ServeSlate

Classes · Getting started

Go-live checklist

You've published. Before the first real class, run through this list.

Put the QR code where people will see it

On Publish, the card at the top (Online food menu, Online service list, or Online class list) has your customer link, with View live page, Copy link, and Print for a paper copy of the whole list with the QR at the bottom. Below it you'll find everything you need to get the page in front of people:

  • The QR code card has Open full screen for a tablet or screen, Download PNG for your own flyers, and Print for a sign on the counter or window.
  • Social media images gives you ready-to-post pictures of your page.
  • TV screens has Set up a TV, which opens Devices so you can sign in a TV. TV screens

Check your instructors can log in

Make sure everyone you invited has opened their email and set a password. Their card on Instructors says Invited until they do. If an invite got lost, tap Send invite again.

Do a test signup

  1. 1Grab your own phone and scan the QR like a customer would.
  2. 2Sign up for a session.
  3. 3Check you're on that session's roster on Classes.
  4. 4Check yourself in, then check out with Cash or other.
  5. 5Then cancel the signup, or close it unpaid, so it doesn't sit in your reports.

Decide how people pay

If customers will pay online, finish Payouts first. Until then, online payments won't start, but cash and anything you record as Cash or other work from day one.