4. Tap Cancel Session.
5. Under Start Date, select a start date for the cancellation.
6. Under End Date, select an end date for the cancellation. If you want to cancel all future dates for the event, set All Sessions Going Forward to ON. Tap Next.
7. If multiple sessions occur in the selected time period, select which event sessions are affected by the cancellation. Tap Next.
8. To notify clients of the substitution, set Send Email to affected clients and/or Send SMS to affected clients to ON. Tap Next.
9. To display canceled sessions of the event on the schedule, set Display as canceled on schedule to ON.
10. Verify your changes, then tap Complete.

To change a client’s payment method for an event session:

1. Tap the Schedule tab.
2. Tap the event session the client booked.
3. Next to the client’s name, tap the Action button .
4. Select how you want to reconcile the client’s booking. You’ll have one of the following options:
   • Buy Purchase Option – If the client hasn’t paid for their booking and they don’t have an applicable Purchase Option, you can select this option to purchase a new Purchase Option in the online store to pay for this service.
   • Change Purchase Option – If the client has multiple applicable Purchase Options, you can select this option to choose which one of the client’s Purchase Options will be used to pay for service or purchase a new Purchase Option in the online store to pay for this service.