Kasia welcomes a first-time customer
Kasia Nowak is at the Studio Ruchu Flow front desk. It’s 17:50; yoga starts at 18:00. A woman she has never seen walks in: “Hi, can I still join today’s class?” Kasia doesn’t open any admin screens — the whole thing happens in the attendance panel of the class, and the system leads her by the hand.
1. She opens the class
Section titled “1. She opens the class”In the Schedule Kasia clicks today’s 18:00 yoga. The attendance panel opens on the right: fourteen names, a search field on top.
Details: Check the attendance list.
2. Search finds nothing — so, New client
Section titled “2. Search finds nothing — so, New client”“Zofia Krajewska” — Kasia types the name into the Client (min. 3 characters or card number) field. No results: Zofia has never been here. Right below the field there is a New client button. Kasia clicks it and a short customer form opens in a window on top of the panel: First name and Last name are required, Email, Phone, and Loyalty card number she adds while Zofia dictates them. Save.
Step by step: Add a new customer.
3. The app answers: No valid pass → Sell pass
Section titled “3. The app answers: No valid pass → Sell pass”The moment the form is saved, Systemate tries to sign Zofia up for the yoga class — and immediately opens the No valid pass window: “The client does not have a valid subscription. You can sell a pass or check other passes in the client’s account.” Of course she doesn’t — she’s brand new. Kasia clicks Sell pass.
4. The sale — in a window, with Zofia pre-selected
Section titled “4. The sale — in a window, with Zofia pre-selected”The sale view opens in a window on top of the schedule, and Zofia is already set as the customer. Kasia picks the “Joga 8 wejść” pass, takes cash, and clicks Confirm.
Step by step: Sell a pass at the front desk.
The sale window closes itself, and the panel asks one more question in a Confirm dialog: add client Zofia Krajewska for classes Joga, today 18:00 - 19:00? Kasia clicks yes.
5. Zofia is on the list — marked as new
Section titled “5. Zofia is on the list — marked as new”Zofia appears on the attendance list, highlighted. Because the class is today, she is already marked as present — no extra ✓ needed. Next to her name sits the first-visit badge (New client - first visit), and the header now reads Clients: 15 (including new: 1).
Details: Sign a customer up for a class.
The result: from “can I join?” to a paid pass and a confirmed spot in under two minutes — account, pass, and check-in, all without leaving the attendance panel. Zofia makes the 18:00 class.