Configuration Specifics

You'll likely want to organize all the program tasks separately from your group lesson tasks into their own category/categories. If there aren't already Scheduling/Inventory Area for program tasks, create that first if required (found under Product Settings) and then proceed to creating the new tasks.

• Go to Settings > Product Settings > Tasks

• Create a new tasks. There are two unique & required steps for program tasks that are the cornerstone to all the new benefits that have been added for Programs:

  • Select a Task Type of 'Program'.

  • In the Program Dates field add all the applicable lesson dates.

• Fill in the other task fields as needed.

Use the date picker to select program dates

• Once the task is mapped to the POS product(s) and the sales sync into flaik, you'll start to see guests display on all the program dates that were added to the task.

  • Check out the POS Sync & Sale Processing page for more information about the timeline for this.

• Changes can be made to the program dates on the task throughout the season until the date the products are sold for in your POS has passed. Updates may take a few hours to display depending on how far out the program start day is.

Guest Experience

Like all lesson tasks, Report Cards and Surveys can be added to program tasks if needed.

It's worth noting that if Report Cards or Surveys are added to a program task that they will be sent out for each date added to the task.

Recommendations:

• Report Cards:

  • If you'd like to distribute report cards just once at the completion of the program, the task should initially not have the Report Cards option selected.

  • Update the task to select the report card option after the second last lesson but before the final lesson.

  • This will prompt instructors to complete report cards on the final lesson day.

• Surveys:

  • If you'd like to distribute surveys just once at the completion of the program, the task should initially not have the Guest Survey option selected.

  • Update the task to select the survey option after the completion of the program (as flaik will send surveys to all guests that took a lesson in the past seven days).