Group and Program Lineups
In this article, we will cover:
Lineups for groups & programs - overview
The top section of the Lineups screen gives you an overview of the lineups you have selected and all the tasks included in those lineups. You will see the:
Total number of Guests who have lessons for group/program tasks in the selected Lineups.
Total number of Instructors who are scheduled to group/program tasks for the selected Lineups.
Guest ratio based on the number of guests to instructors for the selected Lineups.
Ability to hide/show tasks associated to the Group or Program Lineups selected so you can just view the Guest and Instructors.
Task summaries
Underneath the totals in Group or Program lineups you will see a list of tasks which are associated to the selected Lineups along with summaries for each task.
The ratio on the left shows the number of guests over the number of scheduled instructors for the group or program task.
The title is the task title specified in the Task section in Product settings.
The start and end time of the group or program task is specified on the right as well as the guest ratio for the specific task. If the number of guests or scheduled instructors is 0 we can't calculate the ratio so will display -- instead.
If you have instructors who have a checkin status of Late or No show, you will see an indicator on the task where there are instructors with that issue. If there are instructors with a conflict on their schedule, you will also be able to identify where the instructor with that issue is.
Single task view
If you want to see the guests and instructors just for one task, you can click on a specific group or program task and it will take you into focus mode for that task. This will display all the guests and instructors just for the selected task.
In here you can Add instructors to the selected task by clicking the Add instructor button.
To exit out of the Group/Program task focus click on the task name in the title section or click back on your mobile browser.
Viewing guests
The guests tab lists all guests who have sales that are associated with a particular group or program lineup. The guests are listed alphabetically by last name.
Lesson details
To view the assigned instructor and lesson details for a guest, click by the guest name or the 🔽 arrow to expand the detailed view.
This tile will show:
The discipline of the group/program task.
The start and end time of the group/program task.
The task title.
Whether the lesson is assigned to an instructor. This is only visible if the sale has been pre assigned in Scheduling.
The guest's age.
If they have allergy information.
If they are marked as a VIP in flaik.
Viewing instructors
The instructors tab lists all instructors who have been scheduled for group/program tasks that are associated with the lineups selected. The instructors are listed alphabetically by last name.
Expanding an instructor line will allow you to see the group/program task details, with the addition of the 'Schedule' and 'Profile' buttons.
These link directly to the instructor's schedule and profile, where you can edit their check in status and call them.
Reassigning a task to another instructor
If a staff member is late or sick, or if you need to make a last minute change, you can do so using the 'Reassign' button on the Lesson details.
The reassign window will open with a list of instructors and summaries of their availability and schedules at the time of the lesson. You can either search for an instructor you have in mind or select one from the list.
Select reassign and confirm your selection on the confirmation page.
Removing a task from an instructor
If you need to remove a scheduled group/program task from a staff member because you are over staffed or you want to move them to another task, you can do so using the 'Remove' button on the Lesson details.
A confirmation screen to confirm the removal will appear. You can confirm and remove the task or cancel the removal.
Adding a task to an instructor's schedule
If you need more staff for a specific task, you can add an instructor to a task. To do this, select the task in the Lineup overview. This will give you an overview of the guests, instructors and guest ratio just for this task. It will also show you only the guests and instructors associated to this task.
You can select 'Add instructor' from this view.
The Add instructor window will open with a list of instructors and summaries of their availability and schedules at the time of the task. You can either search for an instructor you have in mind or select one from the list.
Select an instructor and click assign and a confirmation screen will appear to confirm adding the task to the staff member's schedule.
If this looks good, tap Assign. The instructor will be added to this task and appear in the Instructors tab for this lineup. They'll also influence the guest ratio calculations you see elsewhere in Lineups.
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