Setting Up a Staff Club

Step 1: Create the Staff Club

1. Navigate to Setup

   • On the setup screen, look for the green arrow on the right-hand side.
   • Scroll down to access the "Club" section.

2. Create the Club

   • Press the "New" button to create a new club.
   • Enter a name for your staff club (e.g., "Staff Perks").

3. Set Staff Discounts

   • When prompted about allowing staff to collect points, select No.
   • Enter the service discount percentage (e.g., 100% for free services).
   • Specify a product discount or enable product purchases at cost.

4. Save and Finalize

   • Press Save and then Done to complete the setup.

Step 2: Add Staff to the Club

1. Ensure Staff Are Clients

   • Go to the Clients section and search for staff members using their first or last name.
   • If they are not already listed as clients, add them.

2. Assign Staff to the Club

   • Open the staff member's profile.
   • Select the "Staff Club" under their club affiliation.
   • Save your changes.

Step 3: Verify Discounts at Point of Sale

• When a staff member with a staff club affiliation uses a service or purchases a product:
  • Service Discount: If set to 100%, the service will show as $0 at checkout.
  • Product Discount: Products will automatically reflect the set discount or cost price.

Key Takeaways

• Setting up a staff club allows for automated discounts on services and products.
• Ensure all staff members are added as clients and assigned to the staff club.
• Discounts will apply seamlessly at the point of sale for eligible members.

For additional assistance or troubleshooting, contact support.