Tasks Setup
Video overview
Step-by-step
Tasks setup is located in Admin Settings -> Product Settings -> Global Product Settings -> Tasks
To get started, click the blue Edit button.
Then click on the down arrow in the Scheduling/Inventory Area category that contains the task that you wish to add or modify.
You'll then see a full list of the tasks associated with this category. To modify an existing task, click on the down arrow at the right side of the product.
You'll then have access to modify the settings for this task. You can update any of the fields (other than Task Type) such as Description, Start & End times, Discipline, etc.
You will also have the ability to Sync with POS and connect a POS activity by searching for the related activity in your Point of Sale system.
IMPORTANT: The POS Activity selected governs the ability of flaik to talk to your Point of Sale. Make sure that you know what you are doing prior to modifying. If you have any hesitations regarding this, please reach out to us [email protected] before making any changes.
Task Types
There are five options of Task Type when creating a new Task
Hold/Block - unpaid hours, such as for holding an instructor for an impending private request booking.
Non-Teaching - to schedule staff for other paid work duties, such as sign in, meet & greet, fencing, shoveling, etc. Paid tasks don't count towards Teaching Hours calculations.
Private Lesson
Program - for multi-week programs. Allows program dates to be added, which has multiple benefits.
Group Lesson
Task Type Comparison
Which fields are available for the various task types? This grid summarizes how the different task types compare.
Discipline
x
x
x
Paid Task
x
x
x
x
Paid Activity
x
x
x
x
Request Paid Activity
x
Sync With POS
x
x
x
x
POS Activity Code
x
x
x
x
Start Time
x
x
x
x
x
End Time
x
x
x
x
x
Program Dates
x
Ability Level
x
x
x
Guest Pickup
x
x
x
Report Cards
x
x
x
Guest Survey
x
x
x
RYL
x
x
x
Start
x
x
x
Morning Snack
x
x
x
Lunch
x
x
x
Afternoon Snack
x
x
x
Pick Up
x
x
x
Paid
x
x
x
x
Counts Towards Teaching Hours
x
x
x
Additional Fields for Lessons tasks
For Private, Group, & Program task types, flaik provides additional check boxes to select or not.
Guest Experience
Ability level - is the instructor required to select a level for Class Management
Report Card for all students
Send a guest survey to students
Relive your lesson guest experience (displaying their GPS route if they used a flaik tag)
Locations
These location fields are useful if a task has options for where it meets, ends, and/or have indoor breaks.
Deleting Tasks
Tasks can only be deleted before they're used in a season. After creating a new season it is possible to make any revisions to Tasks that are needed.
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