POS, settings & check-in
Retail and payments, configuration, and attendance — with detailed walkthrough notes
Front desk and managers spend most of their time across these three areas: selling, configuring the business, and recording who walked in. The videos are separate because they map to different permissions and mental modes (transactional vs administrative vs high-throughput at the door).
Products, POS, and payments
Products
Products are sellable items: retail (shakes, apparel), add-ons, or one-off services. Each product can have SKU, price, tax category, and which outlets stock it.
What to notice
- How products surface in POS search at checkout.
- Whether variants (size / flavour) exist or you use separate SKUs — pick one convention and stick to it for inventory reports.
POS (point of sale)
POS is the fast checkout screen: cart, discounts, payment method, receipt or email, and linking the sale to a member when it is account-linked (e.g. charge to package).
Typical flow
- Identify the buyer (walk-in vs member).
- Scan or add line items.
- Apply discount only if policy allows — many gyms restrict this to managers.
- Take payment (cash, card, wallet) and confirm the transaction is settled before handing over goods.
Payments
The Payments area is the ledger: history, refunds, failed charges, and reconciliation with your payment provider. Use it when a member says “I was charged twice” or when finance closes the day.
Hygiene tips
- Close shifts or run end-of-day reports according to your SOP.
- Match POS totals to bank deposits periodically; small drifts often mean open tabs or pending refunds.
Settings
What “Settings” means in Pagete
This is the control plane for the organization: business profile, branding, roles, integrations (e.g. payments), notifications, member portal behaviour, and defaults that every other module inherits.
How to watch this video
- First pass — Note the sections in the sidebar; you do not need to change everything on day one.
- Second pass — Pause on payments and tax — mistakes here affect every invoice and POS sale.
- Third pass — Team / roles — who can refund, who can see revenue, who can export member data.
Common setup order for new gyms
- Business identity and outlets.
- Payment connection and test transaction.
- Membership plans (covered on the Members & membership page).
- Member portal toggles if you expose booking online.
- Notifications templates so members get consistent emails or SMS.
Governance
- Restrict Settings to owners and trusted admins; accidental changes to tax or gateway keys are hard to debug under pressure.
- Document who changed billing-related settings — use audit trails if your plan includes them.
Check-in and attendance
Purpose
Check-in answers: “Is this member allowed in right now, and did we record the visit?” Attendance aggregates those events for reporting, capacity, and follow-up (e.g. low-usage members).
Modes you may see in the video
| Mode | Best for |
|---|---|
| QR / barcode | Fast lines; member shows code from app or key fob. |
| Face | Hands-free kiosks; requires enrollment and member consent. |
| Manual search | Exceptions, guests, or when hardware is down — train staff not to skip verification. |
Rules that often trip people up
- Membership not active — Check plan dates and payment status before overriding.
- Wrong outlet — Member valid at Branch A may not be valid at Branch B depending on plan rules.
- Session vs open gym — Some visits attach to a class session; others are general facility access.
After check-in
- Attendance reports feed retention campaigns (who stopped coming).
- Session rosters update live for trainers.
See also
- Classes, trainers & outlets for how sessions are created.
- Member portal for how members pull up QR codes or bookings.